NASDAQ$VNOM

VIPER ENERGY INC-CL A · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Viper Energy reported strong financial results for Q4 2024, driven by higher production and strategic acquisitions.

Viper Energy achieved solid financial performance in Q4 2024, with net income attributable to Viper reaching $210.1 million and operating income of $228.7 million. The company reported an average daily oil production of 29,859 bo/d and an average daily combined production of 56,109 boe/d. Cash and cash equivalents stood at $26.9 million. The company continued its expansion with acquisitions, including a $211 million purchase of mineral and royalty interests. Viper also declared dividends totaling $0.65 per share for the quarter.

  • Net income attributable to Viper reached $210.1 million, boosted by a $155.9 million tax benefit.
  • Average daily oil production stood at 29,859 bo/d, with total combined production at 56,109 boe/d.
  • Total Q4 operating income was $228.7 million.
  • Cash available for distribution was $89.0 million, with dividends totaling $0.65 per share.

Headline financials

Total Revenue

$229M

Previous: $202M+13.1%
EPS (adj)

$1.93

Previous: $0.67+188.1%
Average Daily Oil (bo/d)

29.9K

No prior period
Average Daily Combined (boe/d)

56.1K

No prior period
Oil Realized Price

$69.91

No prior period
Natural Gas Realized Price

$0.84

No prior period
NGL Realized Price

$22.15

No prior period
Combined Realized Price

$43.56

No prior period
Capital Expenditures

-$696M

Previous: -$732M+4.8%
Net Income

$273M

Previous: $126M+116.6%
Operating Income

$229M

Previous: $143M+59.9%
Gross Profit

$144M

Previous: $145M-0.5%

Revenue & EPS history

Viper Energy · Revenue · Quarterly

$229M

Q4 2024+13.1%vs Q4 2023
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 expects continued production growth, with Q1 2025 daily oil production forecasted at 30,000-31,000 bo/d. Following the completion of its pending acquisition, production is expected to further increase to 47,000-49,000 bo/d in the latter half of 2025.

Tailwinds

  • Projected Q1 2025 average daily oil production of 30,000-31,000 bo/d.
  • Expected full-year production increase to 47,000-49,000 bo/d post-acquisition.
  • Strategic acquisitions to strengthen revenue and cash flow.
  • Strong dividend payout strategy continues.
  • Robust balance sheet with ample liquidity for future investments.

Headwinds

  • Increased interest expenses due to debt financing of acquisitions.
  • Potential volatility in oil and natural gas prices impacting revenue.
  • Higher production and ad valorem taxes affecting profitability.
  • Uncertainty around regulatory and geopolitical risks in the energy sector.
  • Dependence on third-party operators for production growth.

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 Q4 2024

Historical avgQ4 2024

+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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