Seeking AlphaCodex · 实盘不做把握 8/10
北京时间·🕒 发布 04:04:15时区推断·⟳ 抓取 04:04:23·⚡ 决策 08-04 04:28:29 +24m06s·84.7 天前
Viper Energy二季度EPS大超预期并披露0.67美元总股息和回购
二季度非GAAP EPS 1.78美元、超预期0.95美元，并披露每股0.67美元总股息和约1.32亿美元回购。
📄 原文Seeking Alpha↗ 原文
Viper Energy Non-GAAP EPS of $1.78 beats by $0.95
Viper Energy press release (VNOM): Q2 Non-GAAP EPS of $1.78 beats by $0.95. Q2 2026 average production of 65,077 bo/d (…
不做 Viper Energy（VNOM.US）
同一二季度业绩、股息和回购催化已处理为不做；当前Seeking Alpha为重复转述。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-08-03 · 扩散 high · price-in 风险 high ↗
消息传播链
- Seeking Alpha转述Viper二季度EPS超预期、股息和回购等财务信息。
- 2026-08-03 20:05 UTC其它search_processed_events非一手已处理库显示同一“Viper Energy发布二季度业绩并将基准股息上调32%”已判断为不做。
关键理由
- 二季度非GAAP EPS 1.78美元、超预期0.95美元，并披露每股0.67美元总股息和约1.32亿美元回购。
主要风险
- 同一Viper Energy二季度业绩和基准股息上调催化已在20:05和20:08 UTC被处理为不做，本条为Seeking Alpha重复转述。
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原文全文
展开原文 · 2,290 字
Viper Energy press release (VNOM): Q2 Non-GAAP EPS of $1.78 beats by $0.95.
Q2 2026 average production of 65,077 bo/d (134,363 boe/d)
Q2 2026 lease bonus income of $15 million
Q2 2026 consolidated net income (including non-controlling interest) of $331 million; net income attributable to Viper of $142 million, or $0.73 per Class A common share; consolidated adjusted net income of $345 million, or $1.78 per Class A common share
Q2 2026 cash available for distribution to Viper’s Class A common shares (as defined and reconciled below) of $262 million, or $1.37 per Class A common share
Declared Q2 2026 base cash dividend of $0.38 per Class A common share; implies a 3.4% annualized yield based on the July 31, 2026 Class A common share closing price of $44.61
Declared Q2 2026 variable cash dividend of $0.29 per Class A common share; total base-plus-variable dividend of $0.67 per Class A common share implies a 6.0% annualized yield based on the July 31, 2026 Class A common share closing price of $44.61
During Q2 2026, repurchased approximately 3.0 million shares of the Company’s Class A common stock for an aggregate purchase price of approximately $132 million, excluding excise tax (average price of $44.34 per share)
Total Q2 2026 return of capital to Class A stockholders of $197 million, or $1.03 per Class A common share, represents 75% of cash available for distribution
691 total gross (19.8 net 100% royalty interest) horizontal wells, normalized to lateral length of 10,000 feet, turned to production on Viper’s Permian Basin acreage during Q2 2026
GUIDANCE UPDATE
Below is Viper’s guidance for the full year 2026, as well as average production guidance for Q3 2026. This guidance gives effect to the Riverbend Acquisition that closed on July 1, 2026.
Viper Energy, Inc.
Q3 2026 Net Production - Mbo/d
67.50 - 68.50
Q3 2026 Net Production - Mboe/d
133.50 - 135.50
Full Year 2026 Net Production - Mbo/d
66.00 - 67.25
Full Year 2026 Net Production - Mboe/d
132.50 - 135.00
Unit costs ($/boe)
Depreciation, Depletion and Amortization
$14.75 - $17.25
Cash G&A
$0.70 - $0.90
Non-Cash Share-Based Compensation
$0.10 - $0.20
Net Interest Expense
$1.90 - $2.40
Production and Ad Valorem Taxes (% of Revenue)
~7%
Cash Tax Rate (% of Pre-Tax Income Attributable to the Company)(1)
Q2 2026 average production of 65,077 bo/d (134,363 boe/d)
Q2 2026 lease bonus income of $15 million
Q2 2026 consolidated net income (including non-controlling interest) of $331 million; net income attributable to Viper of $142 million, or $0.73 per Class A common share; consolidated adjusted net income of $345 million, or $1.78 per Class A common share
Q2 2026 cash available for distribution to Viper’s Class A common shares (as defined and reconciled below) of $262 million, or $1.37 per Class A common share
Declared Q2 2026 base cash dividend of $0.38 per Class A common share; implies a 3.4% annualized yield based on the July 31, 2026 Class A common share closing price of $44.61
Declared Q2 2026 variable cash dividend of $0.29 per Class A common share; total base-plus-variable dividend of $0.67 per Class A common share implies a 6.0% annualized yield based on the July 31, 2026 Class A common share closing price of $44.61
During Q2 2026, repurchased approximately 3.0 million shares of the Company’s Class A common stock for an aggregate purchase price of approximately $132 million, excluding excise tax (average price of $44.34 per share)
Total Q2 2026 return of capital to Class A stockholders of $197 million, or $1.03 per Class A common share, represents 75% of cash available for distribution
691 total gross (19.8 net 100% royalty interest) horizontal wells, normalized to lateral length of 10,000 feet, turned to production on Viper’s Permian Basin acreage during Q2 2026
GUIDANCE UPDATE
Below is Viper’s guidance for the full year 2026, as well as average production guidance for Q3 2026. This guidance gives effect to the Riverbend Acquisition that closed on July 1, 2026.
Viper Energy, Inc.
Q3 2026 Net Production - Mbo/d
67.50 - 68.50
Q3 2026 Net Production - Mboe/d
133.50 - 135.50
Full Year 2026 Net Production - Mbo/d
66.00 - 67.25
Full Year 2026 Net Production - Mboe/d
132.50 - 135.00
Unit costs ($/boe)
Depreciation, Depletion and Amortization
$14.75 - $17.25
Cash G&A
$0.70 - $0.90
Non-Cash Share-Based Compensation
$0.10 - $0.20
Net Interest Expense
$1.90 - $2.40
Production and Ad Valorem Taxes (% of Revenue)
~7%
Cash Tax Rate (% of Pre-Tax Income Attributable to the Company)(1)
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