Marathon Petroleum Performance degli utili passati
Criteri Il passato verificati 5/6
Gli utili di Marathon Petroleum sono diminuiti a un tasso medio annuo di -1.3%, mentre il settore Oil and Gas ha visto gli utili crescere a un tasso medio annuo di 5.8%. I ricavi sono cresciuti crescere a un tasso medio annuo di 1.6%. Il ritorno sul capitale proprio di Marathon Petroleum è 40.1% e ha margini netti di 5.5%.
Informazioni chiave
-1.30%
Tasso di crescita degli utili
9.70%
Tasso di crescita dell'EPS
| Oil and Gas Crescita del settore | 33.67% |
| Tasso di crescita dei ricavi | 1.57% |
| Rendimento del capitale proprio | 40.09% |
| Margine netto | 5.54% |
| Ultimo aggiornamento sugli utili | 30 Jun 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Seeking Alpha • 9h
Marathon Petroleum: Further Upside With Refining Boom Likely Set To Last Through 2027
Summary Marathon Petroleum has delivered exceptional returns, fueled by surging crack spreads and supply disruptions, with shares up nearly 50% since July. Refining margins are at historic highs due to global supply shocks, with crack spreads exceeding $60/barrel and diesel prices effectively over $200/barrel. MPC's Q2 net income quadrupled; free cash flow soared; and buybacks are accelerating, supported by a robust balance sheet and $15/share excess cash. I maintain a 'buy' rating, seeing 10%+ further upside as the refining windfall persists through at least 2027, with shares potentially reaching $440. Read the full article on Seeking Alpha
Aggiornamento narrativa • Sep 03
MPC: Refining Cycle Strength Will Likely Fade Faster Than Bullish Assumptions
Analysts have lifted the fair value estimate for Marathon Petroleum from about $200 to about $224, citing higher Street price targets supported by strong recent margin capture, tight global refining conditions, updated commodity price assumptions, and more favorable regulatory and policy signals. Analyst Commentary Street research on Marathon Petroleum in recent months has leaned constructive, with many firms lifting price targets and pointing to tight global refining conditions, strong crack spreads, and solid margin capture.
Aggiornamento narrativa • Aug 20
MPC: Refining Margin Reliance Will Eventually Undermine Current Earnings Power
Marathon Petroleum’s updated analyst price target has increased from $293.12 to $324.56 as analysts factor in stronger margin capture in refining, tighter product inventories, and supportive midstream contributions, as reflected in a broad series of recent target increases across the Street. Analyst Commentary Recent Street research on Marathon Petroleum clusters around a constructive refining setup, resilient margin capture, and ongoing capital returns, but there are also flags around commodity sensitivity and the sustainability of current conditions.
Aggiornamento narrativa • Aug 06
MPC: Refining Margin Strength And Q2 Execution Will Drive Future Upside
Marathon Petroleum's analyst fair value estimate has moved from about $318.81 to $376.00 as analysts respond to stronger Q2 margin capture, a supportive refining environment, and updated assumptions on refining cracks and future P/E multiples. Analyst Commentary Recent Street research on Marathon Petroleum points to generally constructive sentiment, with many bullish analysts lifting price targets in response to Q2 execution, margin capture and refining fundamentals.Aggiornamento narrativa • Jul 22
MPC: Tighter Cracks And Heavy Buybacks Will Drive Balanced Future Returns
Analysts have raised the Marathon Petroleum fair value estimate from $271.59 to $293.12 as higher Street price targets, tighter refining markets, and expectations for stronger margins and shareholder returns are reflected in updated revenue growth and P/E assumptions. Analyst Commentary Recent Street research on Marathon Petroleum points to a generally constructive backdrop for the stock, with a cluster of higher price targets grounded in tighter refining markets, stronger crack spreads, and expectations for solid execution on shareholder returns.Aggiornamento narrativa • Jul 08
MPC: Refining Margin Tailwinds Will Likely Prove Short Lived For Shares
Marathon Petroleum's updated analyst fair value estimate has shifted from $163.00 to about $200.39, as analysts factor in refined views on refining margins, product inventories, and company level cash flow and capital structure updates reflected in recent price target changes across the Street. Analyst Commentary Recent Street research on Marathon Petroleum shows a wide range of views, with some firms lifting targets and others applying more conservative assumptions as they reassess refining margins, product inventories, and capital allocation.Aggiornamento narrativa • Jun 24
MPC: Refining Margins And Buybacks Will Shape Returns As Cracks Evolve
Marathon Petroleum's analyst price target has been revised upward from $265.06 to $271.59 as analysts factor in updated oil and refining crack assumptions and highlight ongoing support from tight product inventories and steady demand. Analyst Commentary Recent research on Marathon Petroleum points to an active debate around how sustainable current refining economics may be and what that could mean for valuation and execution over the next few years.Articolo di analisi • Jun 18
Marathon Petroleum (MPC) Stock Could Be 8.4% Undervalued After Strait Of Hormuz Reopened
The U.S. Iran peace agreement reopening the Strait of Hormuz has quickly fed through to energy markets, with falling crude prices pressuring Marathon Petroleum (MPC) stock as investors reassess refining margins and input cost assumptions. See our latest analysis for Marathon Petroleum. Even before the Strait of Hormuz agreement, Marathon Petroleum stock had strong momentum, with a year to date share price return of 47.09% and a 1 year total shareholder return of 47.93%. However, recent...Aggiornamento narrativa • Jun 07
MPC: Oil Price Assumptions And Buybacks Will Guide Future Refining Returns
Narrative Update on Marathon Petroleum The analyst price target for Marathon Petroleum has moved higher to $265.06 from $256.83, with analysts pointing to higher oil and refining spread assumptions, a higher projected profit margin, and a lower future P/E estimate as key drivers of the recalibration. Analyst Commentary Recent research on Marathon Petroleum shows an active debate around how sustainable current refining economics and oil price assumptions may be, with several firms revising their models and valuation frameworks.Aggiornamento narrativa • May 11
MPC: Oil Price Assumptions And Buybacks Will Shape Future Returns
Analysts have raised their average price target on Marathon Petroleum by about $9.66 to $256.83, citing a combination of updated oil price assumptions, revised sector views, and refreshed earnings estimates across recent research. Analyst Commentary Recent research on Marathon Petroleum points to a wide range of views, with many firms revisiting their models and price targets as they update oil price assumptions and sector stances.Articolo di analisi • May 08
Marathon Petroleum Corporation Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
Marathon Petroleum Corporation ( NYSE:MPC ) just released its first-quarter report and things are looking bullish...Aggiornamento narrativa • Apr 25
MPC: Oil Price Assumptions And Labor Talks Will Shape Future Returns
The analyst price target for Marathon Petroleum has been revised higher by $10.57 to $247.18. Analysts point to updated fair value estimates, modestly higher revenue growth and profit margin assumptions, as well as a slightly richer future P/E multiple as key drivers for the change.Aggiornamento narrativa • Apr 10
MPC: Higher Oil Assumptions And Labor Talks Will Shape Future Returns
The updated analyst price target for Marathon Petroleum increases to $236.61 from $216.17. Analysts attribute this change to adjustments in fair value assumptions, a slightly lower discount rate, revised revenue growth and profit margin inputs, and a different future P/E outlook.Nuova narrativa • Apr 10
Refining And Midstream Expansion Will Drive Major Upside Over The Next Decade
Catalysts About Marathon Petroleum Marathon Petroleum operates a large, integrated refining, marketing, midstream and renewables platform across the United States. What are the underlying business or industry changes driving this perspective?Aggiornamento narrativa • Mar 27
MPC: Elevated Oil Assumptions And Labor Uncertainty Will Pressure Future Returns
Narrative Update on Marathon Petroleum The analyst price target for Marathon Petroleum has shifted from about $202.50 to roughly $216.17. Analysts have cited updated oil price assumptions, recent Middle East related supply risk, and refiners' earnings estimates as key drivers behind their revised outlook.Nuova narrativa • Mar 27
Sour Crude Exposure And Midstream Assumptions Will Pressure Long Term Earnings Outlook
Catalysts About Marathon Petroleum Marathon Petroleum operates a large, integrated refining, marketing, midstream and renewables business concentrated in the United States. What are the underlying business or industry changes driving this perspective?Aggiornamento narrativa • Mar 11
MPC: Refining Conditions Labor Talks And Buybacks Will Shape Future Outcomes
The analyst fair value estimate for Marathon Petroleum has edged up by about $3 to $202.50, reflecting recent price target revisions across the Street as analysts weigh slightly adjusted discount rate and P/E assumptions, along with their updated views on refining conditions into 2026. Analyst Commentary Recent Street research on Marathon Petroleum has been mixed, with several firms adjusting price targets in both directions as they reassess refining fundamentals, crude assumptions, and where consensus sits for 2026.Aggiornamento narrativa • Feb 24
MPC: Refining Margins And Capital Returns Will Shape Balanced Future Outcomes
Analysts have nudged their average price targets on Marathon Petroleum higher, with recent changes ranging from a $1 lift at the low end to a $28 increase at the high end. These moves reflect updated views on refining fundamentals, margins and longer term P/E assumptions.Aggiornamento narrativa • Feb 08
MPC: Capital Returns And Refining Margins Will Drive Balanced Future Outcomes
Analysts have adjusted their price targets on Marathon Petroleum, supporting a modest increase in our fair value estimate from US$194.61 to about US$199.56. They cite updated commodity assumptions, mixed views on refining conditions into 2026, and revised expectations for earnings and future P/E multiples.Aggiornamento narrativa • Jan 23
MPC: Capital Returns And Refining Fundamentals Will Shape Balanced Future Upside
Narrative Update Our Marathon Petroleum fair value estimate moves lower by about US$5 to US$194.61 per share, reflecting a slightly higher discount rate, modestly softer revenue growth and margin assumptions, and a lower future P/E multiple that align with recent analyst price target trims and cautious views on sector outperformance, even as some expect near term refining fundamentals to remain supportive. Analyst Commentary Recent Street research on Marathon Petroleum points to a mixed setup, with most analysts trimming or fine tuning price targets while keeping broadly balanced views on upside potential and execution risks.Aggiornamento narrativa • Jan 07
MPC: Capital Returns And Refining Execution Will Support Future Upside
Narrative Update: Marathon Petroleum Analyst Price Target Shift The updated analyst price target for Marathon Petroleum moves slightly lower to about US$200 from roughly US$201, as analysts fine tune their models around commodity assumptions, refining asset optimization, and the role of midstream investments and capital returns in the overall valuation. Analyst Commentary Recent research updates on Marathon Petroleum cluster around refiners and integrated oil coverage, with analysts fine tuning targets and ratings as they refresh commodity and margin assumptions.Aggiornamento narrativa • Dec 23
MPC: Capital Returns Will Drive Upside Amid Constructive Refining Tailwinds
Analysts have nudged our Marathon Petroleum fair value estimate slightly lower to approximately $201 from about $201.33 per share, as a modestly higher discount rate and slightly softer margin outlook more than offset incremental optimism around long term refining tailwinds, midstream value creation, and capital return that underpin a broadly higher Street price target range of roughly $189 to $220. Analyst Commentary Bullish analysts broadly frame Marathon Petroleum as a top tier refiner with a favorable risk reward profile, pointing to resilient cash generation, disciplined capital allocation, and supportive sector dynamics that justify price targets clustering near the low to mid $200s per share.Aggiornamento narrativa • Dec 09
MPC: Capital Returns And Midstream Investments Will Support Margins In A Tighter Market
Analysts have nudged their average price target for Marathon Petroleum slightly higher, with updated fair value estimates moving from about $199.94 to $201.33 per share. Modestly improved margin expectations and a still supportive, though finely balanced, refining backdrop underpin a more constructive long term outlook.Aggiornamento narrativa • Nov 24
MPC: Capital Returns And Midstream Investments Will Steady Margins Amid Ongoing Volatility
Marathon Petroleum’s analyst price target has moved modestly higher to approximately $199.94 from $197.50, as analysts highlight stable refining margins, ongoing capital allocation discipline, and industry tailwinds in light of updated market and commodity forecasts. Analyst Commentary Recent updates from Street research highlight a mixed but generally constructive view on Marathon Petroleum, with analysts noting both structural strengths and emerging risks within the business and sector.Aggiornamento narrativa • Nov 09
MPC: Capital Returns And Midstream Strength Will Balance Margin Volatility Ahead
Marathon Petroleum’s analyst price target rose slightly from $196.11 to $197.50, as analysts cite ongoing capital discipline and midstream strength, despite soft spots in recent results. Analyst Commentary Recent analyst reports on Marathon Petroleum reflect a mix of optimism and caution, as perspectives diverge on the company’s valuation and future prospects.Articolo di analisi • Nov 04
Marathon Petroleum (NYSE:MPC) Will Pay A Larger Dividend Than Last Year At $1.00
Marathon Petroleum Corporation's ( NYSE:MPC ) periodic dividend will be increasing on the 10th of December to $1.00...Aggiornamento narrativa • Oct 26
Refining Margins And Capital Returns Will Drive Outperformance Amid Market Volatility
Analysts have increased their average price target for Marathon Petroleum from $192.17 to $196.11. This change is attributed to resilient refining margins, ongoing sector tailwinds, and the company's strong position in capital returns amid a volatile oil market environment.Aggiornamento narrativa • Oct 12
US Refining Investments Will Secure Future Market Opportunities
The analyst price target for Marathon Petroleum has increased by $3 to $192. Analysts cite sector tailwinds, resilient refining margins, and continued strength in global product markets for their updated outlook.Aggiornamento narrativa • Sep 28
US Refining Investments Will Secure Future Market Opportunities
Marathon Petroleum's fair value estimate has risen to $189.17 as analysts anticipate continued robust refining margins driven by persistent supply tightness, strong margin capture, and positive sector tailwinds, though some caution over valuation following recent outperformance. Analyst Commentary Bullish analysts cite robust refining margins and strong margin capture, with recent quarters outperforming expectations and margin strength persisting despite calls for a decline.Articolo di analisi • Sep 22
Marathon Petroleum Corporation's (NYSE:MPC) Price In Tune With Earnings
Marathon Petroleum Corporation's ( NYSE:MPC ) price-to-earnings (or "P/E") ratio of 26.4x might make it look like a...Aggiornamento narrativa • Sep 13
US Refining Investments Will Secure Future Market Opportunities
Analysts have raised Marathon Petroleum’s price target to $183.50, citing persistent refining margin strength, resilient earnings, and optimism about long-term supply/demand balances—though concerns over valuation and potential crack spread headwinds are tempering further upside. Analyst Commentary Bullish analysts are raising price targets due to persistent refining margin strength and tighter-than-expected global supply/demand balances, especially regarding distillate products, with outlooks for 2026 and beyond increasingly supportive.Seeking Alpha • Mar 26
Marathon Petroleum: Unique Financial Position (Rating Upgrade)
Summary Marathon generates an ex-ordinary amount of cash. In a short period of time, the company could pay off its debt and repurchase a large portion of the stock to leave a very large amount of cash unused. Its partner, MPLX, now pays for the dividend and basic capital, leaving the balance of the cash free for use elsewhere. In a three to five-year period, the company might generate a very large amount of excess cash for what now appears headed toward paying extraordinary high dividends. Read the full article on Seeking AlphaRipartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Marathon Petroleum guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 30 Jun 26 | 154,146 | 8,546 | 3,482 | 0 |
| 31 Mar 26 | 135,946 | 4,628 | 3,456 | 0 |
| 31 Dec 25 | 133,174 | 4,043 | 3,372 | 0 |
| 30 Sep 25 | 133,581 | 2,879 | 3,326 | 0 |
| 30 Jun 25 | 133,862 | 2,133 | 3,264 | 0 |
| 31 Mar 25 | 137,969 | 2,432 | 3,203 | 0 |
| 31 Dec 24 | 139,336 | 3,442 | 3,183 | 0 |
| 30 Sep 24 | 142,670 | 4,521 | 3,186 | 0 |
| 30 Jun 24 | 148,772 | 7,177 | 3,183 | 0 |
| 31 Mar 24 | 147,394 | 7,888 | 3,050 | 0 |
| 31 Dec 23 | 149,348 | 9,672 | 2,950 | 0 |
| 30 Sep 23 | 152,729 | 11,470 | 2,913 | 0 |
| 30 Jun 23 | 157,477 | 12,666 | 2,814 | 0 |
| 31 Mar 23 | 174,917 | 16,311 | 2,861 | 0 |
| 31 Dec 22 | 178,236 | 14,436 | 2,775 | 0 |
| 30 Sep 22 | 173,756 | 11,962 | 2,667 | 0 |
| 30 Jun 22 | 160,241 | 8,181 | 2,653 | 0 |
| 31 Mar 22 | 135,923 | 2,609 | 2,608 | 0 |
| 31 Dec 21 | 120,451 | 1,288 | 2,601 | 0 |
| 30 Sep 21 | 103,033 | 475 | 2,586 | 0 |
| 30 Jun 21 | 87,972 | -1,475 | 2,574 | 0 |
| 31 Mar 21 | 70,457 | -1,956 | 2,557 | 0 |
| 31 Dec 20 | 69,896 | -11,032 | 2,721 | 0 |
| 30 Sep 20 | 79,918 | -10,734 | 2,881 | 0 |
| 30 Jun 20 | 90,070 | -8,636 | 2,969 | 0 |
| 31 Mar 20 | 105,214 | -7,715 | 3,071 | 0 |
| 31 Dec 19 | 111,275 | 1,830 | 3,196 | 0 |
| 30 Sep 19 | 115,646 | 2,523 | 3,306 | 0 |
| 30 Jun 19 | 111,099 | 2,419 | 3,029 | 0 |
| 31 Mar 19 | 106,098 | 2,735 | 2,689 | 0 |
| 31 Dec 18 | 86,284 | 2,106 | 2,085 | 0 |
| 30 Sep 18 | 85,449 | 3,843 | 1,832 | 0 |
| 30 Jun 18 | 81,716 | 4,008 | 1,754 | 0 |
| 31 Mar 18 | 77,618 | 3,437 | 1,727 | 0 |
| 31 Dec 17 | 75,053 | 3,430 | 1,743 | 0 |
| 30 Sep 17 | 69,251 | 1,642 | 1,606 | 0 |
| 30 Jun 17 | 64,702 | 885 | 1,614 | 0 |
| 31 Mar 17 | 61,385 | 1,202 | 1,616 | 0 |
| 31 Dec 16 | 63,517 | 1,173 | 1,605 | 0 |
| 30 Sep 16 | 54,372 | 1,132 | 1,602 | 0 |
| 30 Jun 16 | 56,364 | 1,935 | 1,574 | 0 |
| 31 Mar 16 | 60,040 | 1,959 | 1,566 | 0 |
| 31 Dec 15 | 64,471 | 2,848 | 1,546 | 0 |
| 30 Sep 15 | 71,111 | 3,459 | 1,500 | 0 |
Guadagni di qualità: MPC ha guadagni di alta qualità.
Margine di profitto in crescita: Gli attuali margini di profitto netti di MPC (5.5%) MPC sono più alti rispetto allo scorso anno (1.6%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: MPC è diventata redditizia negli ultimi 5 anni, aumentando i guadagni del -1.3% all'anno.
Accelerare la crescita: La crescita degli utili di MPC nell'ultimo anno ( 300.7% ) supera la media quinquennale ( -1.3% all'anno).
Guadagni vs Settore: La crescita degli utili MPC nell'ultimo anno ( 300.7% ) ha superato la percentuale del settore Oil and Gas 28.1%.
Rendimento del capitale proprio
ROE elevato: Sebbene il Return on Equity ( 40.09% ) di MPC sia eccezionale, questa metrica è distorta a causa del loro elevato livello di debito.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/09/14 21:38 |
| Prezzo dell'azione a fine giornata | 2026/09/14 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Marathon Petroleum Corporation è coperta da 32 analisti. 15 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Theresa Chen | Barclays |
| Phillip Jungwirth | BMO Capital Markets Equity Research |
| Jean Ann Salisbury | BofA Global Research |