•
Sep 30, 2024

SM Energy Q3 2024 Earnings Report

Reported strong third quarter results driven by excellent operational execution and increased oil production on lower capital.

Key Takeaways

SM Energy reported a successful third quarter in 2024, marked by strong operational execution and increased oil production. The acquisition of Uinta Basin assets is expected to enhance future financial performance.

Net production was 15.6 MMBoe, or 170.0 MBoe/d, at 46% oil or 77.4 MBbls/d, which exceeded guidance.

Net income was $240.5 million, or $2.09 per diluted common share, Adjusted net income was $1.62 per diluted common share, Adjusted EBITDAX was $481.5 million, all of which benefited from strong oil production and lower than expected operating costs.

Adjusted free cash flow was $129.8 million, up 32% from the second quarter 2024.

On October 1, 2024, the Company completed the previously announced $2.1 billion acquisition of an undivided 80 percent interest in the Uinta Basin assets.

Total Revenue
$644M
Previous year: $641M
+0.4%
EPS
$1.62
Previous year: $1.73
-6.4%
Total Production
170K
Previous year: 14.1M
-98.8%
Oil Production
77.4K
Previous year: 6.17M
-98.7%
Gas Production
375.4M
Previous year: 32.93B
-98.9%
Gross Profit
$292M
Previous year: $312M
-6.3%
Cash and Equivalents
$1.74B
Previous year: $402M
+331.7%
Free Cash Flow
$130M
Previous year: $208M
-37.5%
Total Assets
$8.03B
Previous year: $6.08B
+32.1%

SM Energy

SM Energy

SM Energy Revenue by Segment

SM Energy Revenue by Geographic Location

Forward Guidance

SM Energy anticipates sequential growth in oil and total production volumes by around 40% and 25%, respectively, in the fourth quarter of 2024, while focusing on integrating Utah operations.

Positive Outlook

  • Expect to Sequentially grow our oil and total production volumes by around 40% and 25%, respectively
  • Execute a smooth integration of the Utah operations
  • Diligently work to develop a 2025-2027 operating plan that will optimize capital efficiency
  • Demonstrate the value of our expanded portfolio
  • Welcome our new employees and look forward to becoming actively involved in our new communities

Revenue & Expenses

Visualization of income flow from segment revenue to net income