财务数据和关键指标变化 - 公司在第四季度实现了每股2.40美元的经调整收益 [20] - 公司全年2023年产量达到1,902,000桶油当量/天,同比增长4% [20] - 第四季度下游业务产量为1,086,000桶油当量/天,同比增长9% [21] - 第四季度经营活动现金流为55亿美元,其中包括281百万美元的APLNG分红 [22] - 第四季度资本支出为29亿美元,全年为112亿美元,其中较长周期项目支出为20亿美元 [22] - 公司在2023年向股东返还了110亿美元资本 [23] 各条业务线数据和关键指标变化 - 下游业务2023年全年同比增长约8% [21] - 下游业务中,Permian产量为750,000桶油当量/天,Eagle Ford为211,000桶油当量/天,Bakken为110,000桶油当量/天 [21] - 公司在Montney地区的产量在2023年第四季度达到33,000桶油当量/天,全年平均为24,000桶油当量/天 [95][96] 各个市场数据和关键指标变化 - 公司在挪威完成了4个子海底井的投产,其中3个提前投产 [144] - 公司在中国渤海地区投产了两个4B期平台 [145] - 公司在加拿大Surmont项目的267号井垫在12月实现首次产出,并将在未来几个月内逐步提产 [145] 公司战略和发展方向及行业竞争 - 公司在2023年取得了多项战略性进展,包括在卡塔尔的LNG战略、阿拉斯加Willow项目FID、以及收购Surmont剩余50%权益等 [13][14] - 公司在2023年进一步提升了温室气体排放强度目标,并获得了甲烷伙伴计划2.0的金标准认证 [16] - 公司认为行业内还会有更多并购整合活动,并表示公司的并购策略是基于成本供给、财务框架和提升10年规划等因素来评估 [53][54][55] 管理层对经营环境和未来前景的评论 - 公司预计2024年产量将在1,910,000-1,950,000桶油当量/天之间,同比增长2%-4% [24] - 公司预计2024年调整后营业成本将在89-91亿美元之间,单位成本基本持平 [27] - 公司预计2024年资本支出将在110-115亿美元之间,其中包括2-3亿美元的资本化利息 [28] - 公司表示2024年第一季度资本支出可能会超过30亿美元,主要是由于Willow项目和Port Arthur项目的支出集中在上半年 [30] - 公司认为未来一年美国页岩油气产量增速将有所放缓,预计在30-50万桶/天之间 [34][35] 问答环节重要的提问和回答 问题1 **Neil Mehta 提问** 您如何看待未来一年美国页岩油气产量的增长情况? [34] **Ryan Lance 回答** 公司预计未来一年美国页岩油气产量增速将有所放缓,预计在30-50万桶/天之间,这主要受到效率和钻机数量的影响 [35] 问题2 **Doug Leggate 提问** 您如何看待公司的资产组合分解点以及与股息相关的分解点? [41][42] **Dominic Macklon 回答** 在中期价格环境下,公司的自由现金流分解点平均在35美元/桶WTI左右,加上股息需要的8-9美元/桶,总的分解点在43-44美元/桶左右 [45][46] **Bill Bullock 回答** 公司目前的资产负债表状况很好,净债务/经营活动现金流比率为0.5倍,这为公司提供了战略性资产,支持了240亿美元的资本回报计划 [47] 问题3 **Nitin Kumar 提问** 公司2024年的资本回报计划中,股票回购和现金股息的占比如何? [58] **Bill Bullock 回答** 公司2024年计划将资本回报的60%用于股票回购,约53-54亿美元,剩余40%用于现金股息和VROC,这样可以在现金和回购之间达到合理平衡 [59][60][61]

For the quarter ended December 2023, ConocoPhillips (COP) reported revenue of $15.31 billion, down 20.5% over the same period last year. EPS came in at $2.40, compared to $2.71 in the year-ago quarter.The reported revenue represents a surprise of +5.76% over the Zacks Consensus Estimate of $14.47 billion. With the consensus EPS estimate being $2.08, the EPS surprise was +15.38%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determ ...

ConocoPhillips (COP) reported fourth-quarter 2023 adjusted earnings per share of $2.40, beating the Zacks Consensus Estimate of $2.08. The bottom line, however, declined from the prior-year quarter’s $2.71 per share.One of the world’s leading independent oil and gas producers headquartered in Houston, TX, ConocoPhillips’ quarterly revenues of $15.3 billion decreased from the fourth-quarter 2022 figure of $19.3 billion. The top line, however, beat the Zacks Consensus Estimate of $14.5 billion.Higher oil equi ...

Shares of ConocoPhillips COP, +0.72% tacked on 0.4% in premarket trading Thursday, after the oil exploration and production company beat fourth-quarter profit and revenue expectations as 2023 production reached record levels. Net income fell to $3.01 billion, or $2.52 a share, from $3.25 billion, or $2.61 a share, in the year-ago period. Excluding nonrecurring items, adjusted earnings per share of $2.40 were well above the FactSet consensus of $2.09. Revenue declined 20.5% to $15.31 billion but was above t ...

HOUSTON--(BUSINESS WIRE)--ConocoPhillips (NYSE: COP) today reported fourth-quarter 2023 earnings of $3.0 billion, or $2.52 per share, compared with fourth-quarter 2022 earnings of $3.2 billion, or $2.61 per share. Excluding special items, fourth-quarter 2023 adjusted earnings were $2.9 billion, or $2.40 per share, compared with fourth-quarter 2022 adjusted earnings of $3.4 billion, or $2.71 per share. Special items for the current quarter were comprised of a benefit related to the reversal of a tax reserve, ...

ConocoPhillips财务表现 - ConocoPhillips第四季度预计营收为155.6亿美元，较去年同期的192.6亿美元有所下降[1] - 预计每股稀释收益为2.12美元，略低于去年同期的2.61美元[1] - 预计净收入为25.2亿美元，较去年同期的32.5亿美元有所下降[1] ConocoPhillips天然气产量 - 尽管天然气价格下跌，ConocoPhillips可能在本季度将美国天然气产量提高了10%[2] - 预计2024年天然气价格略有回升，ConocoPhillips将进一步增加5%的产量[2]

COP第四季度财报预测 - ConocoPhillips (COP)将于2023年2月8日发布第四季度财报，预计每股收益为$2.11，较去年同期有显著下降[2] - 第四季度预计营收为152亿美元，较去年同期下降21.2%[3] - 预计每日石油当量产量将增长6.8%，主要受到Lower 48地区活动增加的支持[6] COP财报预期 - COP本次财报不太可能超过预期，因为其盈利预期为-2.02%，且目前持有Zacks Rank 5 (Strong Sell)[7][8] 可考虑的股票 - 可考虑的股票包括Western Midstream Partners LP (WES)、Cheniere Energy, Inc. (LNG)和Oceaneering International Inc (OII)，它们有望在本报告周期实现盈利超预期[9][10][11][12][13][14]

Here are three stocks added to the Zacks Rank #5 (Strong Sell) List today:ConocoPhillips (COP) is an energy company. The Zacks Consensus Estimate for its current year earnings has been revised 6% downward over the last 60 days.Zurich Insurance Group AG (ZURVY) is an insurance company. The Zacks Consensus Estimate for its current year earnings has been revised 4.3% downward over the last 60 days.Kolibri Global Energy Inc. (KGEI) is an energy exploration and production company. The Zacks Consensus Estimate fo ...

In the latest trading session, ConocoPhillips (COP) closed at $111.60, marking a -0.56% move from the previous day. This change lagged the S&P 500's daily gain of 0.76%. Meanwhile, the Dow gained 0.59%, and the Nasdaq, a tech-heavy index, added 1.12%.Heading into today, shares of the energy company had lost 3.31% over the past month, lagging the Oils-Energy sector's loss of 2.82% and the S&P 500's gain of 2.5% in that time.Analysts and investors alike will be keeping a close eye on the performance of Conoco ...

Union Jack Oil PLC (AIM:UJO), the UK-based exploration and production company, is set to expand its operations into the United States through a strategic alliance with Reach Oil & Gas Inc. This partnership will primarily focus on numerous drilling and production ventures in Oklahoma, recognized as one of the top hydrocarbon-producing regions in the US, Encompassing exploration, drilling, development, and potential production, the collaboration is nearing completion with joint venture agreements. Chairman Da ...