NYSE$DVN

Devon Energy Corp · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Devon Energy reported strong financial growth, driven by disciplined operating strategy.

Devon Energy reported net earnings of $910 million, or $1.42 per diluted share, in the third quarter of 2023. Core earnings were $1.1 billion, or $1.65 per diluted share. The company generated $843 million of free cash flow and increased its dividend by 57 percent.

  • Production per share increased 10 percent year-over-year in the third quarter
  • Delaware Basin well productivity improved more than 20 percent versus first half of 2023
  • Operating cash flow increased 23 percent compared to the second quarter to $1.7 billion
  • Free cash flow more than doubled quarter-over-quarter to $843 million

Headline financials

Total Revenue

$3.84B

Previous: $5.43B-29.4%
EPS (adj)

$1.65

Previous: $2.18-24.3%
Total Production (Boe/d)

665.0K

Previous: 614.0K+8.3%
Capital Expenditures

-$905M

No prior period
Free Cash Flow

$910M

Previous: $1.89B-51.9%
Net Income

$910M

Previous: $1.89B-51.9%
Operating Income

$3.73B

Previous: $5.33B-29.9%
Gross Profit

$3.84B

Previous: $5.43B-29.4%
Cash & Equivalents

$654M

Previous: $1.17B-43.9%
Total Assets

$24.2B

Previous: $23.6B+2.9%
Stock-Based Comp

$22M

Previous: $22M+0.0%

Revenue & EPS history

Devon Energy · Revenue · Quarterly

$3.84B

Q3 2023-29.4%vs Q3 2022
Beat estimate in 8 of 14 quarters(57%)
ActualEstimate

Forward guidance

Devon's fourth quarter capital is expected to range from $870 million to $930 million. Fourth-quarter production is expected to range from 640,000 to 660,000 Boe per day, with oil production approximating 315,000 barrels per day. In 2024, the company plans to sustain oil production at around 315,000 barrels per day, with total volumes approximating 650,000 Boe per day.

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 Q3 2023

Historical avgQ3 2023

-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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