MPC
Marathon Petroleum·NYSE
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MPC fundamentals
Marathon Petroleum (MPC) released its earnings on Feb 3, 2026: revenue was 33.42B (YoY -0.13%), beat estimates; EPS was 4.07 (YoY +428.57%), beat estimates.
Revenue / YoY
33.42B
-0.13%
EPS / YoY
4.07
+428.57%
Report date
Feb 3, 2026
MPC Earnings Call Summary for Q4,2025
- Record Financial Performance: Q4 2025 adjusted EPS of $4.07, full-year $10.70; Refining & Marketing EBITDA up 15%.
- Strategic Capital Deployment: $700 million refining spend (20% YoY reduction), 85% on multiyear projects; MPLX investing $2.4 billion in high-return midstream.
- Sour Crude Advantage: 50% sour crude utilization, $500 million annual WCS differential benefit; first Venezuelan crude cargoes purchased.
- Shareholder Returns: $4.5 billion returned in 2025, with plans to repeat in 2026 via buybacks and dividends.
- Operational Resilience: 94% refining utilization, lowest OSHA injury rate in 4 years; Midstream EBITDA up 3-year CAGR of 5%.
EPS
Actual | -0.16 | -1.33 | -1 | -0.94 | -0.2 | 0.67 | 0.73 | 1.3 | 1.49 | 10.61 | 7.81 | 6.65 | 6.09 | 5.32 | 8.14 | 3.98 | 2.58 | 4.12 | 1.87 | 0.77 | -0.1218 | 3.96 | 3.01 | 4.07 | ||||||||||||||||
Forecast | -0.2452 | -1.7346 | -1.7113 | -1.368 | -0.7197 | 0.3871 | 0.7065 | 0.5469 | 1.2616 | 8.9095 | 7.0789 | 5.6661 | 5.5524 | 4.5547 | 7.7466 | 2.1898 | 2.5386 | 3.0903 | 0.9863 | 0.022 | -0.5422 | 3.2392 | 3.1452 | 2.7215 | ||||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +34.75% | +23.33% | +41.56% | +31.29% | +72.21% | +73.08% | +3.33% | +137.70% | +18.10% | +19.09% | +10.33% | +17.36% | +9.68% | +16.80% | +5.08% | +81.75% | +1.63% | +33.32% | +89.60% | +3400.00% | +77.54% | +22.25% | -4.30% | +49.55% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 24.08B | 15.20B | 17.55B | 18.19B | 22.88B | 29.83B | 32.61B | 35.61B | 38.38B | 54.24B | 47.24B | 40.09B | 35.08B | 36.82B | 41.58B | 36.82B | 33.21B | 38.36B | 35.37B | 33.47B | 31.85B | 34.10B | 35.85B | 33.42B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 27.10B | 19.71B | 19.75B | 17.89B | 19.35B | 20.91B | 19.48B | 21.16B | 30.83B | 40.34B | 35.85B | 33.93B | 33.18B | 32.60B | 37.67B | 34.90B | 32.07B | 36.66B | 34.34B | 33.14B | 31.87B | 33.32B | 33.45B | 31.08B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -11.15% | -22.90% | -11.15% | +1.69% | +18.23% | +42.64% | +67.38% | +68.25% | +24.52% | +34.44% | +31.77% | +18.18% | +5.71% | +12.94% | +10.40% | +5.50% | +3.55% | +4.66% | +3.00% | +0.98% | -0.06% | +2.34% | +7.16% | +7.52% |
Earnings Call
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What were the key takeaways from Marathon Petroleum’s earnings call?What does Marathon Petroleum do and what are its main business segments?What guidance did Marathon Petroleum's management provide for the next earnings period?What were the key takeaways from Marathon Petroleum's earnings call?What is the market's earnings forecast for Marathon Petroleum next quarter?Did Marathon Petroleum beat or miss consensus estimates last quarter?What factors drove the changes in Marathon Petroleum's revenue and profit?What is Marathon Petroleum's latest dividend and current dividend yield?
