MUSA · Murphy USA Inc. · Earnings Call Transcripts & Audio
$504.03
-3.39 (-0.67%)
At close · Sep 30
Return incl. dividend (before tax)
Market Cap
$9.40B
Shares
18.38M
Volume · Sep 30
163.47K
Avg daily vol (3M)
277.59K
Murphy USA Inc. Earnings Call Transcripts
Quarterly earnings calls for Murphy USA Inc. (MUSA), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲34.7%
$6.19B
$219.50M
'22 Q3
22-10-26
▲12.6%
$5.37B
$117.70M
'22 Q4
23-02-01
▼0.8%
$5.08B
$106.30M
'23 Q1
23-05-02
▼17.5%
$5.59B
$132.80M
'23 Q2
23-08-02
▼6.4%
$5.80B
$167.70M
'23 Q3
23-11-01
▼5.5%
$5.07B
$150.00M
'23 Q4
24-02-07
▼4.6%
$4.84B
$66.00M
'24 Q1
24-05-01
▼2.4%
$5.45B
$144.80M
'24 Q2
24-07-31
▼9.6%
$5.24B
$149.20M
'24 Q3
24-10-30
▼7.1%
$4.71B
$142.50M
'24 Q4
25-02-05
▼6.6%
$4.53B
$53.20M
'25 Q1
25-05-07
▼8.2%
$5.00B
$145.60M
'25 Q2
25-07-30
▼2.5%
$5.11B
$129.90M
'25 Q3
25-10-29
▲0.7%
$4.74B
$141.90M
'25 Q4
26-02-05
▲6.5%
$4.82B
$136.30M
'26 Q1
26-04-30
LATEST
▲36%
$6.81B
$209.10M
'26 Q2
26-08-06
Earnings call
FY26 · Q2
2026-08-06
Murphy USA Inc. (MUSA) Q2 2026 Earnings Call
Revenue
$6.81B
▲ 36% YoY Diluted EPS
$11.27
▲ 53.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-04-30
Murphy USA Inc. (MUSA) Q1 2026 Earnings Call Transcript
Positive tone
Fuel supply and wholesale / RINs
Consumer behavior and trade-down
Fuel margin volatility and outlook
Revenue
$4.82B
▲ 6.5% YoY Diluted EPS
$7.28
▲ 176.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-05
Murphy USA Inc. (MUSA) Q4 2025 Earnings Call Transcript
Positive tone
New store growth program (NTIs)
Long-term EBITDA guidance path
Maintenance capital step-up
Revenue
$4.74B*
▲ 0.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-10-29
Murphy USA Inc. (MUSA) Q3 2025 Earnings Call Transcript
Confident tone
CEO succession and continuity
Merchandise momentum and nicotine
Capital allocation and shareholder returns
Revenue
$5.11B
▼ 2.5% YoY Diluted EPS
$6.76
▼ 6.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-07-30
Murphy USA Inc. (MUSA) Q2 2025 Earnings Call Transcript
Positive tone
Store operating expenses and cost discipline
Merchandise and nicotine category performance
QuickChek integration and digital initiatives
Revenue
$5.00B
▼ 8.2% YoY Diluted EPS
$7.36
▲ 6.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-07
Murphy USA Inc. (MUSA) Q1 2025 Earnings Call Transcript
Positive tone
New store growth and ramp dynamics
Inside store / merchandise performance
Temporal/cyclical/structural framework for results
Revenue
$4.53B
▼ 6.6% YoY Diluted EPS
$2.63
▼ 15.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-05
Murphy USA Inc. (MUSA) Q4 2024 Earnings Call Transcript
Positive tone
New store growth and unit expansion
Fuel volumes and pricing volatility
Merchandise and QuickCheck performance
Revenue
$4.71B*
▼ 7.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-10-30
Murphy USA Inc. (MUSA) Q3 2024 Earnings Call Transcript
Confident tone
New unit growth and CapEx
Fuel volume and margins
Bottom-quartile store optimization initiative
Revenue
$5.24B
▼ 9.6% YoY Diluted EPS
$7.20
▼ 6.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-07-31
Murphy USA Inc. (MUSA) Q2 2024 Earnings Call Transcript
Positive tone
Merchandise / QuickChek softness
Operating expenses (OpEx)
Tobacco / nicotine category strength
Revenue
$5.45B
▼ 2.4% YoY Diluted EPS
$6.92
▲ 15% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-01
Murphy USA Inc. (MUSA) Q1 2024 Earnings Call Transcript
Confident tone
Fuel and core tobacco performance
PS&W, RINs, and supply model
Merchandise guidance and second half outlook
Revenue
$4.84B
▼ 4.6% YoY Diluted EPS
$3.12
▼ 35% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-07
Murphy USA Inc. (MUSA) Q4 2023 Earnings Call Transcript
Confident tone
New store growth and pipeline
QuickChek food and beverage
Tobacco category strength
Revenue
$5.07B*
▼ 5.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-01
Murphy USA Inc. (MUSA) Q3 2023 Earnings Call Transcript
Revenue
$5.80B
▼ 6.4% YoY Diluted EPS
$7.69
▼ 17.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-02
Murphy USA Inc. (MUSA) Q2 2023 Earnings Call Transcript
Revenue
$5.59B
▼ 17.5% YoY Diluted EPS
$6.02
▼ 20.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-02
Murphy USA Inc. (MUSA) Q1 2023 Earnings Call Transcript
Revenue
$5.08B
▼ 0.8% YoY Diluted EPS
$4.80
▼ 21.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-01
Murphy USA Inc. (MUSA) Q4 2022 Earnings Call Transcript
Revenue
$5.37B*
▲ 12.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-10-26
Murphy USA Inc. (MUSA) Q3 2022 Earnings Call Transcript
Revenue
$6.19B
▲ 34.7% YoY Diluted EPS
$9.28
▲ 133.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-03
Murphy USA Inc. (MUSA) Q1 2022 Earnings Call Transcript
Revenue
$5.12B
▲ 44.7% YoY Diluted EPS
$6.08
▲ 202.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-02
Murphy USA Inc. (MUSA) Q4 2021 Earnings Call Transcript
Revenue
$4.77B*
▲ 66.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-10-27
Murphy USA Inc. (MUSA) Q3 2021 Earnings Call Transcript
Revenue
$4.60B
▲ 62% YoY Diluted EPS
$3.98
▲ 75.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-07-28
Murphy USA Inc. (MUSA) Q2 2021 Earnings Call Transcript
Revenue
$4.46B
▲ 87.3% YoY Diluted EPS
$4.79
▼ 16.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-04-28
Murphy USA Inc. (MUSA) Q1 2021 Earnings Call Transcript
Revenue
$3.54B
▲ 11.1% YoY Diluted EPS
$2.01
▼ 31.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-03
Murphy USA Inc. (MUSA) Q4 2020 Earnings Call Transcript
Revenue
$2.86B*
▼ 17.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-10-28
Murphy USA Inc. (MUSA) Q3 2020 Earnings Call Transcript
Revenue
$2.84B
▼ 22.4% YoY Diluted EPS
$2.27
▲ 4.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-07-21
Murphy USA Inc. (MUSA) Q2 2020 Earnings Call Transcript
Revenue
$2.38B
▼ 37.4% YoY Diluted EPS
$5.73
▲ 467.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-04-17
Murphy USA Inc. (MUSA) Q1 2020 Earnings Call Transcript
Revenue
$3.18B
▲ 2.2% YoY Diluted EPS
$2.92
▲ 1725% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-01-29
Murphy USA Inc. (MUSA) Q4 2019 Earnings Call
Revenue
$3.46B
▼ 1.2% YoY Diluted EPS
$1.54
▼ 35.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–26 of 26 earnings calls