No ve m b er 5 , 2 0 2 5 Q3'25 Earnings Presentation Important Information Forward-Looking Statements The information in this presentation includes "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements, other than statements of historical fact included in this presentation, regarding our strategy, future operations, financial position, estimated revenues and losses, projecte ...

Permian Resources (PR) reported $1.32 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 8.7%. EPS of $0.37 for the same period compares to $0.35 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $1.34 billion, representing a surprise of -1.21%. The company delivered an EPS surprise of +23.33%, with the consensus EPS estimate being $0.30.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings - ...

Permian Resources (PR) came out with quarterly earnings of $0.37 per share, beating the Zacks Consensus Estimate of $0.3 per share. This compares to earnings of $0.35 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +23.33%. A quarter ago, it was expected that this company would post earnings of $0.27 per share when it actually produced earnings of $0.27, delivering no surprise.Over the last four quarters, the company has surpa ...

Permian Resources Announces Strong Third Quarter 2025 Results and Increased Full Year Guidance MIDLAND, Texas – November 5, 2025 (BUSINESS WIRE) -- Permian Resources Corporation ("Permian Resources" or the "Company") (NYSE: PR) today announced its third quarter 2025 financial and operational results and revised 2025 guidance. Recent Financial and Operational Highlights Management Commentary "Third quarter results clearly demonstrate Permian Resources' leadership in the Delaware Basin," said Will Hickey, Co- ...

文章核心观点 - 2025年第三季度能源行业面临复杂的盈利环境，原油价格因供应过剩和需求担忧而下跌，天然气价格因地缘政治紧张和供应紧张而大幅上涨，导致行业整体盈利预期下滑，表现远逊于大盘 [1][2][7][8] 大宗商品价格动态 - 第三季度WTI原油平均价格为每桶65.74美元，较2024年同期的76.24美元下降14%，主要原因是OPEC+逆转先前减产措施，每日向全球产量增加超过130万桶，导致供应过剩 [3] - 美国与中国贸易紧张局势升级、对印度进口商品重新加征关税的威胁以及工业需求预期疲软加剧了看跌市场情绪，美国政策控制能源成本以抑制通胀以及国际能源署下调全球消费预测也施压油价 [4] - 亨利港天然气现货价格在第三季度平均为每百万英热单位3.03美元，较2024年同期的2.11美元大幅上涨44%，受供应中断和强劲需求推动 [5] - 中东地区冲突导致液化天然气供应中断，美国天然气库存低于五年平均水平，同时向欧洲和亚洲的强劲出口维持了国内供应紧张局面，地缘政治对关键航运通道的潜在干扰及对液化天然气设备进口的关税担忧也推高了生产成本和价格 [5][6] 行业盈利表现与预期 - 根据Zacks盈利趋势报告，能源行业2025年第三季度盈利预计同比下降4.9%，虽较第二季度16.9%的暴跌有显著改善，但仍处于收缩区间 [7] - 行业收入预计仅增长1%，无法抵消运营成本上升和商品价格波动，导致净利润率下降，面临严重的利润率挤压 [7] - 能源行业表现与标普500指数形成鲜明对比，后者盈利和收入均增长7.3%，若排除能源行业，指数盈利增长将跃升60个基点至7.9% [8] - 此同比表现不佳是长期趋势的一部分，能源行业2025年全年盈利预计下降9.7%，而同期标普500指数整体增长9.8% [9] 重点公司盈利预览 - APA Corporation预计第三季度每股收益为0.74美元，同比下降26%，过去四个季度其盈利两次超出预期，两次未达预期，平均意外为正24.89% [12][13] - Permian Resources Corporation预计第三季度每股收益为0.30美元，同比下降14.29%，过去四个季度其盈利三次超出预期，一次未达预期，平均意外为正2.68% [13] - Energy Transfer预计第三季度每股收益为0.33美元，同比增加3.13%，过去四个季度其盈利三次超出预期，一次未达预期，平均意外为负2.59% [14][15] - Devon Energy Corporation预计第三季度每股收益为0.93美元，同比下降15.45%，过去四个季度其盈利三次超出预期，一次未达预期，平均意外为正4.06% [16]

Permian Resources Corporation (NYSE:PR) is one of the 10 Stocks Under $20 to Buy According to Analysts. On October 13, UBS reaffirmed its Buy rating on Permian Resources Corporation (NYSE:PR) with a price target of $17. This decision comes ahead of Permian Resources Corporation’s (NYSE:PR) earnings report for the third quarter of 2025, which is due on November 5. UBS Keeps Buy Rating on Permian Resources (PR) Before Q3 Earnings UBS noted that Permian Resources Corporation (NYSE:PR) has delivered strong ...

Permian Resources Corporation (NYSE:PR) is one of the best large cap stocks to buy under $20. On October 21, Piper Sandler raised the price target on Permian Resources to $21 from $20 and kept an Overweight rating on the shares. This sentiment came as Piper Sandler is adjusting estimates for its E&P coverage ahead of the Q3 2025 earnings announcements. Piper Sandler Raises Permian Resources (PR) PT to $21 Ahead of Q3 Earnings Heading into Q3, conversations regarding E&P companies have focused on several ...

Permian Resources Corporation (NYSE:PR) is one of the best high volume stocks to buy according to Wall Street analysts. On October 9, RBC Capital raised the firm’s price target on Permian Resources to $18 from $17 with an Outperform rating. RBC Capital stated that the company’s Q3 2025 operational and financial results should be solid and consistent with past quarters, as well as the current consensus expectations. RBC Capital Raises Permian Resources (PR) PT to $18, Anticipating Solid Q3 2025 Results, Im ...

文章核心观点 - 文章作者专注于在油气领域寻找被低估的公司 例如Permian Resources 分析内容包括公司的资产负债表、竞争地位和发展前景 [1] - 油气行业被描述为周期性行业 呈现繁荣与萧条交替的格局 需要耐心和经验来应对 [2] 公司特定事件 - Permian Resources近期报告了由售股股东进行的二次发行 但公司本身未从中获得任何收益 [2] - 公司购买了200万股库存股 旨在一定程度上减轻二次发行带来的影响 [2]

市场整体状况 - 整体市场处于极度超买区域但主要市场指数交易于或接近历史高点并显示出韧性尽管面临政府停摆和就业市场明显疲软 [2] 生物科技论坛服务 - 生物科技论坛提供由12至20只高上行潜力的生物科技股组成的模型投资组合 [1][3] - 服务包括实时聊天讨论特定备兑认购期权交易和交易想法以及每周研究和期权交易 [1][3] - 服务每周提供市场评论和投资组合更新 [3] 分析师持仓披露 - 分析师通过股票所有权、期权或其他衍生品对CYTX、OXY、PBF、PR、VKTX、VLO、XBI持有有益的多头头寸 [4]