Sign In
Buy MGY
Magnolia Oil & Gas Earnings Calls
| Release date | May 06, 2026 |
| EPS estimate | $0.510 |
| EPS actual | $0.540 |
| EPS Surprise | 5.88% |
| Revenue estimate | 349.892M |
| Revenue actual | 358.511M |
| Revenue Surprise | 2.46% |
| Release date | Feb 05, 2026 |
| EPS estimate | $0.360 |
| EPS actual | $0.370 |
| EPS Surprise | 2.78% |
| Revenue estimate | 313.637M |
| Revenue actual | 317.627M |
| Revenue Surprise | 1.27% |
| Release date | Oct 29, 2025 |
| EPS estimate | $0.410 |
| EPS actual | $0.410 |
| Revenue estimate | 322.184M |
| Revenue actual | 324.935M |
| Revenue Surprise | 0.85% |
| Release date | Jul 30, 2025 |
| EPS estimate | $0.400 |
| EPS actual | $0.430 |
| EPS Surprise | 7.50% |
| Revenue estimate | 318.754M |
| Revenue actual | 318.982M |
| Revenue Surprise | 0.0715% |
Last 4 Quarters for Magnolia Oil & Gas
Below you can see how MGY performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 30, 2025 |
| Price on release | $24.38 |
| EPS estimate | $0.400 |
| EPS actual | $0.430 |
| EPS surprise | 7.50% |
| Date | Price |
|---|---|
| Jul 24, 2025 | $23.98 |
| Jul 25, 2025 | $23.74 |
| Jul 28, 2025 | $24.46 |
| Jul 29, 2025 | $24.60 |
| Jul 30, 2025 | $24.38 |
| Jul 31, 2025 | $23.82 |
| Aug 01, 2025 | $23.45 |
| Aug 04, 2025 | $23.82 |
| Aug 05, 2025 | $24.14 |
| 4 days before | 1.67% |
| 4 days after | -0.98% |
| On release day | -2.30% |
| Change in period | 0.667% |
| Release date | Oct 29, 2025 |
| Price on release | $23.00 |
| EPS estimate | $0.410 |
| EPS actual | $0.410 |
| Date | Price |
|---|---|
| Oct 23, 2025 | $23.64 |
| Oct 24, 2025 | $23.30 |
| Oct 27, 2025 | $23.20 |
| Oct 28, 2025 | $22.76 |
| Oct 29, 2025 | $23.00 |
| Oct 30, 2025 | $22.41 |
| Oct 31, 2025 | $22.46 |
| Nov 03, 2025 | $22.54 |
| Nov 04, 2025 | $21.91 |
| 4 days before | -2.71% |
| 4 days after | -4.74% |
| On release day | -2.57% |
| Change in period | -7.32% |
| Release date | Feb 05, 2026 |
| Price on release | $26.21 |
| EPS estimate | $0.360 |
| EPS actual | $0.370 |
| EPS surprise | 2.78% |
| Date | Price |
|---|---|
| Jan 30, 2026 | $25.51 |
| Feb 02, 2026 | $24.77 |
| Feb 03, 2026 | $25.63 |
| Feb 04, 2026 | $26.39 |
| Feb 05, 2026 | $26.21 |
| Feb 06, 2026 | $26.99 |
| Feb 09, 2026 | $27.27 |
| Feb 10, 2026 | $26.65 |
| Feb 11, 2026 | $26.96 |
| 4 days before | 2.74% |
| 4 days after | 2.86% |
| On release day | 2.98% |
| Change in period | 5.68% |
| Release date | May 06, 2026 |
| Price on release | $28.65 |
| EPS estimate | $0.510 |
| EPS actual | $0.540 |
| EPS surprise | 5.88% |
| Date | Price |
|---|---|
| Apr 30, 2026 | $30.24 |
| May 01, 2026 | $30.09 |
| May 04, 2026 | $31.12 |
| May 05, 2026 | $30.86 |
| May 06, 2026 | $28.65 |
| May 07, 2026 | $28.15 |
| May 08, 2026 | $27.80 |
| May 11, 2026 | $28.21 |
| May 12, 2026 | $28.64 |
| 4 days before | -5.26% |
| 4 days after | -0.0349% |
| On release day | -1.75% |
| Change in period | -5.29% |
Magnolia Oil & Gas Earnings Call Transcript Summary of Q1 2026
Magnolia delivered a strong Q1 2026 driven by operational execution and higher oil prices. Production grew 6% YoY to ~102.6k BOE/d (oil 40.7k bbl/d), with Giddings up 9% YoY and now ~82% of volumes. Financial highlights: net income ~$101M ($0.54/share), adjusted EBITDAX $253M, free cash flow ~$146M, and pretax operating margin ~36%. Drilling & completion capex was ~$129M (reinvestment rate ~51% of EBITDAX). Management returned $83M to shareholders via dividends and buybacks (repurchased ~1% of shares in the quarter) and announced a 10% dividend increase earlier in 2026; ~11.6M shares remain authorized for repurchase. Liquidity: $124M cash, $450M undrawn revolver, $400M senior notes due 2032. M&A: completed ~$155M of bolt-on acquisitions adding ~6,200 net acres and ~500 BOE/d (≈45% oil), including a contiguous ~10,000-acre undeveloped block in Karnes and acreage additions in Giddings; these deals increase working interest and long-term drilling inventory. 2026 plan: running two rigs and one completion crew, reiterating full-year D&C capex $440–480M and ~5% production growth, Q2 D&C capex $120–125M, Q2 production ~105k BOE/d. Company remains fully unhedged, expecting improved realizations (Magellan East Houston pricing) and potential upside to earnings/free cash flow if prices hold. Management emphasizes disciplined capital allocation (low reinvestment rate, returning cash to shareholders) and an M&A focus on assets they already operate and understand.
