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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 |
No 8-K events recorded for this window.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $2.71B | +25.1% | $0.96 | -83.4% | 30.6% | 13.1% | $342M |
| FY2025 Q1 | $2.64B | +35.1% | $0.95 | +115.9% | 29.3% | 13.2% | $306M |
| FY2025 Q2 | $2.18B | -14.4% | $1.67 | +14.4% | 30.8% | 27.7% | $514M |
| FY2025 Q3 | $2.12B | -16.4% | $0.57 | +195.0% | 31.8% | 9.7% | $741M |
| FY2025 Q4 | $1.99B | -26.6% | $0.79 | -17.7% | 32.1% | 14.0% | $218M |
| FY2026 Q1Selected | $2.33B | -11.7% | $1.26 | +32.6% | 35.7% | 19.2% | $12M |
| FY2026 Q2 | $2.40B | +10.1% | $2.11 | +26.3% | 53.4% | 31.1% | $1.15B |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
Calendar quarter Q1 2026Earnings call May 7, 2026
FY2026 Q1 in brief
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.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for APA Corporation (APA), FY2026 Q1: 5/10. Scores: APA Corporation’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: APA daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Doug Leggate | Wolfe Research | 13 questions · 23% challenging |
| John Freeman | Raymond James | 12 questions · 0% challenging |
| Leo Mariani | ROTH Capital Partners | 12 questions · 0% challenging |
| Betty Jiang | Barclays | 8 questions · 0% challenging |
| Neal Dingmann | William Blair | 6 questions · 0% challenging |
| Michael Scialla | Stephens | 6 questions · 0% challenging |
GAAP revenue YoY -11.7% → base 3. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
| Scott Hanold |
| RBC Capital Markets |
| 6 questions · 0% challenging |
| Paul Cheng | Scotiabank | 6 questions · 0% challenging |
| David Deckelbaum | TD Cowen | 5 questions · 0% challenging |
| Charles Meade | Johnson Rice | 4 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Wolfe Research | 1 analyst | 13 questions · 23% challenging |
| ROTH Capital Partners | 1 analyst | 12 questions · 0% challenging |
| Raymond James | 1 analyst | 12 questions · 0% challenging |
| Barclays | 1 analyst | 8 questions · 0% challenging |
| Stephens | 1 analyst | 6 questions · 0% challenging |
| Scotiabank | 1 analyst | 6 questions · 0% challenging |
| William Blair | 1 analyst | 6 questions · 0% challenging |
| RBC Capital Markets | 1 analyst | 6 questions · 0% challenging |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
APA APA Corporation | 5 | -11.7% | |
| COP ConocoPhillips | 6 | -2.5% | |
| CTRA Coterra | · | n/a | |
| 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% |
Newest-quarter details for 1 peer (score, revenue, headline, themes and macro signals) are available with Pro.