Education
About Us
Working with TipRanks
Follow Us
Beach Energy (BCHEY)
OTHER OTC:BCHEY
Earnings Data
Report Date
Aug 10, 2026Before Open (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.7Last Year’s EPS
1.19Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Positive overall: the company reported solid underlying cash generation, strong safety performance, successful commissioning of Waitsia with ongoing ramp-up, a meaningful uplift in realized gas prices (+13% H1; +30% over two years), early drilling success in the Western Flank, strong liquidity (AUD 925m) and low gearing (12%). These positives offset headwinds including H1 production impacts from FY'25 flooding, an unsuccessful Hercules exploration well (expensed), a softer oil price (realized oil -12%), and ramp-up/overlift accounting complexities tied to Waitsia. Management maintained FY'26 guidance and is prioritizing disciplined capital deployment and targeted growth while retaining flexibility on dividends.Company Guidance
Waitsia First Gas and Ramp-Up Progress
First gas achieved at Waitsia gas plant in early December; 2 compressors commissioned and plant has reached peak rates of 165 TJ/day to date (nameplate 250 TJ/day). Third compressor expected to commence commissioning in coming weeks; ramp-up expected over ~3-4 months.
LNG Cargoes and Upfront Revenue from Waitsia-related Activity
Delivered 4 Waitsia-related LNG cargoes during the half generating ~AUD 233 million (H1) and referenced total of 11 cargoes and ~AUD 740 million in revenue ahead of Waitsia first gas across earlier activity.
Gas Marketing & Realized Price Improvement
Sold >15 PJ of gas into spot and short-term markets; realized gas price rose 13% versus prior corresponding period to AUD 11.80/GJ, and is over 30% higher versus two years ago due to diversified marketing and recontracting.
Safety and Operational Execution
No Tier 1 or 2 process safety events and over 12 months recordable injury-free at all operated sites despite a 43% increase in man-hours and field complexity half-on-half; operated facilities >99% reliability in the half.
Western Flank Early Drilling Success
12-well appraisal and development program commenced with early success: 100% success on first 6 wells; Callawonga 26 brought online 33 days after rig release; rig campaign operating more efficiently (20% less man-hours vs comparable FY24 rig, 60% reduction in Beach personnel).
Strong Liquidity and Low Leverage
Secured refinancing and a new AUD 300 million Asian term loan, lifting available liquidity to AUD 925 million; closing cash reserves AUD 235 million and net gearing of 12% at period end.
Solid Financial and Cash Generation
Delivered total revenue of ~AUD 1.0 billion (sales revenue ~AUD 982 million), underlying EBITDA AUD 558 million and free cash flow generation of AUD 225 million; operating cash flow of AUD 442 million in the half.
Cost Discipline and Unit Operating Cost Improvement
Field operating costs were 8% lower than the prior corresponding period; operated assets delivered a unit operating cost of AUD 10 per boe for the half.
Cooper Basin Flood Recovery
Restored 97% of Cooper Basin flood-impacted production by the end of the December quarter, supporting second-half performance.
Moomba CCS Performance and Emissions Progress
Moomba CCS exceeded 12 months operation, safely storing over 1.5 million tonnes CO2 since startup and Beach received >300,000 ACCUs for FY25, supporting the target of 35% equity emissions intensity reduction by 2030.
Maintained FY'26 Guidance and Capital Discipline
Production guidance maintained at 19.7–22.5 mmboe for FY'26; FY'26 capital expenditure guidance maintained at AUD 675–775 million and sustaining capex guidance below AUD 450 million.
Balanced Capital Management — Dividend Declared
Board declared an interim dividend of AUD 0.01 per share while signalling a full-year dividend policy will be revisited at year-end as capital activity steps up in H2.
BCHEY 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
BCHEY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 04, 2026 | $17.44 | $16.56 | -5.02% |
Feb 05, 2025 | $17.75 | $16.83 | -5.16% |
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 Beach Energy (BCHEY) report earnings?
Beach Energy (BCHEY) is schdueled to report earning on Aug 10, 2026, Before Open (Confirmed).
What is Beach Energy (BCHEY) earnings time?
Beach Energy (BCHEY) earnings time is at Aug 10, 2026, Before Open (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 BCHEY EPS forecast?
BCHEY EPS forecast for the fiscal quarter 2026 (Q4) is 0.7.