| FANG |
Report |
Adjusted diluted EPS |
BEAT |
pred ~$6.10 vs. cons $5.96 |
MEDIUM |
| FANG |
Report |
Oil production |
IN-LINE |
pred ~524.0 MBO/d vs. cons 523.5 MBO/d |
MEDIUM |
| FANG |
Report |
FCF |
BEAT |
pred ~$2.18B vs. cons $2.15B |
MEDIUM |
| FANG |
Guide |
Q3 2026 oil production |
UNCHANGED |
guide ~525 MBO/d midpoint vs. cons 525.7 MBO/d |
LOW |
| FANG |
Guide |
FY 2026 oil production |
UNCHANGED |
guide ~520+ MBO/d vs. cons 524.8 MBO/d |
LOW |
| FANG |
Guide |
FY 2026 cash capex |
UNCHANGED |
guide ~$3.90B vs. cons UNVERIFIED |
LOW |
| FANG |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.5% |
— |
LOW |
| FANG |
Return |
5-day cumulative residual |
-4.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — maintained FY framework should pressure H2 estimates |
LOW |