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YPF Sociedad Anonima (YPF)
NYSE:YPF
Earnings Data
Report Date
Aug 07, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.72Last Year’s EPS
1.32Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 07, 2025
|% Change Since: 11.03%
|Next Earnings Date:Aug 07, 2025
Earnings Call Sentiment|Neutral
The earnings call presented a mix of strong operational performance, particularly in shale oil production and refinery utilization, alongside strategic advancements in LNG projects. However, financial challenges such as a net loss, negative cash flow, and increased debt were also highlighted. The sentiment is balanced with notable achievements and significant financial pressures.Company Guidance
During the first quarter of 2025, YPF reported a strong performance with adjusted EBITDA reaching $1.24 billion, marking a 48% sequential growth. This growth was largely attributed to increased profitability from mature fields and improved refining and marketing margins. Shale oil production saw a 31% year-over-year increase, representing 55% of total oil production. YPF also achieved record drilling performance, with a standout achievement of drilling 551 meters per day. The company reported a Q1 revenue of $4.61 billion, a 3% sequential decline but a 7% year-over-year increase, driven by shale activity and higher local fuel prices. YPF's CapEx for Q1 was $1.21 billion, with 75% allocated to unconventional assets, aligning with their annual guidance of $5 billion to $5.2 billion. The company maintained a net debt of $8.3 billion and a net leverage ratio of 1.8x, with plans to reduce it to 1.5x-1.6x by year-end. YPF also made strides in its LNG projects, securing agreements expected to be operational between 2027 and 2028.Strong Adjusted EBITDA Growth
Adjusted EBITDA reached $1.24 billion, marking a significant sequential growth of 48%.
Record Shale Oil Production
Shale oil production increased by 31% compared to Q1 last year, representing 55% of total oil production.
High Refinery Utilization
Reached a record high refinery utilization rate of 94% with enhanced operational efficiency.
Digital Transformation Initiatives
Inaugurated a real-time intelligence center for the downstream segment to optimize resource utilization.
LNG Project Approvals
Significant progress in LNG projects, including environmental approvals and agreements for future capacity expansion.
Debt Refinancing Success
Issued a 9-year unsecured international bond for $1.1 billion at a yield of 8.5%.
Oil Export Growth
Oil exports grew by 34% inter-annually, reaching 36,000 barrels per day.
YPF Earnings History
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 Aug 07, 2025, TBA Not Confirmed.
What is YPF Sociedad Anonima (YPF) earnings time?
YPF Sociedad Anonima (YPF) earnings time is at Aug 07, 2025, TBA Not 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 (Q2) is 0.72.