greeksoup/ stock research
Stock research / United States / MUSA · Retail-Auto Dealers & Gasoline Stations · NYSE

Murphy USA Inc. (MUSA)

Compare with another name

Murphy USA Inc. (MUSA) reported revenue of $6.8 billion for Q2 FY2026, the quarter ended 30 June 2026, up 36.0% on the same quarter a year earlier. Net income was $209 million, up 43.6% on the year, and diluted earnings per share $11.27. The figures are the company's own, from the 10-Q it filed with the SEC on 6 August 2026.

Revenue$6.8 billionup 36.0%
Net income$209 millionup 43.6%
Diluted EPS$11.27
QuarterQ2 FY2026ended 30 June 2026

Murphy USA (MUSA) in brief

Murphy USA (MUSA) reported revenue of $19.4 billion for fiscal 2025, the year ended 31 December 2025, down 4.2% on the year before.
Read moreNet income was $471 million and diluted earnings per share $24.10. Revenue was $20.2 billion in fiscal 2024, $21.5 billion in fiscal 2023, $23.4 billion in fiscal 2022 and $17.4 billion in fiscal 2021. Net income in the same years was $502 million, $557 million, $673 million and $397 million. Over the twelve months to 30 June 2026, Murphy USA reported revenue of $21.5 billion and net income of $617 million. Revenue grew 11.5% a year, compounded, over the five years to fiscal 2025. Murphy USA declared $2.15 a share in dividends over the last four quarters and had 18 million shares outstanding at the latest filed count. At 30 June 2026 it carried $2.2 billion of debt and $175 million of cash. At the close of 8 October 2026 the market cap of Murphy USA was $9.5 billion, 15.7 times its earnings over the last twelve months.

Ratios

From the filings

ROE78.9%
ROCE31.2%
Operating margin4.3%
Net margin2.9%
FCF margin2.5%
Interest cover7.94
Debt to equity2.77
Cash conversion1.60
Share count, 1 year-4.7%
Sales CAGR, 3 years-6.1%
Profit CAGR, 3 years-11.2%
EPS, TTM$32.92

At the close of 8 October 2026

Price$518.22
Market cap$9.5 billion
Stock P/E15.74
Price to book12.17
EV / EBITDA9.53
Dividend yield0.4%
Market cap / sales0.44
52-week high$622.78
52-week low$356.57
Price, 1 year38.4%
Price CAGR, 3 years12.4%
Price CAGR, 5 years25.1%
Worked from the filed figures; hover a name for the formula.
Read moreThe priced ones use the latest daily close from SimFin. Debt to equity here stands on the one borrowings figure Murphy USA Inc. files, which has finance leases inside it; operating leases are a separate line. Nothing here is a valuation or a view.
MUSAgreeksoup.ai
Daily closes to 8 October 2026, adjusted for splits; prices from SimFin.
Read moreDay by day for the last three years; before that one point a week, carrying the week's last close and its average daily volume, so a volume bar means the same thing across the whole series; the bars sit under the price on their own scale, on the right. The moving averages need consecutive days and are drawn from the daily part. P/E is the close over the trailing four quarters' EPS as filed at each filing date, on the current share count; the dashed line is the median over the range shown. Sales and margin are quarterly revenue and the operating margin from the tables above. EV/EBITDA, price to book and market cap to sales use the latest filed balance sheet and share count at each date. Before the quarters on file begin, P/E, price to book and market cap to sales stand on each annual report from the day it was filed. Drawn in your browser; the range and overlay you pick are remembered here only.

The public record on MUSA

Filings28 in twelve months: 18 current reports (8-K), about 7 officer or director change; 5 regulation fd disclosure; 4 results of operations; 3 other events; 1 charter or bylaw amendment, or fiscal year change
Planned insider sales29 Form 144 notices in twelve months, $66.4 million; latest 3 September 2026
Options tapeput/call 0.69 by open interest at the 8 October 2026 close; the straddle prices a 5.4% move to 16 October 2026
13F holders9 of the followed funds hold it; largest FMR LLC; 4 Schedule 13D or 13G filings in twelve months
Insider trading21 sales and 0 purchases on Form 4 in twelve months
Congress0 House trades disclosed in six months
Short interest835,929 shares short, 2.99 days to cover at 15 September 2026
Documentsthe 10-K, the 10-Qs, the proxy and 4 earnings press releases, each linked

Quarterly results, the last 12 quarters

Q3 FY2023Q4 FY2023 *Q1 FY2024Q2 FY2024Q3 FY2024Q4 FY2024 *Q1 FY2025Q2 FY2025Q3 FY2025Q4 FY2025 *Q1 FY2026Q2 FY2026
Revenue5,7985,0694,8445,4525,2384,7104,5255,0055,1104,7444,8196,806
Cost of revenue5,1664,4774,3654,8444,6174,1114,0424,3934,4844,1064,2056,060
Gross profit632592478608622599484612626637614746
Gross margin11%12%10%11%12%13%11%12%12%13%13%11%
SG&A60.062.162.159.160.054.260.150.955.365.256.660.5
Operating income24721710521722219988.0219202210205305
Operating margin4%4%2%4%4%4%2%4%4%4%4%4%
Interest expense24.624.024.924.924.422.925.427.829.128.629.029.3
Pre-tax income22319681.919319917861.9192173181176278
Tax rate25%24%19%25%25%20%14%24%25%22%23%25%
Net income16815066.014514914253.2146130142136209
Net margin3%3%1%3%3%3%1%3%3%3%3%3%
Diluted EPS$7.69$7.12$3.12$6.92$7.20$7.07$2.63$7.36$6.76$7.61$7.28$11.27
Operating cash flow190273136261202249128255185246320235
Capital expenditure79.411176.211813712787.811811711798.3112
Free cash flow11116259.814365.212240.713767.7129222123
Buybacks64.816086.410612512815021421966.970.582.3
Dividends paid8.48.78.89.19.29.79.89.810.111.811.711.8
Shares outstanding21m21m21m20m20m20m20m19m19m19m18m18m
Filing10-Q10-K10-Q10-Q10-Q10-K10-Q10-Q10-Q10-K10-Q10-Q
Each quarter as filed, linked to its filing.
Read more* The fourth quarter is the full year less the first three quarters, because the company files the year and not the quarter on its own. A fourth quarter's EPS and diluted share count are from the company's results press release for that quarter, used where the release gives the same revenue and net income as the table. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and the share count are as they are. Free cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Cash flow lines filed year to date are the difference between two filings. Shares outstanding are at the period end where the balance sheet tags them, otherwise the count on the filing's cover page. A derived fourth-quarter EPS is left blank when a split in the year makes the arithmetic meaningless.

Income statement (profit and loss), 12 fiscal years and the trailing twelve months

FY2014 †FY2015 †FY2016 †FY2017 †FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025TTM
Revenue16,98612,69911,59512,82714,36314,03511,26417,36023,44621,52920,24419,38421,479
Cost of revenue1,8601,9461,9741,99113,27412,9089,82115,51221,04619,21617,93817,02518,854
Gross profit15,12610,7539,62010,8351,0891,1261,4431,8492,4002,3142,3072,3592,624
Gross margin89.1%84.7%83.0%84.5%7.6%8.0%12.8%10.7%10.2%10.7%11.4%12.2%12.2%
Selling, general and administrative119129123141136145171194232240235232238
Operating income365250388283325268559604968826743718921
Operating margin2.2%2.0%3.3%2.2%2.3%1.9%5.0%3.5%4.1%3.8%3.7%3.7%4.3%
Interest expense36.633.539.746.752.954.951.282.485.398.597.1111116
Pre-tax income339218352240274202509522884734652609809
Income tax11680.7131-5.260.347.6123125211178149139191
Effective tax rate34.3%37.0%37.1%-2.2%22.0%23.5%24.2%24.0%23.9%24.2%22.9%22.8%23.7%
Net income244176221245214155386397673557502471617
Net margin1.4%1.4%1.9%1.9%1.5%1.1%3.4%2.3%2.9%2.6%2.5%2.4%2.9%
Diluted EPS$5.26$4.02$5.59$6.78$6.48$4.86$13.08$14.92$28.10$25.49$24.11$24.10$32.92
Filing10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K
From each year's 10-K, linked; TTM is the last four quarters.
Read moreFree cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Those four are arithmetic on the filed numbers; everything else is as filed. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and share counts are as they are. † The year as the company last restated it in a later filing; rest on a figure for the one first filed. EPS is as filed.

Revenue by product or service

FY2023FY2024FY2025Share
latest year
Petroleum product sales17,10415,89214,86376.7%
Merchandise sales4,0894,2154,30422.2%
Other operating revenues3361382171.1%
Petroleum product salesMerchandise salesOther operating revenues
21.5FY202320.2FY202419.4FY2025

$ billion; hover a block for its figure and share

From the latest 10-K, in the company's own words.
Read moreA year is shown only where the parts add up to the revenue above. Fiscal years are labelled by the year they end in.

Cash flow and capital returned

FY2014 †FY2015 †FY2016 †FY2017 †FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025TTM
Operating cash flow306216337284399313564737995784848814985
Capital expenditure135205262258204205231275305336458440444
Free cash flow17010.675.325.4194108333463689448390374542
Free cash flow margin1.0%0.1%0.6%0.2%1.4%0.8%3.0%2.7%2.9%2.1%1.9%1.9%2.5%
Cash from investing-149-190-135-262-209-203-224-914-319-324-446-436-432
Cash from financing-123-252-151-5.3-175-14.4-456270-871-403-473-396-432
Depreciation and amortisation79.286.698.6117134152161213220229248277287
Share-based compensation10.49.09.37.59.210.514.314.416.021.822.928.627.8
Buybacks51.3249323206144166400355806333446650439
Dividends paidn/an/an/an/a0.00.06.927.329.933.436.841.545.4
Dividend per sharen/an/an/an/an/an/a$0.25$1.04$1.27$1.55$1.79$2.15n/a
Diluted shares, weighted46m44m40m36m33m32m30m27m24m22m21m20m19m
Shares outstanding at period endn/an/an/an/an/an/an/an/an/an/an/an/a18m
Filing10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K
Cash paid in the year, from the cash flow statement.
Read moreThe dividend per share is as declared. Diluted shares are the weighted average for the year; a falling count is the buybacks net of issuance. TTM sums the last four quarters; the share counts are the latest quarter's.

Balance sheet at year end

FY2014 †FY2015 †FY2016 †FY2017 †FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025TTM
Funded by
Shareholders' equity859792697738807803784807641829840624783
Non-controlling interestn/an/a0.10.0n/an/an/an/an/an/an/an/an/a
Debt4884906308618429999511,8001,7921,7851,8332,1642,167
Operating lease liabilitiesn/an/an/an/an/a118142409444450496535549
Finance lease liabilitiesn/an/an/an/an/a1.20.913112311610810699.1
Other liabilities6026047627327117658079011,1241,1601,2641,2991,487
Total liabilities and equity1,9491,8862,0892,3312,3612,6872,6864,0484,1234,3404,5424,7265,085
Owned
Fixed assets1,2481,3691,5331,6791,7481,807n/an/an/an/an/an/an/a
Goodwilln/an/an/an/an/an/a0.0328328328328328328
Intangible assetsn/an/an/an/an/an/a34.6141140140140139139
Investmentsn/an/an/an/an/an/an/a0.022.311.50.0n/an/a
Cash and equivalents32733.715417018428016425660.511847.028.9175
Receivables138136184225139173169196282337268276379
Inventory157156153182222228279292319341402413417
Other assets78.619165.473.867.81992,0402,8352,9713,0653,3573,5403,646
Total assets1,9491,8862,0892,3312,3612,6872,6864,0484,1234,3404,5424,7265,085
Filing10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K
At the fiscal year end; the TTM column is the latest quarter end.
Read moreBoth totals are the company's own. Other liabilities is the filed total less the rows above it: payables, deferred revenue, taxes, borrowings the rows above do not carry and the rest; other assets is the same on the other side. Investments add the current and non-current lines as filed. Debt is the company's own stated total where it files one, otherwise its long-term debt with the current maturities, never parts added together. A row is left blank in a year where the lines shown overlap and the remainder would fall below nil.

Compounded growth

10 years5 years3 yearsTTM
Sales growth, compounded4.3%11.5%-6.1%10.3%
Profit growth, compounded10.3%4.0%-11.2%25.8%
Return on equity, average51.7%71.3%67.5%75.5%
Yearly growth, compounded; TTM is the last four quarters against the four before.
Read moreReturn on equity is net income over shareholders' equity at each year end, averaged over the window (the TTM column is the latest year alone); equity is the parent's shareholders' equity as tagged in the 10-K. Arithmetic on filed numbers, nothing forecast.

Peers: Retail

CompanyMarket capP/EROEOp. marginSales growth
TTM
Debt to equityDiv. yield
Carvana Co. CVNA$46.8 billion33.4438.9%8.9%54.0%1.21n/a
Copart Inc. CPRT$25.5 billion17.7316.3%35.4%0.4%0.00n/a
Caseys General Stores Inc. CASY$23.7 billion30.9418.9%8.3%13.8%0.570.2%
Penske Automotive Group, Inc. PAG$13.0 billion14.5815.6%n/a0.6%0.892.6%
Five Below, Inc. FIVE$11.5 billion18.8325.0%14.7%25.6%0.000.0%
GameStop Corp. GME$11.4 billion16.6314.5%13.5%-7.7%0.680.4%
Murphy USA Inc. MUSA$9.5 billion15.7478.9%4.3%10.3%2.770.4%
FirstCash Holdings, Inc. FCFS$9.2 billion24.1416.7%12.8%21.6%1.010.8%
GAP Inc. GAP$8.3 billion7.0531.6%11.0%1.1%0.382.8%
Chewy, Inc. CHWY$7.8 billion28.6573.9%2.5%5.9%1.60n/a
Lithia Motors Inc. LAD$6.4 billion9.5811.2%4.1%2.1%1.800.8%
Autonation, Inc. AN$5.2 billion7.2834.3%4.8%-0.1%1.58n/a
All 45 in Retail
CompanyMarket capP/EROEOp. marginSales growth
TTM
Debt to equityDiv. yield
Amazon.com Inc. AMZN$2.74 trillion20.4424.5%12.1%15.8%0.24n/a
Walmart Inc. WMT$877.2 billion39.9122.5%4.4%6.2%0.410.9%
Costco Wholesale Corp. COST$420.2 billion45.6625.8%3.9%10.1%0.110.6%
Home Depot, Inc. HD$294.9 billion20.6885.6%12.4%2.5%2.643.1%
TJX Companies Inc. TJX$152.8 billion25.6557.0%n/a7.7%0.181.2%
CVS Health Corp. CVS$112.2 billion23.236.1%2.0%7.4%0.753.0%
Lowe's Companies Inc. LOW$105.9 billion15.96n/a11.4%8.2%n/a2.5%
Sherwin Williams Co. SHW$77.9 billion29.5969.7%n/a5.8%3.131.0%
ROSS Stores, Inc. ROST$72.0 billion27.2639.4%13.7%14.0%0.150.7%
Target Corp. TGT$70.3 billion16.0724.6%5.6%2.0%0.803.0%
O'Reilly Automotive, Inc. ORLY$70.2 billion27.39n/a19.6%8.5%n/an/a
Fastenal Co. FAST$57.9 billion42.7933.2%20.3%12.5%0.031.8%
Autozone Inc. AZO$47.5 billion20.01n/a18.0%5.7%n/an/a
Carvana Co. CVNA$46.8 billion33.4438.9%8.9%54.0%1.21n/a
JD.com, Inc. JD *$37.0 billion13.988.7%0.2%13.0%0.333.9%
Kroger Co. KR$36.3 billion33.3818.6%1.4%1.6%2.632.3%
Williams Sonoma Inc. WSM$28.1 billion24.4655.1%19.2%2.2%0.001.2%
Dollar General Corp. DG$27.4 billion16.1618.3%5.6%4.8%0.491.9%
Copart Inc. CPRT$25.5 billion17.7316.3%35.4%0.4%0.00n/a
Ulta Beauty, Inc. ULTA$24.2 billion20.5645.8%12.5%11.2%0.130.0%
Caseys General Stores Inc. CASY$23.7 billion30.9418.9%8.3%13.8%0.570.2%
Dollar Tree, Inc. DLTR$22.3 billion14.4847.1%11.0%8.2%0.86n/a
Best Buy Co., Inc. BBY$18.6 billion14.7140.0%4.1%1.4%0.364.3%
CDW Corp. CDW$17.5 billion16.8144.2%7.1%7.4%1.971.8%
Tractor Supply Co. TSCO$17.5 billion17.4438.5%8.5%4.0%0.822.8%
Burlington Stores, Inc. BURL$17.4 billion24.8535.7%7.7%10.9%0.95n/a
Penske Automotive Group, Inc. PAG$13.0 billion14.5815.6%n/a0.6%0.892.6%
BJ's Wholesale Club Holdings, Inc. BJ$12.5 billion21.6727.1%3.8%9.1%0.18n/a
Dick'S Sporting Goods, Inc. DKS$12.1 billion14.4614.7%5.5%53.5%0.333.6%
Five Below, Inc. FIVE$11.5 billion18.8325.0%14.7%25.6%0.000.0%
GameStop Corp. GME$11.4 billion16.6314.5%13.5%-7.7%0.680.4%
Murphy USA Inc. MUSA$9.5 billion15.7478.9%4.3%10.3%2.770.4%
FirstCash Holdings, Inc. FCFS$9.2 billion24.1416.7%12.8%21.6%1.010.8%
GAP Inc. GAP$8.3 billion7.0531.6%11.0%1.1%0.382.8%
Chewy, Inc. CHWY$7.8 billion28.6573.9%2.5%5.9%1.60n/a
Lithia Motors Inc. LAD$6.4 billion9.5811.2%4.1%2.1%1.800.8%
Sprouts Farmers Market, Inc. SFM$6.2 billion12.6533.5%7.4%7.2%0.07n/a
Abercrombie & Fitch Co. ANF$6.0 billion12.1139.6%13.7%4.7%0.000.0%
Albertsons Companies, Inc. ACI$6.0 billion154.254.1%0.7%2.7%5.224.9%
Macy's, Inc. M$6.0 billion8.3515.2%5.0%0.3%0.493.2%
Autonation, Inc. AN$5.2 billion7.2834.3%4.8%-0.1%1.58n/a
Ollie's Bargain Outlet Holdings, Inc. OLLI$5.2 billion19.3514.4%12.3%14.4%0.001.2%
Floor & Decor Holdings, Inc. FND$5.0 billion21.639.3%6.4%2.4%0.08n/a
Bath & Body Works, Inc. BBWI$3.6 billion4.61n/a16.7%-2.2%n/a4.5%
RH RH$2.2 billion20.2392.7%10.0%3.3%19.69n/a
6 companies share its SEC industry code (Retail-Auto Dealers & Gasoline Stations); the rest are the names nearest in size in its wider industry, Retail, one of the Fama-French 48 industries, a published grouping of SEC industry codes.
Read moreBy market capitalisation; a click on a heading sorts by it, largest first, and a second click turns it round. Each figure is the same arithmetic as the ratio box above, on each company's own filings and latest close; a name marked * is a foreign company that files once a year, on its latest fiscal year.

Filings

FilingPeriodFiledWhere
10-Q30 June 20266 August 2026EDGAR
10-Q31 March 20267 May 2026EDGAR
10-K31 December 202518 February 2026EDGAR
10-Q30 September 202530 October 2025EDGAR
10-Q30 June 202531 July 2025EDGAR
10-Q31 March 20258 May 2025EDGAR
10-K31 December 202420 February 2025EDGAR
10-Q30 September 202431 October 2024EDGAR
10-Q30 June 20241 August 2024EDGAR
10-Q31 March 20249 May 2024EDGAR

The same record on your computer

GreekSoup is also a free program for your own computer. It reads these same filings for the names you follow, refreshed as they land, with no account. One pasted line installs it.

Install