EOG RESOURCES INC (EOG) Earnings History

EOG RESOURCES INC - Q3 FY2025 Earnings

Filed at: Nov 6, 2025, 3:26 PM EST|Read from source

EXECUTIVE SUMMARY

EOG Resources reported a mixed third quarter with strong operational performance in oil and gas volumes, offset by lower composite prices and increased operating costs. The company made a significant acquisition, impacting its financial leverage and cash flow.

POSITIVE HIGHLIGHTS

  • •

    Total oil equivalent volumes increased to 1,301.2 MBoed in Q3 2025, up from 1,095.7 MBoed in Q3 2024, driven by higher natural gas volumes.

    positive
  • •

    Natural gas volumes saw a significant increase, with US volumes reaching 2,511 MMcfd and total volumes at 2,745 MMcfd in Q3 2025.

    positive
  • •

    The company declared a dividend of $0.9750 per common share for Q3 2025, an increase from $0.9100 in prior quarters.

    positive

CONCERNS & RISKS

  • •

    Composite average crude oil and condensate prices decreased to $65.95/Bbl in Q3 2025 from $71.66/Bbl in Q3 2024.

    negative
  • •

    Total operating expenses per Boe increased to $25.82 in Q3 2025 from $25.10 in Q3 2024, impacting margins.

    attention
  • •

    The acquisition of Encino Acquisition Partners, LLC resulted in a significant outflow of $4.464 billion in investing activities for Q3 2025.

    attention
  • •

    Net income for Q3 2025 was $1,471 million, a decrease from $1,673 million in Q3 2024, impacted by lower revenues and higher expenses.

    negative

FINANCIAL METRICS

Revenue
Quarterly
$5.85B
-2.0%
Prior year: $5.96B
Annual (YTD)
$16.99B
N/A
Prior year: $23.70B
Net Income
Quarterly
$1.47B
-12.1%
Prior year: $1.67B
Annual (YTD)
$4.28B
N/A
Prior year: $6.40B
EPS (Diluted)
Quarterly
$2.70
-8.5%
Prior year: $2.95
Annual (YTD)
$7.81
N/A
Prior year: $11.25
Operating Income
Quarterly
$1.84B
-12.1%
Prior year: $2.09B
Annual (YTD)
$5.44B
N/A
Prior year: $8.08B
EPS (Basic)
Quarterly
$2.72
-8.4%
Prior year: $2.97
Annual (YTD)
$7.85
N/A
Prior year: $11.31

MARGIN ANALYSIS

Operating Margin
Current Quarter
31.4%
Prior Year
35.0%
YoY Change
-362 bps
Net Margin
Current Quarter
25.2%
Prior Year
28.1%
YoY Change
-289 bps

Margin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.

MANAGEMENT COMMENTARY

The company completed the acquisition of Encino Acquisition Partners, LLC, which is expected to add significant production and reserves.

— EOG RESOURCES INC, Q3 FY2025 2025 Earnings Call

EOG is focused on optimizing its operations and capital allocation in the current commodity price environment.

— EOG RESOURCES INC, Q3 FY2025 2025 Earnings Call

The company continues to prioritize returning capital to shareholders through dividends and share repurchases.

— EOG RESOURCES INC, Q3 FY2025 2025 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.

OPERATIONAL METRICS

Average Crude Oil And Condensate Prices Us
66.0
-8.0% YoY
Prior year: 71.7
$/Bbl
Average Natural Gas Liquids Prices Us
21.3
-10.9% YoY
Prior year: 23.9
$/Bbl
Average Natural Gas Prices Us
2.7
+13.4% YoY
Prior year: 2.4
$/Mcf
Composite Average Margin Per Boe Excluding Dd And Exploration
20.1
-13.6% YoY
Prior year: 23.4
$/Boe
Composite Average Operating Expenses Per Boe
25.8
+2.9% YoY
Prior year: 25.1
$/Boe
Composite Average Operating Revenues Per Boe
45.2
-6.5% YoY
Prior year: 48.3
$/Boe
Crude Oil And Condensate Volumes Us
532.9
+8.0% YoY
Prior year: 493.5
MBbld
Natural Gas Liquids Volumes Us
309.3
+22.5% YoY
Prior year: 252.5
MBbld
Natural Gas Volumes Us
2.5K
+36.5% YoY
Prior year: 1.8K
MMcfd
Total Oil Equivalent Volumes Composite
1.3K
+18.8% YoY
Prior year: 1.1K
MBoed
Total Oil Equivalent Volumes Us
1.3K
+19.8% YoY
Prior year: 1.1K
MBoed

Operational metrics provide insight into business drivers and customer engagement beyond traditional financial measures.