NYSE$MUR

Murphy Oil Corp · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

Announced fourth quarter and full year 2024 results, highlighted by an oil discovery in Vietnam, an increased dividend, and significant share repurchases.

Murphy Oil Corporation reported a net income of $50 million for Q4 2024, with adjusted net income at $51 million. The company drilled an oil discovery in Vietnam and repurchased $300 million of shares in 2024. They also increased the dividend by 8 percent for 2025.

  • Drilled an oil discovery at Hai Su Vang-1X in offshore Vietnam.
  • Increased dividend by 8 percent in 2025.
  • Repurchased $300 million of shares in accordance with capital allocation framework.
  • Maintained reserve life of 11 years with preliminary proved reserves of 713 MMBOE.

Headline financials

Total Revenue

$671M

Previous: $842M-20.3%
EPS (adj)

$0.35

Previous: $0.90-61.1%
Total production, net (BOEPD)

174.8K

No prior period
Oil production, net (BOPD)

85.4K

No prior period
Net natural gas liquids (BPD)

9.7K

No prior period
Net natural gas (MCFD)

480.8K

No prior period
Capital expenditures (CAPEX)

$186M

No prior period
Lease operating expense ($/BOE)

$13.12

No prior period
Capital Expenditures

-$175M

Previous: -$177M+0.9%
Net Income

$50M

Previous: $116M-57.0%
Operating Income

$85.2M

Previous: $201M-57.6%
Gross Profit

$671M

Previous: $277M+142.5%

Revenue & EPS history

Murphy Oil · Revenue · Quarterly

$671M

Q4 2024-20.3%vs Q4 2023
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Forward guidance

Murphy Oil provided capital expenditure and production guidance for 2025, projecting capital expenditures between $1,135 million and $1,285 million and production between 174.5 to 182.5 MBOEPD.

Tailwinds

  • Full year 2025 production is expected to be in the range of 174.5 to 182.5 MBOEPD.
  • Oil production is expected to be approximately 91 MBOPD.
  • Liquids volumes are expected to be approximately 101 MBOEPD.
  • Capital expenditure allocated to the Gulf of Mexico is approximately $410 million for development drilling and field development projects.
  • Exploration program allocated approximately $145 million, including wells in the Gulf of Mexico, Vietnam and Côte d’Ivoire.

Headwinds

  • First quarter 2025 production is estimated to be in the range of 159 to 167 MBOEPD.
  • Production is impacted by 4.4 MBOEPD of planned operated onshore downtime.
  • Production is impacted by 2.9 MBOEPD of planned offshore downtime, primarily at non-operated assets.
  • Eagle Ford Shale capital expenditure is planned at approximately $360 million.
  • Kaybob Duvernay / Tupper Montney capital expenditure is planned at approximately $140 million.

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 2024

Historical avgQ4 2024

-0.7%

Avg return

Earnings day

+0.9%

Avg return

5 days after

+4.3%

Avg return

30 days after

49%

35 / 72 earnings

Positive

+12.8%

Q3 2019

Best reaction

-11.6%

Q4 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.7%-0.6%-0.6%
Q4 2025-1.4%-2.1%+5.5%
Q3 2025+5.6%+12.1%+23.3%
Q1 2025+2.2%+11.1%+7.1%
Q4 2024-5.9%-9.3%-9.2%
Q3 2024+2.3%-1.6%-8.7%
Q2 2024+0.7%+0.8%-5.8%
Q1 2024-0.1%+1.3%-3.1%
Q4 2023+0.4%+3.7%+2.6%
Q3 2023+2.5%-2.4%-3.5%
Q2 2023+4.4%+5.1%+11.1%
Q1 2023-2.6%+0.7%+10.5%
Q4 2022+3.7%+1.7%-7.9%
Q3 2022-3.1%+0.5%-5.6%
Q2 2022+1.7%+4.3%+22.2%
Q1 2022-4.3%-14.3%+11.7%
Q4 2021+2.0%+6.9%+7.8%
Q3 2021+3.2%+9.6%-5.0%
Q2 2021+7.4%+11.4%+4.4%
Q1 2021+6.6%+9.0%+31.0%
Q4 2020-11.6%-12.6%+16.6%
Q3 2020-8.5%+13.0%+62.0%
Q2 2020-1.0%+3.6%-16.6%
Q1 2020+1.3%+12.8%+62.1%
Q4 2019-7.1%-4.3%-16.4%
Q3 2019+12.8%+23.6%+17.9%
Q2 2019-5.9%-8.9%-10.4%
Q1 2019+1.5%+3.8%-3.9%
Q4 2018-0.6%+1.6%+9.2%
Q3 2018-1.4%-2.2%-3.8%
Q2 2018-9.6%-8.1%-11.0%
Q1 2018-4.4%-0.9%+6.6%
Q4 2017-3.5%-13.1%-19.1%
Q3 2017+4.0%+9.0%+9.3%
Q2 2017-2.1%-1.6%-11.2%
Q1 2017-2.4%+3.4%-7.1%
Q4 2016-2.7%-11.1%-11.9%
Q3 2016-3.9%-10.0%+7.0%
Q2 2016-7.9%-11.2%-0.0%
Q1 2016-9.5%
Q4 2015+4.2%
Q3 2015+7.9%
Q2 2015+2.5%
Q1 2015-1.6%
Q4 2014-6.6%
Q3 2014-0.8%
Q2 2014-7.6%
Q1 2014-4.9%
Q4 2013-6.1%
Q3 2013-4.0%
Q2 2013+6.7%
Q1 2013-2.4%
Q4 2011-1.1%
Q4 2012-6.7%
Q3 2012+0.3%
Q2 2012+0.6%
Q1 2012-7.3%
Q3 2011-4.1%
Q2 2011-11.2%
Q4 2010+2.9%
Q1 2011+0.8%
Q3 2010+2.5%
Q2 2010-0.9%
Q4 2009+2.4%
Q1 2009+2.4%
Q1 2010+4.5%
Q4 2007+3.3%
Q3 2009+3.3%
Q3 2008+3.3%
Q2 2009+1.6%
Q2 2008+1.6%
Q4 2008+1.6%

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