Evolution Petroleum Corporation, an energy company, engages in the development, production, ownership, exploitation, and investment of onshore oil and gas properties in ...
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Est. EPS $-0.01 · Revenue $21.47M · 4 analysts
Est. EPS $0.01 · Revenue $22.06M · 1 analysts
Est. EPS $0.04 · Revenue $21.83M · 1 analysts
Est. EPS $0.04 · Revenue $85.26M · 3 analysts
$0.48 per share
$0.48 per share
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $85.8M | -0.0% | -2.5% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $1.5M | -63.9% | -938.7% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +16.9% | -23.6% | -39.6% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +4.9% | -47.2% | -187.0% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +1.7% | -63.9% | -959.9% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $11.4M | +142.4% | -109.3% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +13.3% | +142.4% | -109.6% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 52.3% | +7.0% | +10.5% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 0.81x | -40.9% | -32.1% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $160.3M | -1.6% | +0.3% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 0.03 vs -0.04 | +183.0% | -0.26 vs 0.01 | -3999.8% |
| Revenue Surprise | $85.8M vs $85.8M | +0.1% | $20.2M vs $21.3M | -5.4% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Sep 1, 2026 | Beatty Kelly | officer: CHIEF ACCOUNTING OFFICER | Common Stock | D | 2,897 | $3.69 |
| Sep 1, 2026 | Stash Ryan | officer: SVP & CFO | Common Stock | D | 6,163 | $3.69 |
| Sep 1, 2026 | Bunch John Mark | officer: COO | Common Stock | D | 6,757 | $3.69 |
| Sep 1, 2026 | Loyd Kelly William | director, officer: PRESIDENT & CEO | Common Stock | D | 12,300 | $3.69 |
| Jun 30, 2026 | Beatty Kelly | officer: CHIEF ACCOUNTING OFFICER | Common Stock | D | 5,891 | — |
Operator: Good morning, and welcome to the Evolution Petroleum Third Quarter 2026 Earnings Release Conference Call. [Operator Instructions] Please also note, today's event is being recorded. At this time, I would now like to turn the conference over to Brandi Hudson, Investor Relations Manager. Please go ahead. Brandi Hudson: Thank you. Welcome to Evolution Petroleum's Fiscal Q3 2026 Earnings Call. I'm joined today by Kelly Loyd, President and Chief Executive Officer; Mark Bunch, Chief Operating Officer; and Ryan Stash, Senior Vice President, Chief Financial Officer and Treasurer. We released our fiscal third quarter 2026 financial results after the market closed yesterday. Please refer to our earnings press release for additional information containing these results. You can access our earnings release in the Investors section of our website. Please note that any statements and information provided in today's call speak only as of today's date, May 13, 2026, and any time-sensitive information may not be accurate at a later date. Our discussion today will contain forward-looking statements of management's beliefs and assumptions based on currently available information. These forward-looking statements are subject to the risks, assumptions and uncertainties as described in our SEC filings. Actual results may differ materially from those expected. We undertake no obligation to update any forward-looking statements. During today's call, we may discuss certain non-GAAP financial measures, including adjusted EBITDA and adjusted net income. Reconciliations to the most directly comparable GAAP measures are included in our earnings release. Kelly will begin with opening remarks, followed by Mark with an operational update, and then Ryan will review the financial results. After our prepared comments, the management team will open the call for questions. As a reminder, this conference call is being recorded. If you wish to listen to a webcast replay of today's call, it will be available on the Investors section of our website. With that, I will turn the call over to Kelly. Kelly Loyd: Thank you, Brandi, and good morning, everyone. Before walking through the quarter, I want to step back and provide some context on where we are as a company and how we are thinking about the path forward. Over the last 7 years, we have deliberately reshaped Evolution's portfolio, expanding beyond our legacy asset base into a more diversified capital-efficient platform designed to generate durable free cash flow through commodity cycles. That has meant adding long-life, low-decline assets such as Jonah and Barnett, expanding our nonoperated working interest base through acquisitions like TexMex, and most recently, building a minerals and royalty platform that we believe can become a durable and growing component of our portfolio. The common thread across these decisions is the same, building a business with long-life assets, modest capital requirements, sustainable free cash …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Kelly W. Loyd | Chief Executive Officer, President & Director | USD 781,032 | Male | 1974 | Active |
J. Mark Bunch | Chief Operating Officer | USD 570,469 | Male | 1959 | Active |
Ryan Stash | Senior Vice President, Chief Financial Officer, Secretary, Compliance Officer & Treasurer | USD 551,003 | Male | 1976 | Active |
Robert Stevens Herlin | Co-Founder & Non-Executive Chairman | USD 131,387 | Male | 1955 | Active |
Brandi Hudson | Investor Relations Manager | — | Female | — | Active |
Kelly Beatty | Chief Accounting Officer | — | Female | 1984 | Active |
NVIDIA's blockbuster earnings sent shockwaves through tech on Thursday, but Wall Street analysts were busy reshaping the landscape elsewhere, issuing a flurry of upgrades, downgrades, and fresh initiations across energy, crypto infrastructure, banking, and biotech.
Acquisition is Immediately Accretive to Cash Flow per Share Based on Current Development Expectations, Evolution Expects Production from the Acquisition to More Than Double by End of Fiscal 2029 HOUSTON, Aug. 20, 2026 (GLOBE NEWSWIRE) -- Evolution Petroleum Corporation (NYSE American: EPM) ("Evolution" or the "Company") has closed its previously announced acquisition of mineral and royalty ("M&R") interests in the core Midland Basin of the Permian Basin (the "Acquisition"). The total purchase price for the Acquisition was $16 million, subject to customary post-closing adjustments, with an effective date of August 1, 2026 (the "Effective Date").
HOUSTON, Aug. 19, 2026 (GLOBE NEWSWIRE) -- Evolution Petroleum Corporation (NYSE American: EPM) ("Evolution" or the “Company”) today announced the pricing on August 18, 2026, of its previously announced registered underwritten public offering of common stock. The Company priced the underwritten offering of 3,700,000 shares of common stock, at a public offering price of $3.25 per share (the “Offering”), for total expected gross proceeds of approximately $12,025,000 before underwriting discounts and commissions and estimated offering expenses. Evolution has granted the underwriters a 30-day option to purchase up to an additional 555,000 shares of its common stock at the public offering price, less underwriting discounts and commissions.
HOUSTON, Aug. 18, 2026 (GLOBE NEWSWIRE) -- Evolution Petroleum Corporation (NYSE American: EPM) ("Evolution" or the “Company”) announced today that it has commenced an underwritten public offering (the “Offering”) of shares of its common stock. In connection with the Offering, Evolution intends to grant the underwriters a 30-day option to purchase additional shares of common stock, less the underwriting discount and commissions. The Offering is subject to market and other conditions, and there can be no assurance as to whether or when the Offering may be completed, or as to the actual size or terms of the Offering.
HOUSTON, Aug. 18, 2026 (GLOBE NEWSWIRE) -- Evolution Petroleum Corporation (NYSE American: EPM) ("Evolution" or the "Company") has entered into a definitive agreement to acquire mineral and royalty ("M&R") interests in the core Midland Basin of the Permian Basin from a non-affiliated private seller for a total purchase price of approximately $16 million (the "Acquisition"), subject to customary adjustments and closing conditions. The Acquisition is expected to close on or about August 21, 2026, and has an effective date of August 1, 2026 (the "Effective Date").
