MUSA
Murphy USA Inc.
Overview
Murphy USA operates a network of 1,800 retail fuel and convenience stores across 27 states, primarily located near Walmart locations, selling motor fuel and merchandise under the Murphy USA, Murphy Express, and QuickChek brands. The company also supplies fuel to unbranded wholesale customers through owned and third-party distribution terminals.
Murphy USA Inc is a Consumer Cyclical company operating in Specialty Retail with a $10.18B market cap.
Most recent reported earnings: Q2 FY2026 (Jul 28, 2026).
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from Unknown source, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2026-04-3021 Q&A exchanges
- Q4 FY2025Earnings2026-02-0517 Q&A exchanges
- Q3 FY2025Earnings2025-10-3012 Q&A exchanges
- Q2 FY2025Earnings2025-07-3119 Q&A exchanges
- Q1 FY2025Earnings2025-05-0924 Q&A exchanges
- Q4 FY2024Earnings2025-02-0615 Q&A exchanges
- Q3 FY2024Earnings2024-10-3110 Q&A exchanges
- Q2 FY2024Earnings2024-08-0111 Q&A exchanges
- Q1 FY2024Earnings2024-05-0211 Q&A exchanges
- Q4 FY2023Earnings2024-02-0818 Q&A exchanges
- Q3 FY2023Earnings2023-11-0410 Q&A exchanges
- Q2 FY2023Earnings2023-08-059 Q&A exchanges
- Q1 FY2023Earnings2023-05-0720 Q&A exchanges
- Q4 FY2022Earnings2023-02-0224 Q&A exchanges
- Q3 FY2022Earnings2022-10-2726 Q&A exchanges
- Q2 FY2022Earnings2022-07-3123 Q&A exchanges
- Q1 FY2022Earnings2022-05-0417 Q&A exchanges
- Q4 FY2021Earnings2022-02-0317 Q&A exchanges
- Q3 FY2021Earnings2021-10-2814 Q&A exchanges
- Q2 FY2021Earnings2021-07-3112 Q&A exchanges
- Q1 FY2021Earnings2021-05-0218 Q&A exchanges
History
Earnings history
- Q2 FY20262026-07-28EPS— vs $9.58—Rev— vs ——EODHD
- Q1 FY20262026-05-04EPS$7.28 vs $3.12+100.0%Rev$4.82B vs ——EODHD
- Q4 FY20252026-02-03EPS$7.53 vs $6.45+16.7%Rev$4.74B vs ——EODHD
- Q3 FY20252025-10-28EPS$6.76 vs $7.27-7.0%Rev$5.11B vs ——EODHD
- Q2 FY20252025-07-29EPS$7.36 vs $6.56+12.2%Rev$5.00B vs ——EODHD
- Q1 FY20252025-05-06EPS$2.63 vs $3.74-29.7%Rev$4.53B vs ——EODHD
- Q4 FY20242025-02-04EPS$7.50 vs $6.68+12.3%Rev$4.71B vs ——EODHD
- Q3 FY20242024-10-29EPS$7.20 vs $7.07+1.8%Rev$5.24B vs ——EODHD
- Q2 FY20242024-07-30EPS$6.92 vs $6.920.0%Rev$5.45B vs ——EODHD
- Q1 FY20242024-04-30EPS$3.12 vs $4.58-31.9%Rev$4.84B vs ——EODHD
- Q4 FY20232024-02-06EPS$7.00 vs $6.25+12.0%Rev$5.07B vs ——EODHD
- Q3 FY20232023-10-31EPS$7.69 vs $6.38+20.5%Rev$5.80B vs ——EODHD
- Q2 FY20232023-08-01EPS$6.02 vs $5.98+0.7%Rev$5.59B vs ——EODHD
- Q1 FY20232023-05-01EPS$4.80 vs $4.02+19.4%Rev$5.08B vs ——EODHD
- Q4 FY20222023-01-31EPS$5.21 vs $6.25-16.6%Rev$5.37B vs ——EODHD
- Q3 FY20222022-10-25EPS$9.28 vs $7.57+22.6%Rev$6.19B vs ——EODHD
- Q2 FY20222022-07-26EPS$7.53 vs $4.42+70.4%Rev$6.77B vs ——EODHD
- Q1 FY20222022-05-02EPS$6.08 vs $3.01+100.0%Rev$5.12B vs ——EODHD
- Q4 FY20212022-02-01EPS$4.23 vs $3.20+32.2%Rev$4.77B vs ——EODHD
- Q3 FY20212021-10-26EPS$3.98 vs $3.25+22.5%Rev$4.60B vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-07-28 | — | $9.58 | — | — | — | — | EODHD |
| Q1 FY2026 | 2026-05-04 | $7.28 | $3.12 | +100.0% | $4.82B | — | — | EODHD |
| Q4 FY2025 | 2026-02-03 | $7.53 | $6.45 | +16.7% | $4.74B | — | — | EODHD |
| Q3 FY2025 | 2025-10-28 | $6.76 | $7.27 | -7.0% | $5.11B | — | — | EODHD |
| Q2 FY2025 | 2025-07-29 | $7.36 | $6.56 | +12.2% | $5.00B | — | — | EODHD |
| Q1 FY2025 | 2025-05-06 | $2.63 | $3.74 | -29.7% | $4.53B | — | — | EODHD |
| Q4 FY2024 | 2025-02-04 | $7.50 | $6.68 | +12.3% | $4.71B | — | — | EODHD |
| Q3 FY2024 | 2024-10-29 | $7.20 | $7.07 | +1.8% | $5.24B | — | — | EODHD |
| Q2 FY2024 | 2024-07-30 | $6.92 | $6.92 | 0.0% | $5.45B | — | — | EODHD |
| Q1 FY2024 | 2024-04-30 | $3.12 | $4.58 | -31.9% | $4.84B | — | — | EODHD |
| Q4 FY2023 | 2024-02-06 | $7.00 | $6.25 | +12.0% | $5.07B | — | — | EODHD |
| Q3 FY2023 | 2023-10-31 | $7.69 | $6.38 | +20.5% | $5.80B | — | — | EODHD |
| Q2 FY2023 | 2023-08-01 | $6.02 | $5.98 | +0.7% | $5.59B | — | — | EODHD |
| Q1 FY2023 | 2023-05-01 | $4.80 | $4.02 | +19.4% | $5.08B | — | — | EODHD |
| Q4 FY2022 | 2023-01-31 | $5.21 | $6.25 | -16.6% | $5.37B | — | — | EODHD |
| Q3 FY2022 | 2022-10-25 | $9.28 | $7.57 | +22.6% | $6.19B | — | — | EODHD |
| Q2 FY2022 | 2022-07-26 | $7.53 | $4.42 | +70.4% | $6.77B | — | — | EODHD |
| Q1 FY2022 | 2022-05-02 | $6.08 | $3.01 | +100.0% | $5.12B | — | — | EODHD |
| Q4 FY2021 | 2022-02-01 | $4.23 | $3.20 | +32.2% | $4.77B | — | — | EODHD |
| Q3 FY2021 | 2021-10-26 | $3.98 | $3.25 | +22.5% | $4.60B | — | — | EODHD |
Source: EODHD. MUSA reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks MUSA's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Misses consensus 10/10 quarters
SampleRepeated misses without a guidance reset suggest management is structurally optimistic relative to operating reality. Track whether next-quarter guidance is being benchmarked off the prior miss or the prior plan.
Missed in 4 of the last 4 quarters
SampleRecent misses matter more than long-window beat rate — the trailing 12 months drives the analyst model and the next-print bar.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $1.82 | $2.08 | -12.7% | -3.0% | -2.4% |
| Q4 FY2026 | $1.95 | $2.25 | -13.2% | -1.5% | +0.9% |
| Q3 FY2026 | $2.10 | $2.23 | -5.8% | +0.9% | -0.9% |
| Q2 FY2026 | $2.08 | $2.20 | -5.3% | +2.9% | +5.2% |
| Q1 FY2025 | $2.23 | $2.32 | -3.7% | -2.2% | -3.0% |
| Q4 FY2025 | $2.04 | $2.35 | -13.1% | -7.0% | -9.9% |
| Q3 FY2025 | $2.13 | $2.31 | -8.0% | -7.2% | -6.5% |
| Q2 FY2025 | $1.97 | $2.24 | -12.0% | -1.9% | -1.6% |
| Q1 FY2024 | $2.13 | $2.34 | -9.1% | -5.5% | -7.7% |
| Q4 FY2024 | $1.96 | $2.25 | -12.7% | +2.4% | +2.6% |
Guidance change history
Sample- Q1 FY2026Lowered2026-04-15
- Q4 FY2026Lowered2026-13-15
- Q3 FY2026Lowered2026-10-15
- Q2 FY2026Lowered2026-07-15
- Q1 FY2025Maintained2025-04-15
- Q4 FY2025Lowered2025-13-15
- Q3 FY2025Lowered2025-10-15
- Q2 FY2025Lowered2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Malynda K WestCEO4 mo4 callsCurrentSample
CEO since 2026 • 2/2 beats (100%) • last guidance cut Q2 FY2026
- Donald R Smith JrCFO2 mo1 callCurrentSample
CFO since 2026 • 1/2 beats (50%) • last guidance cut Q1 FY2026
- Eric J BartkoSVP & Chief Customer Officer4 mono recorded callsCurrentSample
OTHER_C_SUITE since 2026 • 1/2 beats (50%) • guidance suspended Q3 FY2026
- Scott G WoodwardSVP, Chief Merchandising Off.1 mono recorded callsCurrentSample
DIVISION_HEAD since 2026 • 1/2 beats (50%) • last guidance raise Q1 FY2026
- James McPhailSVP Asset Development4 mono recorded callsCurrentSample
DIVISION_HEAD since 2026 • 1/2 beats (50%) • last guidance raise Q2 FY2026
- Christopher A ClickEVP, Strategy, Growth & Innova4 mono recorded callsCurrentSample
DIVISION_HEAD since 2026 • 1/2 beats (50%) • last call held guidance Q2 FY2026
Peers
Other companies in Consumer Cyclical
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for MUSA.
$ curl https://api.spokenalpha.com/v1/companies/MUSAFAQ
Frequently asked about MUSA
Where can I find Murphy USA Inc.'s (MUSA) earnings call transcripts?
Spoken Alpha indexes MUSA's earnings call transcripts at https://spokenalpha.com/companies/MUSA. Each call links to attributed speakers and parsed analyst Q&A. Murphy USA Inc.'s own investor relations page is at https://ir.corporate.murphyusa.com/investor-relations/ir-home/default.aspx.
When was Murphy USA Inc.'s most recent earnings call?
Murphy USA Inc. (MUSA) held its most recent earnings call on 2026-04-30, covering fiscal Q1 2026.
What sector is MUSA in?
Murphy USA Inc. (MUSA) operates in the Consumer Cyclical sector (Specialty Retail industry).