Murphy USA

Q2 FY2026 EarningsQ2 FY26 results significantly beat consensus across all key profitability metrics, driven by robust fuel margins and consistent merchandise performance. Diluted EPS of $11.27 surged 53.1% YoY, exceeding the mean estimate by 14.18%, while total revenue reached $6.81B, a 12.8% beat against expectations. Management raised their full-year outlook, now projecting Net Income of ~$636M and Adjusted EBITDA of ~$1.25B, signaling strong confidence in the low-cost business model despite volatile macro conditions.