| DVN |
Report |
Total Oil Production — Q2 2026 (Mbpd) |
BEAT |
pred ~500 Mbpd vs. cons 491 Mbpd |
MEDIUM |
| DVN |
Report |
EPS — Diluted Operating — Q2 2026 ($) |
MISS |
pred ~$1.38 vs. cons $1.46 |
MEDIUM |
| DVN |
Guide |
FY 2026 Combined Oil Production (FY 2026) |
BETTER |
guide ~505 Mbpd vs. cons 498 Mbpd |
MEDIUM |
| DVN |
Guide |
FY 2026 Capital Expenditures (FY 2026) |
LOWER |
guide ~$5.1B vs. cons $5.26B |
MEDIUM |
| DVN |
Guide |
Synergy Cadence / $1B Target Commentary (Qualitative) |
BETTER |
guide specific cadence + floor reaffirmed vs. cons UNVERIFIED |
LOW |
| DVN |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| DVN |
Return |
5-day cumulative residual |
+4.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — sell-side models combined entity post-call, raises FY estimates as combined guidance lands above consensus; stock re-rates toward analyst consensus PT of ~$59.56 |
MEDIUM |