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Important Factors to Watch Ahead of Veren's Q4 Earnings Release
VRNVeren Inc.(VRN) ZACKS·2025-02-25 16:40

Core Viewpoint - Veren Inc. (VRN) is expected to report its fourth-quarter 2024 earnings on February 27, with estimates indicating a decline in both earnings per share and revenues compared to the previous year [1][5]. Group 1: Previous Quarter Performance - In the third quarter, VRN's adjusted earnings were 21 cents per share, missing the Zacks Consensus Estimate of 25 cents and down from 31 cents in the same quarter last year [3]. - The decline in adjusted earnings was attributed to lower commodity prices, increased transportation and operating expenses, and the impact of asset dispositions on production [3][8]. - VRN has missed the Zacks Consensus Estimate in two of the last four quarters, with an average negative surprise of 11.24% [4]. Group 2: Fourth Quarter Estimates - The Zacks Consensus Estimate for VRN's fourth-quarter earnings per share is 24 cents, reflecting an 11% decline from the year-ago quarter [5]. - The estimated revenue for the fourth quarter is 694million,indicatinga6.7694 million, indicating a 6.7% decline from the previous year [5]. Group 3: Market Conditions and Operational Factors - Average monthly prices for West Texas Intermediate crude were 71.99 in October, 69.95inNovember,and69.95 in November, and 70.12 in December 2024, which are lower than the same quarter last year, potentially impacting fourth-quarter earnings from upstream operations [6]. - The underperformance of wells in the Gold Creek area was due to the use of a less effective completion design, leading to weaker production and potentially lower revenues in the fourth quarter [7]. Group 4: Earnings Expectations - The current Earnings ESP for VRN is 0.00%, indicating no expected earnings beat, as both the Most Accurate Estimate and the Zacks Consensus Estimate are at 24 cents [10]. - VRN holds a Zacks Rank of 4 (Sell), suggesting a less favorable outlook compared to other firms [10].