The earnings call highlighted significant achievements in production growth, cost reduction, and strategic investments, showcasing a positive trajectory for YPF. However, challenges like international price volatility and negative cash flow indicate areas of concern.

Company Guidance

During the second quarter of 2025 earnings call, YPF provided guidance on several key metrics and strategic developments, highlighting the company's resilience amidst international oil price volatility. Despite a 12% sequential decrease in the realization price of oil, YPF achieved a record high production of approximately 165,000 barrels per day. The company also emphasized a significant 24% interannual reduction in lifting costs, bolstered by its ongoing divestment from mature fields. YPF's adjusted EBITDA was reported at $1.12 billion, reflecting a 10% sequential decline, largely due to Brent price fluctuations and the impact of mature field exits. The company anticipates a net leverage ratio of 1.8x by year-end, following strategic acquisitions and refinancing activities. Additionally, YPF is progressing with its 4x4 plan, notably advancing midstream infrastructure projects like VMOS, which secured a $2 billion syndicated loan, and targeting further growth to close the year at around 190,000 barrels per day. The company also underscored its focus on becoming a pure unconventional ethane company by divesting conventional assets, aiming for enhanced profitability and resilience.

Record High Shale Oil Production

Achieved record high shale oil production of approximately 165,000 barrels per day, marking significant growth from 110,000 barrels per day in November '23. This represents a 70% increase in organic production in 25 months.

Significant Reduction in Lifting Costs

Achieved a 24% interannual reduction in lifting costs due to divesting mature fields and operational efficiencies.

VMOS Financial Closing and Expansion

Secured a syndicated loan for $2 billion to finance VMOS, marking the largest commercial loan for an infrastructure project in Argentina. This will enable YPF to ramp up production capacity significantly.

Technological Advancements in Operations

Launched three real-time intelligence centers to enhance operational efficiency and introduced micro pricing and smart fuel projects to increase profitability.

Strategic Acquisition

Acquired Prime Tier 1 Shell acreage from Total for $500 million, enhancing YPF's position in the Vaca Muerta region with a well inventory of over 500 wells.

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

Daily Earnings Calendar >

YPF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2025 (Q3)	0.77 / -	3.75	―	―	―
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	-4.75	84.42% (+4.01)	―
Nov 07, 2024	2024 (Q3)	0.90 / 3.75	-0.33	1236.36% (+4.08)	―
Aug 08, 2024	2024 (Q2)	0.70 / 1.32	0.86	53.49% (+0.46)	―
May 09, 2024	2024 (Q1)	0.66 / 1.66	0.87	90.80% (+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)
Aug 10, 2023	2023 (Q2)	0.94 / 0.86	2.01	-57.21% (-1.15)

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
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%
Aug 08, 2024	$19.78	$20.58	+4.04%

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 Nov 05, 2025, TBA (Confirmed).

What is YPF Sociedad Anonima (YPF) earnings time?

YPF Sociedad Anonima (YPF) earnings time is at Nov 05, 2025, 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 (Q3) is 0.77.

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