| DVN |
Report |
Core EPS |
BEAT |
pred ~$0.78 vs. cons $0.72 |
MEDIUM |
| DVN |
Report |
Total production |
BEAT |
pred ~1,285 MBoepd vs. cons 1,255 MBoepd |
MEDIUM |
| DVN |
Report |
Free cash flow |
IN-LINE |
pred ~$0.93B vs. cons $0.92B |
LOW |
| DVN |
Guide |
FY26 combined oil-production guidance |
BETTER |
guide ~635 MBbl/d vs. cons 628 MBbl/d (FY2026) |
MEDIUM |
| DVN |
Guide |
FY26 combined capital-expenditure guidance |
BETTER |
guide ~$5.20B vs. cons $5.35B (FY2026) |
MEDIUM |
| DVN |
Guide |
2026 merger-synergy exit-rate commentary |
BETTER |
guide ~$0.35B annualized vs. cons $0.30B annualized (2026 exit-rate) |
MEDIUM |
| DVN |
Guide |
FY26 free-cash-flow outlook |
BETTER |
guide ~$3.70B vs. cons $3.55B (FY2026) |
LOW |
| DVN |
Return |
Day-1 residual (stock − beta × S&P 500) |
+4.5% |
— |
MEDIUM |
| DVN |
Return |
5-day cumulative residual |
+6.5% (FOLLOW-THROUGH) |
A ~3 MBbl/d oil-guide uplift versus consensus 628 MBbl/d and ~$0.15B lower capital versus consensus $5.35B would raise FY2026 free-cash-flow and 2027 synergy math, supporting upward revisions after the initial ~$0.78 versus $0.72 EPS beat. |
MEDIUM |