Murphy USA Inc. (MUSA) Form 10-Q — Oct 30, 2026
Murphy USA posted Q3 2026 net income of $176.0 million, or $9.59 per diluted share, up 35% from $129.9 million ($6.76) a year earlier, on revenue of $6.9 billion, up 34.8% year over year. The beat was driven by fuel: total fuel contribution rose to 37.0 cents per gallon from 30.7 cpg, helped by fuel supply gains and RIN prices averaging $2.15 versus $1.07, while retail volumes grew 3.3%. Merchandise contribution slipped 2.8% on tougher nicotine promotions comparisons. Operating cash flow for the nine months hit $903.1 million, up 58.9%, funding $305.4 million of buybacks and a raised quarterly dividend of $0.72 per share.
Key figures
- Eps
- 9.59
- Net Income
- 176
- Revenue Yoy
- 34.8% (Q3); 26.5% (nine months)
- Cash Position
- 161.8
- Shares Outstanding
- 18099913
- Store count
- 1808
- Buybacks 9m musd
- 305.4
- Q3 2025 diluted eps
- 6.76
- Q3 2025 revenue musd
- 5110
- Total leverage ratio
- 1.69 to 1.0
- Rin price avg q3 2026
- 2.15
- Nine month diluted eps
- 28.09
- Adjusted ebitda 9m musd
- 991.8
- Adjusted ebitda q3 musd
- 336.6
- Q3 2025 net income musd
- 129.9
- Wti avg q3 2026 per bbl
- 87
- Capex guidance 2026 musd
- $475-525 million
- New buyback authority busd
- 2
- Nine month net income musd
- 521.4
- Operating cash flow 9m musd
- 903.1
- Quarterly dividend per share
- 0.72
- Total fuel contribution cpg q3
- 37
- Total fuel contribution cpg q3 2025
- 30.7
AI analysis
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