NYSE$DVN

Devon Energy Corp · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Devon Energy reported strong Q1 2024 results driven by Delaware Basin performance and increased production.

Devon Energy reported strong first-quarter 2024 results, exceeding production guidance by 4% and generating $844 million in free cash flow. The company increased its full-year 2024 production forecast by 2% based on these results.

  • First quarter production averaged 664,000 oil-equivalent barrels per day, exceeding guidance by 4 percent.
  • Operating cash flow totaled $1.7 billion and free cash flow reached $844 million in the first quarter of 2024.
  • Delaware Basin production increased 5 percent year over year, driving results that were favorable to guidance.
  • Balance sheet continued to strengthen with cash balances increasing $274 million to a total of $1.1 billion.

Headline financials

Total Revenue

$3.6B

Previous: $3.82B-5.9%
EPS (adj)

$1.16

Previous: $1.46-20.5%
Capital Expenditures

-$902M

No prior period
Free Cash Flow

$596M

Previous: $995M-40.1%
Net Income

$596M

Previous: $995M-40.1%
Operating Income

$3.47B

Previous: $3.71B-6.5%
Gross Profit

$3.6B

Previous: $3.82B-5.9%
Cash & Equivalents

$1.13B

Previous: $761M+48.0%
Total Assets

$25B

Previous: $23.4B+6.7%
Stock-Based Comp

$24M

Previous: $23M+4.3%

Revenue & EPS history

Devon Energy · Revenue · Quarterly

$3.6B

Q1 2024-5.9%vs Q1 2023
Beat estimate in 8 of 14 quarters(57%)
ActualEstimate

Forward guidance

Devon Energy increased its full-year 2024 production forecast by 2 percent to a range of 655,000 to 675,000 Boe per day. Second quarter production is expected to increase to a range of 670,000 to 690,000 Boe per day and capital spending is estimated to approximate $950 million for the quarter.

Tailwinds

  • Increased full-year 2024 production forecast by 2 percent.
  • Incremental production in 2024 is expected to be delivered without an increase in capital spending.
  • Capital spending in a range of $3.3 billion to $3.6 billion, a 10 percent decline versus 2023.
  • Second quarter production is expected to increase to a range of 670,000 to 690,000 Boe per day
  • Capital program in 2024 is expected to be weighted towards the first half of the year.

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 2024

Historical avgQ1 2024

-0.0%

Avg return

Earnings day

+2.0%

Avg return

5 days after

+2.9%

Avg return

30 days after

55%

40 / 73 earnings

Positive

+13.6%

Q2 2020

Best reaction

-12.8%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-4.7%-8.3%-13.2%
Q4 2025+1.5%-0.8%+10.5%
Q3 2025+0.4%+8.7%+15.9%
Q2 2025-0.2%+2.7%+7.1%
Q1 2025-1.1%+9.7%+5.6%
Q4 2024+7.7%+7.0%+3.6%
Q3 2024+2.2%-0.7%-8.1%
Q2 2024+4.1%+8.3%+1.4%
Q1 2024-1.6%-0.6%-4.1%
Q4 2023+0.5%+1.3%+14.5%
Q3 2023-5.4%-2.4%-7.0%
Q2 2023-7.9%-5.9%-5.4%
Q1 2023-2.4%-5.6%-0.6%
Q4 2022-10.0%-16.1%-27.2%
Q3 2022-12.8%-7.6%-11.7%
Q2 2022-3.5%-9.9%+12.4%
Q1 2022+10.5%+19.8%+31.5%
Q4 2021+3.0%+4.8%+10.1%
Q3 2021-0.0%+3.8%-1.0%
Q2 2021-0.8%+6.0%+15.0%
Q1 2021+6.8%+11.0%+32.0%
Q4 2020+8.8%+4.3%+11.9%
Q3 2020+10.2%+19.0%+82.5%
Q2 2020+13.6%+14.2%-1.2%
Q1 2020+0.6%+11.2%+11.4%
Q4 2019-0.4%-8.1%-71.3%
Q3 2019-2.2%+1.5%-2.2%
Q2 2019+0.4%-0.0%-2.3%
Q1 2019-2.7%-4.5%-21.2%
Q4 2018+6.5%+4.3%+11.4%
Q3 2018+2.3%-0.3%-16.2%
Q2 2018-3.5%-4.5%-4.3%
Q1 2018+5.2%+4.2%+14.4%
Q4 2017-10.4%-7.9%-5.3%
Q3 2017+8.6%+9.1%+7.0%
Q2 2017+0.3%+1.1%-5.7%
Q1 2017-2.9%-3.3%-12.8%
Q4 2016-2.3%-2.4%-10.0%
Q3 2016+4.4%+6.1%+26.3%
Q2 2016+5.8%+10.0%+21.7%
Q1 2016-9.4%
Q4 2015-6.3%
Q3 2015+7.8%
Q2 2015-2.9%
Q1 2015-2.2%
Q4 2014-3.8%
Q3 2014+5.3%
Q2 2014-1.5%
Q1 2014+1.1%
Q4 2013+2.6%
Q3 2013-6.3%
Q2 2013+5.1%
Q1 2013+2.9%
Q4 2012-9.4%
Q3 2012-9.4%
Q2 2012-6.3%
Q1 2012-5.9%
Q4 2011+0.1%
Q3 2011+5.8%
Q2 2011-7.8%
Q1 2011+0.4%
Q4 2010+3.5%
Q3 2010+3.8%
Q2 2010-0.7%
Q1 2009-4.3%
Q1 2010+2.2%
Q4 2007+0.7%
Q4 2009+0.7%
Q3 2009+1.4%
Q3 2008+1.4%
Q2 2009+0.9%
Q2 2008+0.9%
Q4 2008+0.9%

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