| COP |
Report |
Adjusted EPS |
BEAT |
pred ~$3.05 vs. cons $2.95 |
MEDIUM |
| COP |
Report |
Production |
IN-LINE |
pred ~2.205 MMBOED vs. cons 2.209 MMBOED |
MEDIUM |
| COP |
Report |
Free cash flow |
BEAT |
pred ~$3.75B vs. cons $3.62B |
MEDIUM |
| COP |
Guide |
Q3 2026 production |
UNCHANGED |
guide ~2.315 MMBOED vs. cons 2.321 MMBOED |
LOW |
| COP |
Guide |
FY 2026 production |
UNCHANGED |
guide ~2.295-2.325 MMBOED vs. midpoint cons 2.302 MMBOED |
LOW |
| COP |
Guide |
FY 2026 CapEx |
UNCHANGED |
guide ~$12.0-12.5B vs. cons $12.30B |
MEDIUM |
| COP |
Guide |
Qatar/LNG commentary |
UNCHANGED |
guide ~constructive but timing remains uncertain vs. cons UNVERIFIED |
LOW |
| COP |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.5% |
— |
LOW |
| COP |
Return |
5-day cumulative residual |
-6.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — Archetype C plus elevated pre-print residual run |
LOW |