The earnings call highlighted solid operational performance and strategic growth initiatives, such as the successful Silverback acquisition and record safety metrics. However, challenges such as production constraints due to infrastructure, decreased oil prices, and increased debt were noted. Despite these challenges, the company demonstrated cost reduction achievements and continued growth potential.

Company Guidance -

Q3 2025

During the second quarter earnings call for Riley Exploration Permian Inc., the company outlined its strategic responses to current market conditions and provided forward-looking guidance. Despite an unfavorable oil macro backdrop, the company adjusted its development activity and capital expenditure (CapEx) downward, optimizing free cash flow generation. The second quarter saw a net production decline from 1.41 million to 1.38 million barrels of oil quarter-over-quarter, although barrel of oil equivalent production increased by 1% quarter-over-quarter and by 14% year-over-year. The company drilled 10, completed 2, and turned in line 7 gross operated wells, setting records in drilling efficiency and reducing costs per lateral foot by 15% despite higher pipe pricing due to tariffs. Riley's average daily net production was 15,200 barrels of oil per day and 24,400 barrels of oil equivalent per day. The company also highlighted its strategic acquisition of Silverback Exploration, which expanded its Yeso trend footprint to 30,000 net acres. The acquisition is expected to provide substantial undeveloped potential, with anticipated cost synergies and operational efficiencies projected to result in savings of 5% to 15% for services. Looking ahead, Riley expects a fourth-quarter midpoint oil production rate of 18,000 barrels per day, reflecting a 21% growth from the second quarter. Capital budget adjustments include a modest increase to 10 new drills, with a planned 45% upstream reinvestment rate of cash flow from operations. The company remains cautious of macroeconomic uncertainties but has positioned itself for resilience with strategic infrastructure projects and disciplined capital allocation.

Solid Overall Performance

Riley Permian demonstrated solid overall performance in the second quarter despite a less favorable oil macro backdrop and regional operating environment. The company adjusted development activity and CapEx downward in response to lower oil prices and generated significant free cash flow for the first half of the year.

Successful Silverback Acquisition

Riley closed the acquisition of Silverback Exploration, increasing its Yeso trend footprint to 30,000 net acres. This acquisition offers substantial undeveloped potential for future growth.

Record Safety Metrics

Riley Permian achieved a total recordable incident rate of 0 in the second quarter, maintaining 97% safe days for the second quarter in a row.

Cost Reduction Achievements

The company reduced total average drilling cost per lateral foot by 15% over the previous program in 2024 despite higher pipe pricing due to tariffs.

Production and Growth

Barrel of oil equivalent production increased 14% compared to the same quarter last year. The company maintained low operating costs and continued to find significant synergies in the recent Silverback acquisition.

Riley Exploration Permian (REPX) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

REPX Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2025 (Q3)	1.10 / -	1.49	―	―	―
Aug 06, 2025	2025 (Q2)	0.99 / 1.02	1.57	-35.03% (-0.55)
May 07, 2025	2025 (Q1)	1.53 / 1.62	0.94	72.34% (+0.68)
Mar 05, 2025	2024 (Q4)	1.52 / 0.96	0.7	37.14% (+0.26)
Nov 06, 2024	2024 (Q3)	1.54 / 1.49	1.58	-5.70% (-0.09)
Aug 07, 2024	2024 (Q2)	1.69 / 1.57	1.37	14.60% (+0.20)
May 08, 2024	2024 (Q1)	1.47 / 0.94	1.26	-25.40% (-0.32)
Mar 06, 2024	2023 (Q4)	1.60 / 0.70	1.351	-48.19% (-0.65)
Nov 07, 2023	2023 (Q3)	1.67 / 1.58	1.645	-3.95% (-0.06)
Aug 07, 2023	2023 (Q2)	1.68 / 1.37	1.715	-20.12% (-0.34)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

REPX Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	$25.74	$26.16	+1.63%
May 07, 2025	$24.54	$26.21	+6.81%
Mar 05, 2025	$27.18	$27.63	+1.66%
Nov 06, 2024	$28.92	$30.77	+6.40%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Riley Exploration Permian (REPX) report earnings?

Riley Exploration Permian (REPX) is schdueled to report earning on Nov 05, 2025, After Close (Confirmed).

What is Riley Exploration Permian (REPX) earnings time?

Riley Exploration Permian (REPX) earnings time is at Nov 05, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is REPX EPS forecast?

REPX EPS forecast for the fiscal quarter 2025 (Q3) is 1.1.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing