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Mar 31

Evolution Petroleum Q3 2025 Earnings Report

Evolution Petroleum reported a net loss of $2.2 million in Q3 2025, with revenues totaling $22.6 million amid lower production volumes but stronger natural gas pricing.

Key Takeaways

Evolution Petroleum posted a revenue decline of 2% year-over-year to $22.6 million in Q3 2025, with a net loss of $2.2 million. Revenue was impacted by planned maintenance and weather-related downtime, but strong gas pricing helped support adjusted EBITDA of $7.4 million.

Q3 2025 revenue was $22.6 million, down 2% from prior year

Net loss for the quarter was $2.2 million or $(0.07) per share

Adjusted EBITDA reached $7.4 million, up 30% from Q2

Production decreased to 6,667 BOEPD due to downtime and declines

Total Revenue
$22.6M
Previous year: $23M
-2.0%
EPS
$0.02
Previous year: $0.03
-33.3%
Avg Oil Price (BBL)
$68.4
Previous year: $73.1
-6.4%
Total Net Production (BOE)
600K
Previous year: 638K
-6.0%
Cash and Equivalents
$5.6M
Previous year: $3.07M
+82.6%
Total Assets
$156M
Previous year: $167M
-6.1%

Evolution Petroleum

Evolution Petroleum

Evolution Petroleum Revenue by Segment

Evolution Petroleum Revenue by Geographic Location

Forward Guidance

Evolution expects continued support from new production additions and favorable gas pricing, while remaining focused on maintaining dividends and managing operating costs.

Positive Outlook

  • New wells at Chaveroo field exceeded production expectations
  • TexMex acquisition contributing 850 net BOEPD post-quarter
  • Natural gas pricing provided tailwind in Q3
  • Strong liquidity position with $20.1 million in total liquidity
  • Continued investment in SCOOP/STACK development

Challenges Ahead

  • Production down 7.5% year-over-year due to maintenance and weather
  • Net loss of $2.2 million in Q3
  • Increased lease operating costs driven by CO2 purchases
  • Delhi and Barnett Shale experienced temporary downtime
  • Revenue mix more dependent on natural gas, increasing volatility exposure