Murphy USA (MUSA) reported $4.82 billion in revenue for the quarter ended March 2026, representing a year-over-year increase of 6.5%. EPS of $7.28 for the same period compares to $2.63 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $4.64 billion, representing a surprise of +3.87%. The company delivered an EPS surprise of +35.57%, with the consensus EPS estimate being $5.37.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Murphy USA performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Total fuel contribution (including retail, PS&W and RINs) (cpg): 35 cents versus 30.02 cents estimated by three analysts on average. Retail fuel volume - chain (Million gal): 1,154.50 Mgal versus 1,148.04 Mgal estimated by three analysts on average. Retail fuel margin (cpg): 25.4 cents compared to the 25.37 cents average estimate based on three analysts. Retail fuel volume - per store (K gal APSM): 219.20 Kgal compared to the 223.26 Kgal average estimate based on two analysts. Retail fuel volume - per store (K gal SSS): 219.60 Kgal versus the two-analyst average estimate of 218.55 Kgal. Store count at end of period: 1,803 versus the two-analyst average estimate of 1,810. Fuel Contribution - Total retail fuel contribution: $293 million versus $294.62 million estimated by two analysts on average. Merchandise unit margin (%): 20% compared to the 19.7% average estimate based on two analysts. Total fuel contribution: $403.9 million versus the two-analyst average estimate of $322.94 million. Operating Revenues- Petroleum product sales: $3.7 billion versus $3.57 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +5.9% change. Operating Revenues- Merchandise Sales: $1.05 billion versus the three-analyst average estimate of $1.03 billion. The reported number represents a year-over-year change of +5%. Operating Revenues- Other operating revenues: $73.3 million compared to the $56.16 million average estimate based on three analysts. The reported number represents a change of +102.5% year over year.View all Key Company Metrics for Murphy USA here>>>
Shares of Murphy USA have returned +5.3% over the past month versus the Zacks S&P 500 composite's +12.2% change. The stock currently has a Zacks Rank #1 (Strong Buy), indicating that it could outperform the broader market in the near term.7 Best Stocks for the Next 30 Days
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This article originally published on Zacks Investment Research (zacks.com).