EPM · Evolution Petroleum Corp
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AI Brief
Q4 FY26 earnings call · Sep 16, 2026TL;DR. Evolution Petroleum reported fiscal Q4 2026 results with revenue up 20% sequentially to $24.2 million and adjusted EBITDA more than doubling to $6.5 million, while year-over-year adjusted EBITDA declined 24% and production fell 4% due to natural declines and prior-year flush production. Subsequent to quarter-end, the company closed an approximately $16 million Permian/Midland Basin mineral and royalty acquisition and maintained its $0.12 quarterly dividend, marking the 52nd consecutive payment.
- + Q4 revenue rose 20% sequentially to $24.2 million and adjusted EBITDA more than doubled to $6.5 million from $3.1 million
- + Closed an approximately $16 million Permian/Midland Basin minerals acquisition adding 3,420 net royalty acres and over 200 BOE per day of current production with capex-free upside
- + Proved reserves of 27.2 MMBOE replaced more than 100% of fiscal 2026 production
- + SCOOP/STACK Q4 production averaged 1,275 BOEPD, up 14% year-over-year, with lease operating costs improving to $10.33/BOE from $11.05
- − Q4 production declined 4% year-over-year to 6,901 BOEPD due to natural declines and prior-year flush production at Chaveroo
- − Adjusted EBITDA declined 24% year-over-year to $6.5 million from $8.6 million, driven by prior-year realized hedge gains
- − Fiscal year 2026 operating cash flow declined to $23.6 million from $33.1 million, reflecting working capital changes
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Average net daily production from other properties (Haynesville/Bossier Shale and TexMex) | 0.4 | the year ended June 30, 2026 filing | — |
| Average net daily production from the Barnett Shale properties | 2.2 | the year ended June 30, 2026 filing | — |
| Average net daily production from the Chaveroo Field properties | 0.3 | the year ended June 30, 2026 filing | — |
| Average net daily production from the Hamilton Dome Field properties | 0.4 | the year ended June 30, 2026 filing | — |
| Average net daily production from the Williston Basin properties | 0.4 | the year ended June 30, 2026 filing | — |
| Crude oil average price per unit | $66.61 | fiscal 2026 filing | — |
| Crude oil production | 759 | fiscal 2026 filing | — |
| Equivalent (BOE) average price per unit | $33.43 | fiscal 2026 filing | — |
| Equivalent (MBOE) | 2,583 | fiscal 2026 filing | — |
| General and administrative expenses per BOE | $2.87 | the year ended June 30, 2026 filing | — |
| LOE per BOE | $19.48 | fiscal 2026 filing | — |
| Natural gas average price per unit | $2.97 | fiscal 2026 filing | — |
| Natural Gas Liquids average price per unit | $25.65 | fiscal 2026 filing | — |
| Natural gas production | 8,428 | fiscal 2026 filing | — |
| Net Revisions | 4.9 | fiscal year 2024 filing | — |
| NGLs production | 419 | fiscal 2026 filing | — |
| Production | 2.5 | the year ended June 30, 2024 filing | — |
| PUD reserves | 4.8 | fiscal year 2026 filing | — |
| SCOOP/STACK LOE | 4.42M | fiscal 2026 filing | — |
| SCOOP/STACK LOE per BOE | $8.97 | fiscal 2026 filing | — |
| SCOOP/STACK production | 493 | fiscal 2026 filing | — |
| Weighted average interest rate on borrowings | 6.69% | the fiscal year ended June 30, 2026 filing | — |
| Adjusted EBITDA non-GAAP | $6.52M | Q4 2026 | — |
GAAP → non-GAAP reconciliationGAAP Net income (loss) 4.61M
+969K Interest expense
+511K Income tax expense (benefit)
+5.61M Depletion, depreciation, and accretion
+599K Stock-based compensation
-5.78M Unrealized loss (gain) on derivative contracts
= Adjusted EBITDA 6.52M
|
|||
| Adjusted Net Income (Loss) non-GAAP | -$587K | Q4 2026 | — |
| Average BOEPD | 6,901 | Q4 2026 | — |
| Chaveroo average production | 260 | Fiscal year 2026 | — |
| Fiscal year 2026 production | 7,077 | Fiscal year 2026 | — |
| Permian Minerals net royalty acres | 3,420 | Subsequent to quarter-end (fiscal Q4 2026) | — |
| Proved Developed Producing reserves | 22,032 | as of June 30, 2026 | — |
| Proved Non-Producing reserves | 349 | as of June 30, 2026 | — |
| Total Proved crude oil reserves | 10,625 | as of June 30, 2026 | — |
| Total Proved natural gas reserves | 74,192 | as of June 30, 2026 | — |
| Total Proved NGLs reserves | 4,227 | as of June 30, 2026 | — |
| Total Proved reserves | 27,217 | as of June 30, 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Oil & Gas E&P — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
EPM
this stock
Evolution Petroleum Corp
|
$143.01M | +1.1% | +6.0% | — | 7.7% |
|
COP
Conocophillips
|
$150.96B | +35.4% | +7.7% | 16.6 | 1.3% |
|
CNQ
CANADIAN NATURAL RESOURCES Ltd
|
$98.26B | +43.1% | — | — | 8.9% |
|
EOG
Eog Resources Inc
|
$75.57B | +34.6% | -4.5% | 11.2 | 3.0% |
|
OXY
Occidental Petroleum Corp /De/
|
$56.84B | +41.2% | -1.9% | 8.7 | 2.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| EPM | +1.7% | -3.2% | -19.7% | +1.1% | +1.1% |
| SPY | -0.2% | -0.5% | +12.2% | +0.9% | +12.9% |
| vs SPY | +1.9% | -2.8% | -31.9% | +0.2% | -11.7% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.