Upcoming Earnings: Q3 '26
Estimated EPS
$1.97
Estimated Rev
$5.57B
• Reported GAAP EPS of $0.31 up 138.46% YoY • Reported revenue of $6.57B up 41.65% YoY • YPF expects shale oil production ramp-up to accelerate in 2H26, remaining on track to meet the full-year guidance of 215 kbbl/d and the exit rate of 250 kbbl/d for the company.
Bullish Takeaway
YPF delivered record-high quarterly Adjusted EBITDA and refinery utilization, driven by strong shale production growth, while significantly strengthening the balance sheet and achieving the lowest leverage ratio in 11 years.
Bearish Takeaway
YPF faced negative operating results from asset divestments, rising real-term costs across business segments, and a continued decline in conventional natural gas production as the company shifts toward unconventional assets.
Generated by Stocktwits using AI and company-reported earnings data for Q3 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q3 '26 | $1.97 | -- | -- | N/A |
Q2 '26 | $2.41 | -- | -- | N/A |
Q1 '26 | $1.02 | $1.03 | 0.66% | BEAT |
Q4 '25 | $0.67 | -$1.67 | -348.53% | MISSED |
Q3 '25 | $0.76 | -$0.53 | -169.91% | MISSED |