What's in Store for Magnolia Oil & Gas Stock in Q4 Earnings?

Core Viewpoint - Magnolia Oil & Gas Corporation (MGY) is expected to report fourth-quarter 2025 earnings on February 5, with earnings estimated at 36 cents per share and revenues at $312.3 million [1][7]. Group 1: Recent Performance - In the last reported quarter, MGY achieved a net profit of 41 cents per share, aligning with the Zacks Consensus Estimate, driven by increased production volumes [2]. - Total revenues for the last quarter were $324.9 million, exceeding the Zacks Consensus Estimate of $322 million [2]. - MGY has beaten the Zacks Consensus Estimate three times in the past four quarters, with an average surprise of 4.45% [3]. Group 2: Earnings Estimates and Trends - The Zacks Consensus Estimate for fourth-quarter 2025 earnings has remained unchanged, reflecting a 26.53% year-over-year decrease [3]. - Revenue estimates for the fourth quarter indicate a decline of 4.38% compared to the same period last year [3]. Group 3: Operational Factors - MGY generates revenues by acquiring land or leases with oil and natural gas reserves, primarily in South Texas, focusing on areas like the Eagle Ford Shale and Austin Chalk [4]. - The company’s total operating expenses are projected to reach $217.6 million in the fourth quarter, a 7.5% increase from the previous quarter [5]. - General and administrative expenses are expected to rise to $24.2 million, a 14.1% increase year-over-year, while gathering, transportation, and processing expenses are projected to reach $18 million, a 47.6% increase from the prior year [6]. Group 4: Production and Pricing Outlook - MGY's fourth-quarter production volumes are anticipated to rise, supported by higher realized prices for natural gas and natural gas liquids (NGLs) [7][8].