GuruFocus·3d ago
Woodside Energy Third Quarter Report for Period Ended 30 September 2026Woodside Energy Group (ASX: WDS) (NYSE: WDS):2026 full-year guidancePriorCurrentCommentTotal production volumes1MMboe174â185174â181Beaumont New Ammonia volu
Woodside's investment thesis is centered on its strategic transformation into a larger LNG producer via the BHP merger, which has doubled its asset base to $67.7B and positioned it for long-term volume growth. However, this expansion is occurring against a bac...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth has decelerated to -1.5% year-over-year, while gross margins have compressed by nearly half from their 2022 peak to 33.3% in 2026Q2, indicating a full normalization from the energy crisis super-cycle.
The 2026 production dip and Scarborough project completion are seen as temporary hurdles before a significant cash-flow inflection point.
Wall Street analysts project a 12.7% upside with a $24.30 price target, supported by bullish institutional commentary.
AI models predict a 15% price increase to $26.53 by 2026, indicating strong algorithmic confidence in growth.
Trailing total returns as of 10/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 24, 2026 | $0.88+13.3% vs $0.78 | $7.4B+1.0% vs $7.4B |
Q1 2026 Feb 24, 2026 | $0.74+5.9% vs $0.70 | $6.4B+0.4% vs $6.4B |
Q3 2025 Aug 18, 2025 | $0.69-0.6% vs $0.69 | $6.6B-0.1% vs $6.6B |
Q1 2025 Feb 24, 2025 | $0.66+1.2% vs $0.65 | $7.2B+2.7% vs $7.0B |
Woodside Energy Group (ASX: WDS) (NYSE: WDS):2026 full-year guidancePriorCurrentCommentTotal production volumes1MMboe174â185174â181Beaumont New Ammonia volu
PERTH, Australia--(BUSINESS WIRE)--Woodside Energy Group (ASX: WDS) (NYSE: WDS): 2026 full-year guidance Prior Current Comment Total production volumes1 MMboe 174—185 174—181 Beaumont New Ammonia volumes revised to 1.5-2.5 MMboe Narrowing of window for Scarborough first LNG cargo Reduced production at Okha FPSO Completion of start-up and performance testing of Julimar Development Phase 3 in September Gas hub exposure2 % ~30 No change Capital expenditure3 $ million 4,000—4,500 No change .
Woodside Energy Group Ltd (ASX:WDS, LSE:WDS, OTC:WOPEF) has cut the top end of its 2026 production guidance as the window narrows for first LNG from its flagship Scarborough gas project. The company now expects full-year production of 174 million to 181 million barrels of oil equivalent, down from previous guidance of 174 million to 185 million barrels.
Australia's Woodside narrows annual production forecast, posts higher quarterly revenue
Benchmark WDS against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Woodside Energy Group Ltd (WDS)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $23.66 | $45.32B | 16.66 | -1.48% | 20.93% | 7.15% | 4.44% | |
| $298.67 | $62.59B | 12.38 | 24.44% | 13.11% | 26.1% | — | |
| $233.21 | $464.46B | 35.18 | -4.64% | 9.87% | 10.66% | — | |
| $183.21 | $759.4B | 27.34 | -4.52% | 9.07% | 12.34% | — | |
| $51.32 | $134.01B | 2515.69 | 0.08% | 2.51% | 7.19% | — | |
| $108.18 | $301.62B | 18.03 | -6.13% | 8.76% | 14.64% | — |
Woodside Energy Group Ltd (WDS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Woodside Energy Group Ltd (WDS) stock FAQ — growth, dividends, profitability & financials explained
Woodside Energy Group Ltd (WDS) reported $27.63B in revenue for fiscal year 2025. This represents a 4248% increase from $635.5M in 1996.
Woodside Energy Group Ltd (WDS) saw revenue decline by 1.5% over the past year.
Yes, Woodside Energy Group Ltd (WDS) is profitable, generating $6.03B in net income for fiscal year 2025 (20.9% net margin).
Yes, Woodside Energy Group Ltd (WDS) pays a dividend with a yield of 4.44%. This makes it attractive for income-focused investors.
Woodside Energy Group Ltd (WDS) has a return on equity (ROE) of 7.2%. This is below average, suggesting room for improvement.
Woodside Energy Group Ltd (WDS) had negative free cash flow of $2.40B in fiscal year 2025, likely due to heavy capital investments.
