| FANG |
Report |
Oil Production (Mbpd) |
IN-LINE |
pred ~527,000 vs. cons 523,457 |
MEDIUM |
| FANG |
Report |
Adj. EPS (Diluted, Operating) |
BEAT |
pred ~$6.25 vs. cons $5.96 |
MEDIUM |
| FANG |
Report |
FCF ($B) |
BEAT |
pred ~$2.30B vs. cons $2.15B |
MEDIUM |
| FANG |
Guide |
FY 2026 Oil Production (FY 2026) |
BETTER |
guide ~527-530 Mbpd vs. cons 524,784 |
MEDIUM |
| FANG |
Guide |
FY 2026 Capex (FY 2026) |
UNCHANGED |
guide ~$3.9-4.0B vs. cons $3.94B |
HIGH |
| FANG |
Guide |
Net Debt / Capital Return (FY 2026) |
BETTER |
confirm $10B target hit; announce gross debt reduction; no buyback acceleration |
HIGH |
| FANG |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.0% |
— |
MEDIUM |
| FANG |
Return |
5-day cumulative residual |
-3.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — negative follow-through driven by H2 estimate digestion and no buyback catalyst; smaller than Q1 2026's -10.9% given capital return framework already known |
MEDIUM |