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IPIPXHF

Inpex Corporation

Strong FundamentalsStrong FundamentalsRevenue growing 138× YoY at strong marginsQuiet on X (0 mentions/wk)
$IPXHF·$25B·Oil & Gas Exploration & Production·Energy
$21.300.0%1Y+51.8%
Mentions · last 7 days
2026-08-07: 0 posts2026-08-08: 0 posts2026-08-09: 0 posts2026-08-10: 0 posts2026-08-11: 0 posts2026-08-12: 0 posts2026-08-13: 0 posts0
Price updated 29m ago·X counts updated 21h ago
IPIPXHF
$IPXHFInpex Corporation
$21.300.00%0 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $IPXHF, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-14

The move is getting stronger, with heavier trading behind it.

Inpex Japan oil/gas Q2 EPS JPY 131 — raised full-year guidance on higher oil prices and LNG project; Australian regulator suing over Ichthys LNG emissions is the overhang.

Inpex's quarterly revenue in JPY runs ¥479B–¥505B with EPS ¥60-¥131 at ~54-60% gross margin (excluding Q4's fair-value quirk of 175% gross margin) — Q2 EPS ¥131 is the sequential peak reflecting higher realized oil prices.

  • Consensus FY26 revenue ¥2.40T / EPS ¥412 walking to ¥2.40T / ¥421 FY27 and further FY28 (1–10 analysts) — flat revenue with modest EPS growth; Inpex raised full-year guidance per the wire, so the model may be revised up.
  • Regulatory overhang: Australian regulator suing Inpex over Ichthys LNG emissions breaches, plus a tribunal rejection of Inpex's move to stop an LNG strike — real ESG/regulatory risk that adds a discount to the fundamentals.
  • +52% over 12 months, position 46% of 52-week range, +3% above 50-day and -3% below 200-day MA, beta -0.16 (idiosyncratic — oil-cycle-driven), float 787M — mid-recovery tape.

Next print 2026-11-11 is where FY26 EPS guide vs ¥412 consensus, Ichthys-project commentary and Australian-regulator response, and any updated hedge / dividend commentary either extend the acceleration or expose the ESG overhang.

What to watch: November 11 Q2 FY27 print — FY26 EPS guide vs ¥412 consensus, Ichthys LNG operational commentary, Australian regulator response, hedge-book disclosure, and dividend commentary.

On the calendar: 2026-11-11 — Q2 FY27 earnings

Read the AI verdict + X sentiment for $IPXHF

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Japan's largest oil and gas explorer and producer with major LNG projects in Australia and assets across Asia, the Middle East, and Africa.

Industry overviewAI analysisGenerated by AI from underlying data

Where Oil & Gas Exploration & Production sits in its cycle right now — and what that implies for $IPXHF.

Oil & Gas Exploration & Production · Energy

No material change from last week — an outcome that compresses the upside price optionality that E&Ps have been pricing.

Industry benchmark

24-name peer basket
+39.6%YTD
+36.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
11.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
4.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
46.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
0.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
8.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
54.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 7, 2026$0.81$0.78+4.1%
Q1 2026May 13, 2026$0.59$0.63-5.3%
Q4 2025Feb 12, 2026$0.55$0.59-7.3%
Q3 2025Nov 13, 2025$0.40$0.45-12.8%
Next earningsWed, Nov 11·consensus EPS $0.59

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$495.1B+13836.1%59.8%53.8%$130.78—
Q1 FY26$505.0B+14009.1%53.7%47.3%$94.27$0
Q4 FY25$491.1B+14799.7%175%44.9%$86.27$0
Q3 FY25$478.5B-8.5%55.4%50.5%$60.00$0

Forward consensus

5-year forecast · up to 10 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.40T$2.12T – $2.80T$412.14$353.93 – $472.4510
FY27$2.40T$2.16T – $2.53T$421.06$361.59 – $482.6810
FY28$2.40T$2.14T – $2.67T$422.13$362.51 – $483.904
FY29$2.34T$2.08T – $2.60T$405.37$348.12 – $464.695
FY30$2.33T$2.07T – $2.59T$454.89$390.64 – $521.455

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.—Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.46%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+2.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-2.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 787.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β-0.165-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.ListedOTCListed on an over-the-counter market (PNK / OTCQB / OTCQX), not a major exchange. Lower disclosure requirements and thinner liquidity.

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Inpex Corporation (IPXHY) Q2 2026 Earnings Call Transcriptseekingalpha.com·6d agoInpex raises full-year guidance on higher oil prices and LNG projectreuters.com·8d agoAustralian regulator sues Japan's Inpex over Ichthys LNG emissions breachesreuters.com·10d agoAustralia tribunal rejects move by Japan's Inpex to stop LNG strikereuters.com·62d agoInpex to seek orders from Australia's workplace tribunal to stop labour action at Ichthys LNGreuters.com·67d ago

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Voices on X · last 7 days

No standout posts about $IPXHF on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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