| EXE |
Report |
Operating EPS (Q2 2026) |
MISS |
pred ~$1.07 vs. cons $1.14 (-6%) |
MEDIUM |
| EXE |
Report |
Gas Equiv. Production (Q2 2026) |
IN-LINE |
pred ~7,470 Mmcfe/d vs. cons 7,464 (+0.1%) |
HIGH |
| EXE |
Report |
Marketing Margin (Q2 2026) |
BEAT |
pred ~$50M vs. cons $17M (+195%) |
MEDIUM |
| EXE |
Guide |
FY 2026 Production (FY2026) |
UNCHANGED |
guide ~7,500 Mmcfe/d vs. cons 7,508 (-0.1%) |
HIGH |
| EXE |
Guide |
FY 2026 CapEx (FY2026) |
UNCHANGED |
guide ~$2,850M vs. cons $2,858M (-0.3%) |
HIGH |
| EXE |
Guide |
Commercial FCF Target (FY2026) |
BETTER |
guide $750M FCF target vs. cons ~$135M marketing margin |
HIGH |
| EXE |
Guide |
CEO Search Update |
BETTER |
announce hire or finalist vs. prior 'on track' language |
MEDIUM |
| EXE |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.5% |
— |
MEDIUM |
| EXE |
Return |
5-day cumulative residual |
+3.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — estimate revisions move up on commercial strategy raise; Street begins modeling $750M FCF target into H2 2026 |
MEDIUM |