NYSE$DVN

Devon Energy Corp · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Devon Energy reported a strong second quarter driven by record oil production and effective cost management.

Devon Energy reported net earnings of $844 million, or $1.34 per diluted share, and core earnings of $885 million, or $1.41 per diluted share. The company's oil production reached an all-time high, and it delivered strong operating cash flow and free cash flow. Devon also announced a strategic acquisition and increased its share-repurchase authorization.

  • Net earnings reached $844 million, or $1.34 per diluted share; core earnings were $885 million, or $1.41 per diluted share.
  • Oil production hit a record high of 335,000 barrels per day, exceeding guidance by 3 percent.
  • Operating cash flow was $1.5 billion, and free cash flow reached $587 million.
  • Share-repurchase authorization increased by 67 percent to $5 billion.

Headline financials

Total Revenue

$3.92B

Previous: $3.45B+13.4%
EPS

$1.34

Previous: $1.18+13.6%
Total Production (Boe/d)

707.0K

Previous: 662.0K+6.8%
Capital Expenditures

-$1.03B

No prior period
Free Cash Flow

$844M

Previous: $690M+22.3%
Net Income

$844M

Previous: $690M+22.3%
Operating Income

$3.8B

Previous: $3.38B+12.2%
Gross Profit

$3.92B

Previous: $3.45B+13.4%
Cash & Equivalents

$1.14B

Previous: $372M+206.5%
Total Assets

$25.2B

Previous: $23.4B+7.7%
Stock-Based Comp

$27M

Previous: $25M+8.0%

Revenue & EPS history

Devon Energy · Revenue · Quarterly

$3.92B

Q2 2024+13.4%vs Q2 2023
Beat estimate in 8 of 14 quarters(57%)
ActualEstimate

Forward guidance

Devon is raising its full-year 2024 production forecast to a range of 677,000 to 688,000 Boe per day and expects capital spending to be in the upper half of the $3.3 billion to $3.6 billion range.

Tailwinds

  • Better-than-expected well performance year-to-date
  • Improving cycle times
  • Full-year 2024 production forecast raised
  • Capital spending expected to be in the upper half of the range
  • Strategic acquisition expected to close by the end of the third quarter of 2024

Headwinds

  • Volatility of oil, gas and NGL prices
  • Uncertainties inherent in estimating oil, gas and NGL reserves
  • Risks related to hedging activities
  • Midstream capacity constraints and potential interruptions in production
  • Regulatory restrictions and compliance costs

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

-0.0%

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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