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 ...

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 ...

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 ...

Murphy USA (MUSA) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.Shares of this gasoline station operator have returned +0.6% over the past month versus the Zacks S&P 500 composite's -3% change. The Zacks Oil and Gas - Refining and Marketing industry, to which Murphy USA belongs, has gained 1.6% over this period. Now the key question is: Where could the stock be headed in the n ...

股价表现 - Murphy USA (MUSA) 最近的股价为 $412.85，较前一天收盘价下跌了 -1.96% [1] - Murphy USA 的股票在过去一个月中上涨了 1.7%，落后于石油能源行业的 3.38% 增长，但超过了标普500指数在同一时期的 -1.66% 跌幅 [2] 财报预测 - 投资界将密切关注 Murphy USA 即将发布的财报。公司计划于 2024 年 5 月 1 日公布财报，预计每股收益为 $4.28，较去年同期下降了 10.83%。最新的共识估计显示公司预计营收为 $4.91 亿美元，较去年同期下降了 3.32% [3] - 根据 Zacks Consensus Estimates，全年预计 Murphy USA 的每股收益为 $26.40，营收为 $219.8 亿美元，较去年分别增长了 +3.57% 和 +2.08%。投资者需要注意分析师对 Murphy USA 的最新预测是否有任何修改 [4] 分析师评级 - 分析师对公司业务健康和盈利能力持乐观态度，这些最新的调整通常反映了短期业务模式的变化 [5] - Zacks Rank 系统从 1（强热门）到 5（强卖出）不等，自 1988 年以来，1 股票的平均年回报率为 +25%。最近一个月，Zacks Consensus EPS 预估上调了 1.49%。目前 Murphy USA 是 Zacks Rank 1（强热门） [7] 行业数据 - Murphy USA 目前的前瞻市盈率为 15.95，较行业平均前瞻市盈率 11.9 有溢价 [8] - 石油和天然气 - 炼油和营销行业属于石油能源部门，目前的 Zacks Industry Rank 为 39，在所有行业中排名前 16% [9] - Zacks Industry Rank 评估了我们独特行业群体的实力，通过确定组成群体的个别股票的平均 Zacks Rank。研究表明，排名前 50% 的行业胜过后 50% 的行业的比例为 2:1 [10] 未来展望 - 请继续关注 Zacks.com，以了解这些影响股票的指标以及未来交易日的更多信息 [11]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark one) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identification No. 200 Peach Street El Dorado, Arkansas 71730-5836 (Address of principal executive offices) (Zip Code) (870) 875-7600 (Registrant's telephone number, including area code) Securities registered ...

财务数据和关键指标变化 - 2023年全年收入为215亿美元,较2022年下降8.1% [27] - 2023年全年EBITDA为10.6亿美元,较2022年下降11.7% [28] - 2023年第四季度和全年净利润分别为1.5亿美元和5.57亿美元,较2022年同期分别增长27.1%和下降17.2% [28] - 2023年全年每股收益为25.49美元,较2022年下降9.3% [28] - 2023年第四季度和全年平均零售汽油价格分别为2.97美元/加仑和3.19美元/加仑,较2022年同期分别下降6.9%和下降12.1% [29] - 2023年全年税率为24.2% [30] 各条业务线数据和关键指标变化 - 2023年总燃油销量较2022年增长1.1%,每店月销量为242,000加仑,符合指引范围 [24] - 2023年总商品贡献为8.03亿美元,较2022年增长4.7%,符合指引范围 [24][25] - 烟草类商品贡献增长4.6%,烟草销售额超过20亿美元,市场份额达20% [25] - 非烟草类商品中,食品饮料销售和毛利分别增长5.4%和5.7% [26] 各个市场数据和关键指标变化 - 2023年每店月燃油销量较2021年增长5.6%,而同期行业数据下降约7%,公司市场份额增加约12% [24] 公司战略和发展方向及行业竞争 - 公司通过提升客户忠诚度、扩大新店网络、提升现有店铺表现等方式实现"更多"的战略目标 [7-21] - 公司正加快新店开设和改建升级活动,2024年计划新开30-35家门店,改建30-40家门店 [32-35][41-43] - 公司正加大数字化转型投资,如在QuickChek门店的自助点餐屏幕上进行交叉销售,在Murphy门店进行个性化优惠等,预计将带来可观收益 [12-14] - 公司认为在当前行业环境下,其独特的价值主张和成本优势使其能够持续获得更高的燃油毛利,并通过投资提升门店表现来进一步扩大市场份额 [18-20][56] 管理层对经营环境和未来前景的评论 - 管理层认为公司在经济环境疲软、行业需求疲软的背景下仍能持续获得更高的燃油毛利和市场份额,体现了公司独特的价值主张和成本优势 [18-20][56] - 管理层预计2024年燃油毛利将维持在0.30-0.34美元/加仑的较高水平,较2023年有所上升 [51-54] - 管理层对2024年商品贡献增长8%、门店运营成本增长5-7%、公司管理费用增长约8%等指标表示乐观 [46-50] 其他重要信息 - 2023年公司回购了超过100万股股票,现金及现金等价物余额为1.18亿美元 [38] - 2024年资本支出计划为4-4.5亿美元,主要用于新店开设、改建升级等增长项目 [32-37] - 2024年1月公司燃油毛利率约为0.22美元/加仑,高于2023年1月的0.19美元/加仑,烟草业务也保持强劲增长 [57] 问答环节重要的提问和回答 问题1 **Bobby Griffin 提问** 如何在门店规模扩大的情况下保持低成本运营的优势 [63-67] **Andrew Clyde 回答** 公司通过不断优化门店布局和运营模式,如增加自助服务、提升数字化水平等,持续降低燃油销售的毛利率要求,从而保持成本优势 [64-67] 问题2 **Bonnie Herzog 提问** 公司是否过度依赖燃油毛利贡献,未来商品贡献的增长空间如何 [79-103] **Andrew Clyde 回答** 公司通过持续创新和投资,如数字化转型、新品类拓展等,预计未来商品贡献增长将保持8%左右的较高水平 [99-103] 问题3 **Ben Bienvenu 提问** 公司如何在保持较高燃油毛利的同时,也实现燃油销量的增长 [108-119] **Andrew Clyde 回答** 公司通过保持日常低价策略,利用成本优势持续提升市场份额,在保持较高毛利的同时也实现了销量增长 [108-119]

Murphy USA Inc. (NYSE:MUSA) Q3 2023 Earnings Conference Call November 2, 2023 11:00 AM ET Company Participants Christian Pikul - Vice President of Investor Relations Andrew Clyde - President and Chief Executive Officer Mindy West - Executive Vice President and Chief Financial Officer Donnie Smith - Vice President and Controller Conference Call Participants Anthony Bonadio - Wells Fargo Securities Benjamin Bienvenu - Stephens Inc. Robert Griffin - Raymond James Ethan Huntley - Goldman Sachs Corey Tarlowe - J ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q MURPHY USA INC. (Exact name of registrant as specified in its charter) Delaware 46-2279221 (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identification No.) 200 Peach Street El Dorado, Arkansas 71730-5836 (Address of principal executive offices) (Zip Code) (Mark one) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended Septemb ...

Company Participants Conference Call Participants Operator Christian Pikul Please keep in mind that some of the comments made during this call, including the Q&A portion will be considered forward-looking statements as defined in the Private Securities Litigation Reform Act of 1995. As such, no assurances can be given that these events will occur or that the projections will be attained. A variety of factors exist that may cause actual results to differ. For further discussion of risk factors, please see th ...