Q3 2026 Evolution Petroleum Corp Earnings Call Transcript

May 13, 2026 / 03:00 PM GMT

Release Date Price: €3.8 (-8.11%)

Transcript 10-Q8-K

Key Points

Positve

Evolution Petroleum Corp (EPM) maintained its dividend for the 51st consecutive quarter, reflecting the durability of its cash flow.
The company has expanded its portfolio with long-life, low-decline assets, enhancing its capital efficiency and free cash flow generation.
Recent acquisitions, such as those in the Haynesville and Bossier shales, are expected to contribute to production and revenue growth.
The company has a strong capital allocation framework, focusing on protecting the balance sheet and supporting sustainable dividends.
Evolution Petroleum Corp (EPM) expects a robust cash flow in the fourth quarter, benefiting from higher commodity prices and improved operational stability.

Negative

The fiscal third quarter was impacted by temporary headwinds, including weather-related disruptions and non-operational items.
There was a significant unrealized hedge loss of $7.6 million due to a spike in crude oil prices.
The company experienced a net loss of $8.9 million for the quarter, compared to a net loss of $2.2 million in the previous year.
Production was affected by a January winter storm, causing downtime and impacting revenues.
Regional natural gas pricing dislocations negatively impacted realized prices at key assets like Jonah and Barnett.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

EPM.A - Evolution Petroleum Corp
Q3 2026 Evolution Petroleum Corp Earnings Call
May 13, 2026 / 03:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning, and welcome to the Evolution Petroleum Third Quarter 2026 Earnings Release Conference Call.

All participants are in a listen-only mode.

Please also note, today's event is being recorded.

At this time, I would now like to turn the conference over to Brandi Hudson, Investor Relations Manager. Please go ahead.

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Unidentified_2 [2]
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Thank you. Welcome to Evolution Petroleum's fiscal Q3 2026 earnings call.

I'm joined today by Kelly Oloyd, President and Chief Executive Officer Mark Bunch, Chief

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