企業を読み込み中
Just reported
Q3 2026 results
From Murphy USA's results release of 2026年10月28日; its quarterly report has since been filed.
Revenue
Actual
$6.89B
+35% y/y
+1.2% q/qGuided
—
No guide given
EPS, GAAP
Actual
$9.59
+42% y/y
-15% q/qGuided
—
No guide given
Operating income, GAAP
Actual
$260.5M
+29% y/y
-15% q/qGuided
—
No guide given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
The full earnings report →Keep exploring
The themes Murphy USA is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
Highest-graded in Specialty Retail
Graded A or B and worth $2B or more: A first, then the largest.
ULTAUlta Beauty, Inc.$28.3BA
FIVEFive Below, Inc.$13.6BA+
WSMWilliams-Sonoma, Inc.$29.9BB+
CASYCasey’s General Stores, Inc.$26.3BB
MNSOMINISO Group Holding Limited$3.5BB
Grade rose recently in Consumer Discretionary
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
TMToyota Motor Corp.2026年8月4日BAGraded B, now A
SBUXStarbucks Corporation2026年11月12日CBGraded C, now B
RCLRoyal Caribbean Cruises Ltd.2026年10月27日FBGraded F, now B
AZOAutoZone, Inc.2026年10月26日CBGraded C, now B
SWSmurfit Westrock plc2026年10月28日CBGraded C, now B
どうやって稼いでいるか
- Petroleum product sales, including retail and wholesale fuel80%
- Convenience merchandise19%
売上構成比はsix months ended June 30, 2026の推計であり、提出された報告書の数字ではありません。
競合
- CASYCasey's General StoresB
- 規模
- $26.3B
- 利益率
- 4.1%
- ATDAlimentation Couche-Tard (Circle K)
- SVNDY7-Eleven (Seven & i Holdings)
何を売っているか4
Retail gasoline and diesel
Motor fuel sold to drivers at Murphy USA, Murphy Express, and QuickChek fuel stations.
Convenience-store merchandise
Snacks, beverages, nicotine products, and non-food items sold in stores.
QuickChek food and beverages
Prepared food and drinks sold at QuickChek stores, which have a broader food and beverage selection.
Wholesale petroleum products
Fuel sold to customers who are not buying it under the Murphy USA or QuickChek retail brands.
誰が買っているか3
- Drivers who buy gasoline at the pump, often while shopping at a nearby convenience store.
- People who visit Murphy USA, Murphy Express, or QuickChek stores to buy snacks, drinks, nicotine products, and other merchandise.
- Unbranded wholesale fuel customers who buy petroleum products through company-owned or third-party terminals.
何に支えられ、何に崩されうるか
事業が頼っているもの
- 1Core-Mark supplied more than 78% of merchandise purchases (2025, high); a disruption could affect the products available in stores.
- 2Murphy USA relies on third-party companies for some refined fuel supply and transportation, alongside its own terminals and pipeline positions.
- 3Many Murphy stores are near Walmart locations, and the relationship includes fuel-discount programs and agreements that give Walmart certain rights over some properties and leases.
うまくいかなくなる可能性
- 1Fuel prices and retail fuel margins can change quickly with crude-oil and refined-product prices, consumer demand, competition, and seasonal driving patterns.
- 2A disruption to refined-fuel supply or transportation could limit fuel availability or increase costs; dependence on a single supplier for most merchandise also leaves stores exposed to supply interruptions.
- 3Walmart's rights under property and lease agreements, and the importance of the Walmart relationship to many store locations, could affect Murphy USA's ability to operate or make changes at those sites.
Murphy USA Inc.について
Murphy USA runs 1,806 retail stores in 27 states (June 30, 2026, high), selling fuel and goods under the Murphy USA, Murphy Express, and QuickChek names. It also sells fuel to wholesale customers without a Murphy USA brand, using company-owned and third-party distribution terminals.
- 本社
- El Dorado, Arkansas
- 設立
- 2013
- 従業員数
- 16,900 (December 31, 2025, high)
- 上場市場
- NYSE
- 決算期
- December 31
Murphy USA Inc. 自身が米国証券取引委員会（SEC）に提出した書類にもとづきます。数字は報告されたままで、1 株当たりの履歴は今日の株数基準に修正済みです。 これは事業の説明です——投資助言ではなく、売買を勧めるものでもありません。
