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Kosmos Energy (KOS) Q2 2026 Earnings Call Transcript

Kosmos Energy discussed its Q2 2026 results, highlighting significant progress against its 2026 goals, including increased production from Jubilee and GTA, reduced operating costs, and a meaningful reduction in net debt. The company provided updates on its Ghana, GTA, and Gulf of America operations, …

Sunoco to Acquire Offen Petroleum in $600M Deal

Sunoco LP has announced a definitive agreement to acquire Offen Petroleum for approximately $600 million in an all-cash transaction. This acquisition will expand Sunoco's U.S. fuel distribution network by adding Offen's 2.5 billion gallons in annual fuel distribution volume and its footprint across the …

Par Pacific Holdings Insider Sold Shares Worth $956,786, According to a Recent SEC Filing

An insider at Par Pacific Holdings recently sold shares valued at $956,786. This transaction was disclosed in a filing with the U.S. Securities and Exchange Commission. The sale by a company insider can sometimes be viewed by investors as an indicator of future company …

Inspire Medical Systems (INSP) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Monday, Aug. 3, 2026 at 5:00 p.m. ET CALL PARTICIPANTS Vice President of Investor Relations - Ezgi YagciChairman and Chief Executive Officer - Tim HerbertChief Financial Officer - Matt Osberg TAKEAWAYS Revenue -- $200.6 million for the second …

Atlas Energy Solutions (AESI) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Monday, Aug. 3, 2026 at 8 a.m. ET CALL PARTICIPANTS Investor Relations - Kyle TurlingtonPresident and Chief Executive Officer - John TurnerChief Financial Officer - Blake McCarthyPresident of Power - Tim OndrakExecutive Chair - Bud Brigham TAKEAWAYS Revenue …

The Bull Case For Hess Midstream (HESM) Could Change Following Q2 Beat And Reaffirmed 2026 Outlook

Tidewater (TDW) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Monday, Aug. 3, 2026 at 11:00 a.m. ET CALL PARTICIPANTS Senior Vice President of Strategy, Corporate Development and Investor Relations - West GotcherPresident and Chief Executive Officer - Quintin KneenChief Financial Officer - Samuel RubioChief Operating Officer - …

As Carbon Capture & Storage Gathers Steam, New Consumer Watchdog Report Questions Its Threat To The Public And Lifeline For Fossil Fuels

LOS ANGELES, Aug. 10, 2026 /PRNewswire/ -- California is setting the stage for oil producers, refiners, and other industries to decarbonize. Air regulators are circulating proposed rules for the state's first industrial Carbon Capture and Storage program. They've doubled a pool of CO2 emissions …

Vitesse Energy (VTS) Q2 2026 Earnings Call Transcript

Vitesse Energy (VTS) held its Q2 2026 earnings call, affirming its strategy of a durable dividend, disciplined capital allocation, and a strong balance sheet. The company reported a 9% sequential increase in production, reaching 17,354 barrels of oil equivalent per day, largely due to …

Goldman Sachs Group (DK) discloses 2.5% beneficial stake in Delek US common stock

The Goldman Sachs Group, Inc. and Goldman Sachs & Co. LLC have jointly filed an amended Schedule 13G/A, disclosing a 2.5% beneficial ownership stake in Delek US Holdings, Inc. common stock. This equates to 1,531,064.57 shares, with shared voting and dispositive power over most …

How Investors Are Reacting To Atlas Energy Solutions (AESI) Expanding Autonomous Fleet Amid Wider Q2 Losses

Atlas Energy Solutions (AESI) reported wider Q2 losses of US$25.10 million despite increased sales, while also expanding its autonomous truck fleet to a second load-out point in the Permian Basin. This move highlights both the company's operational advancements and the significant costs and execution …

National Energy Services Reunited on Track for Record High Close -- Data Talk

National Energy Services Reunited (NESR) is on track to close at a record high, according to data analysis. The stock is poised to surpass its previous closing high of $15.54 set on March 14, 2022. This performance would mark a significant achievement for the …

National Energy Services Reunited (NASDAQ:NESR) Hits New 1-Year High on Strong Earnings

National Energy Services Reunited (NASDAQ:NESR) reached a new 52-week high after reporting stronger-than-expected quarterly earnings, with EPS of $0.44 and revenue of $520.75 million. The stock traded up 15.6%, and analysts maintain a "Buy" rating with an average target price of $29.71. Despite significant …

Crescent Energy (CRGY) Raises Production Guidance, Is The Stock Still Below Fair Value?

Gulfport Energy (GPOR) Q2 2026 Earnings Call Transcript

Diamondback Energy (FANG) Q2 2026 Earnings Call Transcript

Crescent Energy (CRGY) Q2 2026 Earnings Call Transcript

HighPeak Energy (HPK) Beat Expectations, Is The Stock Still Below Fair Value?

National Energy Services Reunited (NESR) Stock Price Jumps On Record Growth Momentum

National Energy Services Reunited (NESR) saw its stock price jump by 23.3% after reporting record Q2 2026 results, including US$520.8m in revenue and US$106.2m in adjusted EBITDA. The company's growth is driven by strong performance in key regions and successful contract conversions, despite persistent …

Mach Natural Resources (MNR) Earnings And Guidance Reset Put Fair Value Back In Focus

Mach Natural Resources (MNR) recently reported Q2 2026 earnings, updated production guidance, and confirmed a quarterly cash distribution of US$0.36 per common unit, leading to a share price pullback. Despite being considered 29.7% undervalued with a narrative fair value of $18.43, its P/E ratio …

Excelerate Energy, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Excelerate Energy, Inc. (NYSE:EE) recently reported strong quarterly results, surpassing analyst expectations for both revenue and earnings per share. This led to a moderate uplift in sentiment among analysts, who subsequently upgraded their revenue and EPS forecasts for 2026. Despite the improved outlook, the …

Excelerate Energy boosts guidance and expands LNG portfolio

Excelerate Energy (EE) reported an upbeat Q2 2026 earnings call, highlighting significant financial momentum and strategic expansion in its LNG portfolio. The company increased its full-year 2026 adjusted EBITDA guidance, announced new long-term contracts including Iraq's first LNG import terminal and a charter in …

Does Stronger Q2 Results And Higher Production Guidance Change The Bull Case For Vermilion (TSX:VET)?

Vermilion Energy Inc. reported stronger Q2 2026 results with increased revenue and a return to profitability, alongside raised production guidance for Q3 and the full year 2026. The company also demonstrated a commitment to capital returns through dividends and share buybacks. These developments are …

Copeland Capital Management, LLC Adds to Excelerate Energy Inc (

California Resources Corp (CRC) (Q2 2026) Earnings Call Highlights: Strategic Midstream ...

This article first appeared on GuruFocus. Net Production: Averaged 149,000 barrels of oil equivalent per day in Q2 2026, with oil representing 81% of total volume. Oil Realizations: Approximately 95% of Brent before hedges, within Q2 guidance range. Operating Costs: $347 million, in line …

3 Energy Stocks Investors Are Watching After The Iran Strait Of Hormuz Shock

This article highlights three energy stocks – Forum Energy Technologies (FET), Seadrill (SDRL), and RPC (RES) – that are drawing investor attention amidst geopolitical tensions involving Iran and the Strait of Hormuz. These companies, operating in oil and gas equipment, offshore drilling, and oilfield …

Why Helix Energy Solutions Group (HLX) Moved And What Investors Are Watching

KLX Energy earnings beat by $15.16, revenue topped estimates

Raised 2026 Outlook and Long‑Term Commitments Could Be A Game Changer For South Bow (TSX:SOBO)

South Bow Corporation reported strong Q2 2026 results, including US$546 million in sales and US$134 million in net income, and raised its 2026 outlook for normalized EBITDA and distributable cash flow. This positive outlook is underpinned by securing 465,000 barrels per day of 20-year …

Summit Midstream earnings beat by $0.48, revenue topped estimates

Summit Midstream (NYSE: SMC) reported strong Q2 results, with EPS of $0.11, significantly surpassing analyst estimates of $-0.37, a beat of $0.48. The company also exceeded revenue expectations, bringing in $155.01 million against a consensus estimate of $144.4 million. This positive earnings report contributed …

A Look at SM Energy Co (SM) After 10.0% Gain -- GF Value $49.00 vs Price $31.76

SM Energy Co (SM) saw its shares rise 10.0% to $31.76, yet GuruFocus assesses the stock as undervalued by 35.2% with a GF Value of $49.00, despite a "Possible Value Trap" warning. The company holds an above-average GF Score of 68/100, driven by strong …

Kimbell Royalty Partners Earnings Call Shows Record Momentum

Key Points Interested in Kimbell Royalty? Here are five stocks we like better. Record second-quarter performance: Kimbell Royalty reported record oil, natural gas and NGL revenue of $103 million, adjusted EBITDA of $84.9 million and average production of 25,830 BOE per day, aided by …

Is CFO Exit and New 2026 Guidance Altering The Investment Case For Gulfport Energy (GPOR)?

In early August 2026, Gulfport Energy reported second-quarter revenue of US$323.23 million and net income of US$87.1 million, issued full-year 2026 production guidance, detailed further share repurchases, and announced the upcoming resignation of its Chief Financial Officer, Michael Hodges. The contrast between weaker quarterly …

Will Stronger Q2 Results and Disciplined M&A Shift USA Compression Partners' (USAC) Growth Narrative?

In the second quarter of 2026, USA Compression Partners, LP reported higher year-on-year revenue and net income, while confirming it is actively assessing mergers and acquisitions that must be accretive and financially disciplined. Management also outlined plans for substantial fleet expansion supported by long …

NOV Inc (NOV) Stock Up 5.3% but GF Value Says Overvalued -- GF S

NOV Inc (NOV) shares rose 5.3% to $20.70, but GuruFocus's GF Value indicates the stock is overvalued by 10.0% compared to its intrinsic value of $18.81. Despite a strong GF Score of 79/100, highlighting good financial health and growth potential, the current P/E ratio …

Did Haynesville Output Gains and Pinnacle Stake Sale Just Shift Comstock Resources' (CRK) Investment Narrative?

Comstock Resources recently reported Q2 2026 results, showing increased natural gas production from accelerated Haynesville drilling and the sale of a stake in Pinnacle Gas Services to Sixth Street. This move addressed funding concerns by retiring Pinnacle debt and bolstering the balance sheet, but …