EOGEOG RESOURCES INC
Crude Petroleum & Natural Gas
- Revenue
- $22.6B
- 4.5% YoY
- Operating margin
- 28.2%
- 17% YoY
- EBITDA
- $10.8B
- 11% YoY
- Market cap
- $45.0B
- Employees
- —
- Net debt / EBITDA
- -0.1×
- −$1.1B net debt
- AI in 10-K
- 0.5
- mentions per 10K words
Takeover score 3 of 13
Fixable underperformance 0 of 7
- TSR below peersNo—3+ of last 5 years
- High CEO pay despite TSRNo—Median CEO pay ≥ $15M while TSR trails
- Earnings not backed by cashNo202% of net incomeCash flow under 80% of net income
- Dilutive SBCNo1% of revenueOver 10% of revenue
- Payouts exceed cash flowNo26% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyNo—Over 40% of assets
- Shareholder dissentNo97% lowest supportAny vote under 80% support
Buyer economics 2 of 4
- Low revenue per employeeNo—Bottom quartile of its SIC industry
- Quiet on AIYes0.5 per 10K words · 23rd pctBottom quartile of AI mentions in 10-Ks
- Net cashYesNet cash · 0.1× EBITDAMore cash than debt, positive EBITDA
- Buyout-sizedNo$45.0B market capMarket cap $500M–$5B
Catalysts 1 of 2
- Active 13DNo0 filingsActive-intent 13D in 18 months
- Net insider sellingYes−$11M netNet sales over $10M in 12 months
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $18.6B | $25.7B | $24.2B | $23.7B | $22.6B | 4.5% |
| Operating income | $6.1B | $10.0B | $9.6B | $8.1B | $6.4B | 21% |
| Net income | $4.7B | $7.8B | $7.6B | $6.4B | $5.0B | 22% |
| Operating cash flow | $8.8B | $11.1B | $11.3B | $12.1B | $10.0B | 17% |
| Stock-based comp | $152M | $133M | $177M | $199M | $216M | 8.5% |
| Buybacks | $41M | $118M | $1.0B | $3.2B | $2.6B | 21% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $11M · 12
- Net
- −$11M
Pay vs performance
No pay-versus-performance disclosure yet.