Murphy USA Inc. Reports Third Quarter 2026 Results
Murphy USA reported Q3 2026 net income of $176.0 million, or $9.59 per diluted share, up sharply from $129.9 million ($6.76) a year earlier, on total revenues of $6.89 billion. Total fuel contribution rose 24.6% to $479.4 million (37.0 cpg vs 30.7 cpg), driven by stronger fuel supply results and RINs of $134.5 million, while retail volumes grew 3.3%. Merchandise contribution declined 2.8% to $234.5 million on lower unit margins, largely against a tough comparison to a 2025 nicotine promotion.
Key figures
- Eps
- 9.59
- Revenue
- $6,889.7 million
- Revenue Yoy
- 34.8%
- Rins
- 134500000
- Buyback q3
- 287.1 thousand shares for $157.7 million at $549.22 average
- Net income
- 176000000
- Net income yoy
- 35.5%
- Adjusted ebitda
- 336600000
- Dividend increase
- 11% to $0.72/quarter ($2.88 annualized)
- Merchandise contribution
- $234.5 million, down 2.8%
- Retail fuel volume growth
- 3.3%
- Adjusted ebitda prior year
- 285100000
- Total fuel contribution cpg
- 37.0 cpg vs 30.7 cpg
AI analysis
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