Company Analysis

Evolution Petroleum Corporation (EPM)

NYSE: EPM · Crude Petroleum & Natural Gas · Houston, TX · filing with the SEC since 1996
Grade4.5
◀ Past 5.3● Present 3.7▶ Future 4.4

The grade of Evolution Petroleum Corporation

Nine metrics read from its own filings, by tense
Headline grade
4.5/10
◀ Past5.340% of the headline
● Present3.735% of the headline
▶ Future4.425% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

All nine metrics read as filed from the record.

◀ Past

What did they actually do?

5.3/1040% of the headline grade · 3 of 3 filed

Surviving crises

as filed
3.7/10

Has it survived what it has been through?

3 warning events since 2017; the latest 2025-06-05.

weight 45% of this tense · 37th percentile among 83 sector filers · read for itself

From the record

Evolution Petroleum Corporation's filings since 2017 show 3 warning events of 2 kinds: an auditor change (8-K item 4.01, 2 times, the latest 2025-06-05); a late-report notice (Form NT 10-K or NT 10-Q, the latest 2017-09-14) (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
5.8/10

What has it actually done, year after year?

+10.4% a year over 8 filed years; profitable in 6 of 8.

weight 33% of this tense · 58th percentile among 74 sector filers · read for its customers

From the record

Evolution Petroleum Corporation's 8 filed years say what it did: revenue went from $43 million in fiscal 2019 to $86 million in fiscal 2026, up 10.4% a year; it rose in 4 of 7 years; the deepest fall was 33% from fiscal 2023 to fiscal 2025; net income was positive in 6 of 8 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span10.4%bottom 44% of its family
  • the share of years revenue rosetop 45% of its family
  • the share of filed years with a profittop 34% of its family
  • the deepest fall from a revenue peak33.2%top 33% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
7.6/10

How has it treated the people who own it?

Share count grew 1.1% a year. 64% of cash flow returned. Insiders: 0 sales, 0 purchases.

weight 22% of this tense · 76th percentile among 61 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2026-06-30, Evolution Petroleum Corporation's diluted share count grew about 1.1% a year, and dividends and buybacks returned about 64% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 0 sales and 0 purchases of their own stock on the open market in the year to 2026-11-03 (their Form 4 filings).

What it rests on

  • the share count over the yearstop 46% of its family
  • cash returned against operating cash flowtop 2% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

3.7/1035% of the headline grade · 3 of 3 filed

Financial health

as filed
2.9/10

Is it financially healthy right now?

ROE -4%: lost 4¢ per shareholder dollar. Leverage 64%: owes 64¢ per asset dollar.

weight 45% of this tense · 29th percentile among 76 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2026-06-30, Evolution Petroleum Corporation lost about 4 cents for every dollar of shareholders' money, and gross profitability: its products earned about 21 cents per dollar of everything the company owns (revenue less the cost of revenue). Leverage: it owed about 64 cents per dollar of assets, and net share issuance: its share count grew 2.8% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetsbottom 20% of its family
  • return on equitybottom 23% of its family
  • gross profit against assetsbottom 36% of its family
  • the share count against the year beforebottom 38% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
2.6/10

How strong is its position in its industry?

bottom 26% of 76 in its family; net margin -2.8%.

weight 33% of this tense · 26th percentile among 76 sector filers · read for its customers

From the record

Evolution Petroleum Corporation's standing among 76 graded names in its industry family: revenue of $86 million in fiscal 2026 ranks in the bottom 23% by size; a net margin of -2.8% ranks in the bottom 30%; revenue growth of -12.4% a year over the last 3 filed years ranks in the bottom 24% (its annual reports).

What it rests on

  • revenue against the family$86.3Mbottom 23% of its family
  • net margin-2.8%bottom 30% of its family
  • three-year revenue growth-12.4%bottom 24% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
6.9/10

What are the people in charge doing?

top 31% of 51 in its family for leadership; chief executive since 2022.

weight 22% of this tense · 69th percentile among 51 sector filers · read for its shareholders

From the record

Evolution Petroleum Corporation's leadership, from its insiders' filings and its current reports: the chief executive on the record is Loyd, Kelly William (PRESIDENT & CEO, as filed), filing under that title since 2022-11-03, 4 years (top 39% of its family); the 9 officers and directors filing in the last fifteen months have been on the record a median of 6 years (top 49%); 1 officer or director change was reported on Form 8-K since 2023-11-13, against the 9 people in charge now (top 5%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge1 in three years among 9 peopletop 5% of its family
  • the median years the people in charge have filed6.0 yearstop 49% of its family
  • the chief executive's years on the record4.0 yearstop 39% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

4.4/1025% of the headline grade · 3 of 3 filed

Room to expand

as filed
5.4/10

How much room does it have to grow?

top 46% of 74 in its family for room to expand.

weight 22% of this tense · 54th percentile among 74 sector filers · read for itself

From the record

Evolution Petroleum Corporation's room to grow, from the newest filed statements (fiscal 2026): cash of $6 million against no long-term debt tagged leaves 3.6% of its assets as net cash, top 20% of its family; cash from operations less capital spending is 27.2% of revenue (top 45%); a gross margin of 41.7% (bottom 26%) (its annual report).

What it rests on

  • cash less debt against assets3.6%top 20% of its family
  • cash from operations less capital spending against revenue27.2%top 45% of its family
  • gross margin41.7%bottom 26% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
3.9/10

What could actually drive growth from here?

bottom 39% of 72 in its family for growth drivers.

weight 33% of this tense · 39th percentile among 72 sector filers · read for its customers

From the record

Evolution Petroleum Corporation's growth drivers, from the filed years to fiscal 2026: revenue grew -12.4% a year over the last three filed years against 10.4% over all 8, slowing (bottom 26% of its family); the newest year grew 0.6% (top 47%) (its annual reports). Evolution Petroleum Corporation reported 3 product lines in fiscal 2026: Crude Oil at $51 million (59%), Natural Gas Reserves at $25 million (29%), Natural Gas Liquids Reserves at $11 million (12%); 1 of 3 grew against the year before (its annual report).

What it rests on

  • three-year growth against the whole span-22.8 points a yearbottom 26% of its family
  • the newest year's revenue growth0.6%top 47% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
4.3/10

Did its newest year beat what its own record pointed to?

bottom 43% of 69 in its family for expectations against reality.

weight 45% of this tense · 43rd percentile among 69 sector filers · read for its shareholders

From the record

Evolution Petroleum Corporation's newest year against its own record: revenue of $86 million in fiscal 2026 came in 23.1% above the $70 million its prior three years' pace pointed to (top 31% of its family); net income of $2 million against a prior three-year average of $14 million (bottom 21%); a net margin of -2.8% against 11.3% before (bottom 40%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace23.1%top 31% of its family
  • net income against the prior three years' average-118%bottom 21% of its family
  • net margin against its prior average-14.1 pointsbottom 40% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton EPM · research, not advice