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Crescent Energy Company Class A (CRGY)
NYSE:CRGY
Earnings Data
Report Date
May 11, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.31Last Year’s EPS
0.56Same Quarter Last Year
Moderate Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized strong free cash flow generation, meaningful portfolio transformation, immediate synergy capture, and the strategic launch of a royalties platform — all supported by tangible metrics (production, adjusted EBITDA, levered free cash flow, cost reductions, transaction multiples). Key near-term headwinds include flat 2026 oil production guidance, legacy base declines, higher Permian well costs that need to be driven down, and market/M&A valuation dynamics. On balance, the positive operational and financial execution and clear pathways to unlock additional value (synergies, royalties, continued deleveraging) outweigh the listed challenges.Company Guidance
Strong Q4 Production and Free Cash Flow
Produced 268,000 BOE/d in Q4 2025, including 106,000 bbl/d of oil, and generated approximately $239 million of levered free cash flow for the quarter, demonstrating robust cash generation from the base business.
High Adjusted EBITDA and Low CapEx
Delivered approximately $536 million of adjusted EBITDA in Q4 with capital expenditures of ~$226 million, underscoring the lower capital intensity operating model and strong EBITDA-to-CapEx conversion.
Material Portfolio Transformation and Disciplined M&A
Executed nearly $5 billion of transactions in 2025 (over $4 billion of acquisitions at <3x EBITDA and nearly $1 billion of noncore divestitures at >5x EBITDA), materially upgrading portfolio quality and scale.
Synergy Capture from Permian (Vital) Acquisition
Captured over $40 million of synergies to date from the Vital integration and increased/raised expected synergy target by ~100% (analysts referenced a new target near ~$190 million), reflecting immediate accretion and improved cash-on-cash returns.
Operational Cost Improvements
Achieved a 15% year-over-year reduction in drilling and completion cost per foot through increased efficiencies (longer laterals, final frac operations, simulfrac expansion), driving capital efficiency and full-year CapEx outperformance.
Crescent Royalties Launch and Minerals Cash Flow
Announced formation of Crescent Royalties; minerals portfolio already contributes ~ $160 million of annual cash flow and has compounded at ~20% annual growth over the past 5 years, creating a new, strategic free cash flow catalyst and optionality for value recognition.
Balance Sheet Strength and Capital Return Flexibility
Repaid more than $700 million of debt in the quarter, maintained strong liquidity, declared a $0.12 quarterly dividend (~5% annualized yield), and expanded buyback authorization to $400 million while keeping deleveraging and dividend priority in capital allocation.
2026 Operational Plan with Commodity Flexibility
Guidance to run a 6–7 rig program in 2026 (4 rigs Eagle Ford, 1 Uinta, 1–2 Permian) to prioritize highest-return inventory across oil and gas windows, reflecting flexibility to allocate capital to best returns in a volatile commodity environment.
CRGY Earnings History
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
CRGY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 25, 2026 | $10.21 | $10.71 | +4.95% |
Nov 03, 2025 | $8.34 | $7.87 | -5.74% |
Aug 04, 2025 | $8.57 | $9.03 | +5.41% |
May 05, 2025 | $7.83 | $7.57 | -3.40% |
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 Crescent Energy Company Class A (CRGY) report earnings?
Crescent Energy Company Class A (CRGY) is schdueled to report earning on May 11, 2026, After Close (Confirmed).
What is Crescent Energy Company Class A (CRGY) earnings time?
Crescent Energy Company Class A (CRGY) earnings time is at May 11, 2026, 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 CRGY EPS forecast?
CRGY EPS forecast for the fiscal quarter 2026 (Q1) is 0.31.