Integrated Oil and Gas

YPF Sociedad Anonima

YPF Sociedad Anónima Reports Strong Q1 Performance: Record EBITDA Near $1.6 Billion

YPF seeks Rigi approval for $25 billion oil project

FactSet raises YPF's 2026 EPS forecast to $5.08

YPF Sociedad Anonima released FY2026 Q1 earnings on May 7 Pre-Market (EST), actual revenue USD 4.975 B (forecast USD 5.05 B), actual EPS USD 1.1059 (forecast USD 1.0231)

YPF Successfully Acquires Pluspetrol's Southern Rights and Revises Share Agreement

Analysts Raise 2026 EPS Forecast for YPF to $4.99

Halliburton Signs Multi-Billion Dollar Unconventional Completion Services Contract with YPF

YPF Grants Halliburton a Multi-billion Dollar Long-term Completion Contract

YPF to Hold Annual General Meeting on April 30 to Review Multiple Proposals

YPF SA Reports 20% Profit Growth Exceeding Expectations

Argentina forecasts energy exports to reach $50 billion by 2031

YPF SA repurchases 4.98 billion Argentine pesos of XXX class bonds

Insigneo Advisory Services LLC Increased Holdings in YPF to $56 Million

YPF Sociedad Anonima released FY2025 earnings on February 27 After-Market EST, actual revenue USD 18.46 B (forecast USD 18.06 B), actual EPS USD -2.2047 (forecast USD 0.2535)

YPF Sociedad Anonima released FY2025 Q4 earnings on February 27 After-Market EST, actual revenue USD 4.56 B (forecast USD 4.283 B), actual EPS USD -1.5439 (forecast USD 0.7804)

YPF reports a net loss of 1 trillion Argentine pesos in FY2025

YPF Allocates Funds for Vaca Muerta Operations

YPF Sociedad Anonima to Release FY2025 Q4 Earnings on February 26 After-Market EST, Forecast Revenue USD 4.651 B, EPS USD 0.7804

YPF S.A. Acquires Remaining Stake in Profertil S.A.

YPF SA to sell stake in nitrogen fertilizer maker to Adecoagro SA

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YPF Sociedad Anónima reported strong Q1 results, with revenues of $4.95 billion and record EBITDA of nearly $1.6 billion. Shale production reached 205,000 barrels per day, driving growth despite demand softness. Free cash flow surged to $871 million, and net leverage improved to 1.57x. The company is advancing LNG projects and has seen a significant drop in conventional oil production. Management acknowledged a temporary pause in price increases due to domestic demand weakness.

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YPF Sociedad Anónima Q1 Call Highlights Shale Strength

Argentina's YPF has proposed a $25B oil project to develop the Vaca Muerta shale formation, seeking inclusion in the RIGI incentive program for legal guarantees and tax breaks. The LLL Oil project aims to produce 240K bbl/day by 2032, with all output for export, potentially generating $6B in annual shipments. This initiative is crucial for boosting Argentina's energy exports and supporting President Milei's economic policy.

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Argentina's YPF registers proposed $25B oil project for RIGI incentive program

YPF Sociedad Anónima reported a strong Q1 with $4.95 billion in revenue, a 9% increase from the previous quarter, and record adjusted EBITDA of nearly $1.6 billion. The company improved free cash flow to $871 million, driven by higher shale oil production, which reached 205,000 barrels per day. YPF's net leverage ratio decreased to 1.57, and it ended March with $1.7 billion in liquidity. The company continues to focus on shale production in Argentina's Vaca Muerta formation.

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YPF Sociedad Anónima Q1 Earnings Call Highlights

YPF Sociedad Anonima reported strong Q1 earnings, highlighting record profitability driven by shale growth and improved cash generation. Revenues reached $4.95 billion, up 9% quarter-over-quarter, with adjusted EBITDA at nearly $1.6 billion and a margin of 32%. Free cash flow surged to $871 million, and net leverage decreased to 1.57 times. Shale production rose to 205,000 barrels per day, with La Angostura Sur emerging as a key asset. Operational efficiencies and reduced lifting costs enhanced competitiveness, while M&A proceeds and capital market activities strengthened financial flexibility. Domestic demand showed signs of slowing amid price increases.

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YPF Earnings Call Highlights Shale Surge and Deleveraging

YPF Sociedad Anonima(YPF.US)

YPF Sociedad Anónima Q1 Call Highlights Shale Strength

Argentina's YPF registers proposed $25B oil project for RIGI incentive program

YPF Sociedad Anónima Q1 Earnings Call Highlights

YPF Earnings Call Highlights Shale Surge and Deleveraging