Financial Data and Key Metrics Changes - Magnolia reported total adjusted net income of $81 million for Q2 2025, with adjusted EBITDAX of $223 million and D&C capital expenditures of $95 million, resulting in a reinvestment rate of 43% [6][15] - The company generated free cash flow of $107 million and returned 72% of that to shareholders through dividends and share repurchases, totaling approximately $78 million [7][15] - Annualized return on capital employed was 18%, with pretax operating margins at 34% [6][19] Business Line Data and Key Metrics Changes - Total production volumes reached 98,200 barrels of oil equivalent per day, reflecting a 9% year-over-year growth, with oil production at a record 40,000 barrels per day, also a 5% year-over-year increase [7][8] - The company raised its full-year 2025 production growth guidance to approximately 10%, up from a prior range of 7% to 9% [8][19] Market Data and Key Metrics Changes - Total revenue per BOE declined approximately 13% year-over-year due to price fluctuations, partially offset by increases in natural gas and NGL prices [18] - Total adjusted cash operating costs decreased by 4% to $10.7 per BOE, with LOE at a low of $4.88 per BOE during the quarter [18] Company Strategy and Development Direction - Magnolia continues to pursue a strategy of appraising, acquiring, growing, and exploiting its assets, particularly in the Giddings area, which has seen a 20% increase in development acreage [9][10] - The company aims to maintain balance sheet strength and capital discipline while generating high pretax operating margins and returning significant free cash flow to shareholders [11][12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the Giddings field's potential for further capital efficiencies and production growth, emphasizing the importance of achieving the best wells with minimal capital [26][28] - The company anticipates minimal cash taxes for 2025 and 2026 due to recent legislative changes, which should benefit future cash flows [36][20] Other Important Information - Magnolia completed multiple bolt-on acquisitions totaling about $40 million, adding approximately 18,000 net acres in Giddings and increasing production by roughly 500 BOE per day [9][10] - The company maintains a strong liquidity position with $252 million in cash and an undrawn $450 million revolving credit facility, totaling approximately $700 million in liquidity [17] Q&A Session Summary Question: Free cash flow trends and capital efficiency - Management acknowledged the importance of balancing growth and capital efficiency, noting that they are focused on generating the highest free cash flow with the least capital [24][25] Question: Product mix and capital allocation - Management clarified that while there are variations in the Giddings area, the focus remains on drilling good wells across the field to optimize returns [30][31] Question: Minimal cash taxes due to new budget bill - Management confirmed that cash taxes for 2025 are expected to be negligible, with similar expectations for 2026 under current pricing conditions [35][36] Question: Oil production trajectory and growth expectations - Management indicated that oil production is expected to continue growing in the second half of the year, with a slight increase anticipated for 2026 [43][44] Question: M&A outlook and future acquisitions - Management expressed optimism about ongoing smaller acquisition opportunities in core areas, while larger acquisitions may present complexities [46][47] Question: Appraisal wells and expansion criteria - Management stated that appraisal wells typically account for about 10% of overall activity, with ongoing efforts to identify new opportunities [73][74] Question: Deferred completions and spare capacity - Management confirmed that about six completions are deferred into 2026, with plans to utilize spare capacity depending on market conditions [78][80]

Financial Data and Key Metrics Changes - Magnolia reported total adjusted net income of $81 million for Q2 2025, with adjusted EBITDAX of $223 million and D&C capital expenditures of $95 million, resulting in a reinvestment rate of 43% [5][12] - The company generated free cash flow of $107 million and returned 72% of that, approximately $78 million, to shareholders through dividends and share repurchases [5][12] - Annualized return on capital employed was 18%, with pretax operating margins at 34% [5][12] Business Line Data and Key Metrics Changes - Total production volumes reached 98,200 barrels of oil equivalent per day, reflecting a year-over-year growth of 9%, with oil production at 40,000 barrels per day, marking a 5% increase year-over-year [6][12] - The company raised its full-year 2025 production growth guidance to approximately 10%, up from a prior range of 7% to 9% [6][18] Market Data and Key Metrics Changes - Total revenue per BOE declined approximately 13% year-over-year due to price fluctuations, although this was partially offset by increases in natural gas and NGL prices [17] - Total adjusted cash operating costs decreased by 4% to $10.7 per BOE, with LOE at a low of $4.88 per BOE during the quarter [17] Company Strategy and Development Direction - Magnolia continues to pursue a strategy of appraising, acquiring, growing, and exploiting its assets, particularly in the Giddings area, which has seen a 20% increase in development acreage [8][9] - The company aims to maintain balance sheet strength and capital discipline while generating high pretax operating margins and returning significant free cash flow to shareholders [10][11] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the Giddings field's potential for continued production growth and capital efficiencies, emphasizing the importance of modern technology in unlocking previously undeveloped resources [24][26] - The company plans to defer several well completions into 2026, maintaining a capital spending estimate for 2025 in the range of $430 million to $470 million [6][18] Other Important Information - Magnolia completed small bolt-on acquisitions totaling about $40 million, adding approximately 18,000 net acres in Giddings and enhancing its production capabilities [8][9] - The company has maintained a strong balance sheet with total liquidity of approximately $700 million, including cash and an undrawn revolving credit facility [16] Q&A Session Summary Question: Free cash flow trends and capital efficiency - Management indicated that free cash flow is trending positively, with a focus on achieving the best wells with the least capital to maximize free cash flow [22][24] Question: Product mix and capital allocation - Management clarified that while there are variations in the Giddings area, the overall goal is to drill good wells across the field, with a focus on learning and optimizing capital allocation [27][28] Question: Minimal cash taxes due to new legislation - Management confirmed that cash taxes for 2025 are expected to be negligible, with similar expectations for 2026 under current product prices [32][33] Question: Oil production trajectory and growth expectations - Management expects continued growth in oil production in the second half of the year, with a projection of approximately 99,000 barrels per day for Q3 [39][40] Question: M&A outlook and future acquisitions - Management sees ongoing opportunities for smaller bolt-on acquisitions in the Giddings area, with a focus on maintaining a strategic approach to growth [42][43] Question: Appraisal wells and expansion criteria - Management stated that appraisal wells typically account for about 10% of overall activity, with ongoing efforts to fold in new opportunities to enhance results [70][71]

Financial Performance - The company reported an adjusted net income of $81 million and an operating income margin of 34%[10] - Adjusted EBITDAX reached $223 million, with a capital reinvestment rate of 43%[10] - Free cash flow (FCF) amounted to $107 million, with D&C (Drilling & Completion) capital spending at $95 million[10] - The annualized Return on Capital Employed (ROCE) for Q2 2025 was 18%[10] Production and Growth - Total production for Q2 2025 reached a company record of 982 Mboe/d, exceeding earlier guidance, with oil production at 400 Mbbls/d, representing a 5% year-over-year (YoY) growth[10] - Giddings area experienced YoY total production growth of 11% and oil production growth of 4%[10] - The company increased its full-year 2025 production growth guidance to approximately 10%, up from the previous range of 7% to 9%[11] Acquisitions and Acreage - The company closed multiple bolt-on acquisitions in late June/early July, adding over 18000 net acres and approximately 500 Boe/d (35% oil) for around $40 million[11, 14] - The Giddings development area increased by 40000 net acres, or 20%, to approximately 240000 net acres, with about 75% from organic appraisal and 25% from bolt-on acquisitions[11] Capital Allocation and Returns - The company aims for a long-term dividend per share compound annual growth rate of approximately 10% and share repurchases of at least 1% per quarter[16]

Core Viewpoint - Z4 Energy Research has established itself as a reputable source in the energy sector, ranking in the top 2% of financial bloggers and top 5% of overall experts as of January 2021 [1] Group 1: Company Overview - Z4 Energy Research has been active in the energy market since 2006, providing insights on oil, natural gas, wind, solar, fuel cells, and other renewable energy sources [1] - The company posts weekly slide shows on oil and natural gas inventory reports and daily analyses on individual companies and energy segments [1] Group 2: Services Offered - Z4 Energy Research offers a fully searchable database of their content, which includes trading history and insights on when they buy and sell [1] - The company encourages engagement by inviting inquiries about energy topics and providing timely updates on their analyses [1]

Financial Performance - For the quarter ended June 2025, Magnolia Oil & Gas Corp reported revenue of $318.98 million, down 5.3% year-over-year, with EPS at $0.43 compared to $0.56 in the same quarter last year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $313.74 million, resulting in a surprise of +1.67%, while the EPS surprise was +7.5% against a consensus estimate of $0.40 [1] Production Metrics - Average daily total production was 98,229.00 BOE/D, surpassing the six-analyst average estimate of 96,516.64 BOE/D [4] - Average daily production for natural gas was 184,840.00 Mcf/D, exceeding the five-analyst average estimate of 178,146.70 Mcf/D [4] - Average daily oil production was 39,990.00 BBL/D, slightly above the five-analyst average estimate of 39,803.64 BBL/D [4] - Average daily production of natural gas liquids was 27,432.00 BBL/D, compared to the five-analyst average estimate of 26,958.54 BBL/D [4] Revenue Breakdown - Revenues from natural gas were reported at $42.85 million, below the five-analyst average estimate of $46.3 million, but showed a year-over-year increase of +130.8% [4] - Revenues from natural gas liquids were $49.79 million, exceeding the $46.38 million average estimate based on three analysts, reflecting a year-over-year change of +16.3% [4] - Oil revenues were reported at $226.35 million, slightly above the $220.58 million average estimate, but represented a year-over-year decline of -17.8% [4] Stock Performance - Shares of Magnolia Oil & Gas Corp have returned +7.9% over the past month, outperforming the Zacks S&P 500 composite's +3.4% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Insights - Magnolia Oil & Gas Corp reported quarterly earnings of $0.43 per share, exceeding the Zacks Consensus Estimate of $0.40 per share, but down from $0.56 per share a year ago, representing an earnings surprise of +7.50% [1] - The company achieved revenues of $318.98 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.67%, although this is a decrease from $336.73 million in the same quarter last year [2] - Magnolia Oil & Gas has consistently surpassed consensus EPS estimates over the last four quarters, achieving this four times [2] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.44, with expected revenues of $320.01 million, and for the current fiscal year, the EPS estimate is $1.83 on revenues of $1.31 billion [7] - The stock currently holds a Zacks Rank 3 (Hold), indicating it is expected to perform in line with the market in the near future [6] Industry Context - The Oil and Gas - Exploration and Production - United States industry is currently ranked in the bottom 31% of over 250 Zacks industries, suggesting potential challenges for stocks within this sector [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

[Q2 2025 Earnings Release](index=1&type=section&id=Magnolia%20Oil%20%26%20Gas%20Corporation%20Announces%20Second%20Quarter%202025%20Results) Magnolia Oil & Gas Corporation reports strong Q2 2025 results, highlighting record production and increased full-year guidance [Financial & Operational Highlights](index=1&type=section&id=Second%20Quarter%202025%20Highlights) Magnolia achieved record Q2 2025 production, generated significant free cash flow, and raised full-year production guidance | Financial Metric | Q2 2025 | Q2 2024 | % Change | | :--- | :--- | :--- | :--- | | Net income | $81.0 million | $105.1 million | (23)% | | Adjusted net income | $80.9 million | $104.3 million | (22)% | | Earnings per share - diluted | $0.41 | $0.51 | (20)% | | Adjusted EBITDAX | $223.2 million | $246.1 million | (9)% | | Average daily production (thousand boe/d) | 98.2 | 90.2 | 9% | | D&C Capital expenditures | $95.2 million | $123.4 million | (23)% | - Total production volumes grew **9% YoY** to a record **98.2 thousand boe/d**, with oil production up **5%** to a record **40.0 thousand bbls/d**[4](index=4&type=chunk) - Generated **$107.5 million** of free cash flow, with D&C capital representing **43%** of adjusted EBITDAX[4](index=4&type=chunk) - Full-year 2025 production growth guidance was increased to approximately **10%** from a prior range of **7-9%**, with no change to the D&C capital budget[4](index=4&type=chunk) - The Giddings development area was increased by **20%** to approximately **240,000 net acres**, driven by successful appraisal and bolt-on acquisitions[4](index=4&type=chunk) [Management Commentary](index=2&type=section&id=Management%20Commentary) CEO Chris Stavros emphasized record production, disciplined capital reinvestment, and the successful Giddings development strategy, leading to increased full-year production guidance - The company now expects full-year 2025 production growth of approximately **10%** due to improved well performance and capital efficiencies, while maintaining the capital spending range of **$430 million to $470 million**[5](index=5&type=chunk) - In Q2, the company generated **$107 million** of free cash flow and returned **72%** of it to shareholders through dividends and share repurchases[5](index=5&type=chunk) - The company's strategy of 'appraise, acquire, grow, and further exploit' in Giddings led to a **20%** increase in the development area to **240,000 net acres**, supported by recent bolt-on acquisitions totaling **~$40 million** for **~18,000 net acres**[6](index=6&type=chunk) [Operational Update & Capital Program](index=2&type=section&id=Operational%20Update) Record Q2 2025 production was driven by the Giddings area, with the company maintaining a consistent drilling and completion program for the remainder of the year | Metric | Q2 2025 Value | | :--- | :--- | | Total Production | 98.2 thousand boe/d (+9% YoY) | | Giddings Production | 77.4 thousand boe/d (+11% YoY) | | Giddings % of Total | 79% | | D&C Capital Spending | $95.2 million | - The company plans to continue operating two drilling rigs and one completion crew for the remainder of 2025[9](index=9&type=chunk) - Approximately **75% to 80%** of the 2025 activity is expected to consist of multi-well development pads in the Giddings area, combined with some appraisal wells[9](index=9&type=chunk) [Shareholder Returns](index=2&type=section&id=Shareholder%20Returns) Magnolia returned **72%** of its free cash flow to shareholders in Q2 2025 through share repurchases and dividends, maintaining a strong liquidity position | Shareholder Return Activity | Q2 2025 Value | | :--- | :--- | | Total Cash Returned | $77.9 million | | % of Free Cash Flow Returned | 72% | | Share Repurchases | 2.2 million shares for $48.7 million | | Dividend Declared | $0.15 per share | - The company has **7.4 million** Class A Common shares remaining under its current share repurchase authorization[10](index=10&type=chunk) - Magnolia ended the quarter with **$251.8 million** of cash on the balance sheet and an undrawn **$450 million** revolving credit facility[10](index=10&type=chunk) [Full-Year 2025 & Q3 2025 Guidance](index=3&type=section&id=Additional%20Guidance) The company increased its full-year 2025 production growth guidance to **10%** while providing specific production and capital expenditure forecasts for Q3 2025 | Guidance Metric | Full-Year 2025 | Q3 2025 (Estimate) | | :--- | :--- | :--- | | Total Production Growth | ~10% | ~99 thousand boe/d | | D&C Capital Spending | $430 million - $470 million | ~$115 million | | Lease Operating Expenses (LOE) | - | ~$5.25 per boe | | Diluted Share Count | - | ~191 million shares | - The company remains completely unhedged for all its oil and natural gas production[13](index=13&type=chunk) [Financial Statements](index=5&type=section&id=Financial%20Statements) This section presents the company's consolidated financial performance and position for the reported periods [Operating Highlights](index=5&type=section&id=Operating%20Highlights) Q2 2025 saw increased total production but decreased revenues due to lower oil prices, alongside improved lease operating expenses per barrel of oil equivalent Production Volumes | Production | Q2 2025 | Q2 2024 | | :--- | :--- | :--- | | Total (thousand boe) | 8,939 | 8,209 | | Average Daily (boe/d) | 98,229 | 90,207 | Revenues and Average Sales Prices | Metric | Q2 2025 | Q2 2024 | | :--- | :--- | :--- | | Total Revenues | $319.0 million | $336.7 million | | Avg. Oil Price ($/Bbl) | $62.20 | $79.74 | | Avg. Gas Price ($/Mcf) | $2.55 | $1.24 | | Avg. Total Price ($/boe) | $35.68 | $41.02 | Operating Costs per boe | Cost per boe | Q2 2025 | Q2 2024 | | :--- | :--- | :--- | | Lease operating expenses | $4.88 | $5.40 | | Gathering, transport & processing | $1.84 | $1.03 | | DD&A | $11.98 | $12.76 | [Consolidated Statements of Operations](index=6&type=section&id=Consolidated%20Statements%20of%20Operations) Q2 2025 total revenues and operating income decreased year-over-year, resulting in a lower net income of **$81.0 million** and **$0.41** diluted earnings per share Income Statement Summary (in thousands) | Line Item | Q2 2025 | Q2 2024 | | :--- | :--- | :--- | | Total Revenues | $318,981 | $336,725 | | Total Operating Expenses | $211,167 | $202,374 | | Operating Income | $107,814 | $134,351 | | Net Income | $81,028 | $105,113 | | Net Income Attributable to Class A | $78,117 | $95,559 | | Diluted EPS | $0.41 | $0.51 | [Summary Cash Flow Data](index=7&type=section&id=Summary%20Cash%20Flow%20Data) Net cash from operating activities decreased in Q2 2025, with significant cash used in investing and financing activities, ending the quarter with **$251.8 million** in cash Cash Flow Summary (in thousands) | Cash Flow Activity | Q2 2025 | Q2 2024 | | :--- | :--- | :--- | | Net cash provided by operating activities | $198,701 | $269,398 | | Net cash used in investing activities | ($116,497) | ($260,139) | | Net cash used in financing activities | ($78,001) | ($132,893) | | Net change in cash | $4,203 | ($123,634) | | Cash and cash equivalents – End of period | $251,761 | $275,683 | [Summary Balance Sheet Data](index=8&type=section&id=Summary%20Balance%20Sheet%20Data) As of June 30, 2025, total assets increased slightly to **$2.86 billion**, with **$251.8 million** in cash and **$392.9 million** in long-term debt Balance Sheet Summary (in thousands) | Account | June 30, 2025 | Dec 31, 2024 | | :--- | :--- | :--- | | Cash and cash equivalents | $251,761 | $260,049 | | Total assets | $2,860,648 | $2,820,835 | | Current liabilities | $288,620 | $290,261 | | Long-term debt, net | $392,880 | $392,513 | | Total liabilities and equity | $2,860,648 | $2,820,835 | [Non-GAAP Financial Measures](index=9&type=section&id=Non-GAAP%20Financial%20Measures) This section provides reconciliations of non-GAAP financial measures to their most directly comparable GAAP financial measures [Reconciliation of Net Income to Adjusted EBITDAX](index=9&type=section&id=Reconciliation%20of%20net%20income%20to%20adjusted%20EBITDAX) Adjusted EBITDAX for Q2 2025 decreased to **$223.2 million**, representing a key non-GAAP measure used to evaluate operating performance - Adjusted EBITDAX is defined as net income before interest expense, income taxes, DD&A, exploration expenses, and accretion of asset retirement obligations, with other adjustments. Management believes it is useful for evaluating operating performance[30](index=30&type=chunk)[31](index=31&type=chunk) Adjusted EBITDAX Reconciliation (in thousands) | Line Item | Q2 2025 | Q2 2024 | | :--- | :--- | :--- | | Net Income | $81,028 | $105,113 | | Adjustments (Interest, Tax, DD&A, etc.) | $142,201 | $140,966 | | Adjusted EBITDAX | $223,229 | $246,079 | [Reconciliation of Net Income to Adjusted Net Income](index=10&type=section&id=Reconciliation%20of%20net%20income%20to%20adjusted%20net%20income) Adjusted net income for Q2 2025 was **$80.9 million**, a non-GAAP measure used to compare underlying business performance by excluding specific items Adjusted Net Income Reconciliation (in thousands) | Line Item | Q2 2025 | Q2 2024 | | :--- | :--- | :--- | | Net Income | $81,028 | $105,113 | | Adjustments | ($104) | ($800) | | Adjusted Net Income | $80,924 | $104,313 | [Reconciliation of Revenue to Adjusted Cash Operating Margin](index=11&type=section&id=Reconciliation%20of%20revenue%20to%20adjusted%20cash%20operating%20margin) Adjusted cash operating margin was **$24.98 per boe** (70% of revenue) in Q2 2025, reflecting profitability after excluding non-cash costs Margin Analysis (in $/boe) | Metric | Q2 2025 | Q2 2024 | | :--- | :--- | :--- | | Revenue per boe | $35.68 | $41.02 | | Total adjusted cash operating costs per boe | ($10.70) | ($11.10) | | Adjusted cash operating margin per boe | $24.98 | $29.92 | | Adjusted cash operating margin (%) | 70% | 73% | | Operating income margin (%) | 34% | 40% | [Reconciliation of Net Cash Provided by Operating Activities to Free Cash Flow](index=12&type=section&id=Reconciliation%20of%20net%20cash%20provided%20by%20operating%20activities%20to%20free%20cash%20flow) Free cash flow increased to **$107.5 million** in Q2 2025, a non-GAAP measure representing cash from operations less capital expenditures - Free cash flow is defined as cash flows from operations before net change in operating assets and liabilities, less additions to oil and natural gas properties and associated working capital changes[42](index=42&type=chunk) Free Cash Flow Reconciliation (in thousands) | Line Item | Q2 2025 | Q2 2024 | | :--- | :--- | :--- | | Net cash provided by operating activities | $198,701 | $269,398 | | Less: Capital Expenditures & Working Capital | ($106,727) | ($136,034) | | Add back: Net change in operating assets | $15,500 | ($36,665) | | Free cash flow | $107,474 | $96,699 |

Core Viewpoint - Magnolia Oil & Gas Corporation (MGY) is expected to report second-quarter 2025 earnings on July 30, with earnings estimated at 40 cents per share and revenues at $310.2 million [1]. Group 1: Recent Performance - In the last reported quarter, MGY achieved a net profit of 55 cents per share, exceeding the Zacks Consensus Estimate by 2 cents, driven by increased production volumes from the Giddings asset [2]. - Total revenues for the last quarter were $350.3 million, surpassing the Zacks Consensus Estimate by $7 million, with MGY beating earnings estimates in each of the last four quarters, averaging a surprise of 7.1% [2]. Group 2: Estimate Revisions - The Zacks Consensus Estimate for second-quarter 2025 earnings has increased by 2.6% in the past week, indicating a year-over-year decrease of 28.6% [3]. - Revenue estimates for the same quarter show a decline of 7.9% compared to the previous year [3]. Group 3: Production and Revenue Expectations - Total production is projected to reach 8.8 million barrels of oil equivalent (MMboe) in the second quarter, reflecting a 7.3% increase from 8.2 MMboe in the same quarter last year [5]. - Oil production is expected to rise by 11.4% year-over-year to 3.9 thousand barrels (MBbls), while natural gas liquids (NGL) production is forecasted to increase by 8.7% to 2.5 MBbls [5]. - Revenue from NGL is anticipated to grow by 8.4% year-over-year to $46.4 million, and revenues from natural gas are expected to more than double to $42.5 million compared to $18.6 million last year [6]. Group 4: Cost Management - General and administrative expenses are projected to decrease by 20.2% to $18.2 million in the second quarter, down from $22.8 million in the previous year, which may positively impact the bottom line [7]. Group 5: Earnings Prediction - The model predicts an earnings beat for MGY, supported by a positive Earnings ESP of +0.50% and a Zacks Rank of 3 (Hold) [8][10]. - The expected earnings of 40 cents per share represent a 28.6% decline from the prior-year quarter, while production is projected to rise by 7.3% [9].

Core Viewpoint - Magnolia Oil & Gas Corp (MGY) is anticipated to report a year-over-year decline in earnings due to lower revenues for the quarter ended June 2025, with a consensus EPS estimate of $0.40, reflecting a -28.6% change from the previous year, and revenues expected to be $310.15 million, down 7.9% [1][3][19] Earnings Expectations - The earnings report is scheduled for release on July 30, and if the results exceed expectations, the stock may rise; conversely, a miss could lead to a decline [2] - The consensus EPS estimate has been revised 4.8% higher in the last 30 days, indicating a reassessment by analysts [4][19] Earnings Surprise Prediction - Magnolia Oil & Gas Corp has a positive Earnings ESP of +0.50%, suggesting analysts are optimistic about the company's earnings prospects [12][19] - The company holds a Zacks Rank of 3 (Hold), indicating a likelihood of beating the consensus EPS estimate [12][20] Historical Performance - In the last reported quarter, the company exceeded the expected EPS of $0.53 by delivering $0.55, resulting in a surprise of +3.77% [13] - Over the past four quarters, Magnolia Oil & Gas Corp has consistently beaten consensus EPS estimates [14] Industry Context - Within the Zacks Oil and Gas - Exploration and Production - United States industry, Magnolia Oil & Gas Corp is positioned to report earnings of $0.40 per share for the quarter ended June 2025, with a revenue expectation of $310.15 million [18][19]

Core Insights - Magnolia Oil & Gas (NYSE: MGY) reported Q1 2025 production results that exceeded guidance by approximately 3% [2] - Due to strong well performance and enhanced capital efficiency, Magnolia has increased its full-year total production guidance [2] Company Overview - Magnolia Oil & Gas operates in the energy sector, focusing on oil and gas production [2] - The company has demonstrated a strong analytical background through its leadership, with Aaron Chow having over 15 years of experience in analytics and a history of successful ventures [2] Analyst Background - Aaron Chow, known as Elephant Analytics, is a highly rated analyst on TipRanks and has co-founded a mobile gaming company that was acquired by PENN Entertainment [2] - The investing group Distressed Value Investing, led by Chow, emphasizes value opportunities and distressed plays, particularly in the energy sector [2]