Murphy USA (MUSA)
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A Case for Tracking These 3 Refining & Marketing Stocks
ZACKS· 2024-06-28 21:12
The Zacks Oil and Gas - Refining & Marketing industry will benefit from the tight balance between supply and demand for products. Even with the establishment of new refineries, global demand growth is expected to outpace the production of refined products. The global refining capacity, including new installations, and the demand for refined products remain finely balanced. In this favorable market environment, downstream firms such as Valero Energy (VLO) , Murphy USA (MUSA) and PBF Energy (PBF) are well-pos ...
Murphy (MUSA) Q1 Earnings Miss on Weak Margins, Product Sales
Zacks Investment Research· 2024-05-13 21:46
Motor fuel retailer Murphy USA Inc. (MUSA) announced first-quarter 2024 earnings per share of $3.13, which missed the Zacks Consensus Estimate of $4.09 and came in below the year-ago profit of $4.80. The underperformance primarily reflects lower fuel margins and weak petroleum product sales.Meanwhile, Murphy USA’s operating revenues of $4.8 billion fell 4.6% year over year and missed the consensus mark by $25 million.Revenues from petroleum product sales came in at $3.8 billion, below our estimate of $3.9 b ...
Murphy USA (MUSA) - 2024 Q1 - Quarterly Report
2024-05-10 04:41
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark one) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______________ to _______________ Commission File Number 001-35914 MURPHY USA INC. (Exact name of registrant as specified in its charter) Delaware 46-2279221 ...
Investors Heavily Search Murphy USA Inc. (MUSA): Here is What You Need to Know
Zacks Investment Research· 2024-05-09 22:06
Murphy USA (MUSA) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.Shares of this gasoline station operator have returned -1.3% over the past month versus the Zacks S&P 500 composite's -0.3% change. The Zacks Oil and Gas - Refining and Marketing industry, to which Murphy USA belongs, has lost 7.2% over this period. Now the key question is: Where could the stock be h ...
Murphy USA (MUSA) - 2024 Q1 - Earnings Call Transcript
2024-05-03 03:01
财务数据和关键指标变化 - 第一季度产品价格同比上涨0.50美元,而上年同期仅上涨0.08美元 [10] - 公司未再现上年同期中期价格下跌的有利影响,总体波动性较低 [10] - 天气异常严重,尤其是从佛罗里达到新泽西的大西洋沿岸地区 [10] 各条业务线数据和关键指标变化 - 燃料和烟草业务表现出色,APSM燃料销量基本持平同比,两年堆积增长2% [11] - 燃料零售毛利率为0.22美元/加仑,1月份创下历史新高 [10] - 烟草销售和毛利分别增长6%和4.5%,各类烟草产品销量保持健康 [12] - 中心店类别受到较少加油和囤货行为的影响,销售有所下滑 [14] - 彩票销售增长较慢,部分客户转向新兴的在线赌博网站 [15] 各个市场数据和关键指标变化 - Murphy品牌店非烟草类毛利增长3.6%,主要得益于创新的现调饮料产品销量增长19% [16] - 包装饮料销售增长1.8%,但贡献毛利增长3%,得益于定价和促销带来的产品组合变化 [16] - QuickChek食品和饮料销售增长3.7%,贡献毛利增长1.2%,尽管燃料销量下降1.2% [17] 公司战略和发展方向及行业竞争 - 公司核心创新、增长和生产力提升举措主要集中在食品饮料和中心店机会,预计在下半年产生效益 [18] - 公司供应链模式为其带来优势,预计将继续在0.02-0.03美元/加仑的历史区间内提供价值 [19] - 公司的日常低价和日常低成本模式确保其不会受到通胀或监管变化的不利影响 [21] 管理层对经营环境和未来前景的评论 - 公司对2024年全年EBITDA目标区间1-12亿美元保持信心,Q1结果与内部计划一致 [36][37] - 中心店业务下半年有望改善,但Q1受到一些不利因素影响,可能会落在目标区间下限 [22][23] - 公司看好未来燃料和烟草业务的可持续性,以及在当前环境下的相对优势 [11][12][13] 问答环节重要的提问和回答 问题1 **Anthony Bonadio 提问** 询问公司对1-12亿美元EBITDA目标区间的信心水平 [36] **Andrew Clyde 回答** 公司Q1结果与内部计划一致,对全年目标保持信心 [37][38] 问题2 **Benjamin Bienvenu 提问** 询问天气因素对公司燃料零售毛利和批发业务的影响 [43][44] **Andrew Clyde 和 Mindy West 回答** 解释了天气因素对零售端和批发端的不同影响 [46][47][48][49] 问题3 **Bonnie Herzog 提问** 询问公司是否需要调整燃料贡献目标区间,以及是否会影响EBITDA目标 [53][54] **Andrew Clyde 回答** Q1燃料贡献结果与内部计划一致,不会影响全年EBITDA目标 [54]
Murphy USA (MUSA) Lags Q1 Earnings and Revenue Estimates
Zacks Investment Research· 2024-05-02 08:05
Murphy USA (MUSA) came out with quarterly earnings of $3.12 per share, missing the Zacks Consensus Estimate of $4.09 per share. This compares to earnings of $4.80 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -23.72%. A quarter ago, it was expected that this gasoline station operator would post earnings of $6.31 per share when it actually produced earnings of $7, delivering a surprise of 10.94%.Over the last four quarters, t ...
Murphy USA (MUSA) - 2024 Q1 - Quarterly Results
2024-05-02 04:33
Exhibit 99.1 Murphy USA Inc. Reports Preliminary First Quarter 2024 Results El Dorado, Arkansas, May 1, 2024 (BUSINESS WIRE) – Murphy USA Inc. (NYSE: MUSA), a leading marketer of retail motor fuel products and convenience merchandise, today announced financial results for the three months ended March 31, 2024. Key Highlights: • Net income was $66.0 million, or $3.12 per diluted share, in Q1 2024 compared to net income of $106.3 million, or $4.80 per diluted share, in Q1 2023. • Total fuel contribution for Q ...
Murphy USA (MUSA) Q1 Earnings Preview: What You Need to Know
Zacks Investment Research· 2024-04-29 22:56
Murphy USA (MUSA) is set to release first-quarter results on May 1. The current Zacks Consensus Estimate for the to-be-reported quarter is a profit of $4.09 per share on revenues of $4.9 billion.Let’s delve into the factors that might have influenced the downstream operator’s results in the March quarter. But it’s worth taking a look at MUSA’s previous-quarter performance first.Highlights of Q4 Earnings & Surprise HistoryIn the last reported quarter, the El Dorado, AR-based motor fuel retailer beat the cons ...
Murphy USA (MUSA) Rises Higher Than Market: Key Facts
Zacks Investment Research· 2024-04-25 06:51
The most recent trading session ended with Murphy USA (MUSA) standing at $421.11, reflecting a +1.06% shift from the previouse trading day's closing. The stock's change was more than the S&P 500's daily gain of 0.02%. At the same time, the Dow lost 0.11%, and the tech-heavy Nasdaq gained 0.1%.Coming into today, shares of the gasoline station operator had gained 0.58% in the past month. In that same time, the Oils-Energy sector gained 4.26%, while the S&P 500 lost 3.01%.Investors will be eagerly watching for ...
What Makes Murphy USA (MUSA) a Strong Momentum Stock: Buy Now?
Zacks Investment Research· 2024-04-25 01:01
Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even though momentum is a popular stock char ...