MUSA Earnings

MUSA reported its earnings on 2026-02-04, showcasing a revenue of 4.74B against an estimate of 4.89B, resulting in a -2.99% surprise. The EPS was 7.53, surpassing the expected 6.67 by 12.89%. The stock experienced a -10.66% price change on the earnings day and a -18.32% change over the next five days, reflecting market reactions to the results.

Following MUSA's earnings announcement on 2026-02-04, the stock price moved by -10.66% on the day of the release. Over the subsequent five days, it saw a -18.32% change. Historically, MUSA's stock price tends to shift by an average of -1.27% in the 10 days leading up to earnings and -1.72% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate MUSA's annual revenue to reach 4.72B, while the EPS is projected at 3.38. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between MUSA's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, MUSA's stock price typically moves by -1.27% in the 10 days before its earnings and -1.72% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 3.38 and revenue of 4.72B.

The earnings call indicates a positive outlook with a new share repurchase program, dividend increase, and strategic growth plans through new store openings and M&A. Despite a slight adjustment in fuel volume guidance, merchandise contributions are strong. The Q&A session reveals proactive strategies to manage competitive pressures and operational costs. While some risks and uncertainties exist, the overall sentiment is positive due to strong financial metrics, growth initiatives, and shareholder returns.