NYSE$MGY

Magnolia Oil & Gas Corp · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

Magnolia Oil & Gas reported Q4 2025, net income of $71.4M, diluted EPS of $0.37.

For Q4 2025, Magnolia Oil & Gas reported net income of $71.4M, diluted EPS was $0.37. Management discusses segment performance, capital allocation, and outlook in the earnings release.

  • Net income $71.4M.
  • Diluted EPS $0.37.
  • Magnolia Oil & Gas highlights liquidity, operations, and 2026 priorities.

Headline financials

Total Revenue

$318M

Previous: $327M-2.8%
EPS (adj)

$0.37

Previous: $0.49-24.5%
Total avg daily production

103.8K

Previous: 93.1K+11.5%
Oil avg daily production

40.7K

Previous: 38.8K+4.9%
Natural gas avg daily production

196.6K

Previous: 167.1K+17.7%
NGL avg daily production

30.3K

Previous: 26.4K+14.6%
Adjusted EBITDAX

$216M

Previous: $236M-8.5%
D&C capital expenditures

$117M

Previous: $132M-11.5%
Diluted weighted avg shares

188.0M

Previous: 196.2M-4.1%
Net Income

$71.4M

Previous: $88.7M-19.5%
Operating Income

$94.1M

Previous: $124M-24.2%

Revenue & EPS history

Magnolia · Revenue · Quarterly

$318M

Q4 2025-2.8%vs Q4 2024
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Revenue by segment

Magnolia · $316M total across 3 segments · Q3 2023

  • Oil revenues
    $244M
  • NGL revenues
    $45M
  • Natural gas revenues
    $27.1M

Forward guidance

The release discusses Magnolia Oil & Gas's outlook for upcoming periods, including capital allocation, operating priorities, and market risks, without relying solely on numeric EPS bridges.

Tailwinds

  • Magnolia Oil & Gas cites operational execution and demand trends supporting the outlook.
  • Balance sheet and liquidity actions aim to fund growth and returns.

Headwinds

  • Macro, pricing, and input-cost volatility could pressure margins.
  • Segment mix and one-time items may affect quarter-to-quarter comparability.

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 Q4 2025

Historical avgQ4 2025

+0.7%

Avg return

Earnings day

+2.2%

Avg return

5 days after

+2.7%

Avg return

30 days after

51%

18 / 35 earnings

Positive

+15.1%

Q4 2020

Best reaction

-13.2%

Q1 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.1%-0.1%-4.0%
Q4 2025+3.1%+2.9%+11.5%
Q3 2025-2.6%-4.7%+0.6%
Q1 2025+2.7%+1.3%+4.7%
Q4 2024+1.5%+0.5%+5.2%
Q3 2024-0.1%+1.7%+9.6%
Q2 2024-4.0%-11.6%-3.7%
Q1 2024+0.8%+0.8%-5.1%
Q4 2023+5.1%+5.3%+17.3%
Q3 2023+2.7%-1.1%-2.4%
Q2 2023-0.4%+3.7%+2.9%
Q1 2023-5.2%-0.3%+2.0%
Q4 2022-2.1%-8.0%-13.4%
Q3 2022-2.7%+2.4%-0.2%
Q2 2022-2.7%-6.5%-5.0%
Q1 2022-13.2%-7.6%+14.5%
Q4 2021+3.0%+2.0%+15.4%
Q3 2021-1.1%-0.9%-13.1%
Q2 2021+0.6%+3.4%+11.1%
Q1 2021+5.6%+7.9%+24.7%
Q4 2020+15.1%+19.3%+7.0%
Q3 2020+0.7%+24.4%+79.0%
Q2 2020-0.2%+8.0%-0.3%
Q1 2020+8.6%+9.6%+31.5%
Q2 2019-4.7%+2.4%-44.6%
Q4 2019-3.5%-11.3%-56.6%
Q3 2019+10.2%+16.3%+11.3%
Q1 2019-1.8%-3.7%-17.2%
Q4 2018+0.3%+4.3%-2.1%
Q3 2018+3.5%+10.7%-2.6%
Q2 2018+1.3%+4.8%+13.8%
Q1 2018+2.3%+3.5%+4.2%
Q4 2017-0.1%-0.1%+0.5%
Q3 2017+0.0%-0.1%-0.1%
Q2 2017+0.0%-1.8%-0.3%
Q1 2017

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