The earnings call conveyed a generally positive sentiment with strong production growth, successful acquisitions, and robust financial performance. However, there were challenges such as production issues at Attachie, increased operating costs, and natural gas production curtailments at Sunrise.

Company Guidance -

Q3 2025

In the ARC Resources Limited Second Quarter 2025 earnings call, the company provided revised guidance and key metrics. Production averaged 357,000 barrels of oil equivalent (BOE) per day, marking an 8% increase year-over-year. The production mix was 40% liquids and 60% natural gas, including 100,000 barrels per day of light oil and condensate. ARC reported $186 million in free funds flow, which was returned to shareholders through dividends and share buybacks. With the acquisition of Kakwa assets, production increased by approximately 40,000 BOE per day. The company's full-year production guidance was updated to 385,000 to 395,000 BOE per day, with an expected capital investment of $1.85 billion to $1.95 billion. Operating cost guidance was increased to between $5 and $5.50 per BOE due to higher water handling costs and natural gas shut-ins. ARC anticipates generating approximately $1.4 billion of free cash flow for the year, with plans to return it to shareholders.

Increased Production and Free Cash Flow

Production averaged approximately 357,000 BOE per day, representing an 8% year-over-year increase and an 11% increase on a per-share basis. The company generated $186 million of free funds flow, all of which was returned to shareholders through dividends and share buybacks.

Successful Kakwa Acquisition

ARC Resources closed the acquisition of Kakwa assets, adding approximately 40,000 BOE per day of production and extending the inventory duration of Kakwa to 15 years. The integration has gone well, with positive preliminary results from the new asset.

Attachie Land Acquisition and Production Increase

The company acquired more land at Attachie, increasing its position by over 10% to greater than 360 sections. Attachie production reached 39,000 BOE per day at a point in June, and the last three pads were successfully drilled and completed as planned.

Strong Financial Performance

Cash flow of $1.17 per share was 5% above analyst estimates, and free cash flow was approximately 90% above analyst estimates. The company plans to generate $1.4 billion of free cash flow for the year, returning all of it to shareholders.

ARC Resources (AETUF) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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AETUF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	0.44 / -	0.396	―	―	―
Jul 31, 2025	2025 (Q2)	0.35 / 0.49	0.288	70.00% (+0.20)
May 01, 2025	2025 (Q1)	0.49 / 0.50	0.223	122.58% (+0.27)	―
Feb 06, 2025	2024 (Q4)	0.37 / 0.45	0.605	-25.00% (-0.15)
Nov 06, 2024	2024 (Q3)	0.25 / 0.40	0.281	41.03% (+0.12)	―
Aug 01, 2024	2024 (Q2)	0.20 / 0.29	0.332	-13.04% (-0.04)
May 09, 2024	2024 (Q1)	0.29 / 0.22	0.67	-66.67% (-0.45)	―
Feb 08, 2024	2023 (Q4)	0.38 / 0.61	0.85	-28.81% (-0.25)	―
Nov 02, 2023	2023 (Q3)	0.39 / 0.28	0.951	-70.45% (-0.67)	―
Aug 02, 2023	2023 (Q2)	0.28 / 0.33	0.814	-59.29% (-0.48)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

AETUF Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 31, 2025	$19.55	$19.79	+1.23%
May 01, 2025	$18.05	$18.58	+2.94%
Feb 06, 2025	$17.01	$17.87	+5.06%
Nov 06, 2024	$16.19	$17.62	+8.83%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does ARC Resources (AETUF) report earnings?

ARC Resources (AETUF) is schdueled to report earning on Nov 06, 2025, TBA (Confirmed).

What is ARC Resources (AETUF) earnings time?

ARC Resources (AETUF) earnings time is at Nov 06, 2025, TBA (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is AETUF EPS forecast?

AETUF EPS forecast for the fiscal quarter 2025 (Q3) is 0.44.

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