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Magnolia Oil & Gas

Magnolia Oil & Gas (MGY) Q4 2025 Earnings

Reported Feb 5, 2026 at 4:01 PM ET · SEC Source

Q4 25 EPS

$0.37

BEAT +1.84%

Est. $0.36

Q4 25 Revenue

$317.6M

BEAT +1.24%

Est. $313.7M

vs S&P Since Q4 25

-13.5%

TRAILING MARKET

MGY -5.5% vs S&P +8.0%

Full Year 2025 Results

FY 25 EPS

$1.73

FY 25 Revenue

$1.31B

Market Reaction

Did MGY Beat Earnings? Q4 2025 Results

Magnolia Oil & Gas delivered a modest beat across both top and bottom lines in the fourth quarter of 2025, reporting earnings of $0.37 per diluted share against a consensus estimate of $0.36, a 1.84% positive surprise, while revenue of $317.63 millio… Read more Magnolia Oil & Gas delivered a modest beat across both top and bottom lines in the fourth quarter of 2025, reporting earnings of $0.37 per diluted share against a consensus estimate of $0.36, a 1.84% positive surprise, while revenue of $317.63 million edged past the $313.74 million estimate by 1.24%. The clearest story of the quarter, however, was one of volume offsetting price: total production reached a quarterly record of 103.8 Mboe/d, up 11% year-over-year, yet realized oil prices of $57.54 per barrel fell sharply from $69.01 in the year-ago period, pulling total revenue down 2.8% and net income 20% lower to $71.37 million. The Giddings area, which now accounts for 79% of company volumes, drove the production outperformance with 16% year-over-year growth. Looking ahead, Magnolia guided 2026 D&C capital of $440 to $480 million alongside approximately 5% production growth, while remaining entirely unhedged, a posture CEO Chris Stavros framed as deliberate capital discipline suited for a volatile commodity environment.

Key Takeaways

  • • Record quarterly total production of 103.8 Mboe/d, up 11% year-over-year
  • • Giddings production growth of 16% year-over-year in Q4
  • • 8% improvement in drilling feet per day and 6% increase in completed feet per day in Giddings
  • • Lease operating expenses declined 7% to $5.12/boe for full year 2025
  • • Capital-efficient program with D&C capital below original plan due to strong well performance
  • • Organic proved developed F&D costs of $9.25/boe
24/7 Wall St

MGY YoY Financials

Q4 2025 vs Q4 2024, source: SEC Filings

24/7 Wall St

MGY Revenue by Segment

With YoY comparisons, source: SEC Filings

Q2 25 Q1 26

“Magnolia delivered another year of exceptional and consistent performance in 2025, marked by the steady execution of our capital-efficient business model and our high quality assets. I am especially proud of the unwavering dedication and focus shown by both our operating teams in the field and our Houston staff. Their continued hard work and perseverance is a significant factor behind Magnolia's success.”

— Chris Stavros, Q4 2025 Earnings Press Release

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