Infinity Natural Resources, Inc. Class A (INR)
NYSE:INR
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Earnings Data
Report Date
Aug 17, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.79Last Year’s EPS
0.3Same Quarter Last Year
Strong Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized substantial positive developments: transformative acquisitions that materially increased scale and midstream ownership, very strong production growth (88% YoY in 1Q) with robust commodity-specific gains, best-in-class per-unit economics, improved unit costs (-18% YoY), solid liquidity and targeted 2026 growth guidance. Near-term challenges include weather-driven operating cost impacts, underutilized midstream capacity that will take time to monetize, some unhedged oil exposure from accelerated completions, and ongoing integration/optimization of acquired assets. Overall, the positive operational, financial and strategic progress materially outweighs the addressable near-term risks.Company Guidance
Strategic Acquisitions and Scale Expansion
Closed the Antero (Ohio Utica) acquisition in late February and added working interest via the Chase acquisition, increasing operated well count from 154 to 395 and expanding the midstream system to over 250 miles of gathering and water pipelines, immediately increasing scale and development optionality.
Strong Production Growth
Net production averaged 299 MMcfe/d in 1Q26, an 88% year-over-year increase; company expects 2026 average production of 345–375 MMcfe/d (approximately +70% YoY guidance).
Material Increases by Commodity
Natural gas production averaged 195 MMcfe/d (+169% YoY), oil production ~9,600 bbl/d (+16% YoY), and NGL production ~7,800 bbl/d (+25% YoY); natural gas represented 65% of total production.
Revenue, EBITDA and Per-Unit Economics
Generated approximately $155 million of revenue and $97 million of adjusted EBITDA in 1Q26; reported adjusted EBITDA of ~$3.61 per Mcfe, described as best-in-class in the Appalachian Basin.
Midstream Asset Strength and Opportunity
Owned midstream: ~140 miles gathering, ~90 miles water lines, 6 compressor stations and ~80,000 HP. Approximately 75% of Infinity's natural gas volumes currently flow through owned midstream, with system operating at <25% of capacity (meaningful runway to increase throughput and drive margins); received first third-party volumes in 1Q26.
Operational Execution and Well Metrics
Drilled 10 wells to TD (company record) and stimulated 11 wells in 1Q26; added a second frac crew and second rig; average lateral length during the quarter >13,000 feet and multi-well projects reaching first production within 6–7 months.
Improved Cost Profile and Unit Costs
Controllable cash operating costs were $1.43 per Mcfe in 1Q26, a decline of ~18% year-over-year, reflecting benefits of scale and operating leverage as utilization increases.
Liquidity and Balance Sheet Actions
Raised $550 million of senior notes and $350 million of preferred equity, paid down revolver, ending the quarter with net debt ~ $477 million, total liquidity ~ $929 million, and pro forma LTM net leverage ~1.3x with expectation to decline toward target levels.
2026 Capital and Volume Guidance
2026 development and midstream capex expected between $450–$500 million; guidance expects gas production of ~235–255 MMcfe/d and oil + liquids of ~18,000–20,000 bbl/d for the year.
Infinity Natural Resources, Inc. Class A (INR) Earnings, Revenues Date & History
INR 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
INR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 12, 2026 | $15.78 | $14.79 | -6.27% |
Mar 10, 2026 | $17.60 | $18.43 | +4.72% |
Nov 10, 2025 | $11.67 | $13.45 | +15.25% |
Aug 11, 2025 | $14.74 | $14.34 | -2.71% |
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 Infinity Natural Resources, Inc. Class A (INR) report earnings?
Infinity Natural Resources, Inc. Class A (INR) is schdueled to report earning on Aug 17, 2026, After Close (Confirmed).
What is Infinity Natural Resources, Inc. Class A (INR) earnings time?
Infinity Natural Resources, Inc. Class A (INR) earnings time is at Aug 17, 2026, After Close (Confirmed).
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What is INR EPS forecast?
INR EPS forecast for the fiscal quarter 2026 (Q2) is 0.79.