2.

Segmented Information

Ovintiv’s exploration and production activities are subdivided into two geographic segments, including the USA Operations and Canadian Operations. These segments’ activities also include third-party purchases and sales of product to provide operational flexibility and cost mitigation for transportation commitments, product type, delivery points and customer diversification. The Company considers sales of purchased commodities as ancillary to its oil and gas development, exploration and producing activities and manages them to support such activities. In addition, the Company has a single, company-wide management team that allocates capital resources to maximize profitability and measures financial performance as a single enterprise.

Corporate and Other mainly includes unrealized gains or losses recorded on derivative financial instruments. Once the instruments are settled, the realized gains and losses are recorded in the reporting segment to which the derivative instruments relate. Corporate and Other also includes amounts related to sublease rentals and administrative costs not allocated to the operating segments.

The tables below summarize the results of operations and total assets by segment that are provided to the Chief Operating Decision Makers (“CODMs”) which have been identified as the Company’s President & Chief Executive Officer, Executive Vice President & Chief Operating Officer, and the Executive Vice President & Chief Financial Officer. The CODMs evaluate the performance of each of the reportable segments based on Operating Income (Loss) which is also used to assess performance and allocate capital for these segments by comparing actual to historical results and forecasted financial information.

The Company evaluates the effects of debt financing, interest expense and/or interest income, foreign exchange gains (losses) and other gains (losses) at a consolidated level.

Results of Operations

Segment Information

 

 

 

 

 

 

 

 

 

USA Operations

 

 

Canadian Operations

 

For the years ended December 31

 

 

 

 

 

 

 

2025

 

 

2024

 

 

2023

 

 

2025

 

 

2024

 

 

2023

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Revenues

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Product and service revenues (1)

 

 

 

 

 

 

 

$

4,573

 

 

$

5,612

 

 

$

5,586

 

 

$

2,603

 

 

$

1,746

 

 

$

2,226

 

Sales of purchased product

 

 

 

 

 

 

 

 

1,311

 

 

 

1,449

 

 

 

2,590

 

 

 

176

 

 

 

136

 

 

 

259

 

Gains (losses) on risk management, net

 

 

 

 

 

 

 

 

51

 

 

 

119

 

 

 

10

 

 

 

115

 

 

 

152

 

 

 

(53

)

Sublease revenues

 

 

 

 

 

 

 

 

-

 

 

 

-

 

 

 

-

 

 

 

-

 

 

 

-

 

 

 

-

 

Total Revenues

 

 

 

 

 

 

 

 

5,935

 

 

 

7,180

 

 

 

8,186

 

 

 

2,894

 

 

 

2,034

 

 

 

2,432

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Operating Expenses

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Production, mineral and other taxes

 

 

 

 

 

 

 

 

265

 

 

 

319

 

 

 

327

 

 

 

21

 

 

 

14

 

 

 

15

 

Transportation and processing

 

 

 

 

 

 

 

 

453

 

 

 

560

 

 

 

683

 

 

 

1,271

 

 

 

1,079

 

 

 

1,083

 

Operating

 

 

 

 

 

 

 

 

701

 

 

 

810

 

 

 

757

 

 

 

161

 

 

 

121

 

 

 

102

 

Purchased product

 

 

 

 

 

 

 

 

1,310

 

 

 

1,446

 

 

 

2,587

 

 

 

137

 

 

 

100

 

 

 

228

 

Depreciation, depletion and amortization

 

 

 

 

 

 

 

 

1,475

 

 

 

1,971

 

 

 

1,519

 

 

 

683

 

 

 

297

 

 

 

286

 

Impairments

 

 

 

 

 

 

 

 

49

 

 

 

-

 

 

 

-

 

 

 

871

 

 

 

450

 

 

 

-

 

Total Operating Expenses

 

 

 

 

 

 

 

 

4,253

 

 

 

5,106

 

 

 

5,873

 

 

 

3,144

 

 

 

2,061

 

 

 

1,714

 

Operating Income (Loss)

 

 

 

 

 

 

 

$

1,682

 

 

$

2,074

 

 

$

2,313

 

 

$

(250

)

 

$

(27

)

 

$

718

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Corporate & Other

 

 

Consolidated

 

 

 

 

 

 

 

 

 

2025

 

 

2024

 

 

2023

 

 

2025

 

 

2024

 

 

2023

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Revenues

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Product and service revenues (1)

 

 

 

 

 

 

 

$

-

 

 

$

-

 

 

$

-

 

 

$

7,176

 

 

$

7,358

 

 

$

7,812

 

Sales of purchased product

 

 

 

 

 

 

 

 

-

 

 

 

-

 

 

 

-

 

 

 

1,487

 

 

 

1,585

 

 

 

2,849

 

Gains (losses) on risk management, net

 

 

 

 

 

 

 

 

6

 

 

 

(136

)

 

 

194

 

 

 

172

 

 

 

135

 

 

 

151

 

Sublease revenues

 

 

 

 

 

 

 

 

73

 

 

 

74

 

 

 

71

 

 

 

73

 

 

 

74

 

 

 

71

 

Total Revenues

 

 

 

 

 

 

 

 

79

 

 

 

(62

)

 

 

265

 

 

 

8,908

 

 

 

9,152

 

 

 

10,883

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Operating Expenses

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Production, mineral and other taxes

 

 

 

 

 

 

 

 

-

 

 

 

-

 

 

 

-

 

 

 

286

 

 

 

333

 

 

 

342

 

Transportation and processing

 

 

 

 

 

 

 

 

-

 

 

 

-

 

 

 

-

 

 

 

1,724

 

 

 

1,639

 

 

 

1,766

 

Operating

 

 

 

 

 

 

 

 

-

 

 

 

-

 

 

 

-

 

 

 

862

 

 

 

931

 

 

 

859

 

Purchased product

 

 

 

 

 

 

 

 

-

 

 

 

-

 

 

 

-

 

 

 

1,447

 

 

 

1,546

 

 

 

2,815

 

Depreciation, depletion and amortization

 

 

 

 

 

 

 

 

21

 

 

 

22

 

 

 

20

 

 

 

2,179

 

 

 

2,290

 

 

 

1,825

 

Impairments

 

 

 

 

 

 

 

 

-

 

 

 

-

 

 

 

-

 

 

 

920

 

 

 

450

 

 

 

-

 

Accretion of asset retirement obligation

 

 

 

 

 

 

 

 

28

 

 

 

19

 

 

 

19

 

 

 

28

 

 

 

19

 

 

 

19

 

Administrative

 

 

 

 

 

 

 

 

331

 

 

 

365

 

 

 

393

 

 

 

331

 

 

 

365

 

 

 

393

 

Total Operating Expenses

 

 

 

 

 

 

 

 

380

 

 

 

406

 

 

 

432

 

 

 

7,777

 

 

 

7,573

 

 

 

8,019

 

Operating Income (Loss)

 

 

 

 

 

 

 

$

(301

)

 

$

(468

)

 

$

(167

)

 

 

1,131

 

 

 

1,579

 

 

 

2,864

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Other (Income) Expenses

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Interest

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

376

 

 

 

412

 

 

 

355

 

Foreign exchange (gain) loss, net

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

31

 

 

 

(19

)

 

 

19

 

Other (gains) losses, net

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(46

)

 

 

(165

)

 

 

(20

)

Total Other (Income) Expenses

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

361

 

 

 

228

 

 

 

354

 

Net Earnings (Loss) Before Income Tax

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

770

 

 

 

1,351

 

 

 

2,510

 

Income tax expense (recovery)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(472

)

 

 

226

 

 

 

425

 

Net Earnings (Loss)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

1,242

 

 

$

1,125

 

 

$

2,085

 

 

(1)
Product and service revenues are split by product in Note 3.

 

 

Corporate & Other Revenues by Geographic Region

 

 

 

United States

 

 

Canada

 

 

Total

 

For the years ended December 31

2025

 

 

2024

 

 

2023

 

 

2025

 

 

2024

 

 

2023

 

 

2025

 

 

2024

 

 

2023

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Corporate & Other Revenues

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Gains (losses) on risk

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

    management, net

 

$

75

 

 

$

(133

)

 

$

94

 

 

$

(69

)

 

$

(3

)

 

$

100

 

 

$

6

 

 

$

(136

)

 

$

194

 

Sublease revenues

 

 

8

 

 

 

8

 

 

 

8

 

 

 

65

 

 

 

66

 

 

 

63

 

 

 

73

 

 

 

74

 

 

 

71

 

 

 

$

83

 

 

$

(125

)

 

$

102

 

 

$

(4

)

 

$

63

 

 

$

163

 

 

$

79

 

 

$

(62

)

 

$

265

 

 

Major Customers

In connection with the marketing and sale of Ovintiv’s own and purchased oil, NGLs and natural gas for the year ended December 31, 2025, the Company had one customer which individually accounted for more than 10 percent of Ovintiv’s product revenues. Sales to this customer, which has an investment grade credit rating, totaled approximately $1,016 million which comprised $980 million in the United States and $36 million in Canada (2024 ‑ two customers with sales of approximately $3,310 million; 2023 - one customer with sales of approximately $1,976 million).

Capital Expenditures by Segment

 

For the years ended December 31

 

 

 

 

 

 

 

2025

 

 

2024

 

 

2023

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

USA Operations

 

 

 

 

 

 

 

$

1,537

 

 

$

1,868

 

 

$

2,189

 

Canadian Operations

 

 

 

 

 

 

 

 

606

 

 

 

428

 

 

 

549

 

Corporate & Other

 

 

 

 

 

 

 

 

4

 

 

 

7

 

 

 

6

 

 

 

 

 

 

 

 

 

$

2,147

 

 

$

2,303

 

 

$

2,744

 

 

Goodwill, Property, Plant and Equipment and Total Assets by Segment

 

 

 

Goodwill

 

 

Property, Plant and Equipment

 

 

Total Assets

 

As at December 31

 

2025

 

 

2024

 

 

2025

 

 

2024

 

 

2025

 

 

2024

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

USA Operations

 

$

1,938

 

 

$

1,938

 

 

$

11,613

 

 

$

13,263

 

 

$

14,393

 

 

$

16,233

 

Canadian Operations

 

 

638

 

 

 

608

 

 

 

2,522

 

 

 

970

 

 

 

3,921

 

 

 

1,917

 

Corporate & Other

 

 

-

 

 

 

-

 

 

 

109

 

 

 

131

 

 

 

2,076

 

 

 

1,104

 

 

 

$

2,576

 

 

$

2,546

 

 

$

14,244

 

 

$

14,364

 

 

$

20,390

 

 

$

19,254

 

 

 

Goodwill, Property, Plant and Equipment and Total Assets by Geographic Region

 

 

 

Goodwill

 

 

Property, Plant and Equipment

 

 

Total Assets

 

As at December 31

 

2025

 

 

2024

 

 

2025

 

 

2024

 

 

2025

 

 

2024

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

United States

 

$

1,938

 

 

$

1,938

 

 

$

11,635

 

 

$

13,302

 

 

$

14,517

 

 

$

16,320

 

Canada

 

 

638

 

 

 

608

 

 

 

2,609

 

 

 

1,062

 

 

 

5,873

 

 

 

2,934

 

 

 

$

2,576

 

 

$

2,546

 

 

$

14,244

 

 

$

14,364

 

 

$

20,390

 

 

$

19,254

 

About Segments Disclosures

Segment disclosures break a company into its reportable operating units, revealing revenue, profit, and asset allocation that consolidated financial statements obscure. Under ASC 280, segments must match how the chief operating decision maker views the business, providing a window into internal management structure and resource allocation priorities.

Key signals: compare segment margins to identify which units drive profitability and which destroy value. Watch for changes in the number of reportable segments — segment aggregation or disaggregation often coincides with strategic shifts or attempts to obscure declining performance. Intersegment elimination patterns reveal internal pricing practices. The reconciliation between segment totals and consolidated figures exposes corporate overhead allocation and unallocated items. Geographic revenue concentration highlights regulatory and currency exposure. Compare segment-level capital expenditure against segment revenue to assess where management is investing for future growth versus harvesting existing assets.