NASDAQ$VNOM

VIPER ENERGY INC-CL A · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Announced financial and operating results for the second quarter ended June 30, 2023.

Viper Energy Partners LP reported Q2 2023 results, featuring record average production, increased base distribution, and strategic capital return through unit repurchases. The company's oil production increased by 5% quarter over quarter, marking a fifth consecutive company record. Viper also increased its annual base distribution by 8% to $1.08 per common unit.

  • Q2 2023 average production of 21,143 bo/d (37,681 boe/d), an increase of 5.1% from Q1 2023 and 7.0% year over year; highest in Company history
  • Q2 2023 consolidated net income (including non-controlling interest) of $79.9 million; net income attributable to Viper Energy Partners LP of $30.6 million, or $0.42 per common unit
  • Increasing annual base distribution by 8% to $1.08 per common unit; declared Q2 2023 base cash distribution of $0.27 per common unit
  • Repurchased 0.9 million common units in Q2 2023 for $24.3 million, excluding excise tax (average price of $26.61 per unit)

Headline financials

Total Revenue

$161M

Previous: $239M-32.8%
EPS (adj)

$0.47

Previous: $0.43+9.3%
Average Daily Oil (bo/d)

1.9M

Previous: 19.8K+9637.8%
Average Daily Combined (boe/d)

3.4M

Previous: 33.6K+10117.5%
Net Income

$79.9M

Previous: $172M-53.4%
Operating Income

$161M

Previous: $189M-15.1%
Gross Profit

$161M

No prior period
Cash & Equivalents

$13.1M

Previous: $4.31M+203.3%
Total Assets

$2.97B

No prior period

Revenue & EPS history

Viper Energy · Revenue · Quarterly

$161M

Q2 2023-32.8%vs Q2 2022
Beat estimate in 12 of 15 quarters(80%)
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 2023 and updated guidance for the full year 2023, including net production estimates and unit costs.

Tailwinds

  • Q3 2023 Net Production - MBo/d: 21.75 - 22.25
  • Q3 2023 Net Production - MBoe/d: 37.50 - 38.50
  • Full Year 2023 Net Production - MBo/d: 21.00 - 21.50
  • Full Year 2023 Net Production - MBoe/d: 36.50 - 37.50
  • Q3 2023 Cash Taxes ($ - million): $8.0 - $12.0

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 2023

Historical avgQ2 2023

+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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