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10-QPeriod: Q3 FY2019

EOG RESOURCES INC Quarterly Report for Q3 Ended Sep 30, 2019

Filed November 6, 2019For Securities:EOG

Summary

EOG Resources, Inc. (EOG) reported its third-quarter and year-to-date results for the period ending September 29, 2019. For the third quarter, the company saw a decrease in operating revenues to $4.3 billion from $4.8 billion in the prior year, largely due to lower commodity prices for crude oil, natural gas liquids (NGLs), and natural gas. Despite lower revenues, EOG demonstrated strong operational execution with increased production volumes across its key commodities, particularly in the Permian Basin and Eagle Ford plays. Net income for the quarter was $615 million, down from $1.2 billion in Q3 2018, reflecting the challenging price environment. For the nine-month period, operating revenues increased slightly to $13.1 billion from $12.7 billion in the prior year. This growth was driven by a significant increase in crude oil and NGL production volumes, which offset lower commodity prices. Net income for the nine months was $2.1 billion, compared to $2.5 billion in the same period last year. EOG maintained a strong balance sheet with a debt-to-total capitalization ratio of 20% as of September 30, 2019, and continued to focus on capital discipline and efficient operations.

Financial Statements
Beta
Revenue$4.30B
Operating Expenses$3.48B
Operating Income$827.96M
Interest Expense$39.62M
Net Income$615.12M
EPS (Basic)$1.06
EPS (Diluted)$1.06
Shares Outstanding (Basic)577.84M
Shares Outstanding (Diluted)581.27M

Key Highlights

  • 1Operating revenues for Q3 2019 decreased 10% year-over-year to $4.3 billion, primarily due to lower commodity prices.
  • 2Net income for Q3 2019 declined to $615 million from $1.2 billion in Q3 2018.
  • 3Production volumes increased for crude oil and condensate (up 12% in Q3), NGLs (up 11% in Q3), and natural gas (up 11% in Q3) year-over-year, demonstrating operational strength.
  • 4Average commodity prices saw significant declines: Crude oil and condensate down 19% in Q3, NGLs down 58% in Q3, and Natural Gas down 22% in Q3.
  • 5EOG maintained a strong balance sheet with a debt-to-total capitalization ratio of 20% as of September 30, 2019.
  • 6Total capital expenditures for the first nine months of 2019 were $5.4 billion, with a full-year forecast of $6.2-$6.4 billion, primarily focused on US crude oil drilling.
  • 7The company recognized significant gains on mark-to-market commodity derivative contracts ($86 million in Q3 2019 and $243 million for the nine months), which partially offset lower wellhead revenues.

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