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YPF Sociedad Anonima (YPF)
NYSE:YPF
US Market
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YPF Sociedad Anonima (YPF) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Mar 05, 2026
TBA (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
0.53
Last Year’s EPS
-0.74
Same Quarter Last Year
Moderate Buy
Based on 4 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Nov 07, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
The earnings call highlighted strong operational performance in shale oil production and downstream processing, as well as financial achievements such as successful bond issuance and progress in the LNG project. However, challenges included a decline in revenue, negative free cash flow, and increased net debt. Despite these lowlights, the operational successes and strategic advancements indicate a robust position moving forward.
Company Guidance
In the third quarter of 2025, YPF demonstrated strong operational and financial performance despite the challenging environment of declining international prices. The company reported revenues of $4.6 billion, a 12% decrease from the previous year, in line with a 13% reduction in Brent prices. However, adjusted EBITDA showed resilience, reaching approximately $1.4 billion, which is a sequential rise of over 20% and stable compared to the previous year. This growth was largely attributed to a significant 35% increase in shale oil production, reaching 170,000 barrels per day, and further expanding to approximately 190,000 barrels per day in October. This production surge aligns with YPF's annual target for shale oil production of around 165,000 barrels per day and positions the company to slightly exceed its December 2025 goal of 190,000 barrels per day. The focus on shale operations has resulted in a remarkable reduction in lifting costs, down 28% quarter-over-quarter and 45% year-over-year. YPF's downstream segment also achieved a record processing level of 326,000 barrels per day, marking the highest since 2009 and representing a 9% increase from the previous year. Despite these operational successes, the company reported a negative free cash flow of $759 million, primarily due to the acquisition of assets from Shell and the impact of its mature field exit strategy, which pushed net debt to $9.6 billion with a net leverage ratio of 2.1x. However, YPF has taken proactive steps to manage its financial position, including retapping its 2031 international bond at an 8.25% yield and securing a $700 million export-backed loan with international banks. The company continues to make strategic investments in its unconventional resources, which accounted for 70% of its quarterly CapEx, while also advancing the Argentina LNG project in partnership with Eni and ADNOC, aiming to unlock Vaca Muerta's full potential as a leading global LNG exporter.
Strong Shale Oil Production Growth
Shale oil production increased by 35% internally during the third quarter, reaching 170,000 barrels per day. Preliminary figures for October show an additional increase of 12%, reaching around 190,000 barrels per day.
Record Downstream Processing Levels
Achieved the highest processing level since 2009 at 326,000 barrels per day, which was 9% higher than last year, with a solid utilization rate of 97%.
Significant Lifting Cost Reduction
Achieved a lifting cost reduction of 28% quarter-over-quarter and 45% year-over-year due to improved production mix and operational efficiency.
Successful Bond Issuance
Successfully retapped the 2031 international bond, issuing $500 million at 8.25% yield, the lowest interest rate for an international bond in recent years.
Argentina LNG Project Progress
Signed a technical FID with Eni and a preliminary framework agreement with ADNOC for a fully integrated LNG project, demonstrating strong international interest.

YPF Sociedad Anonima (YPF) 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

YPF Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Mar 05, 2026
2025 (Q4)
0.53 / -
-0.74
Nov 07, 2025
2025 (Q3)
0.73 / -0.53
3.75-114.13% (-4.28)
Aug 31, 2025
2025 (Q2)
0.61 / 0.13
1.32-90.15% (-1.19)
May 07, 2025
2025 (Q1)
0.76 / -0.04
1.66-102.41% (-1.70)
Mar 06, 2025
2024 (Q4)
0.70 / -0.74
-4.7584.42% (+4.01)
Nov 07, 2024
2024 (Q3)
0.90 / 3.75
-0.331236.36% (+4.08)
Aug 08, 2024
2024 (Q2)
0.70 / 1.32
0.8653.49% (+0.46)
May 09, 2024
2024 (Q1)
0.66 / 1.66
0.8790.80% (+0.79)
Mar 06, 2024
2023 (Q4)
1.14 / -4.75
1.19-499.16% (-5.94)
Nov 08, 2023
2023 (Q3)
0.46 / -0.33
1.72-119.19% (-2.05)
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

YPF Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 07, 2025
$36.26$37.21+2.62%
May 07, 2025
$30.27$30.84+1.88%
Mar 06, 2025
$33.41$33.39-0.06%
Nov 07, 2024
$29.32$29.24-0.27%
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 YPF Sociedad Anonima (YPF) report earnings?
YPF Sociedad Anonima (YPF) is schdueled to report earning on Mar 05, 2026, TBA (Confirmed).
    What is YPF Sociedad Anonima (YPF) earnings time?
    YPF Sociedad Anonima (YPF) earnings time is at Mar 05, 2026, TBA (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 YPF EPS forecast?
          YPF EPS forecast for the fiscal quarter 2025 (Q4) is 0.53.
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