| DVN |
Report |
Operating EPS |
BEAT |
pred ~$1.50 vs. cons $1.456 |
MEDIUM |
| DVN |
Report |
Oil production |
BEAT |
pred ~497 Mbbl/d vs. cons 490.9 Mbbl/d |
MEDIUM |
| DVN |
Report |
Free cash flow |
BEAT |
pred ~$1.39B vs. cons $1.345B |
MEDIUM |
| DVN |
Guide |
FY26 oil production |
UNCHANGED |
guide ~500 Mbbl/d midpoint vs. cons 497.5 Mbbl/d |
MEDIUM |
| DVN |
Guide |
FY26 total production |
UNCHANGED |
guide ~1.380M MBoe/d midpoint vs. cons 1.3805M MBoe/d |
MEDIUM |
| DVN |
Guide |
FY26 total capital |
LOWER |
guide ~$4.9B midpoint vs. cons $5.260B |
MEDIUM |
| DVN |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.5% |
— |
LOW |
| DVN |
Return |
5-day cumulative residual |
-3.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — FY reaffirmation leaves revisions pressured |
LOW |