UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period EndedMarch 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____ to _____ Commission file number 1-5153 Marathon Oil Corporation (Exact name of registrant as specified in its charter) Delaware 25-0996816 (State or othe ...

财务数据和关键指标变化 - 第一季度现金流和自由现金流表现稳健,与计划一致,尽管未收到EG权益联营企业的现金分配 [20] - 预计全年EG现金分配将与年度权益收益相当,第二季度将有追补 [20] - 第二季度开始,随着产量大幅增加和资本支出逐步降低,自由现金流势头将显著改善 [11] 各条业务线数据和关键指标变化 - 第一季度油产量181,000桶/天略高于指引 [26] - 第一季度资本支出6.03亿美元 [26] - 延长水平井在Permian、Bakken和Eagle Ford占比约25% [12] - 公司在Bakken和Eagle Ford披露约600个再压裂和再开发机会,其中30%集中在Ensign收购的资产中 [32] 各个市场数据和关键指标变化 - Permian资产表现出色,第一季度产量大幅增长,主要得益于3口Upper Wolfcamp井的出色表现 [28] - Permian资产自2022年以来所有新投产井的油田产能指标位居行业前列 [28] - 公司在Bakken和Eagle Ford的再压裂和再开发项目产能与行业新井相当,甚至在Eagle Ford优于行业平均水平 [47][48] 公司战略和发展方向及行业竞争 - 公司将继续增加Permian资本投入,但将保持谨慎的增长步伐,维持出色的执行能力 [29] - 公司正在通过延长水平井、再压裂和再开发等方式有机提升资产质量,增强资产抗风险能力和可持续性 [12][32] - EG气田综合体项目是公司的关键竞争优势,公司正在推进各个环节的进展 [13][39][41] 管理层对经营环境和未来前景的评论 - 公司有信心全年交付指引目标,体现了出色的执行能力 [26][29][103] - 公司将继续执行现金流驱动的资本回报框架,预计将至少返还40%的经营活动现金流给股东 [21][22] - EG气田综合体项目的改善将带来持续的财务表现提升 [39][41] 问答环节重要的提问和回答 问题1 **Scott Hanold 提问** 询问再压裂项目的经济性和产能指标 [46][47][48][49][50] **Michael Henderson 回答** 再压裂项目成本约为新井的80%,产能与新井相当,Bakken略低于行业平均,Eagle Ford优于行业平均 [47][48][49][50] 问题2 **Arun Jayaram 提问** 询问EG业务会计处理变化对现金流的影响 [62][63][64][65][66] **Rob White 回答** EG LNG销售现金流将直接计入合并报表,不再需要经过股息分配,对现金流的时间性影响较正面 [64][65][66] 问题3 **Neal Dingmann 提问** 询问公司对自身股票价值和并购机会的看法 [76][77][78][79] **Lee Tillman 回答** 公司认为股票回购仍是最优先的资本回报方式,但也会持续关注并购机会,但标准很高,不会轻易满足 [77][78][79]

Marathon Oil Corporation (MRO) reported first-quarter 2024 adjusted net income per share of 55 cents, beating the Zacks Consensus Estimate of 52 cents. The outperformance reflects higher domestic liquids price. However, the company’s bottom line fell from the year-ago adjusted profit of 67 cents due to weaker production numbers. The company reported revenues of $1.7 billion, which came 1.4% below the consensus mark and fell 7.7% from year-ago sales. Marathon Oil Corporation Price, Consensus and EPS Surprise ...

Marathon Oil Reports First Quarter 2024 Results Returned $350 Million to Shareholders and Sanctioned Equatorial Guinea Drilling Program HOUSTON, May 1, 2024 - Marathon Oil Corporation (NYSE: MRO) reported first quarter 2024 net income of $297 million or $0.52 per diluted share, which includes the impact of certain items not typically represented in analysts' earnings estimates and that would otherwise affect comparability of results. Adjusted net income was $317 million or $0.55 per diluted share. Net opera ...

Marathon Oil Corporation (MRO) is set to release first-quarter results on May 1. The current Zacks Consensus Estimate for the to-be-reported quarter is a profit of 53 cents per share on revenues of $1.6 billion. Let’s delve into the factors that might have influenced the independent oil and gas producer’s performance in the March quarter. But it’s worth taking a look at MRO’s previous-quarter results first. Highlights of Q4 Earnings & Surprise History In the last reported quarter, the Houston, TX-based upst ...

It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both. The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens. Zacks Premium includes access to the Zacks Style Scores ...

bjdlzx Thesis We wrote last August about the exchange traded Invesco S&P 500® Equal Weight Energy ETF (NYSEARCA:RSPG), touting it as an excellent choice to obtain a cross- sectional exposure to U.S. oil and gas, in an environment where tech was the favorite trade. Our original article highlighted how RSPG was unique in offering equal weight exposure to both large and mid-cap energy equities. The fund is substantially up since our 'Buy' rating: RSPG Rating (Author / SA) With a significant rally in oil and oi ...

Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Marathon Oil (MRO) , which belongs to the Zacks Oil and Gas - Integrated - United States industry, could be a great candidate to consider. When looking at the last two reports, this energy company has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 11.44%, on average, in the last two quarters. For the most ...

pixinoo Fundamentals in the U.S. economy continue to support an investment in exploration company Marathon Oil (NYSE:MRO) whose shares have soared more than 20% year to date. The energy company benefits from petroleum prices that have stabilized at around $80 per barrel after OPEC+ members, led by Saudi Arabia and Russia, earlier this month agreed to extend voluntary supply cuts into the second-quarter. Marathon Oil also guided to return at least 40% of its cash flow from operations to shareholders in this ...

Marathon Oil (MRO) closed at $27.10 in the latest trading session, marking a -0.37% move from the prior day. This change lagged the S&P 500's 0.14% loss on the day. Meanwhile, the Dow lost 0.77%, and the Nasdaq, a tech-heavy index, added 0.17%. The the stock of energy company has risen by 13.43% in the past month, leading the Oils-Energy sector's gain of 4.9% and the S&P 500's gain of 5.34%. Analysts and investors alike will be keeping a close eye on the performance of Marathon Oil in its upcoming earnings ...