| COP |
Report |
Adjusted EPS |
BEAT |
pred ~$2.34 vs. cons $2.25 |
MEDIUM |
| COP |
Report |
Total company production |
IN-LINE |
pred ~2.205 MMBOED vs. cons 2.200 MMBOED |
HIGH |
| COP |
Report |
Cash from operations, excluding working-capital effects |
BEAT |
pred ~$6.25B vs. cons $6.05B |
MEDIUM |
| COP |
Guide |
Full-year 2026 total company production |
UNCHANGED |
guide ~2.310 MMBOED vs. cons 2.310 MMBOED (FY2026) |
MEDIUM |
| COP |
Guide |
Full-year 2026 capital spending |
UNCHANGED |
guide ~$12.25B vs. cons $12.25B (FY2026) |
HIGH |
| COP |
Guide |
Full-year 2026 operating costs |
UNCHANGED |
guide ~$10.20B vs. cons $10.20B (FY2026) |
MEDIUM |
| COP |
Guide |
Shareholder-return objective as a share of CFO |
UNCHANGED |
guide ~45% of CFO vs. cons 45% of CFO (FY2026) |
HIGH |
| COP |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.8% |
— |
MEDIUM |
| COP |
Return |
5-day cumulative residual |
+1.0% (STABILIZE) |
Day-1 residual ~+1.8% vs. day-5 residual ~+1.0%: a cash-flow/EPS beat and intact production framework should support the initial reaction, but unchanged ~$12.25B capital guidance and the still-demanding ~2.310 MMBOED full-year production target limit out-period estimate revisions and cap follow-through. |
MEDIUM |