GeoPark Limited reported fourth‑quarter 2025 earnings on February 25 2026, delivering earnings per share of $0.6017 versus a consensus estimate of $0.28—a $0.3217 or 115% beat. Revenue reached $110.3 million, slightly below the $111 million consensus estimate, reflecting modest pressure on realized prices in the Colombian upstream market.
Adjusted EBITDA for the quarter was $46 million, translating to a 42% margin, down from the 57% margin reported in Q3 2025. The margin contraction was driven by lower realized oil and gas prices and the inclusion of non‑recurring costs such as deferred sales volumes and logistics adjustments associated with the Vaca Muerta start‑up.
Production volumes in Q4 2025 were 28,351 boepd, and the full‑year 2025 production of 28,233 boepd exceeded the company’s guidance range of 26,000–28,000 boepd. The strong output was supported by the recent acquisition of Vaca Muerta blocks in October 2025, which added an unconventional growth engine to GeoPark’s Colombian cash‑generating base.
Management highlighted disciplined execution in a lower‑price environment, noting that “2025 was a year of disciplined execution in a materially lower oil price environment.” The company also emphasized that its focus on cost management and production optimization has positioned it well for future growth, even as it navigates competition for the Frontera Energy assets from Parex Resources.
While the company did not revise its full‑year guidance, the EPS beat and robust production figures signal confidence in its operational discipline and strategic clarity, suggesting that GeoPark is well positioned to sustain its growth trajectory in the coming quarters.
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