(Idea) Our Updated E&P Spreadsheet And What It's Telling Us Now
By: Jon Costello
The HFIR Coverage Universe spreadsheet has been revised and updated. The spreadsheet ranks 46 E&Ps covered in our articles over the past few years and can be found at the bottom of this article.
Each E&P has data as of Q4 2025 or full-year 2025. Full-year 2026 guidance has been incorporated when available. Nine names have yet to report fourth-quarter results. Results from these companies are as of September 30, 2025.
The spreadsheet data provides important information on investment opportunities among the stocks in our E&P coverage universe, including their potential upside and downside from current prices.