Permian Resources Q4 Revenue Falls 9.8% While EPS Surprises +33.9%
Permian Resources reported Q4 revenue of $1.17 billion, down 9.8% year-over-year and missing consensus by 8.97%, while delivering EPS of $0.37 versus $0.36 a year ago, a 33.9% earnings surprise. Average daily oil and gas production tracked near estimates but slight shortfalls in gas and NGL volumes weighed on top-line results.
1. Q4 Financial Results
Permian Resources generated $1.17 billion in revenue for Q4 2025, down 9.8% year-over-year and 8.97% below analyst consensus. Adjusted EPS rose to $0.37 from $0.36 a year ago, representing a 33.9% surprise against the $0.28 estimate.
2. Production Metrics Performance
Total average daily net production reached 401,475 BOE/D versus a 403,909 BOE/D consensus. Oil output was 188,633 BBL/D (est. 188,760 BBL/D), natural gas 664,265 Mcf/D (est. 679,771 Mcf/D) and NGL 102,131 BBL/D (est. 102,533 BBL/D). Realized prices were $62.48/BBL for oil (est. $62.18), $1.14/Mcf for gas (est. $1.04) and $15.44/BBL for NGL (est. $15.71).
3. Stock Performance and Outlook
Shares have rallied 16.3% over the past month despite the revenue miss. Consensus for Q1 2026 EPS stands at $0.26 on $1.25 billion revenue, and market watchers will focus on production trends and management commentary for guidance on full-year capital efficiency and dividend policy.