NYSE$NOG

Northern Oil and Gas Inc. · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Northern Oil and Gas reported solid financial performance in Q4 2024, with revenue growth, increased production, and higher adjusted earnings.

Northern Oil and Gas (NOG) reported Q4 2024 earnings with revenue of $545.5 million, net income of $71.7 million, and adjusted net income of $111.8 million. Adjusted EPS came in at $1.11 per share. The company produced 131,777 Boe per day, marking a 15% increase year-over-year. Free cash flow was $96.4 million, and NOG closed an acquisition of Uinta Basin assets for $511.3 million.

  • Q4 revenue increased slightly to $545.5 million, up from $543.4 million last year.
  • Net income stood at $71.7 million, with adjusted EPS at $1.11.
  • Production reached 131,777 Boe per day, a 15% increase year-over-year.
  • Declared a dividend of $0.45 per share, a 12.5% increase from Q1 2024.

Headline financials

Total Revenue

$546M

Previous: $546M-0.1%
EPS (adj)

$1.11

Previous: $1.61-31.1%
Total Production

131.8K

Previous: 114.4K+15.2%
Oil Production

78.9K

Previous: 68.9K+14.6%
Natural Gas Production

317.0K

No prior period
Adjusted EBITDA

$407M

Previous: $402M+1.2%
Lease Operating Costs

$117M

No prior period
Production Taxes

$42.6M

No prior period
G&A Expenses

$15.5M

No prior period
Net Income

$71.7M

Previous: $389M-81.6%
Operating Income

$133M

Previous: $484M-72.6%

Revenue & EPS history

Northern Oil and Gas · Revenue · Quarterly

$546M

Q4 2024-0.1%vs Q4 2023
Beat estimate in 8 of 14 quarters(57%)
ActualEstimate

Revenue by segment

Northern Oil and Gas · $130M total across 1 segment · Q1 2020

  • Oil and Gas Sales
    $130M

Forward guidance

NOG expects production to range between 130,000 and 135,000 Boe per day in 2025, with capital expenditures between $1.05 billion and $1.2 billion. The company anticipates continued expansion, driven by acquisitions and increased drilling activity.

Tailwinds

  • Production is expected to increase to 130,000 - 135,000 Boe per day.
  • Continued investment in high-value assets and joint ventures.
  • Expected capital expenditure range of $1.05B - $1.2B for 2025.
  • Strong free cash flow expected to support shareholder returns.
  • Dividend increased to $0.45 per share, reflecting confidence in future earnings.

Headwinds

  • Potential headwinds from fluctuating oil and gas prices.
  • Higher operating costs due to inflationary pressures.
  • Uncertainty in crude takeaway capacity in the Uinta Basin.
  • Regulatory risks related to environmental and drilling policies.
  • Increased production taxes expected to impact profitability.

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

+2.9%

Avg return

Earnings day

+1.2%

Avg return

5 days after

+7.1%

Avg return

30 days after

58%

38 / 65 earnings

Positive

+34.4%

Q2 2010

Best reaction

-16.6%

Q3 2010

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.4%-2.8%-21.1%
Q4 2025-0.6%+6.1%+16.4%
Q3 2025+5.6%+7.6%+21.3%
Q1 2025-1.9%-1.9%+7.4%
Q4 2024-0.1%-9.1%-14.9%
Q3 2024+13.4%+13.0%+14.6%
Q2 2024+7.4%-4.1%+0.2%
Q1 2024-8.9%-7.6%-8.0%
Q4 2023-0.9%+1.7%+10.5%
Q3 2023+0.9%-1.9%-1.1%
Q2 2023+5.6%+6.2%+9.2%
Q1 2023+2.7%+0.7%+1.3%
Q4 2022+5.1%+1.5%-7.3%
Q3 2022-3.2%+5.2%-11.5%
Q2 2022-12.2%-7.2%+7.7%
Q1 2022+4.6%-6.4%+20.8%
Q4 2021+2.8%+9.5%+28.2%
Q3 2021+3.4%-0.8%-20.9%
Q2 2021+8.2%+9.3%+9.9%
Q1 2021+4.1%+4.8%+23.7%
Q4 2020-2.8%-2.1%-12.4%
Q3 2020+19.7%+27.7%+124.6%
Q2 2020-4.4%-5.8%-29.1%
Q1 2020+13.8%+14.5%+48.7%
Q4 2019-1.2%-18.8%-12.5%
Q3 2019-1.9%-3.4%-8.2%
Q2 2019-7.4%+0.0%+13.6%
Q1 2019-1.3%-4.8%-12.2%
Q4 2018+11.3%+8.1%+17.6%
Q3 2018-3.5%-16.5%-23.5%
Q2 2018-2.4%-17.5%-7.6%
Q1 2018+14.9%+28.6%+42.9%
Q4 2017+7.3%+9.9%-7.3%
Q3 2017-7.7%-9.2%+24.6%
Q2 2017-5.0%+1.0%-21.0%
Q1 2017+5.1%+0.0%-12.8%
Q4 2016+1.7%-5.0%-13.3%
Q3 2016+8.6%+2.9%+85.7%
Q2 2016+6.6%+11.3%-6.9%
Q1 2016-4.8%
Q4 2015+31.8%
Q3 2015+8.0%
Q2 2015+6.1%
Q1 2015-10.8%
Q4 2014+1.7%
Q3 2014+7.5%
Q2 2014+1.7%
Q1 2014-6.3%
Q4 2013-11.5%
Q3 2013+0.8%
Q2 2013+2.0%
Q1 2013+0.4%
Q4 2012+1.2%
Q3 2012-3.5%
Q2 2012+1.6%
Q1 2011-0.3%
Q1 2012+1.4%
Q4 2009-2.6%
Q4 2011-2.6%
Q3 2011-16.6%
Q3 2010-16.6%
Q2 2011+34.4%
Q4 2010+34.4%
Q2 2010+34.4%
Q1 2010+5.6%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro