Murphy USA IncMUSA
▲ PositiveCapitalrelevance
Net income surged to $209.1M, EPS up to $11.27, with strong fuel margins and raised outlook.
Impact on stocks 1
Consumer Discretionary
Murphy USA IncMurphy USA reported second quarter 2026 net income of $209.1 million, or $11.27 per diluted share, up from $145.6 million, or $7.36 per diluted share, a year earlier. Total fuel contribution reached 40.6 cents per gallon, compared to 32.0 cents per gallon in the prior-year quarter, while total retail gallons increased 3.9% and same-store volumes rose 0.5%. Merchandise contribution dollars grew 4.0% to $227.4 million on unit margins of 20.1%. The company repurchased approximately 143.1 thousand common shares for $76.8 million at an average price of $536.60 per share and paid a quarterly cash dividend of $0.64 per share, a 28.0% year-over-year increase. In May 2026, Murphy USA issued $500 million of Senior Notes due 2034 and used the majority of the net proceeds to retire its $300 million Senior Notes due 2027 and pay down outstanding revolver balances. President and CEO Mindy West noted that given strong year-to-date results and supportive market conditions, the business is on pace to deliver significantly higher full-year Net Income and Adjusted EBITDA, with an illustrative second-half scenario of 35 cents per gallon all-in fuel margins yielding approximately $636 million in Net Income and $1.25 billion in Adjusted EBITDA.
Murphy USA IncNet income surged to $209.1M, EPS up to $11.27, with strong fuel margins and raised outlook.