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Magnolia Oil & Gas
Magnolia Oil & Gas (MGY) investor relations material
Magnolia Oil & Gas Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary6 Feb, 2026
Executive summary
Achieved record production in Q4 2025, averaging 103.8–104,000 BOE/d, with full-year production up 11% to 99,800 BOE/d, driven by strong Giddings performance.
Adjusted net income for 2025 was $336 million, with adjusted EBITDAX of $906 million and operating income margin of 33%.
Returned 75% of free cash flow to shareholders via dividends and share repurchases, including a 10% dividend increase and a 4–4.4% reduction in diluted shares.
Ended 2025 with a robust balance sheet, $267 million in cash, and an undrawn $450 million credit facility.
Giddings asset delivered 16% total production growth and 9–10% oil growth year-over-year.
Financial highlights
2025 revenue was $1.31–$1.312 billion, flat year-over-year; Q4 revenue was $317.6–$318 million, down 3%.
Adjusted net income for 2025 was $336 million; Q4 adjusted net income was $71 million.
Full-year adjusted EBITDA/EBITDAX was $906 million; D&C capital was 51% of EBITDA.
Free cash flow for 2025 was $426.6–$427 million; Q4 free cash flow was $74.7–$75 million.
Pre-tax/operating income margins averaged 33% for the year, with adjusted cash operating margin at 69%.
Outlook and guidance
2026 capital spending expected at $440–$480 million, with production growth targeted at ~5%.
Q1 2026 production estimated at 102,000 BOE/d, including winter weather impact.
Oil price differentials for 2026 expected at ~$3/bbl discount to Magellan East Houston; company remains unhedged.
Effective tax rate for 2026 expected at 21%, all deferred.
Plan to operate two drilling rigs and one completion crew, focusing 75–80% of activity in Giddings.
What drove the 2025 ROCE decline to 18.5%?
2026 FCF return to shareholders outlook?
Giddings' role in sustaining future growth?
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Next Magnolia Oil & Gas earnings date
Q1 202630 Apr, 2026
Magnolia Oil & Gas
Next Magnolia Oil & Gas earnings date
Q1 202630 Apr, 2026
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Frequently asked questions
Magnolia Oil & Gas Corporation is an independent energy company focused on the acquisition, development, and production of oil and natural gas properties. Its operations are concentrated in the Eagle Ford Shale and Austin Chalk formations in South Texas. The company is headquartered in Houston, Texas, and its shares are listed on the NYSE.
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