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YPF Sociedad Anonima (YPF)
NYSE:YPF
Earnings Data
Report Date
Mar 06, 2025TBA Not Confirmed
Period Ending
2024 (Q4)Consensus EPS Forecast
0.72Last Year’s EPS
-4.75Same Quarter Last Year
Moderate Buy
Based on 6 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Nov 07, 2024
|% Change Since: 26.57%
|Next Earnings Date:Mar 06, 2025
Earnings Call Sentiment|Positive
The earnings call highlighted strong financial performance with significant growth in EBITDA, revenues, and shale oil production. The company also made significant progress in oil exports and infrastructure development. However, challenges remain with a negative free cash flow, conventional production impacted by weather, and pressure on lifting costs. Overall, the positive aspects of YPF's performance outweigh the challenges.Company Guidance
During the third quarter of 2024, YPF presented strong financial performance, achieving an adjusted EBITDA of nearly $1.4 billion, marking a 13% sequential increase and a remarkable 47% year-over-year growth. Total revenues reached $5.3 billion, reflecting a 7% rise from the previous quarter and an 18% increase from the same period last year, driven mainly by higher gas sales, increased oil exports, and improved fuel prices. The company produced 559,000 barrels of oil equivalent per day, showing a 4% sequential and 8% annual increase, largely due to a 36% rise in shale oil production from the Vaca Muerta formation. Despite challenges from extreme weather in Patagonia affecting conventional production, YPF maintained its strategic focus on production efficiencies and infrastructure developments, including the Vaca Muerta South Oil Pipeline. Net results grew significantly, with a net income of approximately $1.5 billion, largely attributed to favorable income tax impacts. YPF also reported a negative free cash flow of $173 million due to higher debt service payments, although it improved its net leverage ratio to 1.5 times, aligning with annual targets.Significant EBITDA Growth
EBITDA increased by 13% sequentially and 47% interannually, reflecting the company's efforts in converging local fuel prices to international tariffs and focusing on production efficiencies.
Oil Export Success
YPF became the largest oil exporter in Argentina, exporting roughly 40,000 barrels per day.
Shale Oil Production Increase
Shale oil production increased by 36% year-on-year, now representing almost half of YPF's total production.
Revenue Growth
Revenues reached $5.3 billion, up 7% sequentially and 18% year-on-year, driven by higher seasonal gas sales, increased oil exports, and better fuel prices.
Net Income Surge
Net income grew significantly, posting roughly $1.5 billion, almost three times the previous quarter.
Investment in Upstream Activities
Investments reached nearly $1.4 billion, up 13% sequentially, with 73% concentrated in upstream activities.
Debt Management
YPF improved its net leverage ratio to 1.5 times, aligned with its year-end target.
Infrastructure Developments
Progress made in the Vaca Muerta South Oil Pipeline and the Andes project, with significant construction achievements.
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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
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YPF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| 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% |
| Mar 06, 2024 | $18.67 | $18.32 | -1.87% |
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.
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FAQ
When does YPF Sociedad Anonima (YPF) report earnings?
YPF Sociedad Anonima (YPF) is schdueled to report earning on Mar 06, 2025, TBA Not Confirmed.
What is YPF Sociedad Anonima (YPF) earnings time?
YPF Sociedad Anonima (YPF) earnings time is at Mar 06, 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 2024 (Q4) is 0.72.
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