| EXE |
Report |
Adjusted EPS |
BEAT |
pred ~$1.20 vs. cons $1.16 |
MEDIUM |
| EXE |
Report |
Total production |
IN-LINE |
pred ~7.43 Bcfe/d vs. cons 7.45 Bcfe/d |
HIGH |
| EXE |
Report |
Total capital expenditures |
IN-LINE |
pred ~$805M vs. cons $808M |
MEDIUM |
| EXE |
Guide |
Total production |
UNCHANGED |
guide ~7.50 Bcfe/d vs. cons 7.50 Bcfe/d (FY2026) |
HIGH |
| EXE |
Guide |
Total capital expenditures |
UNCHANGED |
guide ~$2.85B vs. cons $2.85B (FY2026) |
HIGH |
| EXE |
Guide |
Share repurchases |
LOWER |
guide ~$100M vs. cons $300M (2H2026) |
MEDIUM |
| EXE |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.2% |
— |
MEDIUM |
| EXE |
Return |
5-day cumulative residual |
+0.4% (FADE) |
The ~$0.04 EPS beat should support day 1, but unchanged ~7.50 Bcfe/d production and ~$2.85B capex guidance imply little out-period estimate upside, while predicted 2H2026 repurchases of ~$100M versus ~$300M consensus constrain follow-through after Twin Eagle. |
MEDIUM |