MPC Marathon Petroleum

FY2025 10-K
Filed: Feb 26, 2026
Energy
Petroleum RefiningSEC EDGAR

Marathon Petroleum (MPC) filed its fiscal year 2025 10-K annual report with the SEC on Feb 26, 2026. This page provides AI-powered analysis of the filing, including business overview, management discussion, risk factors, and key financial metrics from XBRL data.

AI Filing Analysis
FY2025 10-K

Business Overview

  • Integrated downstream/midstream energy company; ~3.0 mbpd refining capacity, one of largest US wholesale gasoline/distillate suppliers, with MPLX (~64% owned) as midstream backbone
  • Martinez Renewables JV (50/50 with Neste) reached full 730 million gal/year capacity in late 2024; combined with Dickinson's 184 million gal/year, positions MPC as one of largest US renewable diesel producers
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Management Discussion & Analysis

  • Total revenues $135.2B vs $140.4B in 2024, down $5.19B; sales revenues $132.7B vs $138.9B, driven by avg refined product prices down $0.18/gal (8%)
  • Net income attributable to MPC $4.05B vs $3.45B; EPS $13.22 vs $10.08; income before taxes $7.0B vs $6.0B; no operating margin % disclosed in text
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Risk Factors

  • California SB X1-2 and AB X2-1 empower CEC to cap gasoline refining margins and mandate minimum fuel inventories, directly threatening MPC's LA and Martinez facilities
  • Total debt $33.31B at Dec 31, 2025, with $26.01B sitting at MPLX subsidiary level, creating structural leverage concentration
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Financial Summary
XBRL

Revenue

$132.7B

Net Income

$4.0B

Operating Margin

6.2%

Net Margin

3.0%

ROE

23.4%

Total Assets

$84.0B

EPS (Diluted)

$13.22

Operating Cash Flow

$8.3B

Source: XBRL data from Marathon Petroleum FY2025 10-K filing on SEC EDGAR. All figures in USD.

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