| COP |
Report |
Operating EPS (Q2 2026) |
BEAT |
pred ~$3.10 vs. cons $2.95 (+5.1%) |
MEDIUM |
| COP |
Report |
Total Production (Q2 2026) |
IN-LINE |
pred ~2,230 MBOED vs. cons 2,209 MBOED (+0.9%) |
MEDIUM |
| COP |
Report |
Free Cash Flow (Q2 2026) |
BEAT |
pred ~$3.85B vs. cons $3.62B (+6.4%) |
MEDIUM |
| COP |
Guide |
Q3 2026 Production (2026Q3) |
UNCHANGED |
guide ~2,280-2,310 MBOED vs. cons ~2,302 MBOED (~0%) |
MEDIUM |
| COP |
Guide |
FY 2026 Production (2026FY) |
UNCHANGED |
guide ~2,290-2,310 MBOED vs. cons 2,302 MBOED (~0%) |
MEDIUM |
| COP |
Guide |
FY 2026 CapEx (2026FY) |
UNCHANGED |
guide ~$12.0-$12.5B vs. cons $12.3B (~0%) |
HIGH |
| COP |
Guide |
LNG/Qatar Tone (qualitative, 2026FY) |
BETTER |
guide constructive; NFE delay months reiterated; structural LNG tightening thesis reinforced vs. feared further delay |
MEDIUM |
| COP |
Return |
Day-1 residual (stock − beta × S&P 500) |
-0.5% |
— |
MEDIUM |
| COP |
Return |
5-day cumulative residual |
-1.5% (STABILIZE) |
STABILIZE — sell-side models implicit H2 production cut, mild estimate drag; EPS beat partially offsets; no large cascade |
MEDIUM |