NYSE$SM

SM Energy Co · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

SM Energy reported strong Q4 2024 results with record production and strategic expansion.

SM Energy delivered robust Q4 2024 earnings with significant production growth, especially in oil. The company reported a solid financial performance with increased revenue and earnings per share. The addition of Uinta Basin assets contributed to a substantial rise in production, while cost efficiencies and operational improvements supported profitability.

  • Q4 2024 revenue reached $835.86 million, reflecting strong production growth.
  • Net income for the quarter was $188.3 million, with diluted EPS of $1.64.
  • Adjusted EPS stood at $1.91, showing strong operational efficiency.
  • Production increased 22% sequentially, with oil production up 38%.

Headline financials

Total Revenue

$836M

Previous: $609M+37.3%
EPS (adj)

$1.91

Previous: $1.56+22.4%
Total Production

19.1M

Previous: 14.1M+35.3%
Oil Production

9.8M

Previous: 6.1M+61.3%
Gas Production

39.1B

Previous: 33.5B+16.7%
NGL Production

2.8M

Previous: 2.5M+13.8%
Adjusted EBITDAX

$611M

Previous: $445M+37.3%
Net Income

$188M

Previous: $247M-23.8%
Operating Income

$287M

Previous: $310M-7.4%

Revenue & EPS history

SM Energy · Revenue · Quarterly

$836M

Q4 2024+37.3%vs Q4 2023
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Forward guidance

SM Energy expects strong production growth in 2025, driven by the integration of Uinta Basin assets and enhanced operational efficiencies.

Tailwinds

  • Production projected to increase by 22% on a Boe basis.
  • Oil production expected to grow by 33%.
  • Capital expenditures planned at $1.3 billion for strategic expansion.
  • Debt reduction remains a priority to strengthen financial health.
  • Strong free cash flow generation to support shareholder returns.

Headwinds

  • Higher lease operating expenses expected in early 2025.
  • Transportation costs projected to increase.
  • Potential impact from commodity price volatility.
  • Cash taxes estimated between $75-95 million.
  • Capital expenditures weighted towards the first half of the year.

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

+1.3%

Avg return

Earnings day

+2.7%

Avg return

5 days after

+8.3%

Avg return

30 days after

47%

32 / 68 earnings

Positive

+114.3%

Q1 2020

Best reaction

-20.4%

Q4 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.9%+9.9%+12.2%
Q4 2025-3.9%+9.3%+48.4%
Q3 2025-5.8%-12.5%-3.3%
Q1 2025-3.9%-10.4%-1.1%
Q4 2024-4.4%-14.8%-21.0%
Q3 2024-5.2%-3.3%+6.3%
Q2 2024+11.2%+14.0%+3.2%
Q1 2024+6.4%+8.6%+7.0%
Q4 2023+6.5%+6.9%+25.5%
Q3 2023+2.3%-5.1%-4.2%
Q2 2023+3.4%+7.6%+19.0%
Q1 2023+7.1%+0.7%+5.0%
Q4 2022-0.6%+1.0%-11.0%
Q3 2022+4.3%+8.8%-6.9%
Q2 2022-6.0%-5.1%+9.9%
Q1 2022+1.8%+7.8%+42.5%
Q4 2021-5.2%+9.2%+23.7%
Q3 2021+6.4%+13.0%-11.1%
Q2 2021-0.1%+1.4%+1.8%
Q1 2021-12.9%-9.7%+9.6%
Q4 2020-20.4%-3.9%+31.7%
Q3 2020+15.0%+31.4%+224.3%
Q2 2020-19.4%-21.9%-28.7%
Q1 2020+114.3%+88.9%+86.2%
Q4 2019+1.4%-11.3%-85.8%
Q3 2019+5.3%+22.4%+4.5%
Q2 2019+0.2%-1.2%-4.9%
Q1 2019-7.4%-4.3%-27.0%
Q4 2018-10.8%-11.5%-14.0%
Q3 2018-4.4%-0.2%-16.2%
Q2 2018+3.6%+4.7%+9.4%
Q1 2018-0.9%+1.6%-2.8%
Q4 2017-11.6%-6.4%-14.9%
Q3 2017-0.3%-0.2%+2.0%
Q2 2017-6.0%-9.4%-15.4%
Q1 2017-4.9%-6.1%-25.4%
Q4 2016-7.8%-10.7%-24.6%
Q3 2016-3.5%-8.7%+19.4%
Q2 2016+18.7%+16.3%+49.1%
Q1 2016-5.5%
Q4 2015-9.5%
Q3 2015+4.3%
Q2 2015+16.9%
Q1 2015-1.8%
Q4 2014+12.9%
Q3 2014-0.7%
Q2 2014+4.2%
Q1 2014-5.6%
Q4 2013-13.7%
Q3 2013+4.1%
Q2 2013+5.7%
Q1 2013-5.5%
Q4 2012+2.2%
Q3 2012+12.0%
Q2 2012-11.3%
Q1 2012-4.3%
Q4 2011+5.0%
Q3 2011+6.1%
Q2 2011-4.6%
Q1 2010-11.6%
Q1 2011+2.8%
Q4 2008+7.1%
Q4 2010+7.1%
Q3 2009+9.6%
Q3 2010+9.6%
Q2 2010-3.7%
Q2 2009-3.7%
Q4 2009-3.7%

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