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Side-by-side financial comparison of Murphy USA Inc. (MUSA) and RUSH ENTERPRISES INC \TX\ (RUSHA). Click either name above to swap in a different company.
Murphy USA Inc. is the larger business by last-quarter revenue ($4.7B vs $1.7B, roughly 2.8× RUSH ENTERPRISES INC \TX\). RUSH ENTERPRISES INC \TX\ runs the higher net margin — 3.8% vs 3.0%, a 0.8% gap on every dollar of revenue. On growth, Murphy USA Inc. posted the faster year-over-year revenue change (0.7% vs -12.5%). Murphy USA Inc. produced more free cash flow last quarter ($128.8M vs $31.9M). Over the past eight quarters, Murphy USA Inc.'s revenue compounded faster (-1.0% CAGR vs -3.0%).
Murphy USA is an American corporation based in El Dorado, Arkansas that operates a chain of retail gas stations that are primarily located in proximity to Walmart stores. It was founded as a spin-off of Murphy Oil in 2013.
Rush Enterprises is an American commercial vehicle dealership headquartered in New Braunfels, Texas. It primarily sells new and used trucks, through its Rush Truck Centers. In 2019, the company operated over 200 Rush Truck Centers in 20 U.S. states as well as 14 locations in Canada. As of 2020, it was a Fortune 500 corporation.
MUSA vs RUSHA — Head-to-Head
Income Statement — Q4 2025 vs Q4 2025
| Metric | | |
|---|---|---|
| Revenue | $4.7B | $1.7B |
| Net Profit | $141.9M | $64.3M |
| Gross Margin | — | 20.8% |
| Operating Margin | 4.4% | 5.5% |
| Net Margin | 3.0% | 3.8% |
| Revenue YoY | 0.7% | -12.5% |
| Net Profit YoY | -0.4% | -13.9% |
| EPS (diluted) | $7.35 | $0.81 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $4.7B | $1.7B | ||
| Q3 25 | $5.1B | $1.8B | ||
| Q2 25 | $5.0B | $1.8B | ||
| Q1 25 | $4.5B | $1.8B | ||
| Q4 24 | $4.7B | $1.9B | ||
| Q3 24 | $5.2B | $1.8B | ||
| Q2 24 | $5.5B | $1.9B | ||
| Q1 24 | $4.8B | $1.8B |
| Q4 25 | $141.9M | $64.3M | ||
| Q3 25 | $129.9M | $66.7M | ||
| Q2 25 | $145.6M | $72.4M | ||
| Q1 25 | $53.2M | $60.3M | ||
| Q4 24 | $142.5M | $74.8M | ||
| Q3 24 | $149.2M | $79.1M | ||
| Q2 24 | $144.8M | $78.7M | ||
| Q1 24 | $66.0M | $71.6M |
| Q4 25 | — | 20.8% | ||
| Q3 25 | — | 21.0% | ||
| Q2 25 | — | 20.7% | ||
| Q1 25 | — | 20.3% | ||
| Q4 24 | — | 19.3% | ||
| Q3 24 | — | 21.0% | ||
| Q2 24 | — | 20.2% | ||
| Q1 24 | — | 21.9% |
| Q4 25 | 4.4% | 5.5% | ||
| Q3 25 | 3.9% | 5.6% | ||
| Q2 25 | 4.4% | 6.0% | ||
| Q1 25 | 1.9% | 5.2% | ||
| Q4 24 | 4.2% | 5.8% | ||
| Q3 24 | 4.2% | 6.7% | ||
| Q2 24 | 4.0% | 6.4% | ||
| Q1 24 | 2.2% | 6.2% |
| Q4 25 | 3.0% | 3.8% | ||
| Q3 25 | 2.5% | 3.7% | ||
| Q2 25 | 2.9% | 3.9% | ||
| Q1 25 | 1.2% | 3.4% | ||
| Q4 24 | 3.0% | 3.9% | ||
| Q3 24 | 2.8% | 4.4% | ||
| Q2 24 | 2.7% | 4.1% | ||
| Q1 24 | 1.4% | 4.0% |
| Q4 25 | $7.35 | $0.81 | ||
| Q3 25 | $6.76 | $0.83 | ||
| Q2 25 | $7.36 | $0.90 | ||
| Q1 25 | $2.63 | $0.73 | ||
| Q4 24 | $6.87 | $-95.13 | ||
| Q3 24 | $7.20 | $0.97 | ||
| Q2 24 | $6.92 | $97.00 | ||
| Q1 24 | $3.12 | $0.88 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $28.9M | $212.6M |
| Total DebtLower is stronger | $2.2B | $274.8M |
| Stockholders' EquityBook value | $623.5M | $2.2B |
| Total Assets | $4.7B | $4.4B |
| Debt / EquityLower = less leverage | 3.47× | 0.12× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $28.9M | $212.6M | ||
| Q3 25 | $42.8M | $242.0M | ||
| Q2 25 | $54.1M | $211.1M | ||
| Q1 25 | $49.4M | $228.7M | ||
| Q4 24 | $47.0M | $228.1M | ||
| Q3 24 | $52.5M | $185.1M | ||
| Q2 24 | $79.8M | $167.3M | ||
| Q1 24 | $56.7M | $155.9M |
| Q4 25 | $2.2B | $274.8M | ||
| Q3 25 | $2.2B | — | ||
| Q2 25 | $2.1B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $1.8B | $408.4M | ||
| Q3 24 | $1.8B | — | ||
| Q2 24 | $1.8B | — | ||
| Q1 24 | $1.8B | — |
| Q4 25 | $623.5M | $2.2B | ||
| Q3 25 | $546.0M | $2.2B | ||
| Q2 25 | $646.1M | $2.2B | ||
| Q1 25 | $719.6M | $2.2B | ||
| Q4 24 | $840.1M | $2.1B | ||
| Q3 24 | $830.1M | $2.1B | ||
| Q2 24 | $811.3M | $2.0B | ||
| Q1 24 | $781.6M | $1.9B |
| Q4 25 | $4.7B | $4.4B | ||
| Q3 25 | $4.7B | $4.6B | ||
| Q2 25 | $4.6B | $4.7B | ||
| Q1 25 | $4.5B | $4.7B | ||
| Q4 24 | $4.5B | $4.6B | ||
| Q3 24 | $4.4B | $4.6B | ||
| Q2 24 | $4.4B | $4.5B | ||
| Q1 24 | $4.3B | $4.6B |
| Q4 25 | 3.47× | 0.12× | ||
| Q3 25 | 4.07× | — | ||
| Q2 25 | 3.20× | — | ||
| Q1 25 | 2.74× | — | ||
| Q4 24 | 2.18× | 0.19× | ||
| Q3 24 | 2.19× | — | ||
| Q2 24 | 2.20× | — | ||
| Q1 24 | 2.28× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $245.5M | $112.9M |
| Free Cash FlowOCF − Capex | $128.8M | $31.9M |
| FCF MarginFCF / Revenue | 2.7% | 1.9% |
| Capex IntensityCapex / Revenue | 2.5% | 4.8% |
| Cash ConversionOCF / Net Profit | 1.73× | 1.75× |
| TTM Free Cash FlowTrailing 4 quarters | $374.3M | $462.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $245.5M | $112.9M | ||
| Q3 25 | $184.8M | $367.8M | ||
| Q2 25 | $255.1M | $227.6M | ||
| Q1 25 | $128.5M | $153.5M | ||
| Q4 24 | $248.7M | $392.3M | ||
| Q3 24 | $202.1M | $111.7M | ||
| Q2 24 | $260.8M | $270.6M | ||
| Q1 24 | $136.0M | $-155.1M |
| Q4 25 | $128.8M | $31.9M | ||
| Q3 25 | $67.7M | $271.2M | ||
| Q2 25 | $137.1M | $113.8M | ||
| Q1 25 | $40.7M | $45.1M | ||
| Q4 24 | $121.7M | $263.5M | ||
| Q3 24 | $65.2M | $-20.0M | ||
| Q2 24 | $142.8M | $177.2M | ||
| Q1 24 | $59.8M | $-234.2M |
| Q4 25 | 2.7% | 1.9% | ||
| Q3 25 | 1.3% | 15.2% | ||
| Q2 25 | 2.7% | 6.2% | ||
| Q1 25 | 0.9% | 2.6% | ||
| Q4 24 | 2.6% | 13.7% | ||
| Q3 24 | 1.2% | -1.1% | ||
| Q2 24 | 2.6% | 9.1% | ||
| Q1 24 | 1.2% | -13.1% |
| Q4 25 | 2.5% | 4.8% | ||
| Q3 25 | 2.3% | 5.4% | ||
| Q2 25 | 2.4% | 6.2% | ||
| Q1 25 | 1.9% | 6.2% | ||
| Q4 24 | 2.7% | 6.7% | ||
| Q3 24 | 2.6% | 7.3% | ||
| Q2 24 | 2.2% | 4.8% | ||
| Q1 24 | 1.6% | 4.4% |
| Q4 25 | 1.73× | 1.75× | ||
| Q3 25 | 1.42× | 5.51× | ||
| Q2 25 | 1.75× | 3.14× | ||
| Q1 25 | 2.42× | 2.55× | ||
| Q4 24 | 1.75× | 5.25× | ||
| Q3 24 | 1.35× | 1.41× | ||
| Q2 24 | 1.80× | 3.44× | ||
| Q1 24 | 2.06× | -2.17× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
MUSA
| Product Sales Petroleum Retail | $3.3B | 69% |
| Merchandise | $1.1B | 23% |
| Product Sales Petroleum Wholesale | $327.9M | 7% |
| Other | $57.0M | 1% |
| Renewable Identification Numbers | $55.3M | 1% |
| Revenue Other | $1.3M | 0% |
RUSHA
| New And Used Commercial Vehicle | $1.0B | 62% |
| Parts | $364.2M | 22% |
| Commercial Vehicle Repair Service | $261.0M | 16% |
| Insurance | $2.5M | 0% |
| Financial Service | $2.3M | 0% |
