Riley Exploration Permian, Inc. (REPX)

Riley Exploration Permian beat estimates on both the top and bottom line in the second fiscal quarter of 2026, reported August 5, as revenue and adjusted EPS both came in ahead of consensus. Revenue rose 94.2% to roughly $165.8 million from $85.4 million a year ago, topping the $159.5 million estimate by 4.0%, while adjusted EPS of $2.55 compared with the $1.63 consensus and was up 77.1% from $1.44 a year earlier. Net income climbed 186.7% to about $87.4 million from $30.5 million a year ago, with gross margin near 93% and operating margin about 53% as gross profit reached roughly $154.4 million and operating income came in at about $87.2 million. Operating cash flow was $63.5 million, the company repurchased $841,000 of stock, and it paid $8.7 million in dividends. Consensus for the next period calls for EPS of $1.75 on revenue of $153.7 million.