NYSE$EOG

EOG Resources Inc · Q2 2026 earnings

Q2 2026 earnings · · After market close · Investor relations

Briefing

EOG Resources Inc reported Q2 2026 net income of $2.7 billion on total revenues of $8.6 billion.

EOG Resources Inc delivered strong second quarter 2026 results driven by higher crude oil and condensate prices and increased production volumes from the Utica and Permian Basin. Net income rose to $2.7 billion with operating income of $3.5 billion. The company maintained a solid balance sheet with $4.9 billion in cash and cash equivalents while advancing its capital program and returning cash to shareholders through dividends and share repurchases.

  • Total revenues reached $8.62 billion, up 57% year-over-year, led by crude oil and condensate sales of $4.9 billion.
  • Net income of $2.72 billion and diluted EPS of $5.15 reflected robust commodity price realizations and production growth.
  • Crude oil equivalent volumes averaged 1,410.4 MBoed, with U.S. production contributing 1,357.1 MBoed.
  • Cash and cash equivalents increased to $4.91 billion, supporting ongoing development and shareholder returns.

Headline financials

Total Revenue

$8.62B

Previous: $5.48B+57.4%
EPS (adj)

$5.18

Previous: $2.46+110.6%
Crude Oil Equivalent Volumes

1.4K

No prior period
Net Income

$2.72B

Previous: $1.35B+102.5%
Operating Income

$3.53B

Previous: $1.75B+101.9%
Cash & Equivalents

$4.91B

Previous: $5.22B-5.9%

Revenue & EPS history

EOG Resources · Revenue · Quarterly

$8.62B

Q2 2026+57.4%vs Q2 2025
Beat estimate in 9 of 16 quarters(56%)
ActualEstimate

Revenue by segment

EOG Resources · $8.49B total across 4 segments · Q2 2026

  • Crude Oil and Condensate
    $4.9B
  • Gathering, Processing and Marketing
    $2.01B
  • Natural Gas
    $812M
  • Natural Gas Liquids
    $770M

Forward guidance

EOG updated its 2026 capital budget to $6.3-$6.7 billion with expected oil production growth of approximately 5% and total production growth of 14% for the full year.

Tailwinds

  • Continued focus on high-return plays in Delaware Basin, Utica and Eagle Ford
  • Strong balance sheet with significant liquidity

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

+0.1%

Avg return

Earnings day

+0.6%

Avg return

5 days after

+1.6%

Avg return

30 days after

47%

34 / 73 earnings

Positive

+12.2%

Q1 2020

Best reaction

-10.8%

Q4 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026
Q1 2026-0.6%-8.3%-1.9%
Q4 2025+0.0%+4.0%+20.9%
Q3 2025+0.4%+3.6%+6.8%
Q2 2025+0.3%+3.0%+1.7%
Q1 2025-0.9%-3.3%-2.8%
Q4 2024-2.8%-6.7%-3.1%
Q3 2024+5.4%+4.7%+0.5%
Q2 2024-3.1%-3.6%+1.6%
Q1 2024+0.1%+0.2%-4.2%
Q4 2023-3.9%-2.1%+7.3%
Q3 2023+3.2%-1.3%-0.5%
Q2 2023-0.2%-1.3%+0.7%
Q1 2023+2.8%+2.5%+0.8%
Q4 2022-2.8%-3.9%-10.3%
Q3 2022+4.9%+9.3%+2.5%
Q2 2022+3.3%+4.5%+17.3%
Q1 2022+6.0%-4.2%+14.2%
Q4 2021-2.8%+5.5%+12.9%
Q3 2021+4.6%+6.8%-5.5%
Q2 2021-4.0%-5.8%-7.7%
Q1 2021+8.3%+7.1%+14.0%
Q4 2020-10.8%-10.9%+3.5%
Q3 2020-4.1%+17.1%+47.1%
Q2 2020-3.8%-2.6%-15.0%
Q1 2020+12.2%+8.5%+29.4%
Q4 2019+0.1%-1.2%-43.0%
Q3 2019+1.0%-0.3%-0.1%
Q2 2019-3.9%-8.8%-13.6%
Q1 2019-1.1%-0.1%-10.9%
Q4 2018+0.3%+1.8%+0.5%
Q3 2018-2.8%+1.9%-1.9%
Q2 2018-2.5%-0.9%-5.8%
Q1 2018-1.7%-1.2%+1.5%
Q4 2017-7.4%-7.3%-3.9%
Q3 2017+2.2%+3.7%+0.6%
Q2 2017-3.0%-4.9%-10.7%
Q1 2017+0.8%+4.2%-3.0%
Q4 2016+0.7%+2.4%+0.7%
Q3 2016+0.9%+2.7%+14.1%
Q2 2016+9.5%+9.7%+7.9%
Q1 2016-0.8%
Q4 2015-2.9%
Q3 2015-1.4%
Q2 2015-3.1%
Q1 2015-4.4%
Q4 2014-2.8%
Q3 2014+9.6%
Q2 2014-4.6%
Q1 2014+6.8%
Q4 2013+3.4%
Q3 2013-4.5%
Q2 2013+1.3%
Q1 2013+9.5%
Q4 2012-0.6%
Q3 2012+5.9%
Q2 2012+6.3%
Q1 2012-3.2%
Q4 2011-0.8%
Q3 2011+7.4%
Q2 2011-2.1%
Q1 2011-0.7%
Q4 2010-2.3%
Q3 2010-7.7%
Q2 2010-3.6%
Q1 2009-7.4%
Q1 2010+2.4%
Q4 2009+1.5%
Q4 2007+1.5%
Q3 2008+5.9%
Q3 2009+5.9%
Q2 2009-4.2%
Q2 2008-4.2%
Q4 2008-4.2%

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