Early Access

10-QPeriod: Q3 FY2013

Diamondback Energy, Inc. Quarterly Report for Q3 Ended Sep 30, 2013

Filed November 5, 2013For Securities:FANG

Summary

Diamondback Energy, Inc. (FANG) reported significant growth in its third quarter of 2013, with revenues soaring by 244% year-over-year to $57.8 million, driven by a substantial increase in production volumes. The company's operational focus remains on the Permian Basin, and recent strategic acquisitions, including a major mineral interest purchase in Midland County for $440 million and additional leasehold interests in Martin and Dawson Counties for $165 million, underscore its aggressive expansion strategy. These acquisitions were largely funded by recent equity offerings and a $450 million senior notes issuance, demonstrating robust access to capital markets. Financially, the company saw a dramatic increase in net income to $14.6 million for the quarter, a stark improvement from $0.45 million in the prior year period. This growth is supported by increased operational efficiency, as evidenced by a reduction in lease operating expense per BOE, despite overall higher absolute expenses due to increased activity. The company's balance sheet has been bolstered by significant capital raising activities, including multiple equity offerings and the issuance of senior notes, strengthening its liquidity position. Investors should note the company's oil-weighted production mix and its ongoing efforts to optimize operating costs through infrastructure development, such as pipeline systems.

Financial Statements
Beta
SG&A Expenses$1.81M
Operating Expenses$28.37M
Operating Income$29.42M
Interest Expense$1.09M
Net Income$14.60M
EPS (Basic)$0.33
EPS (Diluted)$0.33
Shares Outstanding (Basic)44.38M
Shares Outstanding (Diluted)44.70M

Key Highlights

  • 1Revenues surged by 244% to $57.8 million in Q3 2013 compared to Q3 2012, driven by a 178% increase in average daily production (7,419 BOE/d vs. 2,664 BOE/d).
  • 2Significant strategic acquisitions were completed in September 2013: mineral interests in Midland County for $440 million and leasehold interests in Martin and Dawson Counties for $165 million.
  • 3Net income increased substantially to $14.6 million in Q3 2013, a significant improvement from $0.45 million in Q3 2012.
  • 4The company successfully raised substantial capital through public offerings, including $177.5 million in August 2013 and $450 million via senior notes in September 2013, to fund acquisitions and development.
  • 5Lease operating expense per BOE decreased to $7.27 in Q3 2013 from $14.32 in Q3 2012, reflecting improved operational efficiencies, partly due to new infrastructure.
  • 6Production remains heavily oil-weighted, with approximately 75% of production being oil for the three months ended September 30, 2013.
  • 7The company completed its IPO in October 2012 and has since actively pursued growth through acquisitions and development, supported by multiple capital market transactions in 2013.

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