At first glance, Evolution Petroleum (NYSE: EPM ) seems like a slow-moving small-cap oil and gas player, modest production, no flashy assets, and no aggressive expansion headlines. But that’s exactly the point. They don’t try to be the biggest, just quietly profitable. And based on financials, it’sI’m a passionate investor and financial advisor with a focus on equity markets — especially growth and small-cap stocks. Backed by a finance degree and completing my Master’s in Investment Management, I combine ha ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-32942 EVOLUTION PETROLEUM CORPORATION (IRS Employer Identification No.) 1155 Dairy Ashford Road, Suite 425, Houston, Texas 7 ...

Evolution Petroleum (EPM) Q3 2025 Earnings Call May 14, 2025 11:00 AM ET Company Participants Brandi Hudson - IR ManagerKelly Loyd - CEO, President & DirectorMark Bunch - COORyan Stash - Senior Vice President, Chief Financial Officer, TreasurerChristopher Degner - Managing Director Conference Call Participants Jeff Grampp - Managing Director - Senior Research AnalystC.K. Poe Fratt - MD - Equity Research & Senior Transportation Analyst Operator Good morning, everyone, and welcome to the Evolution Petroleum F ...

Financial Data and Key Metrics Changes - Total revenues for fiscal Q3 were $22.6 million, a decrease of 2% year over year, primarily due to lower volumes, partially offset by a 7% increase in average realized commodity prices driven by stronger natural gas and NGL prices [21] - Net loss for the third quarter was $2.2 million or $0.07 per share, compared to net income of $0.3 million or $0.01 per share in the prior year [22] - Adjusted EBITDA for Q3 was $7.4 million, down from $8.5 million in the year-ago period, primarily due to lower revenue volumes and higher operating costs [22] Business Line Data and Key Metrics Changes - Natural gas revenue rose 33% year over year to $7.8 million, while NGL revenue increased 14% to $3 million, partially offsetting a 19% decline in oil revenue [10] - Total production declined 7.5% year over year to 6,667 barrels of oil equivalent per day, primarily due to planned maintenance and weather-related downtime [11] Market Data and Key Metrics Changes - Oil prices softened during April, falling nearly $12 a barrel to below $60, while natural gas prices strengthened, providing a partial offset to the decline in crude prices [10] - Approximately 40% of oil volumes are hedged at prices above $70 through the fiscal year end, providing a safety net for capital expenditures and dividends [11] Company Strategy and Development Direction - The company remains focused on disciplined capital allocation, sustaining dividends, and pursuing opportunistic growth, particularly in gas-weighted opportunities [14][15] - The recent Tex Mex acquisition adds approximately 440 barrels of oil equivalent per day of stable low decline production, aligning with the company's long-term strategy to own cash-generative low-risk assets [7][8] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ability to sustain dividends despite ongoing commodity price volatility, highlighting a strong operating cash flow driven by a diversified portfolio [13] - The decision to delay the start of the third development block reflects a prudent approach to focus on gas-weighted opportunities in light of recent market volatility [14] Other Important Information - The company declared a cash dividend of $0.12 per share, marking the 47th consecutive quarter of issuing a dividend [12] - The company has returned approximately $131 million or $3.93 per share to shareholders in common stock dividends to date [13] Q&A Session Summary Question: Insights on M&A market and bid-ask spreads - Management noted that while bid-ask spreads may widen with weaker oil prices, there are still encouraging opportunities in the M&A market, particularly for low decline assets [30][34] Question: Performance of new wells at Chavaroo - The new wells were completed approximately 5% under budget and are performing about 50% above initial expectations, attributed to favorable drilling conditions [39][41] Question: Impact of shifting from CO2 floods to waterflood in Delhi EOR project - Management highlighted significant cost savings of approximately $400,000 per month from this shift, with no expected negative impact on performance [51][52] Question: Clarification on production increase from Tex Mex and Chavaroo - The combined production from Tex Mex and Chavaroo is expected to exceed initial estimates, with Tex Mex contributing around 440 BOE per day [56][59] Question: Rationale for adding a new bank for credit facility - The addition of a new bank was to increase total commitments and provide flexibility while maintaining favorable terms with existing lenders [64][66]

EXHIBIT 99.1 Evolution Petroleum Reports Fiscal Third Quarter 2025 Results and Declares Quarterly Cash Dividend for Fiscal Fourth Quarter – Declares Quarterly Dividend of $0.12 for Fiscal Fourth Quarter 2025 – HOUSTON, TX — May 13, 2025 (GLOBE NEWSWIRE) — Evolution Petroleum Corporation (NYSE American: EPM) ("Evolution" or the "Company") today announced its financial and operating results for its fiscal third quarter ended March 31, 2025. Evolution also declared its 47th consecutive quarterly cash dividend ...

Core Viewpoint - Evolution Petroleum Corporation reported its financial and operational results for the fiscal third quarter ended March 31, 2025, declaring a quarterly cash dividend of $0.12 per share, marking the 47th consecutive dividend payment, reflecting the company's commitment to shareholder returns despite market volatility [1][3][23]. Financial & Operational Highlights - Average production for Q3 2025 was 6,667 BOEPD, a decrease of 4% from Q2 2025 and 8% from Q3 2024 [2][6]. - Revenues increased by 11% to $22.6 million compared to Q2 2025 but decreased by 2% compared to Q3 2024 [2][8]. - The company reported a net loss of $2.2 million, or $(0.07) per share, compared to a net income of $0.3 million, or $0.01 per share, in the year-ago period [12][40]. - Adjusted EBITDA for Q3 2025 was $7.4 million, a 30% increase from Q2 2025 but a decrease from $8.5 million in the year-ago period [2][13]. Production & Pricing - The average realized commodity price increased by 7% to $37.60 per BOE, driven by a 40% increase in realized natural gas prices year-over-year [15][14]. - Total production for Q3 2025 included 1,911 BOPD of crude oil, 3,723 BOEPD of natural gas, and 1,033 BOEPD of NGLs, with oil accounting for 52% of revenue [6][14]. Operations Update - The company successfully completed and brought online four new gross wells in the Chaveroo Field, exceeding early production expectations [16][5]. - The TexMex acquisition, closed after the quarter end, is expected to contribute over 850 net BOEPD to production [5][4]. Balance Sheet, Liquidity, and Capital Spending - As of March 31, 2025, cash and cash equivalents totaled $5.6 million, with a working capital deficit of $2.7 million [21]. - The company had $35.5 million in borrowings under its revolving credit facility and total liquidity of $20.1 million [21][22]. - In Q3, the company paid $4.1 million in dividends and $4.0 million in repayments of its Senior Secured Credit Facility [21][4]. Dividend Declaration - The Board of Directors declared a cash dividend of $0.12 per share, to be paid on June 30, 2025, to stockholders of record on June 13, 2025 [23][1].

In its upcoming report, Evolution Petroleum (EPM) is predicted by Wall Street analysts to post quarterly earnings of $0.04 per share, reflecting an increase of 33.3% compared to the same period last year. Revenues are forecasted to be $22.34 million, representing a year-over-year decrease of 3%.The consensus EPS estimate for the quarter has been revised 75% lower over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimate ...

Evolution Petroleum (EPM) is expected to deliver a year-over-year increase in earnings on lower revenues when it reports results for the quarter ended March 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The earnings report, which is expected to be released on May 13, 2025, might help the stock move higher if these key numbers are better than ...

HOUSTON, April 24, 2025 (GLOBE NEWSWIRE) -- Evolution Petroleum Corporation (NYSE American: EPM) ("Evolution" or the "Company") today announced that it plans to release its fiscal third quarter 2025 financial and operating results on Tuesday, May 13, 2025, after the market closes. Additionally, Kelly Loyd, President and Chief Executive Officer, Ryan Stash, Senior Vice President, Chief Financial Officer, and Treasurer, and Mark Bunch, Senior Vice President and Chief Operating Officer, will review the results ...

Transaction Remains Highly Accretive to Both Near and Long-Term Cash FlowsHOUSTON, April 14, 2025 (GLOBE NEWSWIRE) -- Evolution Petroleum Corporation (NYSE American: EPM) ("Evolution" or the "Company") today announced the closing of its previously announced acquisition of non-operated oil and natural gas assets located in New Mexico, Texas, and Louisiana (the "Acquisition", or "TexMex"). The total purchase price for the Acquisition is $9.0 million before customary post-closing adjustments, with an effective ...