Early Access

10-QPeriod: Q1 FY2022

EOG RESOURCES INC Quarterly Report for Q1 Ended Mar 31, 2022

Filed May 5, 2022For Securities:EOG

Summary

EOG Resources Inc. (EOG) reported its first-quarter 2022 financial results, showcasing a significant increase in operating revenues primarily driven by higher commodity prices. Total operating revenues reached $3.98 billion, an 8% increase year-over-year. Despite the revenue growth, net income decreased to $390 million ($0.67 per diluted share) from $677 million ($1.16 per diluted share) in the prior year's first quarter. This decline was largely attributable to substantial mark-to-market losses on financial commodity derivative contracts, which amounted to $2.82 billion in Q1 2022, compared to $367 million in Q1 2021. Operationally, EOG saw a strong increase in production volumes for crude oil, condensate, and natural gas liquids, particularly in the Permian Basin, contributing to a 73% rise in crude oil and condensate revenues and a 117% increase in NGL revenues. The company maintained a strong balance sheet with a debt-to-total capitalization ratio of 19% and ended the quarter with $4.0 billion in cash and cash equivalents. EOG also reaffirmed its commitment to returning capital to shareholders, announcing an increase in dividends and a commitment to return a minimum of 60% of annual free cash flow to stockholders.

Financial Statements
Beta
Revenue$3.98B
Operating Expenses$3.44B
Operating Income$546.00M
Interest Expense$48.00M
Net Income$390.00M
EPS (Basic)$0.67
EPS (Diluted)$0.67
Shares Outstanding (Basic)582.00M
Shares Outstanding (Diluted)586.00M

Key Highlights

  • 1Total operating revenues increased by 8% to $3.98 billion in Q1 2022, driven by higher commodity prices and increased production volumes.
  • 2Net income decreased to $390 million ($0.67/diluted share) in Q1 2022 from $677 million ($1.16/diluted share) in Q1 2021, primarily due to significant mark-to-market losses on derivative contracts ($2.82 billion).
  • 3Crude oil and condensate revenues surged 73% to $3.89 billion, and NGL revenues increased 117% to $681 million, benefiting from higher prices and increased production.
  • 4The company maintained a healthy balance sheet with a debt-to-total capitalization ratio of 19% and ended the quarter with $4.0 billion in cash and cash equivalents.
  • 5EOG is actively returning capital to shareholders, with declared quarterly and special dividends, and announced a commitment to return a minimum of 60% of annual free cash flow.
  • 6Total capital expenditures for 2022 are projected between $4.3 billion and $4.7 billion, focusing on high-return areas in the United States.
  • 7Operating expenses increased due to higher lease and well costs, transportation, and gathering/processing expenses, though Depreciation, Depletion, and Amortization (DD&A) costs per barrel decreased.

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