Marathon Petroleum surpassed Wall Street expectations in Q2 2025, reporting earnings per share of $3.96—27% above forecasts—and revenue of $34.1 billion. The refiner achieved record operational efficiency, with plants running at 97% capacity and processing 2.9 million barrels of crude daily. Despite this, shares dipped 0.07% in pre-market trading to $167.96, reflecting investor caution. Year-over-year comparisons reveal challenges: net profit fell to $1.216 billion from $1.515 billion, and revenue declined 11.1%. Strategic moves included selling ethanol assets for $425 million and acquiring Northwind Midstream for $2.4 billion to expand its gas processing footprint.
Mixed Signals for Investors
While Marathon’s refining margins hit an exceptional 105%, analysts remain divided, with equal numbers revising earnings estimates up and down. The company returned $1 billion to shareholders via buybacks and dividends, with $6 billion remaining for future repurchases. Despite strong fundamentals—including tight diesel inventories and favorable crude differentials—the stock’s 12% quarterly gain contrasts with a 1.71% annual drop, underscoring market uncertainty about sustained performance.
Ad
Marathon Petroleum Stock: Buy or Sell?! New Marathon Petroleum Analysis from September 23 delivers the answer:
The latest Marathon Petroleum figures speak for themselves: Urgent action needed for Marathon Petroleum investors. Is it worth buying or should you sell? Find out what to do now in the current free analysis from September 23.
Marathon Petroleum: Buy or sell? Read more here...
