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MUSA Murphy USA Inc.

Trailing twelve months to 2026-06-30 · as filed 2026-08-06, not restated
Consumer Disc

Scale

Market cap
$9.4bn
Revenue TTM
$21.5bn
Net income TTM
$617m
Free cash flow
$542m
Composite score
72.3
Sector rank
#745

Valuation

P / E
15.3
EV / EBITDA
EV / sales
0.4
FCF yield
5.74%
Earnings yield vs 10-yr
1.81pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
2.9%
EBITDA margin
ROE
78.9%
ROIC
151.7%
Revenue growth
10.3%

Insider activity, last 90 days

Net open-market
$-3.39m
Buyers
0
Sellers
3

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

Net income was $145.6 million for the same period in 2025, or $7.36 per diluted share, on $5.0 billion of revenue. Net income for the same period in 2025 was $198.8 million, or $9.95 per diluted share, on $9.5 billion of revenue. Higher income tax expense, higher payment fees, increased store operating expenses, greater depreciation and amortization, increased general and administrative expenses and higher interest expense partially offset these benefits resulting in higher net income for the 2026 year-to-date period. Three Months Ended June 30, 2026 versus Three Months Ended June 30, 2025 Revenues for Q2 2026 increased $1.8 billion, or 36.0%, compared to the same quarter in 2025. …Murphy USA Inc., 10-Q, period ended 2026-06-30, filed 2026-08-06

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