NASDAQ$VNOM

VIPER ENERGY INC-CL A · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Viper Energy's financial and operating results for Q2 2022 were reported, capital return program was enhanced, and buyback authorization was increased.

Viper Energy Partners LP reported strong Q2 2022 results, with increased oil production and cash available for distribution. The company also announced an enhanced capital return program, including a base annual distribution of $1.00 per common unit and an increased unit repurchase authorization of $750.0 million.

  • Q2 2022 average production of 19,758 bo/d (33,560 boe/d), an increase of 9% from Q1 2022 and 20% year over year.
  • Q2 2022 consolidated net income (including non-controlling interest) of $171.6 million; net income attributable to Viper Energy Partners LP of $34.0 million, or $0.44 per common unit.
  • Q2 2022 cash distribution of $0.81 per common unit, representing approximately 70% of total cash available for distribution.
  • The Board also increased the authorization of its common unit repurchase program to $750.0 million, up from $250.0 million previously.

Headline financials

Total Revenue

$239M

Previous: $114M+109.7%
EPS (adj)

$0.43

Previous: $0.09+377.8%
Average Daily Oil (bo/d)

19.8K

No prior period
Average Daily Combined (boe/d)

33.6K

No prior period
Net Income

$172M

No prior period
Operating Income

$189M

No prior period
Cash & Equivalents

$4.31M

No prior period

Revenue & EPS history

Viper Energy · Revenue · Quarterly

$239M

Q2 2022+109.7%vs Q2 2021
Beat estimate in 13 of 16 quarters(81%)
ActualEstimate

Revenue by segment

Viper Energy · $856M total across 5 segments · Q4 2025

  • Royalty Income
    $422M
  • Oil Income
    $357M
  • Natural Gas Liquids Income
    $49M
  • Natural Gas Income
    $16M
  • Lease Bonus Income
    $12M

Forward guidance

Viper Energy Partners provided guidance for Q3 and Q4 2022, as well as full year 2022 net production.

Tailwinds

  • Q3 2022 / Q4 2022 Net Production - MBo/d: 19.25 - 20.25
  • Q3 2022 / Q4 2022 Net Production - MBoe/d: 32.75 - 34.50
  • Full Year 2022 Net Production - MBo/d: 19.00 - 19.75
  • Full Year 2022 Net Production - MBoe/d: 32.50 - 33.75
  • Production and Ad Valorem Taxes (% of Revenue): 7%

Headwinds

  • Depletion: $9.75 - $10.75
  • Cash G&A: $0.60 - $0.80
  • Non-Cash Unit-Based Compensation: $0.10 - $0.20
  • Interest Expense: $3.25 - $3.75
  • Cash Tax Rate (% of Pre-Tax Income Attributable to Viper Energy Partners LP): 13% - 18%

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2022

Historical avgQ2 2022

+0.6%

Avg return

Earnings day

+1.3%

Avg return

5 days after

+0.9%

Avg return

30 days after

55%

24 / 44 earnings

Positive

+9.1%

Q2 2019

Best reaction

-7.4%

Q1 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-4.6%-4.9%-9.0%
Q4 2025-0.5%+3.5%+6.4%
Q3 2025-3.0%-0.7%+5.8%
Q2 2025-0.2%+0.8%+4.1%
Q1 2025-3.4%-2.0%-2.9%
Q4 2024-4.8%-1.6%-6.2%
Q3 2024+0.9%+4.4%-0.2%
Q2 2024+7.0%+12.8%+15.2%
Q1 2024-6.2%-5.0%-3.5%
Q4 2023+0.9%+1.8%+6.5%
Q3 2023+3.0%+6.5%+3.6%
Q2 2023+7.8%+8.1%+5.9%
Q1 2023-4.6%-6.5%-12.4%
Q4 2022-2.4%-3.9%-10.4%
Q3 2022-0.3%-3.0%-8.9%
Q2 2022-0.2%-6.0%-0.7%
Q1 2022+7.9%+6.2%+17.7%
Q4 2021+5.1%+8.7%+14.6%
Q3 2021+2.3%+4.2%-6.3%
Q2 2021-0.2%-0.4%+2.2%
Q1 2021+0.0%+5.1%+3.7%
Q4 2020+5.1%-1.8%-2.7%
Q3 2020+6.7%+7.3%+64.3%
Q2 2020+0.9%+0.1%-5.9%
Q1 2020-4.9%+2.8%+31.9%
Q4 2019+3.2%+8.5%-65.7%
Q3 2019-7.0%-7.4%-9.1%
Q2 2019+9.1%+6.8%-1.3%
Q1 2019-7.4%-7.1%-18.5%
Q4 2018+2.3%+0.3%+4.0%
Q3 2018-2.5%-10.6%-20.9%
Q2 2018+4.3%+1.3%+5.2%
Q1 2018+5.7%+5.8%+13.1%
Q4 2017-3.8%-5.4%-5.6%
Q3 2017+1.8%+4.6%+8.5%
Q2 2017+3.5%+3.0%-0.6%
Q1 2017+4.5%+5.9%+0.5%
Q4 2016+0.3%-1.2%-0.7%
Q3 2016+0.4%+7.4%+12.8%
Q2 2016+1.0%+3.9%+0.9%
Q1 2016-4.0%
Q3 2015+2.0%
Q2 2015-5.4%
Q2 2014+4.5%
Q4 2013

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