Loading
Earnings sentiment for Oil & Gas Exploration & Production — aggregated from 9 earnings calls in the Energy sector
As of 2026 Q1, the Tellvest aggregate earnings-call sentiment for the Oil & Gas Exploration & Production industry is 6.8/10 across 9 companies.
Aggregated from 9 earnings calls
A composite score derived from averaging overall earnings sentiment across all analyzed companies in this industry for their latest reported quarter. Score is 0–10 (10 = most positive).
Average sentiment across the group rose from 5.44 to 6.78, with seven of nine companies scoring higher and none lower. A Middle East supply disruption reset the price backdrop mid-quarter. ConocoPhillips (COP) described about 10 million barrels a day of production offline against global refinery run cuts of around 8 million barrels a day, EOG Resources (EOG) estimated the disruption would remove approximately 900 million barrels from global markets through June 2026, and Diamondback Energy (FANG) called it the world's largest oil supply disruption in history with oil at $100 per barrel. Pricing-pressure themes thinned from 3 companies to 2 as the price backdrop flipped from headwind to tailwind.
| Signal | Companies | Direction breakdown |
|---|---|---|
| Oil Energy | 9 | 441 |
| CAPEX | 5 | 23 |
| Supply Chain | 4 | 121 |
| AI & Tech | 3 | 3 |
| Company | Sentiment |
|---|---|
| EQT EQT Corporation | 9/10 |
| EOG EOG Resources | 9/10 |
| TPL Texas Pacific Land Corporation | 8/10 |
| EXE Expand Energy | 7/10 |
| FANG Diamondback Energy | 6/10 |
| COP ConocoPhillips | 6/10 |
| OXY Occidental Petroleum | 6/10 |
| APA APA Corporation | 5/10 |
| DVN Devon Energy | 5/10 |
Awaiting this quarter
% change over the trailing year, log scale. 1Y and YTD are each name’s own price return. Equal-weight: average of every full-history member, weighted equally, not rebalanced.