Magnolia Oil & Gas

MGY

Market cap $5.03B

Magnolia Oil & Gas Corporation (MGY) Q4 2025 Earnings Call Transcript

MGY tops Q4 earnings and revenue estimates as record production lifts results, even as oil prices and total sales trail.

Magnolia finished 2025 strongly and delivered 11% total production growth vs. initial guidance of 5% to 7% growth. Capex was at the low end of expectations. Oil production growth was 4% in 2025 versus guidance for low-single-digit growth. Magnolia's 2026 capex plans are similar to 2025, with $460 million in capex, mainly focused on Giddings.

Magnolia Oil & Gas Corp (MGY) came out with quarterly earnings of $0.37 per share, beating the Zacks Consensus Estimate of $0.36 per share. This compares to earnings of $0.49 per share a year ago.

HOUSTON--(BUSINESS WIRE)--Magnolia Oil & Gas Corporation Announces 2025 Fourth Quarter and Year End Results.

MGY heads into Q4 earnings with revenue pressure and rising costs, even as higher production volumes and improved pricing offer some support.

Magnolia Oil & Gas Corp (MGY) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

HOUSTON--(BUSINESS WIRE)--Magnolia Oil & Gas Announces 10 Percent Dividend Increase.

HOUSTON--(BUSINESS WIRE)--Magnolia Oil & Gas Schedules Conference Call for Fourth Quarter and Full Year 2025 Results.

Magnolia Oil & Gas delivered record 3Q25 production and reaffirmed 10% volume growth guidance for 2025, continuing its under-promise, over-deliver approach. MGY maintains a fortress balance sheet, with net debt/EBITDAX of 0.14x, an undrawn revolver, and robust capital returns via a 2.7% yield and ongoing buybacks. In 2026, MGY targets capex below 55% of EBITDAX, mid-single-digit growth, and further Giddings development, supporting inventory and upside potential.