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Murphy USA Inc. — Third Quarter 2026 Earnings Summary

Murphy USA Inc. reported third-quarter 2026 net income of $176.0 million, or $9.59 per diluted share, representing a significant increase from the $129.9 million reported in the same period of 2025. Total fuel contribution for the quarter rose to $479.4 million, driven by higher retail fuel volumes and improved fuel supply results, while merchandise contribution decreased slightly to $234.5 million due to lower unit margins. The company repurchased approximately 287,100 shares for $157.7 million during the quarter and increased its quarterly cash dividend to $0.72 per share, payable in December 2026. As of September 30, 2026, the company held $161.8 million in cash and cash equivalents with long-term debt totaling $2.17 billion.

Company
MURPHY USA INC
Sector
Consumer Cyclical
Industry
Specialty Retail