Murphy USA Inc. reported its third‑quarter 2025 financial results, posting net income of $129.9 million and diluted earnings per share of $6.76, a decline from $7.20 in the same quarter a year earlier.
Total revenue for the quarter was $5.11 billion, down 2.5% year‑over‑year. Revenue decline was driven by a 4.3‑cent per gallon drop in retail fuel margin, from 32.6 cents in Q3 2024 to 28.3 cents in Q3 2025, while merchandise contribution rose 11.3% to $241.2 million.
The company’s return on equity was 21.32% and net margin 2.91%. Management cited a $12.6 million restructuring charge that included approximately 100 workforce reductions, part of an effort to streamline operations.
Murphy USA raised its 2025 revenue guidance to $4.53–$4.60 billion and EPS guidance to $6.64–$6.84 per share, tightening the range of potential outcomes. The company also announced a new share repurchase authorization of up to $2 billion and increased its quarterly dividend to $0.63 per share, payable December 1 2025.
In a leadership transition, Mindy K. West was named president and CEO, effective January 1 2026, succeeding Andrew Clyde. The company continues to pursue new‑to‑industry store openings, targeting 50 or more NTIs annually, and maintains a 50/50 capital allocation strategy between shareholder returns and growth investments.
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