| EXE |
Report |
Adjusted diluted EPS |
BEAT |
pred ~$1.17 vs. cons $1.14 |
MEDIUM |
| EXE |
Report |
Free cash flow |
BEAT |
pred ~$350M vs. cons $308M |
MEDIUM |
| EXE |
Report |
Net production |
IN-LINE |
pred ~7.470 Bcfe/d vs. cons 7.464 Bcfe/d |
MEDIUM |
| EXE |
Guide |
FY2026 production |
UNCHANGED |
guide ~7.5 Bcfe/d vs. cons 7.508 Bcfe/d |
MEDIUM |
| EXE |
Guide |
FY2026 capital |
UNCHANGED |
guide ~$2.85B vs. cons $2.858B |
MEDIUM |
| EXE |
Guide |
Marketing / commercial FCF objective |
UNCHANGED |
guide reiterates ~$500M annual uplift; consensus UNVERIFIED |
LOW |
| EXE |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.0% |
— |
LOW |
| EXE |
Return |
5-day cumulative residual |
+1.0% (FADE) |
FADE — positive day-one reaction should partially fade on unchanged FY guide |
LOW |