| APA |
Report |
Adj. EPS (Diluted Operating) |
BEAT |
actual $1.89 vs cons $1.87 |
HIGH |
| APA |
Report |
U.S. Oil Production (Mbpd) |
BEAT |
actual 123.5 vs cons 121.7 |
HIGH |
| APA |
Report |
Free Cash Flow |
IN-LINE |
actual $738M vs cons $734M |
HIGH |
| APA |
Guide |
FY 2026 U.S. Oil Production (Mbpd) |
BETTER |
guide 123K vs cons 122.7K |
HIGH |
| APA |
Guide |
FY 2026 Lease Operating Expense |
BETTER |
guide $1.50B vs cons $1.503B |
HIGH |
| APA |
Guide |
FY 2026 Upstream Capex |
BETTER |
guide $2.07B vs cons $2.147B |
HIGH |
| APA |
Guide |
Exit Run-Rate Cost Savings (FY 2026) |
BETTER |
guide $500M vs prior $450M target |
HIGH |
| APA |
Return |
Day-1 residual (stock − beta × S&P 500) |
+4.5% |
— |
MEDIUM |
| APA |
Return |
5-day cumulative residual |
+8.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — sell-side revisions lift FY EPS on oil raise + LOE cut + capex trim; Waha resolution removes key bear thesis; short cover bid sustains momentum |
MEDIUM |