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Riley's Q4 2025 oil production was 5% above the midpoint of its guidance. It also expects 12% oil production growth in 2026 compared to 2H 2025 levels. Riley's oil production growth is driven by general outperformance plus increased upstream investments.

Rising oil prices following the recent Iran conflict could provide a favorable macro backdrop for domestic producers. Riley Permian is guiding for approximately 23% oil production growth in 2026, significantly higher than many larger peers. The company trades at a much lower valuation relative to production compared with larger Permian operators.

Riley Exploration Permian, Inc. is rated a buy following a technical breakout and strong fundamentals amid surging crude oil prices. REPX boasts a cheap valuation at 3.6x forward EV/EBITDA and a 4.7% dividend yield, with management owning 14% of shares. Production is set to increase 20% in 2026, aided by focused CAPEX, new pipeline infrastructure, and improved natural gas monetization.

Riley Exploration Permian, Inc. (REPX) Q4 2025 Earnings Call Transcript

Riley Exploration Permian, Inc. (REPX) came out with quarterly earnings of $1.35 per share, beating the Zacks Consensus Estimate of $0.83 per share. This compares to earnings of $0.96 per share a year ago.

OKLAHOMA CITY, March 4, 2026 /PRNewswire/ -- Riley Exploration Permian, Inc. (NYSE American: REPX) ("Riley Permian", the "Company" or "we"), today reported financial and operating results for the fourth quarter and year ended December 31, 2025. FOURTH QUARTER 2025 HIGHLIGHTS Averaged 35.5 MBoe/d of total equivalent production (oil production of 20.1 MBbls/d) Generated $65 million of operating cash flow, $85 million of net income, $66 million of Adjusted EBITDAX(1), $1 million of Total Free Cash Flow(1) and $17 million of Upstream Free Cash Flow(1) Incurred total accrual (activity-based) capital expenditures before acquisitions of $50 million ($28 million for upstream) Sold all of our membership interests in Dovetail Midstream LLC, a wholly owned subsidiary of the Company that held certain midstream infrastructure projects in Eddy County, New Mexico for total cash consideration of $123 million, with the right to earn up to an additional $60 million in cash payments contingent upon achieving certain volumetric performance thresholds over a five-year period ("Midstream Sale") Reduced debt outstanding by $120 million with a year-end debt-to-Adjusted EBITDAX(1) ratio of 1.0x(2) Announced the authorization of a stock repurchase program of up to $100 million of the currently outstanding shares of the Company's common stock FULL-YEAR 2025 HIGHLIGHTS Averaged 29.2 MBoe/d of total equivalent production (oil production of 17.3 MBbls/d) Generated $213 million of operating cash flow, $161 million of net income, $261 million of Adjusted EBITDAX(1), $81 million of Total Free Cash Flow(1) and $117 million of Upstream Free Cash Flow(1) Incurred total accrual (activity-based) capital expenditures before acquisitions of $120 million ($83 million for upstream) Closed on the acquisition of Silverback Exploration II, LLC and its subsidiaries ("Silverback") for $120 million in cash plus contingent consideration, subject to final purchase price adjustments Increased the dividend on our common stock in October 2025 by 5% to $0.40 quarterly and $1.60 annually 2026 GUIDANCE HIGHLIGHTS Full-year 2026 guidance for total production of 35.0 - 37.0 MBoe/d (oil production of 21.0 - 22.0 MBbls/d) Full-year 2026 guidance for activity-based capital expenditures before acquisitions of $190 - 210 million Bobby Riley, Chairman of the Board and Chief Executive Officer commented, "2025 was a transformational year for Riley Permian, as we made significant progress across key strategic initiatives, including inventory expansion, infrastructure build‑out, and balance sheet improvement.

Riley Exploration Permian (REPX) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.