Monitor the Q4 2026 earnings release for continued production growth trajectory and cost control, as well as any updates to 2027 guidance. The company's ability to sustain FCF generation and further reduce leverage will be key.
Price Chart
Executive Summary
Vista Energy reported Q3 2026 results with revenue of $1.234B, up 75% YoY, and Adj. EBITDA of $841M, up 78% YoY. Production grew 33% YoY to 169 Mboe/d, driven by strong well tie-ins and full-quarter consolidation of new assets. Net income was $293M, and EPS was $2.6 per share. The company generated $334M in free cash flow and reduced net leverage to 1.12x. No consensus comparison is available for EPS as the reported $2.6 per share is on a different basis than the Street consensus of $60.62 per ADS.
Key Financial Metrics
Key Facts
- Revenue of $1.234B in Q3 2026, up 75% YoY and 7% QoQ
- Adj. EBITDA of $841M, up 78% YoY and 4% QoQ
- Production of 169 Mboe/d, up 33% YoY and 8% QoQ; oil production of 147 Mbbl/d, up 34% YoY and 9% QoQ
- Net income of $293M, EPS of $2.6 per share
- Free cash flow of $334M in the quarter
- Net leverage ratio of 1.12x (1.04x pro forma)
- CAPEX of $460M, up 31% YoY, down 2% QoQ
- Lifting cost of $4.7/boe, up 6% YoY and 5% QoQ
- On track to deliver 2026 guidance across all key metrics
Financial Impact
Revenue $1.234B, Adj. EBITDA $841M, Net Income $293M, FCF $334M
Risk Factors
- Exposure to volatile oil prices and Argentine economic/political conditions
- Lifting cost increased 6% YoY and 5% QoQ, potentially pressuring margins if oil prices decline
- High CAPEX requirements may strain cash flow if oil prices fall
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001193125-26-436947 |
| Document: d174561d6k.htm | 0001193125-26-436947 |
| Document: 0001193125-26-436947-index-headers.html | 0001193125-26-436947 |
| Document: 0001193125-26-436947-index.html | 0001193125-26-436947 |
| Document: 0001193125-26-436947.txt | 0001193125-26-436947 |
| Earnings Context (Synthetic; results releases only) | 0001193125-26-436947 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 29, 2026 1d ago | 6-K | No price | awaiting T+5 | awaiting T+5 | No price |
Oct 28, 2026 2d ago | 6-K | No price | awaiting T+5 | awaiting T+5 | No price |
Oct 28, 2026 2d ago | 6-K | $71.58 | awaiting T+5 | awaiting T+5 | $70.45 (−1.58%) |
Oct 20, 2026 10d ago | 6-K | $70.66 $71.83 | ▲ +1.66% | ▲ +1.63% | $70.45 (−0.30%) |
Sep 23, 2026 5w ago | 6-K | $68.30 $64.63 | ▼ −5.37% | ▼ −4.96% | $70.45 (+3.15%) |
Sep 22, 2026 5w ago | 6-K | $70.25 $65.35 | ▲ +6.98% | ▲ +6.30% | $70.45 (−0.28%) |
Sep 8, 2026 7w ago | 6-K | $75.86 $76.41 | ▲ +0.72% | ▲ +1.39% | $70.45 (−7.13%) |
Aug 17, 2026 10w ago | 6-K | $72.16 $70.66 | ▼ −2.08% | ▼ −0.89% | $70.45 (−2.37%) |
Aug 14, 2026 11w ago | 6-K | $68.31 $69.58 | ▲ +1.86% | ▲ +3.23% | $70.45 (+3.13%) |
Aug 12, 2026 11w ago | 6-K | $66.01 $68.42 | ▲ +3.65% | ▲ +4.09% | $70.45 (+6.73%) |
US Market Status
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