10-QPeriod: Q2 FY2026

Diamondback Energy, Inc. Quarterly Report for Q2 Ended Jun 30, 2026

Filed August 5, 2026For Securities:FANG

Summary

Diamondback Energy, Inc. (FANG) reported strong financial results for the second quarter and first half of 2026. Total revenues surged to $5.56 billion for the quarter and $9.80 billion for the six months ended June 30, 2026, significantly up from the prior year periods, driven by higher average realized prices for oil and increased production volumes. Net income attributable to Diamondback Energy, Inc. was $1.88 billion for the quarter and $1.91 billion for the six months, demonstrating robust profitability. The company's operational highlights include achieving an average production of over 1 million barrels of oil equivalent per day (MBOE/d) for the six-month period and continued strong well completion activity in the Midland Basin. Diamondback also made significant progress in strengthening its financial position through debt reduction, including the repayment of a $550 million term loan and significant repurchases of its senior notes, resulting in substantial gains on extinguishment of debt. The company also continued its aggressive return of capital to shareholders through dividends and share repurchases, with an increase in the stock repurchase program authorization. While the company benefited from favorable commodity prices, particularly for oil, it also experienced challenges such as widening natural gas basis differentials in the Permian Basin. Management is focused on operational efficiencies, strategic capital allocation, and maintaining liquidity, with a strong balance sheet and ample availability under its credit facilities.

Key Highlights

  • 1Total revenues increased significantly to $5.56 billion in Q2 2026 and $9.80 billion in the first half of 2026, up from $3.68 billion and $7.73 billion in the prior year periods, respectively.
  • 2Net income attributable to Diamondback Energy, Inc. was $1.88 billion in Q2 2026 and $1.91 billion in the first half of 2026, reflecting strong profitability.
  • 3Average production surpassed 1.0 million MBOE/d for the six-month period, driven by increased drilling and completion activity.
  • 4The company repaid $550 million on its 2025 Term Loan and completed tender offers to repurchase approximately $777 million of senior notes, resulting in significant gains on extinguishment of debt.
  • 5Diamondback declared a quarterly dividend of $1.10 per share and increased its stock repurchase program authorization to $16.0 billion.
  • 6Natural gas price realizations were negatively impacted by widening basis differentials in the Permian Basin, though management expects this to improve with new takeaway capacity.
  • 7The company incurred a non-cash impairment charge of $1.4 billion during the six months ended June 30, 2026, primarily due to a decline in SEC prices over the preceding twelve months.

Frequently Asked Questions

The substantial increase in revenue was primarily driven by higher average realized prices for oil and increased production volumes. For the six months ended June 30, 2026, total oil, natural gas, and natural gas liquid revenues reached $8.61 billion, a significant increase from $6.97 billion in the same period of 2025.

Diamondback Energy achieved an average production of over 1 million MBOE/d for the six months ended June 30, 2026. The company has increased its annual production guidance by 3% to approximately 1,000 MBOE/d for the full year 2026, citing ongoing global oil supply constraints and improved operational efficiencies.

The company actively manages its debt through repayments and opportunistic repurchases. Notably, they repaid a $550 million term loan and repurchased approximately $777 million of senior notes in the second quarter of 2026, realizing gains on extinguishment of debt. Diamondback is also committed to returning capital to shareholders through dividends, declaring a $1.10 per share dividend for Q2 2026, and a significantly expanded stock repurchase program, now authorized up to $16.0 billion.

Yes, Diamondback Energy recorded a non-cash impairment charge of $1.4 billion during the six months ended June 30, 2026. This impairment was primarily attributed to a decline in SEC pricing over the preceding twelve months and affects the carrying value of oil and natural gas properties but does not impact cash flow.