NYSE$BSM

Black Stone Minerals LP · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Black Stone Minerals reported financial results for the second quarter of 2024.

Black Stone Minerals reported a net income of $68.3 million for the second quarter of 2024. The company's mineral and royalty production averaged 38.2 MBoe/d, while total production was 40.4 MBoe/d. They announced a distribution of $0.375 per unit with a distribution coverage of 1.17x. The company had no debt outstanding and approximately $61 million in cash on hand as of August 2, 2024.

  • Mineral and royalty production averaged 38.2 MBoe/d for the second quarter of 2024.
  • Net income for the second quarter was $68.3 million, with Adjusted EBITDA totaling $100.2 million.
  • Distributable cash flow was $92.5 million for the second quarter.
  • A distribution of $0.375 per unit was announced for the second quarter of 2024, with a distribution coverage of 1.17x.

Headline financials

Total Revenue

$110M

Previous: $117M-6.3%
EPS (adj)

$0.29

Previous: $0.35-17.1%
Oil production (MBbls)

953.0K

Previous: 846.0K+12.6%
Natural gas production (MMcf)

16.4M

Previous: 114.7M-85.7%
Total production (MBoe)

3.7M

Previous: 3.3M+11.8%
Avg daily production (MBoe/d)

40.4K

Previous: 36.2+111502.2%
Oil realized price ($/Bbl)

$77.53

Previous: $72.76+6.6%
Gas realized price ($/Mcf)

$2.23

Previous: $12.84-82.6%
Realized price ($/Boe)

$30.01

Previous: $31.35-4.3%
Capital Expenditures

-$49.9M

Previous: -$2.62M-1802.5%
Free Cash Flow

$18.4M

Previous: $75.8M-75.7%
Net Income

$68.3M

Previous: $78.4M-12.8%
Operating Income

$68.5M

Previous: $78.8M-13.0%
Gross Profit

$110M

Previous: $117M-6.3%

Revenue & EPS history

Black Stone Minerals · Revenue · Quarterly

$110M

Q2 2024-6.3%vs Q2 2023
Beat estimate in 6 of 14 quarters(43%)
ActualEstimate

Revenue by segment

Black Stone Minerals · $110M total across 4 segments · Q3 2023

  • Oil & condensate sales
    $85.7M+6.8%
  • Natural gas & NGL sales
    $48.8M-64.6%
  • Lease bonus & other income
    $2.18M-31.0%
  • Derivative gains
    -$26.9M-469.7%

Forward guidance

Black Stone Minerals has commodity derivative contracts in place covering portions of its anticipated production for 2024 and 2025.

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 2024

Historical avgQ2 2024

+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

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