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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Magnolia Oil & Gas
Magnolia Oil & Gas (MGY) investor relations material
Magnolia Oil & Gas Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor presentation summary10 Nov, 2026
Asset base and operating model
South Texas pure-play with core Eagle Ford and Austin Chalk positions; >1.25 million net acres and Q4 2026 production guidance of 159–161 Mboe/d, 49%–50% oil.
Karnes area: ~26,000 net acres producing ~20 Mboe/d in Q3 2026, 60% oil and 79% liquids; operated WI rises to ~98% after bolt-ons.
Giddings and Karnes positions are presented as high-quality assets with low reinvestment needs, low breakevens and significant development running room.
Growth and synergies
FY 2027 organic total and oil production growth guidance of 4%–5%; D&C capital guidance of $900–$950 million, with ~4 rigs and ~2 completion crews.
WildFire integration is progressing smoothly; estimated annual run-rate synergies exceed $100 million by YE 2027, with at least one-third expected by YE 2026 and more than three-quarters by mid-2027.
Strategy emphasizes moderate production growth, D&C spending capped at 55% of adjusted EBITDAX and small, accretive bolt-on acquisitions.
Financial performance and balance sheet
Q3 2026 revenue was $47.63/boe vs. $35.14/boe YoY; adjusted cash operating margin was $28.86/boe vs. $23.78/boe, with margin of 61% vs. 68%.
Q3 2026 adjusted EBITDAX was $392 million vs. $219 million YoY; adjusted free cash flow was $224 million vs. $134 million.
Net debt was $1.918 billion at 9/30/2026; liquidity was $1.332 billion, net debt/Q3 annualized adjusted EBITDAX was 1.2x, and senior notes mature from 2029 onward.
Net debt at Q3 2026 was below 1.0x 2027E EBITDA at current strip prices, more than a year ahead of the original deleveraging plan.
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Latest events from Magnolia Oil & Gas
- Q3 cash generation and WildFire scale support 4%–5% FY27 production growth.MGY
Q3 2026 - FY production rose 9%, generating $412.9 MM in free cash flow with zero net debt.MGYQ4 2023
- WildFire expands scale as synergies, debt reduction and cash returns shape the plan.MGYInvestor presentation
- Q2 2026 delivered record growth, strong cash flow, and a transformative $4.06B acquisition.MGYQ2 2026
- $4.06B deal doubles acreage, drives $100M+ synergies, and boosts dividend by 9%.MGYM&A announcement
- All director nominees, executive pay, and auditor ratification were approved by shareholders.MGYAGM 2026
- Q1 2026 saw up to $101M net income, 6% production growth, and $83M returned to shareholders.MGYQ1 2026
- Strong 2025 results, robust governance, and major ESG progress highlighted for shareholder vote.MGYProxy filing
- Production up 10%, $100M adjusted net income, and 70% of free cash flow returned to shareholders.MGYQ3 2024
Next Magnolia Oil & Gas earnings date
Q4 20265 Feb, 2027
Magnolia Oil & Gas
Next Magnolia Oil & Gas earnings date
Q4 20265 Feb, 2027
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Frequently asked questions
Magnolia Oil & Gas Corporation is an independent energy company focused on the acquisition, development, and production of oil and natural gas properties. Its operations are concentrated in the Eagle Ford Shale and Austin Chalk formations in South Texas. The company is headquartered in Houston, Texas, and its shares are listed on the NYSE.