Riley Exploration Permian, Inc. (REPX)
AMEXEnergyOil & Gas Exploration & ProductionSnapshot 2026-11-05
$40.12-6.44%
Close 2026-11-05 · 1-day change
AMEXEnergyOil & Gas Exploration & ProductionSnapshot 2026-11-05
QuarterlyIQ Insights · REPX
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Bobby Riley, CEO and Chairman of the Board, stated, “Going forward, and based on current market conditions, we plan to continue investing significantly in the development of our assets, supported by…
Stated in 3 of 3 supplied quarters. Management reported: “In December of 2025, we contracted with Targa Northern Delaware LLC (“Targa”) to construct new gathering and high-pressure trunkline infrastructure in Eddy County, New Mexico pursuant to the A&R Gas Purchase Agreement, to mitigate processing and takeaway constraints of the nature experienced during the second quarter.” “The in-service date of the new Targa pipeline system is currently expected to occur in the fourth quarter of 2026.” Revenue was $201.203 million in 2026-Q3.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 3 of the last 3 quarter-over-quarter moves. Historically, Energy names rated strong grew net income 55% of the time over the next year (vs 58% for the rest of the cohort, n=1774).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Bobby Riley, CEO and Chairman of the Board, stated, “Going forward, and based on current market conditions, we plan to continue investing significantly in the development of our assets, supported by…”
“SECOND QUARTER 2026 HIGHLIGHTS • Reported 34.3 MBoe/d of total equivalent production (oil production of 21.2 MBbls/d) • Generated $64 million of operating cash flow or $75 million before changes in w…”
“Exhibit 99.1 2026 GUIDANCE Riley Permian is providing second quarter detailed guidance and updated full-year 2026 activity guidance based on currently scheduled development activity and current marke…”
Exhibit 99.1 2026 GUIDANCE Riley Permian is providing fourth quarter detailed guidance based on currently scheduled development activity and current market conditions.
Stated in 3 of 3 supplied quarters. Management reported: “Exhibit 99.1 2026 GUIDANCE Riley Permian is providing third quarter detailed guidance and updated full-year 2026 activity guidance based on currently scheduled development activity and current market conditions.” “The average working interest on gross operated wells drilled is subject to change and may have corresponding impacts on net production volumes and investing expenditures.”
“Exhibit 99.1 2026 GUIDANCE Riley Permian is providing fourth quarter detailed guidance based on currently scheduled development activity and current market conditions.”
“Exhibit 99.1 2026 GUIDANCE Riley Permian is providing third quarter detailed guidance and updated full-year 2026 activity guidance based on currently scheduled development activity and current market…”
“Exhibit 99.1 2026 GUIDANCE Riley Permian is providing second quarter detailed guidance and updated full-year 2026 activity guidance based on currently scheduled development activity and current marke…”
In December of 2025, we contracted with Targa Northern Delaware LLC (“Targa”) to construct new gathering and high-pressure trunkline infrastructure in Eddy County, New Mexico pursuant to the A&R Gas…
Stated in 1 of 3 supplied quarters. Management reported: “In December of 2025, we contracted with Targa Northern Delaware LLC (“Targa”) to construct new gathering and high-pressure trunkline infrastructure in Eddy County, New Mexico pursuant to the A&R Gas Purchase Agreement, to mitigate processing and takeaway constraints of the nature experienced during the second quarter.” “The in-service date of the new Targa pipeline system is currently expected to occur in the fourth quarter of 2026.”
“In December of 2025, we contracted with Targa Northern Delaware LLC (“Targa”) to construct new gathering and high-pressure trunkline infrastructure in Eddy County, New Mexico pursuant to the A&R Gas…”
As part of our stock repurchase program, the Company repurchased 25 thousand shares of common stock at a weighted average price of $34.13 per share for a total of $1 million.
Focus on generating strong operating cash flow and positive free cash flow to support operations and investments.
Over the trailing year it converted 14.65x of net income into operating cash flow. Historically, Energy names rated robust grew net income 57% of the time over the next year (vs 39% for the rest of the cohort, n=993).
Most sensitive to long-term interest rates.
Not enough signal to read sensitivity to the US dollar, the broad stock market, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
13 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Energy names rated neutral grew net income 58% of the time over the next year (vs 57% for the rest of the cohort, n=2203).
Not investment advice. As of 2026-11-05.