NYSE$YPF
YPF Sociedad Anónima · Q4 2024 earnings
Q4 2024 earnings · · Before market open · Investor relations
Briefing
YPF reported lower revenue in Q4 2024 due to seasonal declines in gas sales and lower fuel prices.
YPF's Q4 2024 revenue was $4.75 billion, down 10% sequentially but up 13% year-over-year. Adjusted EBITDA declined 39% quarter-over-quarter to $839 million, reflecting lower gas sales, decreased fuel prices, and inventory devaluation. The company reported a net loss of $284 million, compared to a net profit of $1.49 billion in Q3 2024. Operating income turned negative at -$530 million due to lower seasonal demand and additional cost pressures.
- Q4 2024 revenue was $4.75 billion, down 10% sequentially but up 13% year-over-year.
- Adjusted EBITDA fell 39% quarter-over-quarter to $839 million due to seasonal declines and lower fuel prices.
- Net loss of $284 million compared to a $1.49 billion profit in Q3 2024.
- Hydrocarbon production declined 7% quarter-over-quarter, while shale oil production increased 10%.
Headline financials
Revenue & EPS history
YPF · Revenue · Quarterly
$4.75B
Forward guidance
YPF expects a gradual recovery in local fuel demand and continued shale oil production growth in 2025. However, macroeconomic volatility and cost pressures remain challenges.
Tailwinds
- Continued expansion in shale oil production and reserves.
- Expected recovery in local fuel demand in 2025.
- Planned expansion of crude oil export capacity.
- Ongoing cost-saving initiatives in refining and logistics.
- New infrastructure projects to enhance production and distribution.
Headwinds
- Macroeconomic uncertainty impacting fuel demand.
- Continued cost pressures in refining operations.
- Potential regulatory risks affecting pricing strategies.
- Expected seasonal fluctuations in gas sales.
- Higher operating expenses due to environmental provisions.
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
-0.8%
Avg return
Earnings day
+1.5%
Avg return
5 days after
+7.9%
Avg return
30 days after
47%
28 / 60 earnings
Positive
+12.8%
Q2 2022
Best reaction
-15.5%
Q1 2012
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q4 2026 | -2.6% | +5.8% | +15.8% | |
| Q3 2026 | -0.7% | +3.8% | -2.0% | |
| Q4 2024 | -0.1% | +1.4% | -10.2% | |
| Q1 2024 | -6.6% | -1.9% | -17.9% | |
| Q4 2023 | +0.7% | -4.7% | +15.6% | |
| Q3 2023 | -1.8% | +0.2% | +69.0% | |
| Q2 2023 | +0.8% | +1.7% | -12.0% | |
| Q1 2023 | -5.3% | -5.9% | +6.8% | |
| Q4 2022 | -14.3% | -19.8% | -3.5% | |
| Q3 2022 | +7.4% | +13.5% | +3.7% | |
| Q2 2022 | +12.8% | +17.9% | +78.3% | |
| Q1 2022 | +4.7% | +10.6% | -0.2% | |
| Q4 2021 | -7.3% | -6.4% | +7.9% | |
| Q3 2021 | -5.7% | -6.8% | -12.5% | |
| Q2 2021 | -4.2% | -8.1% | +11.5% | |
| Q1 2021 | +7.7% | +20.3% | +37.9% | |
| Q4 2020 | +2.5% | -0.3% | +24.3% | |
| Q3 2020 | +7.7% | +15.3% | +9.3% | |
| Q2 2020 | -8.4% | -11.2% | -16.0% | |
| Q4 2019 | -6.0% | +12.3% | +26.9% | |
| Q1 2020 | +5.4% | +2.2% | +54.8% | |
| Q3 2019 | -1.9% | -5.7% | +1.7% | |
| Q2 2019 | -7.0% | -4.9% | -18.1% | |
| Q1 2019 | -6.4% | +0.9% | +4.3% | |
| Q4 2018 | +1.5% | +8.9% | +15.2% | |
| Q3 2018 | -1.2% | -1.3% | -4.7% | |
| Q2 2018 | -4.0% | -7.6% | -3.4% | |
| Q1 2018 | +0.5% | +3.9% | -9.8% | |
| Q4 2017 | -2.1% | -1.8% | -5.4% | |
| Q3 2017 | +2.8% | +1.7% | -6.1% | |
| Q2 2017 | +3.8% | +10.7% | +6.3% | |
| Q1 2017 | -0.1% | -0.0% | -2.1% | |
| Q4 2016 | -3.0% | +2.6% | +18.9% | |
| Q3 2016 | +3.6% | +8.1% | -0.8% | |
| Q2 2016 | -3.4% | -2.7% | -8.5% | |
| Q1 2016 | -1.0% | — | — | |
| Q4 2015 | +0.3% | — | — | |
| Q3 2015 | +0.5% | — | — | |
| Q2 2015 | +1.0% | — | — | |
| Q1 2015 | +0.5% | — | — | |
| Q4 2014 | -3.0% | — | — | |
| Q3 2014 | -6.4% | — | — | |
| Q2 2014 | +0.8% | — | — | |
| Q1 2014 | +2.2% | — | — | |
| Q4 2013 | -2.6% | — | — | |
| Q3 2013 | -1.9% | — | — | |
| Q2 2013 | +0.7% | — | — | |
| Q1 2013 | -3.6% | — | — | |
| Q4 2012 | +2.9% | — | — | |
| Q3 2012 | -0.5% | — | — | |
| Q2 2012 | +1.9% | — | — | |
| Q1 2012 | -15.5% | — | — | |
| Q4 2011 | +2.2% | — | — | |
| Q3 2011 | -4.8% | — | — | |
| Q2 2011 | +4.3% | — | — | |
| Q1 2011 | +3.0% | — | — | |
| Q4 2010 | +1.8% | — | — | |
| Q3 2010 | -0.5% | — | — | |
| Q2 2010 | -2.4% | — | — | |
| Q1 2010 | +0.9% | — | — |
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