YPF Sociedad Anónima filings document the reporting obligations of an Argentine foreign private issuer with ADRs and debt securities. Annual Form 20-F reports provide audited financial statements and business disclosures for an integrated energy company active in crude oil and natural gas production, unconventional resources, refining, fuel marketing, petrochemicals, electricity, lubricants, and agricultural products.
Form 6-K reports record interim financial statements, operating indicators, note repurchases under the company’s frequent issuer framework, material asset transactions in operated hydrocarbon areas, board and shareholder-meeting actions, and communications to Argentine market regulators including the CNV, ByMA, and A3 Mercados. These filings also disclose capital structure, treasury shares, debt activity, governance resolutions, and risk-related matters tied to YPF’s operations and securities.
YPF Sociedad Anónima reported 3Q26 revenue of US$6.557 billion, up 41.2% year over year, and adjusted EBITDA of US$2.503 billion, up 84.4% year over year but down 10.7% from 2Q26. Net income was US$1.196 billion, versus a US$198 million loss in 3Q25. Free cash flow was US$901 million, compared with negative US$759 million a year earlier.
Shale oil production averaged 224.1 thousand barrels per day, up 31.8% year over year and 86% of crude oil output. Capital expenditures were US$1.287 billion, with 70% allocated to unconventional operations. YPF acquired the remaining 25% stake in YPF Luz for US$430 million, bringing ownership to 100%, and accepted Edenor’s offer to acquire YPF’s 70% equity stake in Metrogas and Metroenergía for US$780 million, subject to closing.
Net debt was US$6.596 billion and net leverage was 0.81x as of September 30, 2026. YPF issued US$1.2 billion in international bonds due in 2035 at a 7.85% yield and completed tender offers for approximately US$531 million of bonds due in 2027 and 2029. VMOS was approximately 85% complete as of September 2026; first oil is expected in early 2027. YPF received a non-binding financing proposal of up to US$6 billion from US EXIM for Argentina LNG.
YPF Sociedad Anónima’s board approved condensed interim financial statements for the nine-month period ended September 30, 2026. Net profit was 4,105,435,000,000 pesos, including 4,069,032,000,000 pesos attributable to shareholders of the parent company and 36,403,000,000 pesos attributable to non-controlling interests. Total comprehensive income was 5,237,573,000,000 pesos; this includes other comprehensive income of 1,132,138,000,000 pesos.
Total shareholders’ equity was 21,197,884,000,000 pesos as of September 30, 2026, including 20,784,984,000,000 pesos attributable to shareholders of the parent company and 412,900,000,000 pesos attributable to non-controlling interests.
YPF Sociedad Anónima announced an early redemption of its Class XXXVII Notes, originally issued for a total nominal value of US$139,501,701 at a 7% annual nominal interest rate and with an original maturity of May 7, 2027. On October 27, 2026, YPF will issue additional Class XLIII Notes and receive Class XXXVII Notes with a nominal value of US$4,436,070 as payment in kind, leaving US$135,065,631 of Class XXXVII Notes outstanding after that date.
The proposed redemption is scheduled for November 11, 2026, and will cover all principal outstanding on that date at par plus accrued interest through November 11, exclusive. Interest payable is US$0.0184109589 for each US$1 of nominal value. Payment will be in U.S. dollars, and interest will cease to accrue on redeemed notes on and after the redemption date.
YPF Sociedad Anónima completed the acquisition of 24.99% of YPF Luz’s share capital and voting rights on October 14, 2026, after all conditions precedent were satisfied. Following closing, YPF directly and indirectly owned 100% of YPF Luz’s share capital.
YPF SOCIEDAD ANONIMA director Jose Daniel Alvarez reported seven direct grant/award acquisitions of Class D Common Stock on October 9, 2026: 600 shares at US$5.30 per share; 600 at US$5.29; 600 at US$5.29; 400 at US$5.28; 98 at US$5.28; 102 at US$5.28; and 600 at US$5.22.
YPF Sociedad Anónima repurchased Class XXVII Notes (YMCTO) between October 5 and October 7, 2026, for Ps. 22,598,512,039.79, equivalent to a par value of US$ 14,852,887. The notes will be held in the company’s portfolio, and the repurchase price averaged 99.98% of nominal value. YPF issued the notes in October 2023 for a nominal value of US$ 127,904,997, with maturity in October 2026.
YPF Sociedad Anónima’s board approved on October 8, 2026, the purchase from BNR Power Investments B.V. of 24.99% of the share capital and voting rights of YPF Energía Eléctrica S.A. (YPF Luz). The transaction covers 237,499,943 Class B ordinary book-entry shares and has a total purchase price of US$430,000,000, with financing from international sources. It is subject to certain conditions precedent; if satisfied, YPF, which already held 75.01%, would own 100% of YPF Luz.
YPF Luz develops and operates power plants and generates and sells electricity from thermal and renewable sources. As of October 8, 2026, it had 3,764 MW of installed capacity, including 2,740 MW thermal and 1,024 MW renewable, across eight provinces of Argentina. In the 12 months ended June 2026, it generated approximately 10% of the electricity supplied in Argentina, ranked as the country’s second-largest renewable power generation company, and was the leading participant in long-term private renewable energy PPAs. Adjusted EBITDA was US$479 million for that 12-month period and US$130 million in the second quarter of 2026; its net leverage ratio was 1.5x in that quarter.
YPF Sociedad Anónima repurchased Class XXVII Notes between September 28 and October 2, 2026, for Ps. 6,660,251,170.56, equivalent to a par value of US$ 4,374,760. The notes will be held in portfolio; the average repurchase price was 99.91% of nominal value. Issued in October 2023 for a nominal value of US$ 127,904,997, the notes mature in October 2026.
YPF Finance Vice-Presidency executive Pedro Luis Kearney was granted three direct Long-Term Incentive Share Awards on October 1, 2026: 25,650, 21,450, and 22,100 award units, respectively. Each unit represents a right to receive one Class D common share upon vesting or, at YPF’s discretion, one ADR. The awards are scheduled to vest in July 2027, July 2028, and July 2029, respectively, subject to continued employment through each applicable vesting date.
YPF Sociedad Anónima’s Legal Affairs Corp. VP, Lahore German Vito Fernandez, received three direct Long-Term Incentive Share Awards on October 1, 2026: 20,823, 20,823 and 21,454 award units. The awards are scheduled to vest in July 2027, July 2028 and July 2029, respectively, subject to continued employment through each vesting date.