GeoPark (GPRK)
NYSE:GPRK
Earnings Data
Report Date
May 20, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
0.25Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized a number of substantive positives: production outperformance and stabilization, meeting or exceeding guidance across key metrics, disciplined capital allocation with strong returns (2.8x EBITDA/CapEx and 18% ROACE), meaningful cost and structural savings, a solid balance sheet with active liability management, extensive hedging for 2026, and transformational portfolio moves (Vaca Muerta acquisition and the agreed Frontera transaction) that materially expand scale and upside. Offsetting these positives were macro and transactional headwinds — notably lower realized prices (-11.4% YoY), Q4 timing-related and start-up costs that depressed quarterly EBITDA, some elevated early-stage OpEx in newly integrated assets, partner approvals lagging in Llanos 34, and competitive/ governance uncertainty around the Frontera deal. Overall, the operational and strategic progress and financial discipline communicated in the call outweigh the transitory and market-driven negatives, though the Frontera process and regional market dynamics warrant monitoring.Company Guidance
Production Outperformance and Stabilization
Full-year 2025 production averaged 28,233 barrels of oil equivalent per day, above the upper end of guidance; Q4 2025 averaged 28,351 boe/d. Management reported an earlier-than-anticipated production inflection and stabilization in Colombia and Argentina, with Vaca Muerta contributing fresh production ahead of plan.
Adjusted EBITDA and Financial Returns
Adjusted EBITDA for 2025 reached USD 277 million (within guidance). The company delivered a 2.8x adjusted EBITDA-to-CapEx ratio and an 18% ROACE, signaling disciplined, returns-focused capital allocation.
Cost and Efficiency Improvements
Operating costs averaged USD 13.4 per barrel and G&A averaged USD 4.8 per barrel for 2025 (within guidance). Management achieved USD 32 million in structural cash savings in 2025, with an expected annualized run rate of approximately USD 45 million in 2026 (an increase of ~41% from the 2025 savings level).
Strong Balance Sheet and Active Liability Management
Cash exceeded USD 100 million at year-end and net leverage closed at 1.6x with no material debt maturities until 2027. The company repurchased over USD 100 million of 2030 notes below par, capturing a USD 10 million gain and approximately USD 9.5 million in annual interest savings.
Hedging and Cash Flow Protection
Over 84% of 2026 production is hedged via 3-way collars, and hedging has already started for 2027 production, providing significant near-term cash-flow protection despite lower realized prices.
Strategic Portfolio Moves — Argentina (Vaca Muerta)
Closed acquisition of Loma Jarillosa Este and Puesto Silva Oeste (Vaca Muerta); production already online and development underway with a clear path to a 20,000 boe/d plateau by 2028. Operational ramp-up underway: drilling mobilization (5-well pad), planned fracs (~220 fracs) and target Vaca Muerta exit rate of 5,000–6,000 boe/d for 2026.
Transformational Proposal in Colombia — Frontera Transaction
Announced agreement to acquire Frontera Energy's Colombian upstream assets (January 2026). The transaction more than doubles GeoPark's resource base and implies pro forma production of approximately 40,000 boe/d net to GeoPark; management estimates pro forma production could exceed 90,000 boe/d by 2028 and adjusted EBITDA of ~USD 950 million, materially increasing scale and cash-flow durability.
Operational Advances — Enhanced Oil Recovery Pilot
Launched polymer injection project in Llanos 34 in December with 2 initial wells (2 more planned in April) and additional wells planned later in 2026. Simulations indicate potential incremental recovery in injected areas between ~3% (pessimistic) and ~7% (optimistic), with an average expectation of ~5% recovery uplift.
Corporate Actions — Dividend and Governance
Board declared a quarterly dividend of USD 0.03 per share and reiterated that shareholder distributions will be reassessed after free cash flow normalizes following peak investments in Vaca Muerta. Management also secured key Colombian antitrust approval (SIC) for the Frontera transaction, a major regulatory milestone.
GPRK 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
GPRK Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 25, 2026 | $8.35 | $8.49 | +1.68% |
Nov 05, 2025 | $7.67 | $8.24 | +7.38% |
Aug 05, 2025 | $6.44 | $6.32 | -1.96% |
May 07, 2025 | $6.46 | $6.32 | -2.06% |
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 GeoPark (GPRK) report earnings?
GeoPark (GPRK) is schdueled to report earning on May 20, 2026, After Close (Confirmed).
What is GeoPark (GPRK) earnings time?
GeoPark (GPRK) earnings time is at May 20, 2026, After Close (Confirmed).
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What is GPRK EPS forecast?
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