Vista Energy SAB de CV (VIST)
NYSE:VIST
Earnings Data
Report Date
Apr 29, 2026TBA (Not Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.73Last Year’s EPS
0.79Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a strongly positive operational and financial performance: very large YoY production and EBITDA increases, material cost reductions, reserve growth, positive H2 free cash flow, and accretive M&A that expands inventory and scale. Key near-term headwinds include lower realized oil prices that depressed sequential revenue and EBITDA, significant ongoing CapEx requirements, and conditionality/financing around the Equinor acquisition. On balance, the company's progress, guidance reaffirmation, and clear capital allocation framework outweigh the challenges.Company Guidance
Strong Production Growth
Total production of 135,400 BOE/d in Q4 2025, +59% year-over-year and +7% quarter-over-quarter; oil production of 118,300 bbl/d, +61% YoY and +8% QoQ; gas production +45% YoY.
Revenue and EBITDA Expansion
Q4 revenues of $689 million, +46% YoY (despite being -2% QoQ due to lower oil prices); Adjusted EBITDA of $444 million in Q4, +62% YoY (adjusted EBITDA margin 64%, +8 percentage points YoY); full-year adjusted EBITDA of $1.6 billion, +46% YoY.
Export Growth and Realized Pricing Execution
Oil exports doubled YoY to 7.1 million barrels in Q4, representing 64% of total sales volume; sold 100% of oil volumes at export parity prices domestically and internationally.
Cost Reductions and Operational Efficiency
Lifting cost of $4.1/BOE in Q4, -12% YoY and -8% QoQ; selling expenses down 48% YoY to $4.2/BOE; D&C cost savings of 15% vs 2024 and full-year lifting cost at $4.4 (below guidance of $4.5).
Reserves and Inventory Expansion
P1 reserves increased 57% YoY to 588 million BOE; reserve replacement ratio 605% (organic replacement 260%); well inventory expanded to >1,600 wells; 74 well tie‑ins in 2025 (vs 50 in 2024).
Free Cash Flow and Strong Cash Generation
Q4 operating cash flow of $435 million; Q4 free cash flow of $76 million and positive H2 free cash flow of $47 million, meeting H2 guidance; year-end cash position $538 million and pro forma net leverage 1.5x adjusted EBITDA (flat QoQ).
Accretive M&A and Portfolio Growth
Acquired 50% of La Amarga Chica (making Vista the largest independent oil producer in Argentina); announced agreement to acquire Equinor's Vaca Muerta assets (adds >27,000 net acres, ~22,000 bbl/d current production and ~244 net wells), with Shell waiver achieved and Chilean antitrust filing submitted (expected close mid‑May).
Operational and ESG Achievements
Total recordable incident rate remained below 1 for sixth consecutive year; Scope 1 & 2 emissions intensity decreased 23% to 6.8 kg CO2e/BOE; progress on nature‑based solutions and plan to balance Scope 1 & 2 emissions for operated production in 2026.
Cost Cutting Roadmap and Well Cost Targets
H2 2025 D&C cost of $12.1M per normalized well in Bajada del Palo Oeste; targets of $11.7M per well in 2026 and $11.3M in 2027 with further downside potential from sand plant, rebundled services and tech improvements.
Guidance and Forward Outlook
2026 guidance reiterated: ~140,000 BOE/d production, 80–90 tie‑ins, $1.5–1.6 billion CapEx, and $1.9 billion adjusted EBITDA assuming Brent $65; expected free cash flow $150–200 million at $65 Brent and projected sequential production ramp (momentum into Q2 and Q4).
VIST 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
VIST Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 25, 2026 | $57.50 | $56.81 | -1.20% |
Oct 22, 2025 | $35.02 | $35.65 | +1.80% |
Jul 10, 2025 | $47.23 | $48.92 | +3.58% |
Apr 23, 2025 | $46.83 | $47.60 | +1.64% |
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 Vista Energy SAB de CV (VIST) report earnings?
Vista Energy SAB de CV (VIST) is schdueled to report earning on Apr 29, 2026, TBA (Not Confirmed).
What is Vista Energy SAB de CV (VIST) earnings time?
Vista Energy SAB de CV (VIST) earnings time is at Apr 29, 2026, TBA (Not Confirmed).
Where can I see when companies are reporting earnings?
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What is VIST EPS forecast?
VIST EPS forecast for the fiscal quarter 2026 (Q1) is 1.73.