Evolution Petroleum (EPM) earnings
Evolution Petroleum earnings: last reported Wed, 16 Sep 2026, for the quarter ended Jun 2026.
Evolution Petroleum earnings callsEvolution Petroleum earnings calls (EPM)
Evolution Petroleum Q4 FY26 — Strong Q4 Recovery and Permian Mineral Acquisition
What went well
- Q4 adjusted EBITDA more than doubled sequentially to $6.5 million from $3.1 million.
- Q4 revenue increased 20% sequentially to $24.2 million.
- Fiscal 2026 average production remained steady at 7,077 BOE per day, slightly above FY25.
What to watch
- Natural gas pricing remained a headwind, particularly at Jonah, though partially offset by liquids.
- Full-year operating cash flow declined to $23.6 million from $33.1 million in FY25, primarily due to working capital limits.
Performance −27.5% 1Y
1Y: $4.88 on 29 Sept 2025 → $3.54. High $4.95 (5 May 2026), low $3.22 (7 Jan 2026).
Quarterly results
Q2 FY26: revenue up 14.7%, net profit up 35.2% against the same quarter last year.
| Line item | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 22 | 20 | 23 | 21 | 21 −3% | 21 +2% | 20 −11% | 24 +15% |
| EBITDA | 2 | -1 | 2 | 1 | -0 −105% | 1 +209% | -1 −135% | 3 +159% |
| Net profit | 2 | -2 | -2 | 3 | 1 −60% | 1 +158% | -9 −310% | 5 +35% |
How to read this
US$ million, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.
Balance sheet
| Year ending | Jun 2021 | Jun 2022 | Jun 2023 | Jun 2024 | Jun 2025 | Jun 2026 |
|---|---|---|---|---|---|---|
| Equity capital | $34.0K | $33.0K | $33.0K | $33.0K | $34.0K | $36.0K |
| Reserves | $12.02M | $32.85M | $51.96M | $40.00M | $25.13M | $5.76M |
| Total liabilities | $22.11M | $72.53M | $36.22M | $81.75M | $88.44M | $108.29M |
| Fixed assets | $58.53M | $110.51M | — | — | — | — |
| Total assets | $76.71M | $148.05M | $128.32M | $162.88M | $160.25M | $168.70M |
How to read this
As filed on each reporting date, including interim balance sheets. A line the company does not report — deposits for a non-lender, for instance — is left out rather than shown as a row of dashes.
Insider filings
19 filings between Oct 31, 2025 and Sep 17, 2026.
Open market
decisions to buy or sellNobody bought or sold EPM on the open market in this window. The filings below are 9 awards, 6 tax withholdings and 4 dispositions to the issuer.
Compensation
not trading decisions- 9
- Award — granted as compensation
- 6
- Tax withheld — shares kept back by the company to cover tax
Latest filings (49)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 17, 2026 | Bunch John Mark COO | Award | 91,120 | $0 |
| Sep 17, 2026 | Loyd Kelly William PRESIDENT & CEO | Award | 168,049 | $0 |
| Sep 17, 2026 | Stash Ryan SVP & CFO | Award | 97,561 | $0 |
| Sep 17, 2026 | Beatty Kelly CHIEF ACCOUNTING OFFICER | Award | 34,357 | $0 |
| Sep 1, 2026 | Loyd Kelly William PRESIDENT & CEO | Tax withheld | 12,300 | $45.4K |
| Sep 1, 2026 | Beatty Kelly CHIEF ACCOUNTING OFFICER | Tax withheld | 2,897 | $10.7K |
| Sep 1, 2026 | Bunch John Mark COO | Tax withheld | 6,757 | $24.9K |
| Sep 1, 2026 | Stash Ryan SVP & CFO | Tax withheld | 6,163 | $22.7K |
| Jun 30, 2026 | Bunch John Mark COO | Disposition to issuer | 28,518 | $0 |
| Jun 30, 2026 | Beatty Kelly CHIEF ACCOUNTING OFFICER | Disposition to issuer | 5,891 | $0 |
| Jun 30, 2026 | Loyd Kelly William PRESIDENT & CEO | Disposition to issuer | 52,595 | $0 |
| Jun 30, 2026 | Stash Ryan SVP & CFO | Disposition to issuer | 27,321 | $0 |
| Feb 20, 2026 | Bunch John Mark COO | Tax withheld | 8,910 | $39.5K |
| Dec 4, 2025 | DiPaolo Edward John Director | Award | 24,214 | $0 |
| Dec 4, 2025 | Herlin Robert S Director | Award | 24,214 | $0 |
| Dec 4, 2025 | Dozier William Director | Award | 24,214 | $0 |
| Dec 4, 2025 | Hargrave Marjorie Anne Director | Award | 24,214 | $0 |
| Dec 4, 2025 | Bierria Myra C Director | Award | 24,214 | $0 |
| Oct 31, 2025 | Loyd Kelly William PRESIDENT & CEO | Tax withheld | 9,649 | $42.3K |
| Sep 18, 2025 | Bunch John Mark COO | Award | 55,759 | $0 |
| Sep 18, 2025 | Loyd Kelly William PRESIDENT & CEO | Award | 102,834 | $0 |
| Sep 18, 2025 | Stash Ryan SVP & CFO | Award | 53,419 | $0 |
| Sep 18, 2025 | Beatty Kelly CHIEF ACCOUNTING OFFICER | Award | 18,922 | $0 |
| Aug 29, 2025 | Beatty Kelly CHIEF ACCOUNTING OFFICER | Tax withheld | 1,414 | $7.3K |
| Aug 29, 2025 | Stash Ryan SVP & CFO | Tax withheld | 5,438 | $28.1K |
| Aug 29, 2025 | Bunch John Mark COO | Tax withheld | 4,699 | $24.2K |
| Aug 29, 2025 | Loyd Kelly William PRESIDENT & CEO | Tax withheld | 10,922 | $56.4K |
| Jun 30, 2025 | Loyd Kelly William PRESIDENT & CEO | Tax withheld | 18,247 | $85.8K |
| Jun 30, 2025 | Bunch John Mark COO | Tax withheld | 3,297 | $15.5K |
| Jun 30, 2025 | Stash Ryan SVP & CFO | Tax withheld | 8,827 | $41.5K |
| Jun 30, 2025 | Beatty Kelly CHIEF ACCOUNTING OFFICER | Tax withheld | 1,280 | $6.0K |
| Feb 21, 2025 | Beatty Kelly CHIEF ACCOUNTING OFFICER | Tax withheld | 2,965 | $15.2K |
| Feb 21, 2025 | Bunch John Mark COO | Tax withheld | 8,691 | $44.6K |
| Dec 5, 2024 | Hargrave Marjorie Anne Director | Award | 17,483 | $0 |
| Dec 5, 2024 | Dozier William Director | Award | 17,483 | $0 |
| Dec 5, 2024 | DiPaolo Edward John Director | Award | 17,483 | $0 |
| Dec 5, 2024 | Bierria Myra C Director | Award | 17,483 | $0 |
| Dec 5, 2024 | Herlin Robert S Director | Award | 17,483 | $0 |
| Nov 18, 2024 | Stash Ryan SVP & CFO | Tax withheld | 7,671 | $45.3K |
| Nov 1, 2024 | Loyd Kelly William PRESIDENT & CEO | Tax withheld | 9,692 | $49.9K |
| Sep 17, 2024 | Stash Ryan SVP & CFO | Award | 54,212 | $0 |
| Sep 17, 2024 | Bunch John Mark COO | Award | 56,587 | $0 |
| Sep 17, 2024 | Loyd Kelly William PRESIDENT & CEO | Award | 104,360 | $0 |
| Sep 17, 2024 | Beatty Kelly CHIEF ACCOUNTING OFFICER | Award | 19,203 | $0 |
| Sep 17, 2024 | Beatty Kelly CHIEF ACCOUNTING OFFICER | Tax withheld | 445 | $2.3K |
| Aug 30, 2024 | Loyd Kelly William PRESIDENT & CEO | Tax withheld | 6,373 | $32.8K |
| Aug 30, 2024 | Stash Ryan SVP & CFO | Tax withheld | 5,644 | $29.1K |
| Aug 30, 2024 | Beatty Kelly CHIEF ACCOUNTING OFFICER | Tax withheld | 451 | $2.3K |
| Aug 30, 2024 | Bunch John Mark COO | Tax withheld | 2,239 | $11.5K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.