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Vermilion Energy Earnings Calls
| Release date | Nov 05, 2025 |
| EPS estimate | $0.0400 |
| EPS actual | -$0.0200 |
| EPS Surprise | -150.00% |
| Revenue estimate | 386.844M |
| Revenue actual | 302.64M |
| Revenue Surprise | -21.77% |
| Release date | Aug 07, 2025 |
| EPS estimate | -$0.0600 |
| EPS actual | -$0.200 |
| EPS Surprise | -233.33% |
| Revenue estimate | 440.333M |
| Revenue actual | 346.663M |
| Revenue Surprise | -21.27% |
| Release date | May 07, 2025 |
| EPS estimate | $0.170 |
| EPS actual | $0.0700 |
| EPS Surprise | -58.82% |
| Revenue estimate | 385.358M |
| Revenue actual | 410.866M |
| Revenue Surprise | 6.62% |
| Release date | Mar 05, 2025 |
| EPS estimate | $0.360 |
| EPS actual | -$0.0900 |
| EPS Surprise | -125.00% |
| Revenue estimate | 350.786M |
| Revenue actual | 358.371M |
| Revenue Surprise | 2.16% |
Last 4 Quarters for Vermilion Energy
Below you can see how VET 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 | Mar 05, 2025 |
| Price on release | $7.57 |
| EPS estimate | $0.360 |
| EPS actual | -$0.0900 |
| EPS surprise | -125.00% |
| Date | Price |
|---|---|
| Feb 27, 2025 | $8.47 |
| Feb 28, 2025 | $8.50 |
| Mar 03, 2025 | $7.73 |
| Mar 04, 2025 | $7.69 |
| Mar 05, 2025 | $7.57 |
| Mar 06, 2025 | $7.47 |
| Mar 07, 2025 | $7.55 |
| Mar 10, 2025 | $7.33 |
| Mar 11, 2025 | $7.74 |
| 4 days before | -10.63% |
| 4 days after | 2.25% |
| On release day | -1.32% |
| Change in period | -8.62% |
| Release date | May 07, 2025 |
| Price on release | $6.11 |
| EPS estimate | $0.170 |
| EPS actual | $0.0700 |
| EPS surprise | -58.82% |
| Date | Price |
|---|---|
| May 01, 2025 | $6.17 |
| May 02, 2025 | $6.30 |
| May 05, 2025 | $6.03 |
| May 06, 2025 | $6.22 |
| May 07, 2025 | $6.11 |
| May 08, 2025 | $6.29 |
| May 09, 2025 | $6.43 |
| May 12, 2025 | $6.66 |
| May 13, 2025 | $7.04 |
| 4 days before | -0.97% |
| 4 days after | 15.22% |
| On release day | 2.95% |
| Change in period | 14.10% |
| Release date | Aug 07, 2025 |
| Price on release | $7.83 |
| EPS estimate | -$0.0600 |
| EPS actual | -$0.200 |
| EPS surprise | -233.33% |
| Date | Price |
|---|---|
| Aug 01, 2025 | $7.95 |
| Aug 04, 2025 | $7.87 |
| Aug 05, 2025 | $7.93 |
| Aug 06, 2025 | $7.86 |
| Aug 07, 2025 | $7.83 |
| Aug 08, 2025 | $7.51 |
| Aug 11, 2025 | $7.30 |
| Aug 12, 2025 | $7.28 |
| Aug 13, 2025 | $7.33 |
| 4 days before | -1.51% |
| 4 days after | -6.39% |
| On release day | -4.09% |
| Change in period | -7.80% |
| Release date | Nov 05, 2025 |
| Price on release | $7.34 |
| EPS estimate | $0.0400 |
| EPS actual | -$0.0200 |
| EPS surprise | -150.00% |
| Date | Price |
|---|---|
| Oct 30, 2025 | $7.41 |
| Oct 31, 2025 | $7.47 |
| Nov 03, 2025 | $7.51 |
| Nov 04, 2025 | $7.36 |
| Nov 05, 2025 | $7.34 |
| Nov 06, 2025 | $7.96 |
| Nov 07, 2025 | $8.35 |
| Nov 10, 2025 | $8.68 |
| Nov 11, 2025 | $9.08 |
| 4 days before | -0.94% |
| 4 days after | 23.71% |
| On release day | 8.45% |
| Change in period | 22.54% |
Vermilion Energy Earnings Call Transcript Summary of Q3 2025
Vermilion reported a strong Q3 2025 driven by its strategic shift to a global gas-focused portfolio. Production was at the upper end of guidance (119,062 BOE/d, 67% gas). The company generated $254 million of fund flows from operations and $108 million of free cash flow after $146 million of E&D capital. Net debt has been reduced by over $650 million since Q1 2025 to under $1.4 billion (net debt / 4-quarter FFO ~1.4x). Management lowered 2025 E&D capital guidance by $20 million and cut full-year operating cost guidance by >$10 million, citing improved capital and operating efficiencies. Realized gas pricing was a major highlight: $4.36/Mcf before hedging (7x AECO) and $5.62/Mcf including hedging (9x AECO), reflecting strong Canadian and European gas exposure and active hedging. Operations: Germany (Wisselshorst discovery) is on track for first well online mid-2026 with follow-ups planned (spud early 2027) that could materially increase European volumes; Netherlands wells will be tied in and online in Q4 2025; Deep Basin drilling (3-rig) delivered better-than-expected results and will continue; Montney development is being de-risked with plans to scale to ~28,000 BOE/d by 2028 and generate material excess free cash flow (~$125M/yr under $3 AECO / $70 WTI assumption). 2026 budget: $600–630M E&D capex (≈85% to global gas), with ~49 gross wells in Canada (45 net) and ~$200M international spend. Capital discipline and shareholder returns: company returned $26M in Q3 (dividends + buybacks), repurchased 600k shares in the quarter (2.5M YTD), ~20M shares repurchased since mid‑2022, and plans a 4% dividend increase to CAD 0.135/share effective Q1 2026. Priorities remain balance sheet strength, a sustainable base dividend, and opportunistic buybacks.
