分组1 - Vista Oil & Gas reported quarterly earnings of $0.55 per share, missing the Zacks Consensus Estimate of $1.36 per share, and down from $1.29 per share a year ago, representing an earnings surprise of -59.56% [1] - The company posted revenues of $462.38 million for the quarter ended September 2024, surpassing the Zacks Consensus Estimate by 4.49%, and up from $289.69 million year-over-year [1] - Over the last four quarters, Vista Oil & Gas has surpassed consensus EPS estimates just once and topped consensus revenue estimates only once [1] 分组2 - The stock has gained approximately 61.5% since the beginning of the year, outperforming the S&P 500's gain of 22.7% [2] - The current consensus EPS estimate for the coming quarter is $1.39 on revenues of $523.22 million, and for the current fiscal year, it is $5.86 on revenues of $1.68 billion [4] - The estimate revisions trend for Vista Oil & Gas is currently unfavorable, resulting in a Zacks Rank 5 (Strong Sell), indicating expected underperformance in the near future [4] 分组3 - The Oil and Gas - Integrated - International industry is currently in the bottom 9% of over 250 Zacks industries, suggesting a challenging outlook for stocks in this sector [5] - Chevron, another company in the same industry, is expected to report quarterly earnings of $2.66 per share, reflecting a year-over-year change of -12.8%, with revenues anticipated to be $51.12 billion, down 5.5% from the previous year [5]

Revenue and Profitability - Revenue from contracts with customers for the nine-month period ended September 30, 2024, was $1,176,450 thousand, representing a 37% increase compared to $859,578 thousand in the same period of 2023[8]. - Gross profit for the nine-month period ended September 30, 2024, was $601,103 thousand, up 38% from $436,156 thousand in the same period of 2023[8]. - Operating profit for the nine-month period ended September 30, 2024, reached $495,976 thousand, a 9% increase from $454,966 thousand in the same period of 2023[8]. - Profit for the period, net, for the nine-month period ended September 30, 2024, was $383,750 thousand, compared to $264,017 thousand in the same period of 2023, marking a 45% increase[8]. - Basic earnings per share for the nine months ended September 30, 2024, was $3.992, up from $2.834 in the same period of 2023, representing a 40.7% increase[77]. - Diluted earnings per share for the same period was $3.843, compared to $2.664 in 2023, indicating a 44.0% increase[82]. Assets and Equity - Total assets as of September 30, 2024, amounted to $3,481,681 thousand, an increase from $2,598,003 thousand as of December 31, 2023[12]. - Total equity as of September 30, 2024, was $1,520,309 thousand, up from $1,247,015 thousand as of December 31, 2023[12]. - Noncurrent assets in Argentina increased to $2,827,885,000 as of September 30, 2024, up from $2,122,735,000 as of December 31, 2023, reflecting a growth of approximately 33.3%[61]. - As of September 30, 2024, total property, plant, and equipment increased to $3,715,576, up from $2,759,419 as of December 31, 2023, reflecting a growth of approximately 34.7%[86]. Borrowings and Financial Liabilities - Borrowings increased to $975,230 thousand as of September 30, 2024, compared to $616,055 thousand as of December 31, 2023[12]. - Current borrowings rose significantly to $249,991 thousand from $61,223 thousand, marking a 309.5% increase[16]. - Noncurrent borrowings also saw an increase, reaching $725,239 thousand compared to $554,832 thousand, which is a 30.8% rise[16]. - The total carrying amount of bonds (ON) issued by Vista Argentina as of September 30, 2024, is $714,382 thousand, up from $590,030 thousand[106]. - The company reported proceeds from borrowings of $485,017 thousand for the nine-month period ended September 30, 2024, compared to $358,954 thousand for the same period in 2023, indicating a year-over-year increase of 35.1%[109]. Cash Flow and Investments - Net cash flows provided by operating activities rose to $589,541 thousand for the nine-month period ended September 30, 2024, up from $365,328 thousand in 2023, an increase of 61.6%[25]. - Cash and cash equivalents at the end of the period were $249,062 thousand as of September 30, 2024, compared to $170,846 thousand at the end of the same period in 2023, showing a growth of 45.5%[25]. - The company experienced a net increase in cash and cash equivalents of $43,597 thousand for the nine-month period ended September 30, 2024, compared to a decrease of $4,403 thousand in 2023[25]. - The company’s cash, bank balances, and other short-term investments increased to $256,027 thousand as of September 30, 2024, from $213,253 thousand as of December 31, 2023[12]. Expenses and Costs - Current income tax expense for the nine-month period ended September 30, 2024, was $319,391 thousand, significantly higher than $55,963 thousand in the same period of 2023[8]. - Total operating costs for the nine-month period ended September 30, 2024, were $79,970,000, compared to $72,415,000 for the same period in 2023, representing an increase of about 10.5%[64]. - Selling expenses for the first nine months of 2024 totaled $77,807,000, up 56.7% from $49,622,000 in the same period of 2023[67]. - General and administrative expenses increased to $73,747,000 in the nine months ended September 30, 2024, compared to $51,818,000 in the same period of 2023, reflecting a 42.3% rise[69]. Financial Performance and Other Income - The company reported total other financial income of $4,142,000 for the nine months ended September 30, 2024, a significant recovery from a loss of $61,657,000 in the same period of 2023[75]. - Other operating income for the nine months ended September 30, 2024, was $47,660,000, down from $120,173,000 in the same period of 2023[70]. - Total royalties and other income for the period from January 1 to September 30, 2024, reached $170,054,000, a 30.6% increase from $130,220,000 in the same period of 2023[66]. Taxation and Regulatory Environment - The effective tax rate for the nine-month period ended September 30, 2024, was 18%, influenced by inflation adjustments and currency depreciation in Argentina[94]. - The Bases Law enacted in Argentina includes an Incentive Regime for Large Investments, providing stability and tax benefits for energy sector projects, which may positively impact future operations[48]. Receivables and Credit Losses - Current trade and other receivables rose to $349,674 as of September 30, 2024, up from $205,102 as of December 31, 2023, reflecting a growth of 70.2%[95]. - The allowance for expected credit losses recorded in trade and other receivables was 43 as of September 30, 2024, compared to 52 as of December 31, 2023[100]. - The company recognized an allowance for expected credit losses of 100% against all trade receivables that are 90 days past due, based on historical recovery rates[99]. Market Conditions and Currency Impact - The average market interest rate in Argentina for the nine-month period ended September 30, 2024, was 62%, down from 95% in the same period of 2023[132]. - The company reported a profit or loss sensitivity of $9,686,000 for a +/- 10% change in the exchange rate of ARS to USD as of September 30, 2024[131]. - The net changes in foreign exchange rate for the nine-month period ended September 30, 2024, resulted in a loss of $2,305 thousand, compared to a gain of $10,531 thousand in the same period of 2023[112].

Core Viewpoint - Vista Energy S.A.B. de CV is expected to report its third-quarter 2024 results on October 23, with earnings per share (EPS) estimates showing a potential increase compared to the previous year, despite a recent earnings miss in the last quarter [1] Group 1: Earnings Performance - In the last reported quarter, Vista Energy's adjusted earnings were 74 cents per share, missing the Zacks Consensus Estimate of $1.40 [1] - The company has beaten earnings estimates in two of the last four quarters and missed twice, resulting in an average negative surprise of 4.3% [1] - The Zacks Consensus Estimate for third-quarter EPS is $1.44, reflecting an increase of nearly 12% from the year-ago figure [1] Group 2: Revenue Expectations - The Zacks Consensus Estimate for the upcoming quarter's revenues is $446.99 million, indicating a 54.3% improvement from the previous year's reported figure [1] Group 3: Market Conditions - The average spot prices for West Texas Intermediate crude were $81.80 per barrel in July, $76.68 in August, and $70.24 in September, while Brent crude prices were $85.15, $80.36, and $74.02 respectively during the same months [2] - The favorable crude pricing environment in the third quarter is expected to support exploration and production activities, contributing positively to Vista Energy's bottom line [2] Group 4: Earnings Whispers - The current Earnings ESP for Vista Energy is 0.00%, indicating no expected earnings beat this time [3] - The company holds a Zacks Rank of 5 (Strong Sell), which diminishes the likelihood of a positive earnings surprise [3]

I am bullish on Vista Energy, S.A.B. de C.V. (NYSE: VIST ), backed by solid financials. The strong financials give the company an edge to put up more wells. Currently, it has 124 wells in Vaca I am an experienced financial analyst and a former writer for Fade The Market on Seeking Alpha, with a passion for numbers and a knack for unraveling complex financial data. Armed with a strong financial modeling and data analysis background, I thrive on providing accurate insights and recommendations to drive informe ...

Vista Energy CEO Miguel Galuccio and other Vista executives ring in the trading session at the New ... [+] York Stock Exchange on September 3, 2024, as Vista celebrates the 5-year anniversary of its NYSE listing. Vista Energy The largest shale play outside North America has proven to be a tough nut to crack over the last decade. The formation is the Vaca Muerta shale in west-central Argentina, which remains to be fully developed despite efforts by some of the world's largest oil companies – including Chevro ...

E F I p 4 P Vista Energy (NYSE:VIST) released its 2024 results last week. Thanks to significant drilling activity, the company expanded production by 40% year over year and 20% quarter over quarter. As is usual for Vista, operational and CAPEX efficiency figures continued to perform well. I have been recommending VIST since October 2021 (the first Buy article on the stock), for a total return of 620%. This article revisits the company's valuation and a simple napkin production model. Given the stock's conti ...

Vista Energy, S.A.B. de C.V. (NYSE:VIST) Q2 2024 Earnings Conference Call July 12, 2024 9:00 AM ET Company Participants Alejandro Chernacov - Co-Founder, Strategic Planning and Investor Relations Officer Miguel Galuccio - Founder, Chairman and Chief Executive Officer Conference Call Participants Vicente Falanga - Bradesco BBI Daniel Guardiola - BTG Pactual Alejandro Demichelis - Jefferies Tasso Vasconcellos - UBS Marina Mertens - Latin Securities Andres Cardona - Citigroup Operator Good day and thank you fo ...

This quarterly report represents an earnings surprise of -47.14%. A quarter ago, it was expected that this company would post earnings of $0.89 per share when it actually produced earnings of $0.49, delivering a surprise of -44.94%. Vista Oil & Gas, which belongs to the Zacks Oil and Gas - Integrated - International industry, posted revenues of $396.72 million for the quarter ended June 2024, missing the Zacks Consensus Estimate by 0.19%. This compares to year-ago revenues of $230.98 million. The company ha ...

Note 13. Goodwill and other intangible assets Below are the changes in goodwill and other intangible assets for the six-month period ended June 30, 2024: | --- | --- | --- | --- | |-------------------------------------------|-------|----------|-----------------------------| | | | Goodwill | Other intangible assets | | Cost | | | | | Amounts as of December 31, 2023 | | 22,576 | 24,396 | | Additions | | — | 2,428 | | Amounts as of June 30, 2024 | | 22,576 | 26,824 | | Accumulated amortization | | | | | Amount ...

You can access the report by visiting Vista's official website at the following link: https://www.vistaenergy.com/ MEXICO CITY, July 1, 2024 /PRNewswire/ -- Vista Energy, S.A.B. de C.V. ("Vista" or the "Company") (NYSE: VIST; BMV: VISTA) today announced the publication of its 2023 Sustainability Report. The Company reported a 14% reduction in its scope 1 and 2 GHG emissions intensity compared to the previous year, in line with its ambition to become net zero in scope 1 and 2 GHG emissions by 2026. [email pr ...