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Sentiment · FY2026 Q2
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Scott Hanold | RBC Capital Markets | 11 (0%) |
| Neil Mehta | Goldman Sachs | 10 (30%) |
| Doug Leggate | Wolfe Research | 10 (30%) |
| Steve Richardson | Evercore ISI | 9 (0%) |
| Arun Jayaram | JPMorgan | 9 (11%) |
| Leo Mariani | ROTH Capital Partners | 8 (0%) |
| Phillip Jungwirth | BMO Capital Markets | 7 (0%) |
| Josh Silverstein | UBS | 7 (0%) |
| Charles Meade | Johnson Rice | 4 (0%) |
| Derrick Whitfield | Texas Capital Securities | 4 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Wolfe Research | 2 | 12 (25%) |
| RBC Capital Markets | 1 | 11 (0%) |
| Goldman Sachs | 1 | 10 (30%) |
| Evercore ISI | 1 |
| 9 (0%) |
| JPMorgan | 1 | 9 (11%) |
| ROTH Capital Partners | 1 | 8 (0%) |
| BMO Capital Markets | 1 | 7 (0%) |
| UBS | 1 | 7 (0%) |
EOG delivered exceptional Q1 2026 results with 15.7% revenue growth and 39.6% EPS growth, generating adjusted EPS of $3.41 and $1.5B in free cash flow as all key operating and financial metrics exceeded guidance. The company strategically reallocated capital from gas to oil production while advancing LNG and premium marketing contracts. International exploration progressed despite Middle East conflict disruptions, and production guidance was raised while keeping total CAPEX flat at $6.5B.
Capex Investment | Innovation & R&D | Capital Allocation | Geographic Expansion | Cost Pressure | Demand | M&A | Competitive Dynamics | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 8 | 5 | 4 | 3 | 3 | 2 | 1 | 2 |
| 2025Q1 | 7 | 2 | 5 | 3 | 3 | 2 | 3 | 1 |
| 2025Q2 | 3 | 5 | 2 | 1 | 5 | 3 | 4 | 1 |
| 2025Q3 | 4 | 5 | 4 | 2 | 2 | 3 | 2 | 1 |
| 2025Q4 | 7 | 6 | 3 | 3 | 1 | 2 | 1 | 3 |
| 2026Q1 | 4 | 2 | 3 | 3 | 1 | 1 | 3 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Capex Investment | 8 | 7 | 3 | 4 | 7 | 4 |
| Innovation & R&D | 5 | 2 | 5 | 5 | 6 | 2 |
| Capital Allocation | 4 | 5 | 2 | 4 | 3 | 3 |
| Geographic Expansion | 3 | 3 | 1 | 2 | 3 | 3 |
| Cost Pressure | 3 | 3 | 5 | 2 | 1 | |
| Demand | 2 | 2 | 3 | 3 | 2 | 1 |
| M&A | 1 | 3 | 4 | 2 | 1 | 1 |
| Competitive Dynamics | 2 | 1 | 1 | 1 | 3 | 3 |
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $5.65B | -6.3% | $2.23 | -34.8% | 28.2% | 22.1% | $1.40B |
| FY2025 Q1 | $5.84B | +0.1% | $2.65 | -14.5% | 31.8% | 25.0% | $806M |
| FY2025 Q2 | $5.36B | -11.2% | $2.46 | -16.6% | 32.6% | 25.1% | $239M |
| FY2025 Q3 | $5.73B | -2.3% | $2.70 | -8.5% | 32.0% | 25.7% | $1.45B |
| FY2025 Q4 | $5.64B | -0.2% | $1.30 | -41.7% | 44.1% | 12.4% | $1.07B |
| FY2026 Q1 | $6.76B | +15.7% | $3.70 | +39.6% | 38.4% | 29.3% | $1.32B |
| FY2026 Q2 | $8.62B | +61.0% | $5.15 | +109.3% | 40.9% | 31.6% | $2.89B |
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).
What EOG and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Remarkably, your yield is now higher than ExxonMobil, and we tend to think of them as using buybacks to manage their dividend burden.”
An analyst benchmarked EOG's dividend yield above ExxonMobil's, framing Exxon as using buybacks to manage its dividend burden.
“we have definitely landed with strong partnerships with both ADNOC and BAPCO.”
EOG describes a strong partnership with BAPCO supporting its Bahrain exploration program.
“we have definitely landed with strong partnerships with both ADNOC and BAPCO.”
EOG describes a strong partnership with ADNOC supporting its UAE exploration concessions, with clear communication and alignment through the regional conflict.
“Regarding LNG gas supply agreements, our Cheniere contract expanded from 140 thousand BTUs per day to 280 thousand BTUs per day during 2026.”
EOG's LNG supply agreement with Cheniere is expanding to full volumes, giving EOG JKM/Henry Hub-linked international gas pricing exposure through Cheniere's liquefaction.
“The first was Encino, obviously with a lot of production, but Keith just talked about a tremendous amount of upside.”
EOG's acquisition of Encino added Utica production and, per management, a large upside via EOG's operating and cost improvements.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
EOG EOG Resources | 9 | +15.7% | |
| APA APA Corporation | 5 | -11.7% | |
| COP ConocoPhillips | 6 | -2.5% | |
| CTRA Coterra | · | n/a | |
| DVN Devon Energy | 5 | -13.0% | |
| 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% |