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Oasis Petroleum's (OAS) Q2 Earnings Beat on High Output

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Oasis Petroleum Inc. reported better-than-expected results in the second quarter of 2018 on the back of higher-than-anticipated production volumes. Precisely, production volumes in the quarter under review came in at 79.4 thousand barrels of oil equivalent per day (MBoe/d), surpassing the Zacks Consensus Estimate of 78.9 MBoe/d.

Oasis Petroleum reported adjusted net earnings per share of 10 cents, beating the Zacks Consensus Estimate of 7 cents. Notably, the company has an impressive earnings surprise history, having topped estimates in each of the last 10 quarters.

The bottom line also turned around from the prior-year quarter’s adjusted loss of 5 cents per share, primarily on the back of higher price realizations and robust production growth.

Oasis Petroleum’s total operating revenues in the second quarter amounted to $501.3 million, increasing substantially from $254.1 million a year ago. The top line also surpassed the Zacks Consensus Estimate of $394 million.

Oasis Petroleum Inc. Price, Consensus and EPS Surprise

 

Oasis Petroleum Inc. Price, Consensus and EPS Surprise | Oasis Petroleum Inc. Quote

Volume Analysis

Oasis Petroleum's average quarterly volume came at the higher end of the guided range and increased 28.2% year over year to 79.4 MBoe/d. Out of the total volume, 76.3% or 60.6 thousand barrels per day was oil.

Realized Prices

The average realized price for oil jumped about 46.8% from the year-ago quarter to $65.5 per barrel and that of natural gas increased 5.9% to $3.4 per thousand cubic feet.

Financial Position

During the quarter under review, capital expenditure of the company came in at $358.5 million. Net cash from operating activities came in at $303.7 million, way higher than the year-ago figure of $102.1 million.

As of Jun 30, Oasis Petroleum had cash and cash equivalents of 17.1 million. Long-term debt of the company stands at $2,757.5 million, representing a debt-to-capitalization ratio of 43.5%. Notably, the leverage increased from the prior-year level of 40.9%.

Updated 2018 Guidance

Driven by strong second-quarter results, Oasis Petroleum lifted its production outlook for full-year 2018. The company now expects output in the range of 83-84.5 MBoe/d, up from the prior guidance of 81-84 MBoe/d. Third-quarter and fourth-quarter output is expected within 85-88 MBoe/d and 91-94 MBoe/d, respectively.

Further, lease operating costs are expected to reduce to $6-$7 per barrel of oil equivalent (Boe) versus prior guided range of $6.5-$7.5 per Boe. Exploration and Production capex is now anticipated in the band of $900-$930 million, reflecting an increase from the earlier guided range of $815-$855 million.

Zacks Rank & Key Picks

Oasis Petroleum currently carries a Zacks Rank #3 (Hold).

Some better-ranked players in the energy sector include Bonanza Creek Energy, Inc. , Northern Oil and Gas, Inc. (NOG - Free Report) , and W&T Offshore, Inc. (WTI - Free Report) , each sporting a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

Bonanza Creek surpassed earnings estimates in each of the trailing four quarters, with an average of 215.36%.

Northern Oil and Gas delivered an average positive earnings surprise of 160.42% in the preceding four quarters.

W&T Offshore delivered an average positive earnings surprise of 27.52% in the trailing four quarters.

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