Education
About Us
Working with TipRanks
Follow Us
YPF Sociedad Anonima (YPF)
NYSE:YPF
Earnings Data
Report Date
May 08, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
0.95Last Year’s EPS
1.66Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
---
Earnings Call Summary
Earnings Call Date:Mar 06, 2025
|% Change Since: 11.49%
|Next Earnings Date:May 08, 2025
Earnings Call Sentiment|Positive
The earnings call highlighted YPF's significant achievements in increasing shale oil production and improving financial metrics, alongside successful debt management. However, the company faced challenges with negative free cash flow and decreased fuel sales volumes, largely impacted by mature fields and external factors. Despite these issues, the overall progress and strategic initiatives suggest a positive outlook.Company Guidance
In the YPF Fourth Quarter and Full Year 2024 Earnings Call, the company provided comprehensive guidance on their strategic and financial outlook. The 4X4 plan aims to significantly increase the value of the company by reshaping the oil production matrix, transitioning from conventional mature fields to enhancing the shale oil production share to at least 80%. YPF has made substantial progress, having signed agreements for 24 out of 49 mature blocks and nearing completion on others. The VMOS pipeline project is set to ramp up production to 180,000 barrels per day by late 2026 and over half a million barrels by late 2027. The company recorded a record high refinery utilization rate of 92% and achieved a record production level of 5,605 cubic meters per day of premium diesel. Financially, YPF marked a robust year with revenues reaching $19.3 billion, an 11% increase, and an adjusted EBITDA of $4.7 billion, a 15% rise. They also completed significant financing transactions, including a $1.1 billion bond issuance. Looking forward, YPF anticipates further growth in shale oil production, aiming for over 160,000 barrels per day in 2025, focusing investment on their core Vaca Muerta assets, and maintaining a strong competitive position within the Argentine energy market.Significant Increase in Shale Oil Production
YPF achieved an impressive output of 122,000 barrels per day in 2024, marking a 26% increase compared to 2023. As of the call, net production is above 150,000 barrels per day.
Record High Refinery Processing Levels
YPF reached a record high in the processing level of its refinery, exceeding 300,000 barrels per day in 2024, with a refinery utilization of 92%.
Improved Financial Metrics
Net results improved substantially, posting a gain of $2.4 billion in 2024 compared to a loss of $1.3 billion in the previous year.
Successful Debt Management
YPF successfully issued a nine-year unsecured international bond for $1.1 billion at a yield of 8.5%, part of a strategy that reduced the net leverage ratio to 1.6 times.
---
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 |
|---|---|---|---|
| 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% |
| May 09, 2024 | $24.38 | $22.78 | -6.56% |
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 May 08, 2025, TBA Not Confirmed.
What is YPF Sociedad Anonima (YPF) earnings time?
YPF Sociedad Anonima (YPF) earnings time is at May 08, 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 (Q1) is 0.95.
---