Marathon Petroleum (MPC Quick QuoteMPC - Free Report) reported $56.49 billion in revenue for the quarter ended September 2026, representing a year-over-year increase of 57.6%. EPS of $26.93 for the same period compares to $3.01 a year ago.

The reported revenue represents a surprise of +68.3% over the Zacks Consensus Estimate of $33.56 billion. With the consensus EPS estimate being $25.74, the EPS surprise was +4.62%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Marathon Petroleum performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Refining & Marketing margin: $45.70 compared to the $44.76 average estimate based on four analysts.
• Refining & Marketing margin - Mid-Continent: $47.33 compared to the $44.71 average estimate based on four analysts.
• Refining & Marketing margin - West Coast: $47.46 versus the four-analyst average estimate of $54.68.
• Refining & Marketing - Refinery throughputs - Net refinery throughput: 3150 millions of barrels of oil compared to the 3008.74 millions of barrels of oil average estimate based on four analysts.
• Refining & Marketing margin - Gulf Coast: $43.46 versus $43.25 estimated by four analysts on average.
• Refinery throughputs - Mid-Continent - Crude oil refined: 1,196.00 Mbpd versus the three-analyst average estimate of 1,137.37 Mbpd.
• Refinery throughputs - West Coast - Gross refinery throughputs: 571.00 Mbpd versus 541.55 Mbpd estimated by three analysts on average.
• Refinery throughputs - West Coast - Other charge and blendstocks: 32.00 Mbpd versus 38.33 Mbpd estimated by three analysts on average.
• Refinery throughputs - West Coast - Crude oil refined: 539.00 Mbpd compared to the 503.21 Mbpd average estimate based on three analysts.
• Refined product yields - Mid-Continent - Total: 1,264.00 Mbpd versus 1,211.37 Mbpd estimated by three analysts on average.
• Refined product yields - Gulf Coast - Total: 1,415.00 Mbpd versus the three-analyst average estimate of 1,373.49 Mbpd.
• Refining & Marketing - Refinery throughputs - Crude oil refined: 2973 millions of barrels of oil versus the three-analyst average estimate of 2824.32 millions of barrels of oil.

View all Key Company Metrics for Marathon Petroleum here>>>

Shares of Marathon Petroleum have returned -0.7% over the past month versus the Zacks S&P 500 composite's -2.3% change. The stock currently has a Zacks Rank #1 (Strong Buy), indicating that it could outperform the broader market in the near term.