The earnings call highlighted Chord Energy's strong financial performance and operational efficiencies, with significant free cash flow and shareholder returns. The company showed impressive integration and synergy realization from the Enerplus transaction, along with successful implementation of AI for operational improvements. However, challenges included higher lease operating expenses due to weather disruptions, lower gas and NGL realizations, and an expected production trough in Q4 2025.

Company Guidance

During the second quarter of 2025, Chord Energy delivered strong operational and financial performance, surpassing oil volume expectations and achieving a free cash flow of approximately $141 million, 92% of which was returned to shareholders. The company successfully reduced its full-year capital expenditure by $50 million through operational efficiencies and demonstrated a 25% increase in free cash flow per share since February. Chord's innovative use of data analytics, machine learning, and AI in production optimization and cost management contributed to their improved outcomes. Additionally, the company has continued success in its 4-mile lateral drilling program, with plans to expand this initiative due to positive early results. Chord maintains a strong balance sheet with a net debt of approximately $810 million as of July 2025, reflecting a leverage ratio of 0.3x. Looking forward, Chord plans to redeploy a second frac crew in Q4 2025, setting the stage for growth in early 2026 while continuing to focus on shareholder returns and sustainable operations.

Strong Free Cash Flow and Shareholder Returns

Chord delivered adjusted free cash flow of approximately $141 million in Q2, returning 92% of this free cash flow to shareholders. The company has reduced its share count by approximately 10% through early August.

Operational Efficiency Gains

Chord reduced full-year capital by $50 million versus the original budget while exceeding production expectations. Cycle times have been reduced, and well performance remains robust.

Successful Integration and Synergies Post-Enerplus Transaction

Since the Enerplus transaction, pro forma free cash flow per share is up more than 35%. The company has exceeded synergy expectations and improved efficiency through various initiatives.

AI and Data Analytics Driving Efficiency

Chord is leveraging data analytics and AI to optimize operations, including ESP conversion decisions and gas lift efficiency, improving overall business performance.

4-Mile Lateral Program Success

The Rystedt well, part of the 4-mile lateral program, has outperformed its type curve by 30% and is expected to recover 90% to 100% more EUR for only 40% to 60% more CapEx compared to 2-mile wells.

Chord Energy (CHRD) 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

Daily Earnings Calendar >

CHRD Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	2.03 / -	3.4	―	―	―
Aug 06, 2025	2025 (Q2)	1.94 / 1.79	4.69	-61.83% (-2.90)
May 06, 2025	2025 (Q1)	3.56 / 4.04	5.1	-20.78% (-1.06)
Feb 25, 2025	2024 (Q4)	2.77 / 3.49	5.25	-33.52% (-1.76)
Nov 06, 2024	2024 (Q3)	3.72 / 3.40	5.04	-32.54% (-1.64)
Aug 07, 2024	2024 (Q2)	4.95 / 4.69	3.65	28.49% (+1.04)
May 07, 2024	2024 (Q1)	4.74 / 5.10	4.49	13.59% (+0.61)
Feb 21, 2024	2023 (Q4)	5.01 / 5.25	5.28	-0.57% (-0.03)
Nov 01, 2023	2023 (Q3)	5.11 / 5.04	7.2	-30.00% (-2.16)
Aug 02, 2023	2023 (Q2)	3.88 / 3.65	7.3	-50.00% (-3.65)

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

CHRD Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	$103.51	$98.27	-5.06%
May 06, 2025	$88.23	$87.78	-0.51%
Feb 25, 2025	$104.39	$108.95	+4.37%
Nov 06, 2024	$125.46	$126.32	+0.69%

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 Chord Energy (CHRD) report earnings?

Chord Energy (CHRD) is schdueled to report earning on Oct 29, 2025, After Close (Confirmed).

What is Chord Energy (CHRD) earnings time?

Chord Energy (CHRD) earnings time is at Oct 29, 2025, After Close (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 CHRD EPS forecast?

CHRD EPS forecast for the fiscal quarter 2025 (Q3) is 2.03.

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