MUR
Murphy Oil Corporation31.23
-1.35-4.14%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
4.46BP/E (TTM)
31.23Basic EPS (TTM)
1.00Dividend Yield
0.04%Recent Filings
10-Q
8-K
8-K
Q2 production surges despite price drop
Murphy Oil Corporation reported Q2 2025 net income of $22.3 million, down sharply from Q1 amid plunging commodity prices, yet production surged sequentially to 190 MBOEPD on strong Eagle Ford Shale and Tupper Montney well performance. The company returned $193 million to shareholders in H1 via dividends and buybacks, maintaining $1.5 billion liquidity while reaffirming full-year CAPEX at $1,135-$1,285 million and production near midpoint. Production beat guidance. Post-quarter, it closed a $23 million Eagle Ford acquisition, boosting onshore assets.
10-Q
Q2 FY2025 results
Murphy Oil's Q2 revenue from production fell 14.3% y/y to $683M, driven by lower oil prices and Gulf of America downtime, yet production climbed 4.5% to 196,315 BOE/d thanks to new Eagle Ford Shale wells and stronger Tupper Montney output. Operating income dropped 50% y/y to $92M amid higher DD&A, but lease operating expenses eased 17% y/y to $216M from reduced workovers and FPSO ownership savings. Diluted EPS held at $0.16, aligning with 143M shares. Cash stood at $380M with $1.15B RCF availability; free cash flow turned negative at -$27M YTD (derived) after $678M capex, including a $125M FPSO buy. Subsequent Eagle Ford acquisition added $23M in working interests. Volatility in commodity prices remains a key risk.
8-K
Murphy Oil's conference update
Murphy Oil Corporation disclosed its June 2025 investor presentation ahead of the JPMorgan Energy Conference, highlighting the $104 million Pioneer FPSO acquisition in the Gulf of America that cuts annual operating costs by $50 million and boosts offshore reserves 5%. The company maintained 2025 guidance at 174.5–182.5 MBOEPD production and $1,135–$1,285 million CAPEX, while advancing Vietnam discoveries like Lac Da Hong with 106 feet of net oil pay. Returned $147 million to shareholders in Q1. Offshore assets drive high-margin cash flows.
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