| OXY |
Report |
Midstream Net Income (Q2 2026) |
BEAT |
pred ~$510M vs. cons $440M |
MEDIUM |
| OXY |
Report |
Adj. EPS Diluted (Q2 2026) |
BEAT |
pred ~$2.10 vs. cons $1.89 |
MEDIUM |
| OXY |
Report |
Total Production (Q2 2026) |
IN-LINE |
pred ~1,425 Mboe/d vs. cons 1,416 Mboe/d |
HIGH |
| OXY |
Guide |
FY 2026 Midstream Income (FY 2026) |
BETTER |
guide ~$1.3-1.4B midpoint vs. cons ~$644M net income |
MEDIUM |
| OXY |
Guide |
FY 2026 Production (FY 2026) |
UNCHANGED |
guide maintain 1,410-1,460 Mboe/d vs. cons 1,426 Mboe/d |
HIGH |
| OXY |
Guide |
Q3 2026 Production (Q3 2026) |
LOWER |
guide ~1,435 Mboe/d midpoint vs. cons 1,445 Mboe/d |
MEDIUM |
| OXY |
Guide |
FY 2026 Capex (FY 2026) |
UNCHANGED |
guide maintain $5.5-5.9B vs. cons $5.80B |
HIGH |
| OXY |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.5% |
— |
MEDIUM |
| OXY |
Return |
5-day cumulative residual |
-5.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — H2 EPS implied cut drives estimate revisions lower over 5 days; FY midstream raise partially offsets but does not prevent sell-side from cutting Q3/Q4 EPS |
MEDIUM |