Magnolia Oil & Gas Corporation Overview
Pro stress-test →Magnolia Oil & Gas is an independent exploration and production company focused on the acquisition, development and optimization of onshore oil and gas assets in South Texas, headquartered in Houston, with significant working interests in the Eagle Ford Shale. The company reported 2025 full-year revenue of $1.31 billion and net income of $325.25 million, with Q1 2026 production guidance of approximately 102 Mboe/d.
Strategic Profile
Pro stress-test →The company's strategy centers on disciplined capital allocation, steady production growth, high pre-tax margins, and consistent free cash flow, with a significant portion of that cash returned to shareholders. UBS designated Magnolia as a 'Top Pick' highlighting the company's defensive characteristics in a potentially challenging oil price environment, supported by balance sheet strength and natural gas exposure with low breakeven costs.
Competitive Landscape
Pro stress-test →Magnolia competes with other independent E&P operators including Talos Energy, Civitas Resources, and Ovintiv in the onshore oil and gas sector. BMO Capital highlighted Magnolia's high-return Eagle Ford footprint and low-cost structure as competitive advantages. The company's focused South Texas asset base and capital efficiency distinguish it within the mid-cap E&P peer group.
Industry Context
Magnolia Oil & Gas Corporation operates in Oil & Gas Exploration and Production (E&P).
Key facts
Founded: 2017 · Headquarters: Houston, Texas · Revenue: $1.31B · Market cap: $4.9B