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10-QPeriod: Q3 FY2013

EOG RESOURCES INC Quarterly Report for Q3 Ended Sep 30, 2013

Filed November 6, 2013For Securities:EOG

Summary

EOG Resources Inc. (EOG) reported strong financial results for the nine months ending September 30, 2013, with net income of $1.62 billion, a significant increase from $1.08 billion in the same period of 2012. This growth was driven by a substantial rise in net operating revenues to $10.74 billion, up 24% year-over-year. The company saw a significant shift towards higher-margin crude oil and natural gas liquids (NGLs), which comprised 84% of wellhead revenues for the period, reflecting successful development in key North American plays like the Eagle Ford, Permian Basin, and Bakken. Despite the strong revenue growth, the company recorded a net loss of $207 million on mark-to-market commodity derivative contracts for the nine-month period, a reversal from a gain of $327 million in the prior year. Capital expenditures remained robust, with $5.56 billion invested in exploration and development during the first nine months of 2013, focused primarily on U.S. crude oil operations. EOG also demonstrated a commitment to returning capital to shareholders, with dividends declared and a healthy balance sheet maintained.

Financial Statements
Beta
Revenue$3.54B
Operating Expenses$2.77B
Operating Income$769.77M
Interest Expense$59.38M
Net Income$462.50M
EPS (Basic)$0.85
EPS (Diluted)$0.85
Shares Outstanding (Basic)540.94M
Shares Outstanding (Diluted)547.15M

Key Highlights

  • 1Net income for the first nine months of 2013 increased by 50% to $1.62 billion compared to $1.08 billion in the same period of 2012.
  • 2Net operating revenues grew by 24% to $10.74 billion for the first nine months of 2013, primarily driven by strong performance in crude oil and NGLs.
  • 3Crude oil and NGLs accounted for 84% of total wellhead revenues, signaling a strategic focus on higher-margin liquid products.
  • 4Production volumes of crude oil and NGLs increased significantly, especially from the Eagle Ford, Permian Basin, and Bakken shale plays.
  • 5The company recorded a net loss of $207 million from mark-to-market commodity derivative contracts, a significant shift from a net gain of $327 million in the prior year.
  • 6EOG invested $5.56 billion in exploration and development expenditures during the first nine months of 2013, with a primary focus on U.S. crude oil operations.
  • 7The debt-to-total capitalization ratio remained conservative at 30% as of September 30, 2013.

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