Murphy USA Inc. (MUSA) Q3 2026 Earnings Call Transcript

Murphy USA Inc. ( MUSA ) Q3 2026 Earnings Call October 29, 2026 11:00 AM EDT Company Participants Christian Pikul - Vice President of Investor Relations & FP&A Mindy West - President, CEO & Director Conference Call Participants Jacob Aiken-Phillips - Melius Research LLC Bonnie Herzog - Goldman Sachs Group, Inc., Research Division Thomas Palmer - JPMorgan Chase & Co, Research Division Edward Kelly - Wells Fargo Securities, LLC, Research Division Robert Griffin - Raymond James & Associates, Inc., Research Division Pooran Sharma - Stephens Inc., Research Division Daniel Guglielmo - Capital One Securities, Inc., Research Division Bradley Thomas - KeyBanc Capital Markets Inc., Research Division Presentation Operator Thank you for standing by. My name is Freda, and I will be your conference operator today.

Seeking Alpha • 10 hours ago

Murphy USA: Margins Staying Wider For Longer

Murphy USA delivered strong Q3 earnings, driven by elevated fuel margins and resilient consumer demand, sending shares up 4%. Q3 fuel margins reached 37cpg, volumes outperformed structural headwinds, and merchandise sales remained stable despite tough nicotine comps. MUSA maintains a robust balance sheet and disciplined expense management and continues aggressive share repurchases, supporting shareholder returns.

Seeking Alpha • 14 hours ago

Murphy USA Inc. Reports Third Quarter 2026 Results

EL DORADO, Ark.--(BUSINESS WIRE)--Murphy USA Inc. (NYSE: MUSA), a leading marketer of retail motor fuel products and convenience merchandise, today announced financial results for the three and nine months ended September 30, 2026. Key Highlights: Net income was $176.0 million, or $9.59 per diluted share, in Q3 2026 compared to net income of $129.9 million, or $6.76 per diluted share, in Q3 2025. Total fuel contribution for Q3 2026 was 37.0 cpg, compared to 30.7 cpg in Q3 2025. Total retail gal.

Business Wire • Oct 28, 2026

Murphy USA (MUSA) Q3 Earnings and Revenues Beat Estimates

Murphy USA (MUSA) came out with quarterly earnings of $9.59 per share, beating the Zacks Consensus Estimate of $8.09 per share. This compares to earnings of $7.25 per share a year ago.

Zacks Investment Research • Oct 29, 2026

Murphy USA (MUSA) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

While the top- and bottom-line numbers for Murphy USA (MUSA) give a sense of how the business performed in the quarter ended September 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Zacks Investment Research • Oct 29, 2026

Dividend Announcements: October 17-23, 2026 (Part 2 Of 2)

I track dividend announcements across 1,200+ stocks. This week, 42 companies increased their dividend, including two stocks I own. Part 2 highlights 17 stocks with streaks below 10 years. First BanCorp (FBP) stands out with a 25% dividend hike, 3.65% forward yield, and the highest ACN (23.9), though it trades near fair value. Western Digital (WDC) offers 34.69% upside to fair value and strong safety metrics, but its forward yield is just 0.20% and dividend consistency is weak.

Seeking Alpha • Oct 28, 2026

Why Murphy USA (MUSA) Could Beat Earnings Estimates Again

Murphy USA (MUSA) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Zacks Investment Research • Oct 26, 2026

Murphy USA Inc. Announces Dividend Increase

EL DORADO, Ark.--(BUSINESS WIRE)--The Board of Directors of Murphy USA Inc. (NYSE: MUSA) today declared a quarterly cash dividend on the Common Stock of Murphy USA Inc. of $0.72 per share, or $2.88 per share on an annualized basis. This represents an increase of 11% from the Q3 2026 dividend. The dividend is payable on December 1, 2026, to stockholders of record as of November 4, 2026. About Murphy USA Murphy USA (NYSE: MUSA) is a leading retailer of gasoline and convenience merchandise with mo.

Business Wire • Oct 22, 2026

Murphy USA (MUSA) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

Murphy USA (MUSA) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Zacks Investment Research • Oct 21, 2026

Here's Why Murphy USA (MUSA) is a Strong Momentum Stock

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

Zacks Investment Research • Oct 20, 2026