Permian Resources (PR) Q1 2025 Earnings Call May 08, 2025 10:00 AM ET Speaker0 Good morning, and welcome to the Permian Resources Conference Call to discuss its First Quarter twenty twenty five Earnings. Today's call is being recorded. A replay of the call will be accessible until 05/22/2025, by dialing (888) 660-6264 and entering the replay access code 27785 or by visiting the company's website at www.permeonrest.com. At this time, I will turn the call over to Hayes Mabry, Permian Resources' Vice President ...

Ma y 7 , 2 0 2 5 Q1'25 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 press release, regarding our strategy, future operations, financial position, estimated revenues and losses, projected costs ...

For the quarter ended March 2025, Permian Resources (PR) reported revenue of $1.38 billion, up 10.7% over the same period last year. EPS came in at $0.42, compared to $0.42 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $1.39 billion, representing a surprise of -1.22%. The company delivered an EPS surprise of -4.55%, with the consensus EPS estimate being $0.44.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Stree ...

Permian Resources (PR) came out with quarterly earnings of $0.42 per share, missing the Zacks Consensus Estimate of $0.44 per share. This compares to earnings of $0.42 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -4.55%. A quarter ago, it was expected that this company would post earnings of $0.34 per share when it actually produced earnings of $0.36, delivering a surprise of 5.88%.Over the last four quarters, the company h ...

Bolt-On Transaction Highlights Permian Resources Announces Strong First Quarter 2025 Results, Revised 2025 Guidance and Strategic Bolt-On Acquisition of Core Northern Delaware Basin Assets MIDLAND, Texas – May 7, 2025 (BUSINESS WIRE) -- Permian Resources Corporation ("Permian Resources" or the "Company") (NYSE: PR) today announced its first quarter 2025 financial and operational results, revised full year 2025 guidance and a strategic Northern Delaware Basin bolt-on acquisition. Recent Financial and Operati ...

Wall Street analysts forecast that Permian Resources (PR) will report quarterly earnings of $0.44 per share in its upcoming release, pointing to a year-over-year increase of 4.8%. It is anticipated that revenues will amount to $1.39 billion, exhibiting an increase of 12.1% compared to the year-ago quarter.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 18.6% to its current level. This demonstrates the covering analysts' collective reassessment of their initial ...

Wall Street expects a year-over-year increase in earnings on higher revenues when Permian Resources (PR) reports results for the quarter ended March 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on May 7, 2025, might help the stock move higher if these key numbers are better than expe ...

文章核心观点 - 过去一年Permian Resources Corporation（PR）股价下跌32%，受宏观逆风影响近期触及52周新低，但公司核心基本面有优势也有风险，目前股票相对其风险回报状况估值合理，评级为持有 [1][16] 公司股价表现 - 过去一年PR股价从前期高点下跌32%，Ovintiv Inc.（OVV）下跌37%，Range Resources（RRC）下跌10%，PR近期触及52周新低10.01美元 [1] 公司优势 规模与运营执行能力 - 与Earthstone Energy合并后成为特拉华盆地最大纯业务运营商，在新墨西哥州和得克萨斯州拥有45万净租赁英亩和8.8万净特许权英亩，有超15年高质量钻井库存 [4] - 2024年平均日产量34.35万桶油当量，2025年指导产量预计增长8%，日产量在36万至38万桶油当量之间 [4] - 执行一系列增值收购交易，增加5万净英亩和2万桶油当量/日的产量，2024年钻井和完井成本每英尺下降14%，租赁运营费用每桶油当量下降3美元，2025年预计钻井和完井成本再降8% [5] 资产负债表与股东回报 - 2025年有充足流动性，可用资金30亿美元，现金5亿美元，杠杆率目前为1.0倍EBITDA，预计年底降至0.5倍 [6] - 向股东支付15美分股息，收益率超5%，目标是到2025年每股自由现金流翻倍时增加派息 [6] 盈利表现 - 连续四个季度超出Zacks共识预期，平均正向惊喜为10.1% [7] 公司风险 业务集中风险 - 资产集中在二叠纪盆地，面临地理和监管风险，新墨西哥州的联邦监管增加不确定性 [9] 油价风险 - 2025年套期保值覆盖率仅25%，更易受油价暴跌影响 [9] 债务与资本支出风险 - 因近期并购有40亿美元债务，若油价持续疲软可能影响财务灵活性，2025年预算20%用于非钻井项目，可能限制短期现金回报 [10] 行业转型风险 - 可再生能源和电动汽车的发展可能抑制石油需求增长和全球油价，专注天然气的公司可能更具优势 [11] 公司估值 - EV/EBITDA倍数为3.75，相对RRC的9.27倍较便宜，但比OVV的3.23倍略高，考虑到运营效率和盈利历史，估值合理但不算便宜 [12]

Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Permian Resources (PR) , which belongs to the Zacks Oil and Gas - Exploration and Production - United States industry, could be a great candidate to consider.When looking at the last two reports, this company has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 7.63%, on average, in the last two quarters.Fo ...

文章核心观点 介绍克罗地亚裔美国媒体人Albert Anthony的个人情况、业务及品牌相关信息 [1] 个人情况 - Albert Anthony是克罗地亚裔美国媒体人，在Investing.com和Seeking Alpha等投资者平台使用该笔名，自2023年以来积累超1000名粉丝，报道市场和股票 [1] - 他是纽约市本地人，曾居住在得克萨斯州奥斯汀，曾担任管理和信息系统分析师，还在一家排名前十的金融公司的IT部门工作 [1] - 他参加过东南欧的许多商业和创新会议，并在克罗地亚和奥斯汀的初创企业和数字游牧民活动中发表演讲 [1] - 他拥有德鲁大学、企业金融研究所、弗吉尼亚大学达顿商学院、CompTIA和微软的学位和证书 [1] 业务情况 - 截至2025年，他正在撰写一系列名为《金融市场：建立股息收入投资组合》的文章，同名新书计划于2025年在亚马逊全球发行 [1] - 他是一名居家投资者，用自有资金推出了Future Investor Fund，专注于构建股息投资组合 [1] 品牌情况 - Albert Anthony品牌由Albert Anthony & Co.全资拥有，该公司是在美国得克萨斯州特拉维斯县奥斯汀注册的独资企业/商号 [1]