NYSE$SD

SandRidge Energy Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Announced financial and operational results for the second quarter of 2024.

SandRidge Energy, Inc. reported a net income of $8.8 million, or $0.24 per basic share, and adjusted net income of $6.4 million, or $0.17 per basic share for the second quarter of 2024. The company had $211.3 million in cash and cash equivalents and generated $23.5 million of free cash flow for the six-month period ended June 30, 2024.

  • Declared a $0.11 per share cash dividend payable on August 30, 2024.
  • Entered into a purchase and sale agreement to acquire certain producing assets and leasehold interest in the Cherokee play for $144 million.
  • Second quarter net income was $8.8 million, or $0.24 per basic share; Adjusted net income was $6.4 million, or $0.17 per basic share.
  • As of June 30, 2024, had $211.3 million of cash and cash equivalents.

Headline financials

Total Revenue

$26M

Previous: $33.4M-22.3%
EPS

$0.24

Previous: $0.38-36.8%
Capital Expenditures

-$3.58M

Previous: -$24.3M+85.3%
Free Cash Flow

$5.22M

Previous: -$7.69M+167.9%
Net Income

$8.79M

Previous: $16.6M-47.1%
Operating Income

$6.22M

Previous: $13.8M-55.0%
Stock-Based Comp

$536K

Previous: $550K-2.5%

Revenue & EPS history

SandRidge · Revenue · Quarterly

$26M

Q2 2024-22.3%vs Q2 2023
Beat estimate in 2 of 5 quarters(40%)
ActualEstimate

Forward guidance

SandRidge remains focused on growing the value of its asset base in a safe, responsible and efficient manner, while exercising prudent capital allocations to projects that provide high rates of returns in the current commodity price environment.

Tailwinds

  • Artificial lift conversions to more efficient and cost-effective systems.
  • High-graded re-fracturing and recompletion.
  • Opportunistic leasing that could bolster future development and complement the recently acquired Cherokee assets.
  • Incumbent leasehold remains approximately 99% held by production, which cost-effectively maintains its development option over a reasonable tenor.
  • Vigilant in evaluating further merger and acquisition opportunities, with consideration of its strong balance sheet and commitment to its capital return program.

Headwinds

  • Assets have higher relative gas content for which prices are not yet at optimal levels to resume development or material reactivations.
  • Forward-looking commodity prices, project results, costs and other factors could influence returns on investments over an expanded portfolio.
  • Merger and acquisition opportunities might not materialize.
  • Acquisition might not close or the closing may be delayed because conditions to the closing may not be satisfied
  • The performance of the acquired interests is subject to risks and uncertainties

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 Q2 2024

Historical avgQ2 2024

+0.3%

Avg return

Earnings day

+0.9%

Avg return

5 days after

+1.0%

Avg return

30 days after

45%

17 / 38 earnings

Positive

+16.1%

Q3 2020

Best reaction

-20.3%

Q4 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+3.4%+3.6%+2.2%
Q4 2025-4.5%-7.0%-14.5%
Q3 2025+7.9%+8.6%+24.5%
Q1 2025-3.1%-5.2%+14.5%
Q4 2024+1.5%+1.5%-18.2%
Q3 2024+8.2%+4.4%-2.9%
Q2 2024+4.3%+3.8%-1.2%
Q1 2024-3.9%-2.9%-6.4%
Q4 2023+5.4%+3.4%+16.5%
Q3 2023-9.2%-11.4%-16.9%
Q2 2023-3.7%-4.0%-4.1%
Q1 2023+8.6%+7.3%+11.6%
Q4 2022+0.4%+3.7%+14.2%
Q3 2022-4.0%+12.4%+5.0%
Q2 2022-6.3%-3.1%+13.5%
Q1 2022+1.1%-12.3%+34.2%
Q4 2021+4.3%-1.8%+14.0%
Q3 2021-5.2%+4.7%-24.4%
Q2 2021+12.8%+20.5%+39.9%
Q1 2021+7.7%+11.4%+38.9%
Q4 2020-20.3%-16.1%-23.0%
Q3 2020+16.1%+25.0%+53.1%
Q2 2020-3.1%+8.0%+11.1%
Q1 2020-3.4%-1.3%-4.0%
Q4 2019+1.4%+4.3%-54.1%
Q3 2019-16.1%-23.9%-16.3%
Q2 2019-5.2%-9.2%-16.2%
Q1 2019-1.7%+1.2%-22.4%
Q4 2018-0.6%-9.9%+0.0%
Q3 2018+15.5%+12.3%+4.6%
Q2 2018-1.3%-0.5%-13.5%
Q1 2018-3.5%-3.5%+2.3%
Q4 2017-1.1%+1.0%-7.3%
Q3 2017-0.2%+3.8%+0.6%
Q2 2017-5.4%-6.0%-8.7%
Q1 2017+9.3%+9.2%+5.2%
Q4 2016-2.8%-5.9%-14.8%
Q3 2016+6.3%+8.1%+0.6%
Q2 2016
Q1 2016
Q4 2015
Q3 2015
Q2 2015
Q1 2015
Q4 2014
Q3 2014
Q2 2014
Q1 2014
Q4 2013
Q3 2013
Q2 2013
Q1 2013
Q4 2012
Q3 2012
Q2 2012
Q1 2012
Q4 2011
Q3 2011
Q2 2011
Q1 2011
Q4 2010
Q3 2010
Q2 2010
Q4 2009
Q1 2010
Q3 2008
Q3 2009
Q2 2009
Q4 2008
Q1 2009

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