Loading…
Loading…
Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Doug Leggate | Wolfe Research | 11 | 27% |
| Leo Mariani | ROTH Capital Partners | 10 | 0% |
| John Freeman | Raymond James | 10 | 0% |
| Betty Jiang | Barclays | 8 | 0% |
| Mike Scialla | Stephens | 6 | 0% |
| Paul Cheng | Scotiabank | 6 | 0% |
| Scott Hanold | RBC Capital Markets | 6 | 0% |
| Dave Deckelbaum | TD Cowen | 5 | 0% |
| Neal Dingmann | William Blair | 4 | 0% |
| Charles Meade | Johnson Rice | 4 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Wolfe Research | 1 | 11 | 27% |
| Raymond James | 1 | 10 | 0% |
| ROTH Capital Partners | 1 | 10 | 0% |
| Barclays |
| 1 |
| 8 |
| 0% |
| RBC Capital Markets | 1 | 6 | 0% |
| Scotiabank | 1 | 6 | 0% |
| Stephens | 1 | 6 | 0% |
| TD Cowen | 1 | 5 | 0% |
APA delivered Q1 adjusted EPS of $1.38 with strong free cash flow generation supporting a $2.2 billion full-year outlook, as balance sheet acceleration continued with $634 million in near-term maturities repaid. U.S. oil production was raised to 122,000 barrels per day on continued strong execution in the Permian Basin. The deleveraging trajectory remained the primary capital allocation priority.
Capex Investment | Geographic Expansion | Cost Pressure | Capital Allocation | Innovation & R&D | Pricing | Margin | Revenue Growth | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 6 | 5 | 3 | 3 | 2 | 2 | 1 | 1 |
| 2025Q1 | 3 | 3 | 5 | 6 | 2 | 1 | 4 | |
| 2025Q2 | 4 | 5 | 2 | 2 | 1 | 1 | 1 | |
| 2025Q3 | 9 | 7 | 5 | 2 | 2 | 1 | 2 | 1 |
| 2025Q4 | 9 | 6 | 2 | 1 | 3 | 1 | 1 | |
| 2026Q1 | 1 | 5 | 2 | 2 | 2 | 3 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Capex Investment | 6 | 3 | 4 | 9 | 9 | 1 |
| Geographic Expansion | 5 | 3 | 5 | 7 | 6 | 5 |
| Cost Pressure | 3 | 5 | 2 | 5 | 2 | 2 |
| Capital Allocation | 3 | 6 | 2 | 2 | 1 | 2 |
| Innovation & R&D | 2 | 2 | 1 | 2 | 3 | 2 |
| Pricing | 2 | 1 | 1 | 1 | 3 | |
| Margin | 1 | 4 | 1 | 2 | ||
| Revenue Growth | 1 | 1 | 1 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
APA APA Corporation | 5 | -11.7% | |
| COP ConocoPhillips | 6 | -2.5% | |
| CTRA Coterra | 7 | +23.8% | |
| DVN Devon Energy | 5 | -13.0% | |
| EOG EOG Resources | 9 | +15.7% | |
| EQT EQT Corporation | 9 | +39.7% | |
| EXE Expand Energy | 7 | +100.2% | |
| FANG Diamondback Energy | 6 | +5.2% | |
| OXY Occidental Petroleum | 6 | -23.1% | |
| TPL Texas Pacific Land Corporation | 8 | +20.8% |