Devon Energy (DVN) FY2025 10-K Annual Report

Filed: Feb 18, 2026
Energy
Crude Petroleum & Natural GasSEC EDGAR

Devon Energy (DVN) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Feb 18, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

Devon Energy FY2025 10-K Analysis

Business Overview

  • Core business model: Exploration and production of oil and natural gas
  • New emphasis on comprehensive cybersecurity Program aligned with NIST Framework, including third-party vendor risk assessments
  • Strategic integration of cybersecurity into enterprise-wide risk management with Board and Audit Committee oversight
  • Digital Security team’s Manager with 15+ years’ experience leads weekly threat review meetings
  • No material cybersecurity incidents reported, despite some events involving Company and service providers

Management Discussion & Analysis

  • Revenue and core earnings 2025: Core earnings $2,520M vs $3,105M in 2024, down $585M YoY
  • Operating margin indicators: EBITDAX $7,413M (2025) vs $7,739M (2024), down 4.3% YoY; Field-level cash margin $7,656M (2025) vs $7,993M (2024)
  • Best segment performance: No explicit segment data given; 2025 asset dispositions negatively impacted core earnings by $266M
  • Cash flow and capital allocation: No specific capex, buybacks, or dividend amounts disclosed in section
  • Forward outlook and risks: No explicit forward guidance or risk factors mentioned in provided text

Risk Factors

  • Regulatory risk from EPA methane rules OOOOb and OOOOc finalized Dec 2023, requiring 95% emissions reduction and leak detection enhancements
  • Geopolitical risk from Russia-Ukraine conflict impacting oil and gas prices and supply, with exposure in Delaware Basin operations
  • Operational risk from midstream capacity constraints causing potential production curtailments and requiring alternative takeaway arrangements
  • Competitive risk from larger integrated oil companies with superior resources potentially disadvantaging bids for assets and capital
  • Financial risk from reliance on capital markets to fund reserve acquisitions, with no assurance of future capital availability on acceptable terms

Devon Energy FY2025 Key Financial Metrics
XBRL

Revenue

$16.8B

+5.4% YoY

Net Income

$2.6B

-8.6% YoY

Net Margin

15.7%

-242bp YoY

ROE

17.0%

-293bp YoY

Total Assets

$31.6B

+3.6% YoY

EPS (Diluted)

$4.17

-8.6% YoY

Operating Cash Flow

$6.7B

+1.7% YoY

Source: XBRL data from Devon Energy FY2025 10-K filing on SEC EDGAR. All figures in USD.

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