Viper Energy Partners (VNOM) reported $435 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 90.2%. EPS of $0.31 for the same period compares to $0.42 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $426.49 million, representing a surprise of +2%. The company delivered an EPS surprise of +14.39%, with the consensus EPS estimate being $0.27.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Viper Energy performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Average daily combined volumes: 134,000.00 BOE/D compared to the 126,597.00 BOE/D average estimate based on eight analysts.
- Average sales prices - Natural gas liquids: $16.67 versus the five-analyst average estimate of $17.26.
- Total Production: 12,328.00 MBOE versus 11,670.99 MBOE estimated by five analysts on average.
- Production - NGL: 2,940.00 MBBL versus the five-analyst average estimate of 2,763.01 MBBL.
- Production - Natural Gas: 19,668.00 MMcf compared to the 17,048.17 MMcf average estimate based on five analysts.
- Production - Crude Oil: 6,110.00 MBBL compared to the 6,066.66 MBBL average estimate based on five analysts.
- Average sales prices - Oil, hedged: $57.28 versus the four-analyst average estimate of $58.59.
- Natural Gas Income: $16 million compared to the $23.5 million average estimate based on five analysts. The reported number represents a change of +164.5% year over year.
- Natural Gas Liquids Income: $49 million compared to the $47.99 million average estimate based on five analysts. The reported number represents a change of +83% year over year.
- Oil income: $357 million versus $359.92 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +85.9% change.
- Lease bonus income: $5 million versus $10.06 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +36.8% change.
- Royalty income: $422 million compared to the $423.28 million average estimate based on two analysts. The reported number represents a change of +87.7% year over year.
View all Key Company Metrics for Viper Energy here>>>
Shares of Viper Energy have returned +15.2% over the past month versus the Zacks S&P 500 composite's +1.8% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Viper Energy Inc. (VNOM): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research
