EOG Resources, Inc. · EOG · Next earnings

EOG Resources, Inc. reports Thursday, Nov 5, 2026

EOG reports after market close with consensus EPS at $4.04 and revenue at $6.88B. Last quarter: EOG Resources Beats Q1 2026 Estimates, Raises Guidance on Oil and LNG Strength

Reports After market close46 days awayDate estimated Energy

What the street expects

Consensus for the coming report
Consensus EPS $4.04 Calendar consensus
Consensus revenue $6.88B Calendar consensus
Report date Nov 5, 2026 Thursday, date estimated
Session After market close 46 days away

Where EOG left off: FY2026 Q1

Full report

EOG Resources Beats Q1 2026 Estimates, Raises Guidance on Oil and LNG Strength

EPS surprise +5.6% Reported $3.41 vs $3.23
Revenue surprise +11.9% Reported $6.92B vs $6.18B
Stock move -4.4% Event window
Subsequent drift +4.6% Up to 20 sessions

Guidance was raised from the prior quarter's maintained stance. Management plans to increase oil and NGL production while keeping total capex flat at $6.5B. The company committed to returning at least 70% of free cash flow to shareholders. New targets include expanding LNG contract volumes toward ~1 bcf/day, with UAE and Bahrain exploration results expected in H2 2026. Additional acquisitions and bolt-on opportunities remain under consideration.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Geopolitical risk from Middle East/Iran conflict affecting oil supply and pricing
  • Natural gas market softness with elevated storage levels
  • Potential inflationary pressure on oilfield services and fuel costs
  • Commodity price volatility impacting free cash flow and breakeven economics
  • Execution risk on international exploration projects and timelines

Questions analysts left open

  • Oil pricing mechanism details for Corpus Christi export volumes
  • Uplift expectations from the Cheniere LNG marketing agreement
  • Timeline and results from UAE and Bahrain exploration programs
  • Buyback tactics versus dividend policy and potential pro-cyclicality
  • Capital allocation decisions between oil and gas assets

Ask FN2 about EOG next report

Transcript, numbers and history already loaded
What should I watch for in EOG's next earnings report?How did EOG guide last quarter, and is consensus above or below that?Give me the bull and bear case going into EOG earnings.

Free account. Your question opens in FN2 with this report's transcript and numbers attached.

Get the EOG recap when the next report posts

One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.

Recent EOG quarters

All EOG earnings
-4.4%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.