Core Viewpoint - APA Corporation reported a strong performance in Q3 2025, with adjusted earnings of 93 cents per share, exceeding estimates despite lower oil prices [2]. Financial Performance - Adjusted earnings of 93 cents per share beat the Zacks Consensus Estimate of 74 cents, primarily due to higher production and lower costs [2] - Revenues totaled $2 billion, down 20.6% year-over-year and slightly below the Zacks Consensus Estimate by 1.3% [2] - The bottom line decreased from $1.00 in the previous year due to lower oil realizations [2] Production & Selling Prices - Average production was 463,815 BOE/d, with 67% being liquids, a slight decrease of 0.8% from the previous year but above expectations [4] - U.S. output fell 6.5% year-over-year to 281,145 BOE/d, while international production increased by 9.5% to 182,670 BOE/d [5] - Average realized crude oil price was $67.43 per barrel, down 13.6% from $78.06 a year ago, but above projections [6] - Average realized natural gas price rose to $2.25 per thousand cubic feet from $1.43 in the previous year, missing estimates [6] Costs & Financial Position - Lease operating expenses were $376 million, down 10.1% from $418 million a year ago [7] - Total operating expenses decreased nearly 48% year-over-year to $1.5 billion, significantly lower than expectations [7] - Generated $1.5 billion in cash from operating activities, with upstream capital expenditures of $542 million [8] - Free cash flow was $339 million, up from $219 million a year ago [8] - As of September 30, the company had approximately $475 million in cash and cash equivalents and $4.3 billion in long-term debt, with a debt-to-capitalization ratio of 41.7% [8] Guidance - APA expects production to average 446,000 BOE/d in Q4 and 461,000 BOE/d in 2025, reflecting a 1.4% year-over-year increase [9] - Oil volumes are projected to be 230,000 Bbl/d for Q4 and 234,000 Bbl/d for the full year [9] - Upstream capital expenditure for the year is estimated at around $2.34 billion [9] Market Sentiment - Estimates have trended downward, with a consensus estimate shift of -8.14% [11] - APA holds a Zacks Rank 3 (Hold), indicating an expectation of in-line returns in the coming months [13] Industry Comparison - APA is part of the Zacks Oil and Gas - Exploration and Production - United States industry, which has seen Magnolia Oil & Gas Corp gain 9.3% over the past month [14] - Magnolia Oil & Gas reported revenues of $324.93 million, a year-over-year decline of 2.5%, with an EPS of $0.41 compared to $0.52 a year ago [15]

Summary of Geopark's Quarterly Earnings Report Core Viewpoint - Geopark reported quarterly earnings of $0.27 per share, exceeding the Zacks Consensus Estimate of $0.15 per share, but down from $0.48 per share a year ago, indicating a significant earnings surprise of +80.00% [1] Financial Performance - The company posted revenues of $119.79 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.68%, but down from $190.2 million year-over-year [2] - Over the last four quarters, Geopark has surpassed consensus revenue estimates four times, but only once for EPS estimates [2] Stock Performance and Outlook - Geopark shares have declined approximately 31.2% since the beginning of the year, contrasting with the S&P 500's gain of 7.6% [3] - The current consensus EPS estimate for the upcoming quarter is $0.13 on revenues of $112.37 million, and for the current fiscal year, it is $0.80 on revenues of $473.84 million [7] Industry Context - The Oil and Gas - Exploration and Production - United States industry, to which Geopark belongs, is currently ranked in the bottom 31% of over 250 Zacks industries, indicating potential challenges ahead [8] - The performance of Geopark's stock may be influenced by the overall outlook of the industry, as historical data shows that the top 50% of Zacks-ranked industries outperform the bottom 50% by more than 2 to 1 [8]

分组1 - APA reported quarterly earnings of $1.06 per share, exceeding the Zacks Consensus Estimate of $0.83 per share, and up from $0.78 per share a year ago, representing an earnings surprise of 27.71% [1] - The company posted revenues of $2.61 billion for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 18%, compared to $1.9 billion in the same quarter last year [2] - APA has surpassed consensus EPS estimates two times over the last four quarters and topped consensus revenue estimates four times during the same period [2] 分组2 - The stock has underperformed, losing about 31.9% since the beginning of the year, while the S&P 500 declined by 4.7% [3] - The current consensus EPS estimate for the coming quarter is $0.72 on revenues of $2.06 billion, and for the current fiscal year, it is $2.92 on revenues of $8.47 billion [7] - The Zacks Industry Rank for Oil and Gas - Exploration and Production - United States is currently in the bottom 25% of over 250 Zacks industries, indicating potential challenges for the sector [8]