YPF Sociedad Anónima · YPF · Next earnings

YPF Sociedad Anónima reports Thursday, Feb 25, 2027

YPF reports session not yet known with consensus EPS at $2.03 and revenue at $3.5M. Last quarter: YPF’s shale growth strengthens cash flow as project execution remains key

Reports Session not yet known112 days awayDate unknown Energy

What the street expects

Consensus for the coming report
Consensus EPS $2.03 Calendar consensus
Consensus revenue $3.5M Calendar consensus
Report date Feb 25, 2027 Thursday, date unknown
Session Session not yet known 112 days away

Where YPF left off: FY2026 Q3

Full report

YPF’s shale growth strengthens cash flow as project execution remains key

EPS surprise +56.3% Reported $3.00 vs $1.92
Revenue surprise — Reported — vs $5.56B
Stock move -3.1% Event window
Subsequent drift 0.0% Up to 20 sessions

Maintained overall guidance; full-year capex target is $5.8–$6.2 billion, with upstream investment increasing in Q4.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Infrastructure bottlenecks could constrain oil evacuation and VMOS logistics.
  • Regulatory approvals remain pending for asset sales and LNG financing.
  • Commodity-price volatility, inflation and partner investment pace could affect results.

Questions analysts left open

  • Productivity and economics of the Northern hub versus the core shale hub.
  • Timing and binding nature of US EXIM Bank LNG financing.
  • Fuel-price gaps, Brent discounts and asset-sale execution could affect margins and cash generation.

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Recent YPF quarters

All YPF earnings
-3.1%FY2026 Q3+1.9%FY2026 Q2-1.1%FY2026 Q1-2.8%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

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.