MUSA Earnings Prediction
The chart below shows how MUSA performed 10 days before and after its earnings report, based on data from the past quarters. Typically, MUSA sees a -0.79% change in stock price 10 days leading up to the earnings, and a +3.48% change 10 days following the report. On the earnings day itself, the stock moves by +0.02%. This data can give you a slight idea of what to expect for the next quarter's release.
MUSA Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
4.13B
-8.13%
-10.88%
Gross Margin
12.87%
8.33%
6.80%
Operating Margin
5.11%
5.36%
6.46%
Net Margin
3.45%
3.60%
7.14%
EPS
6.97
-0.99%
-3.19%
No Data Available
MUSA Earnings Analysis
Murphy USA Inc Corporation (MUSA.N) Earnings Conference Call
Positive
EBITDA Milestone Achievement: Murphy USA achieved over $1 billion in EBITDA for 2024, showcasing the sustainability of its earnings potential.
Merchandise Sales Growth: The Murphy branded network saw per store merchandise sales grow by 3.5% and margin dollars by 5.9% for the full year 2024, with a notable 7.2% growth in non-nicotine margins in Q4 compared to the previous year.
Fuel Margin Improvement: Retail fuel margins improved by 50 basis points to $0.281 per gallon in 2024, despite challenging market conditions, indicating a strong competitive position.
Merchandise Contribution Growth: Merchandise contribution dollars reached $834 million in 2024, reflecting a 3.8% increase from 2023, with Q4 showing the largest year-over-year increase of $11 million.
Share Repurchase Impact: Murphy USA repurchased approximately 938,000 shares in 2024 for a total of $446.6 million, reducing the share count by nearly 60% since the spin-off, which is expected to enhance shareholder value through EPS accretion.
Negative
Slow Start Impact: The year started slowly due to rising prices and severe weather, leading to lower transaction volumes across the Murphy USA network.
Food Inflation Impact: QuickCheck Markets faced continued pressure from food inflation and competition, resulting in lower than expected contribution dollars for 2024.
Fuel Volume Decline: Fuel volumes averaged 240.6 thousand gallons per store month, coming in at the low end of guidance and reflecting a 2.4% decline in Q4 volumes.
Store Operating Expense Increase: Operating expenses per store month increased by 5.2%, driven by new larger stores, with a projected 4% to 6% increase in 2025 due to similar factors.
SG&A Expense Management: SG&A expenses were $235 million in 2024, down 2.1% but below the adjusted guidance range, indicating tighter management but also reflecting lower incentive-based compensation.
MUSA FAQs
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MUSA Earning Call Sentiment
Murphy USA Inc. (NYSE:MUSA) Q4 2024 Earnings Call Transcript
MUSA.N
-1.05%Positive
The earnings call summary presented mixed signals. Financial performance showed sustainable earnings, but fuel volumes declined. Positive factors include share repurchases and merchandising growth. However, rising operating expenses and regulatory issues pose challenges. The Q&A session revealed management's uncertainty regarding inflation and promotional strategies, which may concern investors. Despite some positive developments, the lack of clear guidance and challenges in operational execution suggest a neutral market reaction.
