MU
Murphy USA Inc.
MUSA · Murphy USA Inc. · Consumer Discretionary
Up next day
6/12
50%
Fell despite growth
2/12
Good earnings ignored
Avg earnings move
±6.4%
typical swing on earnings
Price when beating
+1.0%
avg over 8 beats
Biggest single move
+14.3%
'26.3 · largest reaction
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Beating estimates doesn't always lift it
Up the next day 5 of 8 beats (63%)
Moves in line with results — fairly predictable
Avg +1.0% on a beat, -5.3% on a miss
Big earnings-day moves tend to fade within days
Reversed the day-one move · 83% of last 12
vs Consumer Discretionary sector avg (201 peers)
This
-1.1%
Sector
+0.5%
Avg next-day reaction
Earnings number vs guidance — which drives it?
How often the beat/miss matched the actual price move
This stock mostly moves with the reported earnings number
Moved opposite to results 4 of last 12 times (33%)
3xBeat but fell
Even a beat sells off if guidance disappoints
1xMissed but rose
Even a miss rebounds if guidance reassures
Earnings timeline · tap a bar for that quarter
Nov 4After close
'26.9 expectedEst. EPS $8.48
Quarter ended 6/2026
Reported 2026-08-05
Next-day move
-7.7%
After 5 days -5.8%
vs Consensus$10.02→$11.24+12.2% beat
Beat by +12.2% but stock -7.7%
EPS
$11.24
YoY +53%
Revenue
$6.8B
YoY +36%
Next-Q guidance
—
N/A
Price around earnings
Fell despite growthvs market -7.5%p3.1x normal — unusual drop
Earnings trend · last 12 quarters
EPS$11.24YoY +53%
'23.9'26.6
Revenue$6.8BYoY +36%
'23.9'26.6
Price vs earnings · last 12 quarters
↑Up↓Down
Bad news out
weak · up ↑
2x17%
Met expectations
good · up ↑
4x33%
Disappointment
weak · down ↓
3x25%
Good earnings ignored
good · down ↓
3x25%
← ← Weak earningsStrong earnings → →
Mostly 'honest' — good earnings, price up · 4 of 12q (33%)
Community · MUSA
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