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EOG 8-K filings, explained
Every material Form 8-K EOG Resources has filed with the SEC since August 01, 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
EOG Resources released its third quarter 2026 operational and financial results, reporting a net income of $2.78 billion and diluted net income per share of $5.33. Total operating revenues reached $8.55 billion for the quarter ended September 30, 2026.
Reported third quarter 2026 net income of $2.78 billion, or $5.33 per diluted share.
Total operating revenues were $8.55 billion for the third quarter of 2026.
Net cash provided by operating activities totaled $3.81 billion for the quarter ended September 30, 2026.
EOG Resources said on October 8, 2026 that it now expects third quarter 2026 current tax expense of $835 million to $935 million, up from its August 4, 2026 forecast of $545 million to $645 million. The company attributed the increase to higher crude oil prices realized in the third quarter and expected for the full year amid the ongoing Middle East conflict. EOG said it is not updating any other third quarter or full year 2026 guidance from August.
Current tax expense guidance for Q3 2026 raised to $835 million-$935 million from $545 million-$645 million set on August 4, 2026
Increase reflects higher crude oil prices realized in Q3 2026 and anticipated for the full year due to the ongoing Middle East conflict
Q3 2026 NYMEX WTI crude averaged $85.68 per barrel; EOG received net cash of $40 million from financial commodity derivative settlements
All other third quarter and full year 2026 guidance from August 4, 2026 was not updated
EOG Resources said CFO Ann Janssen will retire, with her last day as CFO on December 31, 2026, and she will then serve as an advisor. The board appointed Jeffrey W. Hibbard, 44, as Executive Vice President and CFO effective January 1, 2027, and the filing also discloses changes to the company's equity award vesting terms.
Janssen, CFO since January 2024 and at EOG since 1995, will be an advisor from January 1, 2027.
Hibbard has been EOG's Senior Vice President, Finance since August 2025 and previously spent more than 20 years at Morgan Stanley.
Restricted stock and RSU grants will vest one-third per year over three years, instead of 100% after three years, starting with grants effective September 25, 2026.
Performance unit awards with negative three-year TSR will have the above-target performance multiple halved, replacing the prior Negative TSR Cap.
EOG Resources reported second quarter 2026 results on August 4, 2026, with net income of $2.7 billion, or $5.15 per diluted share, up from $2.46 a year earlier. The filing also includes third quarter and full year 2026 forecast and benchmark commodity pricing information, which is incorporated by reference into the report.
Q2 2026 total operating revenues were $8,620 million, compared with $5,478 million in Q2 2025 and $6,921 million in Q1 2026.
Q2 2026 net income was $2,724 million, or $5.15 per diluted share, compared with $1,345 million, or $2.46 per diluted share, in Q2 2025.
Q2 2026 adjusted net income, a non-GAAP measure, was $2,683 million, or $5.07 per diluted share.
The company released third quarter and full year 2026 forecast and benchmark commodity pricing information alongside the results.
EOG Resources filed a July 9, 2026 Item 2.02 update that covers only commodity price hedging and market prices, with no revenue, profit or guidance figures. The company received net cash of $45 million from settlements of financial commodity derivative contracts in the second quarter of 2026, and it expects deliveries under its Brent-linked natural gas sales contract to start in January 2027.
Net cash of $45 million received in Q2 2026 from settlements of Financial Commodity Derivative Contracts
No cash received in Q2 2026 from the Brent Linked Gas Sales Contract, with deliveries expected to commence in January 2027
For the quarter ended June 30, 2026, NYMEX WTI crude averaged $92.85 per barrel and Henry Hub natural gas averaged $2.89 per million British thermal units
EOG Resources reported first quarter 2026 results on May 5, 2026, with net income of $1,980 million, up from $1,463 million in the first quarter of 2025. Total operating revenues rose to $6,921 million from $5,669 million, and the company also released second quarter and full year 2026 forecast and benchmark pricing information, though those forecast figures are not in the portion of the filing provided. The higher revenue and profit point to stronger first quarter results for shareholders.
Net income was $1,980 million, or $3.70 per diluted share, in Q1 2026, compared with $1,463 million, or $2.65 per diluted share, in Q1 2025.
Total operating revenues were $6,921 million, compared with $5,669 million in Q1 2025.
Operating income was $2,598 million, compared with $1,859 million in Q1 2025.
Adjusted net income, a non-GAAP measure, was $1,825 million, or $3.41 per diluted share, for Q1 2026.
On April 9, 2026, EOG updated its first quarter 2026 guidance for current tax expense, raising it to $500 million-$600 million from the $230 million-$330 million range it gave on February 24, 2026. EOG said higher crude oil prices in the first quarter, and those expected for the full year, tied to the Middle East conflict drove the change. EOG is not updating any other first quarter or full year 2026 guidance ranges from February.
Q1 2026 current tax expense guidance now $500 million-$600 million, up from $230 million-$330 million.
EOG cited higher crude oil prices realized in Q1 2026 and anticipated for full year 2026 due to the Middle East conflict.
NYMEX West Texas Intermediate crude averaged $72.17 per barrel and Henry Hub natural gas averaged $4.96 per million British thermal units in Q1 2026.
EOG paid net cash of $53 million to settle financial commodity derivative contracts in Q1 2026; no other guidance ranges were updated.
EOG Resources reported fourth quarter 2025 results on February 24, 2026, with revenue of $5,638 million, up from $5,585 million a year earlier. Net income fell to $701 million, or $1.30 per diluted share, from $1,251 million, or $2.23, in the fourth quarter of 2024, largely because impairments rose to $689 million. The filing also references first quarter and full year 2026 forecasts, but the figures for those forecasts are not in the text provided.
Q4 2025 revenue was $5,638 million versus $5,585 million in Q4 2024.
Q4 2025 net income was $701 million ($1.30 diluted EPS) versus $1,251 million ($2.23) in Q4 2024.
Q4 2025 impairments were $689 million versus $276 million in Q4 2024; excluding certain impairments, adjusted net income was $1,222 million ($2.27 per share), a non-GAAP measure.
Full year 2025 net income was $4,980 million ($9.12 per diluted share) versus $6,403 million ($11.25) in 2024.
EOG Resources filed an 8-K under Item 2.02 that covers its price risk management for the fourth quarter of 2025. The excerpt shows EOG paid a net $21 million to settle financial commodity derivative contracts, and it reports average Q4 2025 benchmark prices. The excerpt does not include revenue, profit, EPS or guidance, so it does not show whether results improved or declined.
Net cash paid for settlements of financial commodity derivative contracts in Q4 2025: $21 million
Q4 2025 NYMEX West Texas Intermediate crude averaged $59.17 per barrel; Henry Hub natural gas averaged $3.55 per million British thermal units
No cash received under the 10-year Brent Linked Gas Sales Contract; deliveries are expected to start in January 2027
EOG Resources appointed John D. Chandler to its Board of Directors and Audit Committee, effective December 10, 2025. Chandler was formerly CFO of The Williams Companies and of Magellan Midstream Partners, and he will receive the same director cash retainer and an RSU grant as other non-employee directors.
Chandler appointed to Board and Audit Committee effective December 10, 2025
Previously SVP and CFO of The Williams Companies from 2017 until retiring in 2022
RSU grant based on NYSE closing price on December 15, 2025 grant date, cliff vesting one year later
Filing does not report a financial result or guidance change
EOG Resources entered a new $3.0 billion senior unsecured revolving credit agreement on December 3, 2025, maturing December 3, 2030, and terminated its $1.9 billion 2023 facility at the same time without penalty. No borrowings were outstanding under either facility at closing, and EOG has not borrowed under the new facility. For shareholders, the filing is a routine refinancing that increases the committed credit line and extends its maturity, with no drawn debt disclosed.
New $3.0 billion facility matures December 3, 2030, with up to two one-year extensions subject to bank consent
Commitments can be increased to up to $4.0 billion, subject to certain terms
2023 $1.9 billion facility, which was scheduled to mature June 7, 2028, was terminated without penalty
No borrowings have been made under the new facility as of the filing date
EOG Resources completed an underwritten public offering of $1 billion in senior notes on November 24, 2025, consisting of $750 million of 4.400% notes due 2031 and $250 million of 5.950% notes due 2055. EOG said it intends to use part of the net proceeds to repay or redeem its 4.15% senior notes due 2026, which refinances existing debt rather than reporting new operating results.
Offering totaled $1,000,000,000: $750,000,000 of 4.400% Senior Notes due 2031 and $250,000,000 of 5.950% Senior Notes due 2055.
The New 2055 Notes are fungible with $500,000,000 of 5.950% Senior Notes due 2055 issued July 1, 2025.
Proceeds are intended in part to repay or redeem the 4.15% Senior Notes due 2026 at or before maturity.
Underwriters include J.P. Morgan Securities LLC, BofA Securities, Inc., Citigroup Global Markets Inc., PNC Capital Markets LLC and Wells Fargo Securities, LLC.
EOG Resources reported third quarter 2025 results on November 6, 2025, with total operating revenues and other of $5.8 billion, net income of $1.5 billion, and diluted earnings of $2.70 per share. Compared with the second quarter of 2025, revenue and net income rose, but both remained below third quarter 2024 levels, when net income was $1.7 billion and diluted earnings were $2.95 per share. The release also includes a fourth quarter and full year 2025 forecast, which is not contained in the portion of the filing reviewed here.
Total operating revenues and other were $5,847 million in Q3 2025, up from $5,478 million in Q2 2025 and down from $5,965 million in Q3 2024.
Net income was $1,471 million, or $2.70 per diluted share, versus $1,345 million ($2.46) in Q2 2025 and $1,673 million ($2.95) in Q3 2024.
Adjusted net income (non-GAAP) was $1,472 million, or $2.71 per diluted share, compared with $2.89 per diluted share in Q3 2024.
The fourth quarter and full year 2025 forecast and benchmark commodity prices are in Exhibit 99.1 and Item 7.01; the figures are not included in the text reviewed.
EOG's 8-K under Item 2.02 covers its commodity hedging and price risk for the third quarter of 2025, but the excerpt does not include revenue, profit, or guidance. The filing reports $27 million of net cash from financial commodity derivative settlements, and no cash yet from its Brent-linked gas sales contract, whose deliveries are expected to begin in January 2027.
Net cash of $27 million received in Q3 2025 from settlements of Financial Commodity Derivative Contracts
Brent Linked Gas Sales Contract produced no cash in Q3 2025; deliveries are expected to commence in January 2027
Q3 2025 NYMEX WTI crude averaged $64.95 per barrel and Henry Hub natural gas averaged $3.07 per MMBtu
EOG Resources reported second quarter 2025 results that were lower than both the prior quarter and the same quarter of 2024. Diluted earnings per share were $2.46, down from $2.65 in the first quarter and $2.95 in the second quarter of 2024. The press release also includes third quarter and full year 2025 forecast and benchmark pricing information, but those figures are not in the filing text provided.
Total operating revenues and other were $5,478 million in Q2 2025, versus $5,669 million in Q1 2025 and $6,025 million in Q2 2024.
Net income was $1,345 million in Q2 2025, versus $1,463 million in Q1 2025 and $1,690 million in Q2 2024.
Adjusted diluted EPS (non-GAAP) was $2.32, versus $2.87 in Q1 2025; the company cited Encino acquisition-related costs of $18 million before tax as an adjustment.
Crude oil equivalent volumes rose to 1,090.4 MBoed in Q2 2025 from 1,062.1 MBoed in Q1 2025.
On August 1, 2025, EOG Resources completed its previously announced acquisition of Encino Acquisition Partners, LLC, buying all outstanding equity interests from the sellers for $5.6 billion in cash, including repayment of debt. The price is subject to customary working capital and other adjustments, and the full purchase agreement will be filed with EOG's 10-Q for the quarter ended June 30, 2025.
Purchase price: $5.6 billion in cash, inclusive of debt repayment, subject to customary adjustments
Closing date: August 1, 2025; purchase agreement dated May 30, 2025
Structure: part through acquisition of Blocker Corp, part through direct purchase of equity interests in Encino
Full agreement to be filed as an exhibit to the Form 10-Q for the quarter ended June 30, 2025
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