NYSE$BSM

Black Stone Minerals LP · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Black Stone Minerals reported a net income of $134.4 million and total production averaged 39.3 MBoe/d.

Black Stone Minerals, L.P. announced its financial and operating results for the first quarter of 2023. The company reported a net income of $134.4 million. Total production averaged 39.3 MBoe/d. The Board approved a cash distribution of $0.475 for each common unit attributable to the first quarter of 2023.

  • Mineral and royalty production equaled 36.8 MBoe/d, a decrease of 8% over the prior quarter; total production was 39.3 MBoe/d for the quarter.
  • Net income for the first quarter was $134.4 million; Adjusted EBITDA totaled $109.9 million, a decrease of 17% over the prior quarter.
  • Distributable cash flow was $104.1 million for the first quarter, a decrease of 17% relative to the fourth quarter of 2022.
  • Announced a distribution of $0.475 per unit with respect to the first quarter of 2023, an increase of 19% over the common distribution paid to the first quarter of 2022.

Headline financials

Total Revenue

$175M

Previous: $36.4M+379.3%
EPS (adj)

$0.60

Previous: -$0.06+1100.0%
Oil production (MBbls)

793.0K

Previous: 831.0K-4.6%
Natural gas production (MMcf)

116.5B

Previous: 112.8M+103175.1%
Total production (MBoe)

3.5M

Previous: 3.0M+19.5%
Avg daily production (MBoe/d)

39.3

Previous: 32.9+19.5%
Oil realized price ($/Bbl)

$76.81

Previous: $91.25-15.8%
Gas realized price ($/Mcf)

$13.49

Previous: $15.94-15.4%
Realized price ($/Boe)

$33.47

Previous: $51.25-34.7%
Capital Expenditures

-$1.95M

Previous: -$3.69M+47.0%
Free Cash Flow

$132M

Previous: -$10.7M+1339.3%
Net Income

$134M

Previous: -$7M+2020.1%
Operating Income

$135M

Previous: -$5.75M+2452.1%
Gross Profit

$175M

Previous: $36.4M+379.3%

Revenue & EPS history

Black Stone Minerals · Revenue · Quarterly

$175M

Q1 2023+379.3%vs Q1 2022
Beat estimate in 6 of 14 quarters(43%)
ActualEstimate

Revenue by segment

Black Stone Minerals · $175M total across 4 segments · Q1 2023

  • Oil & condensate sales
    $60.9M-19.7%
  • Natural gas & NGL sales
    $57.4M-24.2%
  • Derivative gains
    $52.3M+143.6%
  • Lease bonus & other income
    $3.98M-18.2%

Forward guidance

Black Stone Minerals has commodity derivative contracts in place covering portions of its anticipated production for 2023 and 2024.

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 Q1 2023

Historical avgQ1 2023

+0.4%

Avg return

Earnings day

+0.4%

Avg return

5 days after

-1.3%

Avg return

30 days after

56%

25 / 45 earnings

Positive

+7.2%

Q2 2018

Best reaction

-11.8%

Q4 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-3.3%-6.1%-2.0%
Q4 2025+0.7%+1.6%+3.1%
Q3 2025+2.2%+1.6%+10.8%
Q2 2025+1.1%-3.2%-3.6%
Q1 2025-1.7%-3.8%-4.9%
Q4 2024+1.1%+0.1%+2.3%
Q3 2024+1.2%+0.3%+0.9%
Q2 2024+2.2%+0.4%+0.7%
Q1 2024-0.5%-4.1%-4.0%
Q4 2023+0.1%+1.2%+3.4%
Q3 2023+2.1%+3.6%-1.0%
Q2 2023-2.8%-0.5%-2.2%
Q1 2023-6.5%-5.7%-5.3%
Q4 2022+0.5%-0.4%-5.8%
Q3 2022+3.4%+5.7%+0.4%
Q2 2022-0.3%-1.7%+2.2%
Q1 2022-0.4%-3.0%+3.7%
Q4 2021+0.5%+4.8%+11.7%
Q3 2021-0.9%-2.8%-14.1%
Q2 2021+0.2%-0.2%-3.4%
Q1 2021+3.4%+3.6%-0.5%
Q4 2020-1.4%-5.5%-7.2%
Q3 2020-0.8%+8.8%+19.3%
Q2 2020+3.4%+4.6%-3.7%
Q1 2020+7.0%+17.6%+19.7%
Q4 2019-11.8%-12.5%-54.9%
Q3 2019+0.4%+1.8%-8.9%
Q2 2019-2.3%-3.2%-5.2%
Q1 2019+3.5%-2.0%-9.9%
Q4 2018-2.1%-2.8%-3.7%
Q3 2018+4.9%+0.7%-2.3%
Q2 2018+7.2%+11.1%+7.7%
Q1 2018+2.6%+5.0%+2.0%
Q4 2017-3.5%-4.1%-8.9%
Q3 2017-2.7%-1.4%-2.8%
Q2 2017+0.5%+4.0%+6.6%
Q1 2017+6.5%+6.5%+0.2%
Q4 2016-0.5%-1.0%-7.6%
Q3 2016+4.9%+3.1%+8.9%
Q2 2016-1.9%-4.2%+6.2%
Q1 2016-2.5%
Q4 2015+4.2%
Q3 2015-0.7%
Q2 2015+1.3%
Q1 2015-0.7%
Q4 2014
Q3 2014
Q2 2014
Q1 2014
Q4 2013
Q3 2013
Q2 2013
Q1 2013

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro