MUSA Earnings

MUSA reported its FY2025Q4 earnings on 2026-02-04, showcasing a revenue of 0.00 against an estimate of 5.00B, resulting in a 0% surprise. The EPS was 0, surpassing the expected 6.46 by 0% . The stock experienced a 0% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following MUSA's FY2025Q4 earnings announcement on 2026-02-04, the stock price moved by % on the day of the release. Over the subsequent five days, it saw a % change. Historically, MUSA's stock price tends to shift by an average of -0.99% in the 10 days leading up to earnings and -0.69% in the 10 days following, providing insight into potential market.

For 2025/Q4, analysts estimate MUSA’s annual revenue to reach 5.00B, while the EPS is projected at 6.00. These estimates reflect recent revisions, with revenue estimates revised Revenue No Change by 0% and EPS estimates Revise Downward by -0.13% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between MUSA's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2025 were No Change by 0%, while EPS estimates moved Revise Downward by -0.13% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, MUSA's stock price typically moves by -0.99% in the 10 days before its earnings and -0.69% in the 10 days after. For the upcoming 2025/Q4 earnings, analysts expect an EPS of 6.00 and revenue of 5.00B.

The earnings call summary shows strong financial performance, especially in merchandising and strategic promotions like ZYN, which drove significant growth. The company's balanced capital allocation strategy, including a 19% dividend increase and share repurchase program, indicates confidence in future growth. Although fuel margins remain challenging, the company expects improvement and continues to invest in store growth and digital transformation. Despite some unclear management responses, the overall sentiment is positive due to strong earnings, optimistic guidance, and shareholder return initiatives.