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Dec 31, 2021

APA Q4 2021 Earnings Report

Announced financial and operational results for Q4 2021.

Key Takeaways

APA Corporation reported a net income of $382 million, or $1.05 per share, and an adjusted earnings of $468 million, or $1.29 per share. Net cash from operating activities was $1.1 billion and adjusted EBITDAX was $1.3 billion.

Reported production of 386,000 barrels of oil equivalent (BOE) per day; adjusted production was 331,000 BOE per day.

Net cash from operating activities was $1.1 billion and adjusted EBITDAX was $1.3 billion.

Initiated a 60% capital return framework for shareholders, raised dividend for the second time in 2021, and repurchased $847 million of stock.

Modernized production sharing contracts in Egypt, which will result in production and free cash flow uplift.

Total Revenue
$2.4B
Previous year: $1.29B
+86.4%
EPS
$1.29
Previous year: -$0.05
-2680.0%
Adjusted EBITDAX
$1.3B
Cash and Equivalents
$302M
Previous year: $262M
+15.3%
Total Assets
$13.3B
Previous year: $12.7B
+4.4%

APA

APA

Forward Guidance

APA is expecting to generate approximately $6.5 billion of FCF over the next three years based on a WTI price of $78/barrel (3-year strip) and is budgeting 2022 upstream capital investment of $1.6 billion.

Positive Outlook

  • Expecting to generate approximately $6.5 billion of FCF over the next three years based on a WTI price of $78/barrel (3-year strip).
  • Budgeting 2022 upstream capital investment of $1.6 billion, of which $200 million is dedicated to exploration and appraisal activities, primarily in Suriname.
  • Continuing to streamline portfolio; $805 million mineral rights sales package in the Delaware Basin to close by the end of February.
  • Establishing new short-term incentive compensation-linked ESG goals for 2022 including reducing upstream routine flaring in Egypt by 40%.
  • Introducing a long-term incentive compensation ESG goal to reduce carbon dioxide emissions by 1 million tonnes annually from projects by 2024.