MPC · NYSE
Consensus is $18.07 EPS for Sep 2026 across 5 estimates, ranging $10.99 to $28.20.
No consensus figures are available, so the quarter cannot be assessed against an external earnings expectation. MPC delivered a sharp year-over-year improvement: sales and other operating revenues rose from $33,799 million to $51,994 million, while net income attributable to MPC increased from $1,216 million to $5,138 million. The result also improved substantially from the $34,200 million of revenue and $510 million of net income reported for the first quarter of 2026. Operating income climbed to $7,322 million from $2,197 million, despite cost of revenues increasing to $43,064 million from $30,025 million. Income from equity method investments contributed $256 million, up from $212 million, but the supplied excerpt does not provide segment results or an explanation of the operating drivers. Higher depreciation and amortization and selling, general and administrative expenses also accompanied the stronger activity, at $838 million and $894 million, respectively.
The supplied filing excerpt provides no management guidance for the next quarter, the remainder of 2026, revenue, earnings, margins, throughput, segment performance, or capital spending. Accordingly, there are no ranges to compare with a prior guide and no stated assumptions or caveats for the periods ahead. The only forward-looking limitation evident from the material is that first-half additions to property, plant and equipment reached $2,099 million, versus $1,358 million in the year-ago period; this is a reported spending figure, not a company outlook.