Murphy USA Resultados de beneficios anteriores
Pasado controles de criterios 5/6
Murphy USA ha aumentado sus beneficios a una tasa media anual de 3.6%, mientras que los beneficios de la industria de Specialty Retail han experimentado un descenso de 3.6% anual. Los ingresos han ido creciendo a una tasa media de 4.1% al año. La rentabilidad financiera de Murphy USA es de 84.1%, y sus márgenes netos son de 3.2%.
Información clave
3.63%
Tasa de crecimiento de los beneficios
10.33%
Tasa de crecimiento del BPA
| Crecimiento de la industria Specialty Retail | 26.64% |
| Tasa de crecimiento de los ingresos | 4.11% |
| Rentabilidad financiera | 84.06% |
| Margen neto | 3.20% |
| Última actualización de beneficios | 31 Mar 2026 |
Actualizaciones de resultados anteriores recientes
Recent updates
Actualización de narrativa • May 04
MUSA: Fuel And Nicotine Reliance Will Likely Cap Future Upside Potential
Analysts have lifted the Murphy USA price target from about $340 to roughly $407. The change reflects updated views on slightly higher projected profit margins, a modest adjustment to revenue growth, a higher assumed future P/E, and a small change in discount rate informed by recent Street research.
Actualización de narrativa • Apr 20
MUSA: Fuel And Nicotine Exposure Will Support Future Buybacks And Mixed Sentiment
Murphy USA's analyst price target has shifted from $436.25 to $466.00 as analysts point to recent research updates that adjust assumptions around discount rates, revenue growth, profit margins and future P/E expectations. Analyst Commentary Recent research updates show both optimistic and cautious views on Murphy USA, with several firms adjusting price targets up or down as they revisit key assumptions around earnings power and valuation multiples.Actualización de narrativa • Apr 06
MUSA: Fuel And Nicotine Dependence Will Likely Pressure Future Earnings Power
Analysts have adjusted their price targets on Murphy USA in a mixed fashion, with several firms cutting and others raising their views as they factor in a slightly lower discount rate, a modestly higher revenue growth assumption, a reduced profit margin outlook, and a higher future P/E. Their internal fair value estimate remains steady at $340.Seeking Alpha • Apr 01
Murphy USA: Iran War Benefits Reflected In The Rally (Downgrade)
Summary Murphy USA is downgraded to 'Hold' as the recent rally brings shares to fair value, with an 8% long-term return profile. MUSA benefits from increased fuel price volatility due to the Iran war, which should boost fuel margins by at least 1.5cpg in H1 2026. Despite store growth, MUSA faces headwinds from declining fuel volumes, competitive pressures, and weaker discretionary spending impacting merchandise margins. Capital returns remain robust, with ongoing buybacks yielding sub-5% and leverage at a comfortable 2x, but no compelling upside until a pullback below $450. Read the full article on Seeking Alpha
Actualización de narrativa • Mar 23
MUSA: Low Cost Fuel Model And Buybacks Will Drive Future Returns
Analysts have trimmed their average price target on Murphy USA by a few tens of dollars in recent weeks, reflecting a mix of reduced expectations tied to softer fuel and nicotine trends, along with at least one higher target that leans on the company’s low cost fuel model and Walmart adjacency. Analyst Commentary Recent Street research on Murphy USA has been mixed, but it includes several constructive signals that bullish analysts highlight when they look past near term fuel and nicotine headwinds.Actualización de narrativa • Mar 08
MUSA: Fuel And Nicotine Reliance Will Likely Restrain Future Upside
Analysts have recently trimmed their average price targets on Murphy USA by a wide range, roughly $20 to $55 in several cases, citing more cautious views on fuel price volatility, cigarette volumes, and near term earnings power, even as some still see room for upside reflected in prior target increases. Analyst Commentary Recent research shows a clear shift toward more cautious pricing of Murphy USA, with several bearish analysts trimming targets by wide margins after previously setting higher bars for the stock.Actualización de narrativa • Feb 22
MUSA: Fuel And Nicotine Dependence Will Likely Cap Future Share Returns
Analysts trimmed their average price targets for Murphy USA by a wide range, with cuts of $22 to $55 and a new $405 target emerging, as they reassessed fuel demand, pricing volatility and cigarette volume headwinds, along with a modest shift to slightly lower growth and discount rate assumptions. Analyst Commentary Recent Street research on Murphy USA has tilted more cautious, with several bearish analysts cutting price targets and highlighting risks tied to the company’s fuel heavy and nicotine heavy mix.Actualización de narrativa • Feb 08
MUSA: Fuel And Nicotine Exposure Will Support Long Term Buyback Upside
Analysts nudged their fair value estimate for Murphy USA up from about US$423 to roughly US$436. This reflects updated assumptions around slightly lower growth, a modestly higher discount rate, small changes in margin expectations and a lower future P/E, alongside mixed recent price target moves across the Street.Actualización de narrativa • Jan 25
MUSA: Fuel And Nicotine Reliance Will Likely Restrain Future Share Returns
The analyst price target for Murphy USA has been reset to $340 from $350 as analysts balance higher assumed revenue growth and a lower future P/E with a higher discount rate and slightly softer profit margin expectations, alongside mixed recent research that includes both higher external price targets and a new Underperform rating. Analyst Commentary Street research around Murphy USA has been mixed, with several firms lifting their price targets while one major bank initiated coverage with a more cautious stance.Actualización de narrativa • Jan 11
MUSA: Fuel And Nicotine Reliance Will Temper Benefits From Buybacks And Leadership Shift
Analysts have trimmed their price target on Murphy USA to US$405, citing concerns that low gas prices, muted fuel price swings, softer cigarette volumes, and a relatively modest foodservice offering could limit upside compared with peers, given the company’s heavy exposure to fuel and nicotine spending by financially stretched lower income consumers. Analyst Commentary Street research on Murphy USA centers on how its fuel centric, value focused model lines up with current consumer pressures and what that could mean for execution and valuation at the current US$405 price target.Artículo de análisis • Jan 06
Murphy USA (NYSE:MUSA) Has A Somewhat Strained Balance Sheet
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Actualización de narrativa • Dec 23
MUSA: Share Repurchases And Leadership Transition Will Drive Strong Shareholder Returns
Analysts have trimmed their price target on Murphy USA from 600 dollars to 550 dollars, citing a slightly higher discount rate and modestly lower long term margin and valuation assumptions that more than offset stronger projected revenue growth. What's in the News Authorized a new share repurchase program of up to 2 billion dollars through December 31, 2030, supporting the company’s long term capital allocation strategy (company announcement) Completed repurchase of 2.63 million shares, about 13.04% of shares outstanding, under the buyback program launched in May 2023.Actualización de narrativa • Dec 09
MUSA: Leadership Transition And Expanded Buybacks Will Support Steady Shareholder Returns
Analysts have slightly raised their price target on Murphy USA by $0.00 to reflect marginally higher discount rate assumptions and a modestly richer future P E multiple, while keeping fair value estimates effectively unchanged. What's in the News The Board has named current Chief Operating Officer Mindy K.Actualización de narrativa • Nov 25
MUSA: Leadership Changes and $2 Billion Buybacks Will Drive Shareholder Value
Analysts have maintained their price target for Murphy USA at $423.29. They cited minor shifts in underlying financial assumptions that did not substantially alter their overall outlook for the company.Actualización de narrativa • Nov 07
MUSA: Leadership Transition And Expanded Buybacks Will Drive Stronger Returns
Analysts have slightly reduced their price target for Murphy USA, lowering it from $431.71 to $423.29. This revision is due to increased discount rates and minor adjustments in profit margin forecasts, even though there are expectations for stronger revenue growth.Actualización de narrativa • Oct 24
Leadership Changes And Share Buybacks Will Drive Suburban Expansion Plans Forward
Analysts have revised their price target for Murphy USA slightly downward from $439.57 to $431.71. This adjustment reflects ongoing changes to growth and margin expectations.Actualización de narrativa • Oct 10
Fuel Convenience Expansion Will Support Future Suburban Growth
Analysts have modestly reduced their price target for Murphy USA from $446.71 to $439.57, citing slight adjustments in growth and profitability assumptions. What's in the News The Board of Directors declared a quarterly cash dividend of $0.53 per share, or $2.12 annualized.Artículo de análisis • Sep 14
Is Murphy USA (NYSE:MUSA) Using Too Much Debt?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Artículo de análisis • Jul 25
Investors Still Waiting For A Pull Back In Murphy USA Inc. (NYSE:MUSA)
With a median price-to-earnings (or "P/E") ratio of close to 19x in the United States, you could be forgiven for...Seeking Alpha • Jan 29
Murphy USA Still Makes Sense If We Factor Future Growth Plans Into The Mix
Summary Murphy USA has shown strong performance since my initial 'buy' rating in September 2022, outperforming the S&P 500 with a 69.4% gain. Despite recent revenue and profit declines, operational stability is evident with increased fuel sales volume and merchandise sales. Management projects significant profitability growth by 2028, with potential annualized upside of 13.9% to 15.1%, outpacing the S&P 500. Maintaining a 'buy' rating due to the company's fundamental strength and future growth prospects, despite potential short-term bumps. Read the full article on Seeking AlphaSeeking Alpha • Oct 20
Murphy USA: I Expect Murphy To Continue To Be A Share Cannibal
Summary Murphy USA has shown exceptional capital allocation, resulting in strong EPS growth and stock performance. Share buybacks have significantly boosted stock value, but high current P/E ratio limits future buyback benefits. Murphy's competitive edge includes high net income per employee and strategic locations near Walmart, but margins lag behind competitors. Risks include delayed transition to EV charging stations and a relatively high debt load, though management's competence remains a strong asset. Read the full article on Seeking AlphaDesglose de ingresos y gastos
Desglose de ingresos y gastos
Cómo gana y gasta dinero Murphy USA. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).
Historial de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Gastos G+A | Gastos de I+D |
|---|---|---|---|---|
| 31 Mar 26 | 17,299 | 554 | 296 | 0 |
| 31 Dec 25 | 17,018 | 471 | 298 | 0 |
| 30 Sep 25 | 17,008 | 471 | 285 | 0 |
| 30 Jun 25 | 17,149 | 491 | 288 | 0 |
| 31 Mar 25 | 17,598 | 490 | 295 | 0 |
| 31 Dec 24 | 17,909 | 503 | 295 | 0 |
| 30 Sep 24 | 18,275 | 510 | 301 | 0 |
| 30 Jun 24 | 18,854 | 529 | 300 | 0 |
| 31 Mar 24 | 18,991 | 517 | 299 | 0 |
| 31 Dec 23 | 19,238 | 557 | 296 | 0 |
| 30 Sep 23 | 19,564 | 525 | 315 | 0 |
| 30 Jun 23 | 19,973 | 576 | 307 | 0 |
| 31 Mar 23 | 21,194 | 627 | 299 | 0 |
| 31 Dec 22 | 21,266 | 673 | 285 | 0 |
| 30 Sep 22 | 20,682 | 664 | 254 | 0 |
| 30 Jun 22 | 19,136 | 549 | 247 | 0 |
| 31 Mar 22 | 16,856 | 494 | 242 | 0 |
| 31 Dec 21 | 15,319 | 397 | 237 | 0 |
| 30 Sep 21 | 13,480 | 349 | 217 | 0 |
| 30 Jun 21 | 11,793 | 312 | 216 | 0 |
| 31 Mar 21 | 9,861 | 352 | 198 | 0 |
| 31 Dec 20 | 9,504 | 386 | 188 | 0 |
| 30 Sep 20 | 10,082 | 373 | 185 | 0 |
| 30 Jun 20 | 10,849 | 375 | 167 | 0 |
| 31 Mar 20 | 12,152 | 239 | 164 | 0 |
| 31 Dec 19 | 12,101 | 155 | 159 | 0 |
| 30 Sep 19 | 12,150 | 185 | 150 | 0 |
| 30 Jun 19 | 12,315 | 161 | 143 | 0 |
| 31 Mar 19 | 12,375 | 180 | 140 | 0 |
| 31 Dec 18 | 12,524 | 214 | 136 | 0 |
| 30 Sep 18 | 12,376 | 261 | 142 | 0 |
| 30 Jun 18 | 11,800 | 284 | 141 | 0 |
| 31 Mar 18 | 11,144 | 288 | 138 | 0 |
| 31 Dec 17 | 10,854 | 245 | 141 | 0 |
| 30 Sep 17 | 10,534 | 164 | 129 | 0 |
| 30 Jun 17 | 10,324 | 142 | 128 | 0 |
| 31 Mar 17 | 10,135 | 133 | 129 | 0 |
| 31 Dec 16 | 9,633 | 222 | 123 | 0 |
| 30 Sep 16 | 9,492 | 207 | 127 | 0 |
| 30 Jun 16 | 9,824 | 221 | 129 | 0 |
| 31 Mar 16 | 10,291 | 200 | 130 | 0 |
| 31 Dec 15 | 10,731 | 138 | 129 | 0 |
| 30 Sep 15 | 11,365 | 203 | 130 | 0 |
| 30 Jun 15 | 12,617 | 199 | 126 | 0 |
Ingresos de calidad: MUSA tiene ganancias de alta calidad.
Margen de beneficios creciente: Los actuales márgenes de beneficio (3.2%) de MUSA son superiores a los del año pasado (2.8%).
Análisis del flujo de caja libre vs. Beneficios
Análisis del crecimiento de los beneficios en el pasado
Tendencia de beneficios: Los beneficios de MUSA han crecido un 3.6% al año en los últimos 5 años.
Acelerando crecimiento: El crecimiento de los beneficios de MUSA en el último año (13.1%) supera su media de 5 años (3.6% al año).
Beneficios vs. Industria: El crecimiento de los beneficios de MUSA en el último año (13.1%) superó al de la industria Specialty Retail -1.1%.
Rentabilidad financiera
Alta ROE: Aunque la rentabilidad financiera (84.06%) de MUSA es excepcional, esta métrica está sesgada debido a su alto nivel de deuda.
Rentabilidad económica
Rendimiento del capital invertido
Descubre empresas con buenos resultados en el pasado
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/24 23:52 |
| Precio de las acciones al final del día | 2026/05/22 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
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| Propiedad | 10 años |
| |
| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Murphy USA Inc. está cubierta por 13 analistas. 10 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Lisa Lewandowski | BofA Global Research |
| Bonnie Herzog | Goldman Sachs |
| Corey Tarlowe | Jefferies LLC |