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Just reported
Q3 2026 results
From Murphy USA's results release of October 28, 2026; 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.
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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.$27.8BA
FIVEFive Below, Inc.$13.6BA+
WSMWilliams-Sonoma, Inc.$29.5BB+
CASYCasey’s General Stores, Inc.$26.1BB
MNSOMINISO Group Holding Limited$3.4BB
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.Aug 4, 2026BAGraded B, now A
RCLRoyal Caribbean Cruises Ltd.Oct 27, 2026FBGraded F, now B
AZOAutoZone, Inc.Oct 26, 2026CBGraded C, now B
SWSmurfit Westrock plcOct 28, 2026CBGraded C, now B
HSAIHesai GroupNov 10, 2026CBGraded C, now B
How it makes money
- Petroleum product sales, including retail and wholesale fuel80%
- Convenience merchandise19%
Shares of revenue are estimates for six months ended June 30, 2026, not figures from a filing.
Competes with
- CASYCasey's General StoresB
- Size
- $26.1B
- Margin
- 4.1%
- ATDAlimentation Couche-Tard (Circle K)
- SVNDY7-Eleven (Seven & i Holdings)
What it sells4
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.
Who buys it3
- 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.
What it stands on, and what could break it
What the business leans on
- 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.
What could go wrong
- 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.
About Murphy USA Inc.
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.
- Head office
- El Dorado, Arkansas
- Founded
- 2013
- Employees
- 16,900 (December 31, 2025, high)
- Listed on
- NYSE
- Financial year ends
- December 31
Built from Murphy USA Inc.’s own filings with the U.S. Securities and Exchange Commission (SEC). Figures are as reported, with per-share history restated onto today’s share basis. This describes a business — it is not investment advice and not a recommendation to buy or sell anything.
