Murphy USA Inc.
$536.18-7.7%
Mentions · last 7 days
18
Price updated 1m ago·X counts updated 22h ago
AI verdict & sentimentAI analysisGenerated by AI from underlying data
Today's AI verdict on what's driving $MUSA, plus how loud the X conversation is and which way it's leaning.
What it does
Plain-English summary of the business — what they sell and how they make money.
Industry overviewAI analysisGenerated by AI from underlying data
Where Specialty Retail sits in its cycle right now — and what that implies for $MUSA.
Specialty Retail
No material change from last week — Amazon's $200B AI infrastructure commitment and AI shopping agent deployment shifts purchase decisions from browsing to autonomous fulfillment, bypassing..
Top industry ETF
$XRTSPDR S&P Retail ETF
+7.7%YTD
+14.9%1Y
Fundamentals & catalyst
Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.
Key ratios
P/E
17.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.ROIC
17.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.Op margin
4.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.FCF yield
2.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).P/S
0.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.ROE
94.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.Gross margin
2.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.D/E
3.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.Past earnings
QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$11.27$9.95+13.3%
Q1 2026Apr 29, 2026$7.28$5.37+35.6%
Q4 2025Feb 4, 2026$7.53$6.67+12.9%
Q3 2025Oct 29, 2025$7.25$6.60+9.8%
Next earningsWed, Nov 4·consensus EPS $8.09
Quarterly trend
QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$6.8B+36.0%-3.8%4.5%$11.33$-177.3M
Q1 FY26$4.8B+6.5%5.4%4.3%$7.36$221.7M
Q4 FY25$4.7B+0.7%6.0%4.6%$7.61$128.8M
Q3 FY25$5.1B-2.5%5.3%4.2%$6.83$67.7M
Forward consensus
FYRevenueRangeEPSRangeAnalysts
FY26$22.0B$20.1B – $23.6B$33.34$30.78 – $35.779
FY27$21.3B$20.5B – $22.2B$30.31$27.51 – $34.079
FY28$21.6B$20.5B – $23.0B$32.60$28.35 – $34.775
FY29$22.5B$21.2B – $23.9B$30.53$28.29 – $33.072
FY30$23.1B$21.8B – $24.6B$32.79$30.38 – $35.522
Setup & momentum
Volume, range, and moving-average position — the technical setup driving short-term moves.
Right now
Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.81%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+1.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+22.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.
Float & profile
FloatLow float · 16.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.295-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.
Insider activity
Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
Murphy USA (MUSA) Beats Q2 Earnings and Revenue EstimatesMurphy USA Inc. Reports Second Quarter 2026 ResultsWhy Murphy USA (MUSA) is a Top Momentum Stock for the Long-TermMurphy USA to Report Q2 Earnings: What's in Store for the Stock?Murphy USA (MUSA) Reports Next Week: Wall Street Expects Earnings Growth
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Voices on X · last 7 days
No standout posts about $MUSA on X in the last 7 days.