| APA |
Report |
Adjusted diluted EPS |
IN-LINE |
reported $1.89 vs. cons $1.87 |
HIGH |
| APA |
Report |
Free cash flow |
IN-LINE |
reported $738M vs. cons $734M |
HIGH |
| APA |
Report |
U.S. oil production |
BEAT |
reported 123.5 Mbo/d vs. guide 121.0 Mbo/d |
HIGH |
| APA |
Guide |
FY26 U.S. oil production |
BETTER |
guide 123.0 Mbo/d vs. cons UNVERIFIED |
LOW |
| APA |
Guide |
FY26 upstream capital |
LOWER |
guide $2.07B vs. cons $2.15B total capex, non-like-for-like |
LOW |
| APA |
Guide |
FY26 exit run-rate savings |
BETTER |
guide $500M vs. cons UNVERIFIED |
LOW |
| APA |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.5% |
— |
LOW |
| APA |
Return |
5-day cumulative residual |
+4.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — call confirms H2 oil/cost improvement without renewed Waha curtailments |
LOW |