Significant Revenue Growth Delivers Higher than Expected Full-Year Net-Income and Adjusted EBITDA that Beat Guidance 23% Annualized Improvement in Leverage Ratio, While Also Returning Over $185 Million to Shareholders Through Dividends and Strategic Share Repurchases 2026 Guidance Reflects Confidence in the Business's Stability and Cash Generation Through Commodity Cycles Celebrating Our 25th Anniversary Year with the Completion of our Milestone of Primary Listing on the NYSE, US Incorporation, and Filing ...

Chord Energy (NasdaqGS:CHRD) Q4 2025 Earnings call February 26, 2026 11:00 AM ET Company ParticipantsBob Bakanauskas - VP of Investor RelationsCarlos Escalante - Senior AssociateDanny Brown - CEODarrin Henke - EVP and Chief Operating OfficerDerrick Whitfield - Managing DirectorNoel Parks - Managing Director and Energy ResearchOliver Huang - Director and E&P Research HoustonConference Call ParticipantsNeal Dingmann - Energy AnalystNicholas Pope - Managing Director and Senior Research AnalystNoah Hungness - E ...

APA (NasdaqGS:APA) Q4 2025 Earnings call February 26, 2026 11:00 AM ET Company ParticipantsBen Rodgers - EVP and CFODoug Leggate - Managing DirectorJohn Christmann - CEOJohn Freeman - Managing DirectorJosh Silverstein - Managing DirectorLeo Mariani - Managing DirectorScott Hanold - Managing DirectorStephane Aka - Managing Director of Investor RelationsSteve Riney - PresidentTracey Henderson - EVP of ExplorationConference Call ParticipantsBob Brackett - Senior AnalystMichael Scialla - Research AnalystNeal Di ...

APA (NasdaqGS:APA) Q4 2025 Earnings call February 26, 2026 11:00 AM ET Company ParticipantsBen Rodgers - EVP and CFODoug Leggate - Managing DirectorJohn Christmann - CEOJohn Freeman - Managing DirectorJosh Silverstein - Managing DirectorLeo Mariani - Managing DirectorScott Hanold - Managing DirectorStephane Aka - Managing Director of Investor RelationsSteve Riney - PresidentTracey Henderson - Tracey Henderson EVP of ExplorationConference Call ParticipantsBob Brackett - Senior AnalystMichael Scialla - Resear ...

APA (NasdaqGS:APA) Q4 2025 Earnings call February 26, 2026 11:00 AM ET Speaker9Good day, and thank you for standing by. Welcome to the APA Corporation Fourth Quarter and Full Year 2025 Financial and Operational Results Conference Call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press star one one on your telephone. You will then hear an automated message advisi ...

February 25, 2026 Premier Williston Basin Operator Enhancing Free Cash Flow Generation Important Disclosures Forward-Looking and Cautionary Statements Certain statements in this press release, other than statements of historical facts, that address activities, events or developments that Chord expects, believes or anticipates will or may occur in the future, including any statements regarding future opportunities for Chord, future financial performance and condition, guidance and statements regarding Chord' ...

PENN Entertainment (NasdaqGS:PENN) Q4 2025 Earnings call February 26, 2026 08:00 AM ET Company ParticipantsAaron LaBerge - President and Chief Technology OfficerFelicia Hendrix - EVP and CFOJay Snowden - CEOJoe Jaffoni - Investor Relations ContactConference Call ParticipantsBarry Jonas - AnalystBrandt Montour - AnalystChad Beynon - AnalystDaniel Politzer - AnalystDavid Katz - AnalystJeff Stantial - AnalystJoe Stauff - AnalystJordan Bender - AnalystShaun Kelley - AnalystStephen Grambling - AnalystOperatorWel ...

Talos Energy (NYSE:TALO) Q4 2025 Earnings call February 25, 2026 10:00 AM ET Company ParticipantsClay Johnson - VP of Investor RelationsNate Pendleton - VPNoel Parks - Managing Director of CleanTech and E and PPaul Goodfellow - President and CEOZachary B. Dailey - EVP and CFOConference Call ParticipantsGreta Drefke - Equity Research AnalystMichael Scialla - Managing Director and Energy Equity Research AnalystPaul Diamond - VP and Equity Research AnalystTim Rezvan - Managing Director and Senior Equity Resear ...

Expro Group Holdings (NYSE:XPRO) Q4 2025 Earnings call February 19, 2026 11:00 AM ET Company ParticipantsDave Wilson - Head of Investor RelationsEddie Kim - VP of Equity ResearchMike Jardon - CEOSergio Maiworm - CFOConference Call ParticipantsAti Mody - Equity Research AnalystColby Sasso - Equity Research AnalystDerek Podhaizer - Equity Research AnalystJosh James - Equity Research AnalystOperatorLadies and gentlemen, The Expro Fourth Quarter 2025 Earnings Presentation will begin shortly with your host, Dave ...

Financial Data and Key Metrics Changes - For the year 2025, the company generated over $1.6 billion in revenue and $353 million in Adjusted EBITDA, representing a 22% margin, which aligns with previously provided guidance [6][21] - Adjusted Free Cash Flow for the year was $127 million, more than double the amount generated in 2024, indicating strong operational efficiency [6][22] - For Q4, revenue was reported at $382 million with Adjusted EBITDA of $88 million, reflecting a 23% margin for the quarter [6][7] Business Line Data and Key Metrics Changes - The company’s backlog increased by $196 million during Q4, reaching $2.5 billion, providing robust revenue visibility for 2026 [7][8] - A significant contract was secured in North Africa worth $380 million for production optimization and well management services, marking one of the largest single customer awards [8][15] Market Data and Key Metrics Changes - Global demand for oil and gas remains resilient, particularly in international and offshore markets, which supports long-term investment [9] - The company anticipates a modest recovery in upstream investment, with growth concentrated in international and offshore projects, especially deepwater developments [9] Company Strategy and Development Direction - The company aims to expand EBITDA margins and free cash flow generation through its Drive 2025 initiative and increased capital efficiency [10][19] - Long-term strategic pillars include margin expansion, free cash flow generation, technical leadership, and pursuing inorganic growth through acquisitions [18][19] Management's Comments on Operating Environment and Future Outlook - Management maintains a cautiously optimistic outlook for 2026, expecting sequential improvements in the latter half of the year despite a softer start due to seasonal factors [33][34] - The company is focused on expanding wallet share with existing customers and leveraging technology to enhance operational efficiency [12][19] Other Important Information - The company closed the quarter with $551 million in total liquidity, including $198 million in cash, enhancing its net cash position [23] - The capital allocation framework prioritizes organic growth, M&A opportunities, shareholder returns, and maintaining a strong balance sheet [30][31] Q&A Session Summary Question: Can you talk more about the increase in wallet share? - Management highlighted cross-selling opportunities in well construction operations, utilizing existing personnel to provide additional services [37][38] Question: What are the market assumptions behind the 2026 EBITDA guidance? - Management indicated that current commodity prices support their activity set, and they expect to maintain market share while expanding customer wallet [42][44] Question: How does the current administration's stance on M&A affect the company's strategy? - Management stated that their M&A interests are globally focused and not heavily influenced by the administration's stance [55][56] Question: What regions are expected to drive recovery in offshore activity? - Management identified the Middle East and North Africa as solid regions for growth, with South America also showing promise [69][70] Question: How does pricing in a tightening rig rate environment affect the company? - Management noted that while there is limited ability to raise prices currently, the disciplined approach of rig operators helps stabilize pricing expectations [76][78] Question: What opportunities exist in Venezuela and surrounding areas? - Management expressed excitement about potential opportunities in Venezuela and its geographical proximity to Guyana and Trinidad, emphasizing the company's capability in high-technology environments [81][82]