The earnings call was largely positive with strong cash flow, an increase in rig count and market share, and a favorable financial position. The company also announced a return of capital to shareholders and reaffirmed its guidance for 2025. However, there were some concerns about the decline in the Mid-Continent region and potential challenges in the Permian Basin.

Company Guidance -

Q3 2025

During the second quarter earnings call for Kimbell Royalty Partners, management provided a comprehensive update on the company's financial and operational performance. The company reported robust results with a total revenue of $75 million and a run rate production of 25,355 BOE per day. The rig count on Kimbell's acreage remained strong, with an active market share in U.S. land rigs increasing by 1% to 17%, despite a 7% drop in the overall U.S. land rig count. The Permian Basin saw an increase of 4 rigs, contributing to a 9% increase in net DUCs, while Haynesville added 5 rigs. The company also highlighted a reduction in cash G&A costs, which came in below the low end of guidance at $2.36 per BOE, reflecting improved operational efficiencies. Kimbell announced a $0.38 distribution per common unit, representing 75% of cash available for distribution, with the remaining 25% allocated to debt reduction. The company's net debt stood at $462 million with a net debt to trailing 12-month consolidated adjusted EBITDA ratio of approximately 1.6x. Kimbell reaffirmed its 2025 financial and operational guidance, emphasizing its strong financial position and the ongoing opportunities for growth and asset expansion.

Strong Cash Flow and Debt Reduction

The company reported strong cash flow, continued debt paydown, and lower cash G&A cost per BOE. Cash G&A per BOE came in below the low end of guidance, reflecting positive operating leverage.

Increased Rig Count and Market Share

Kimbell's market share of overall U.S. land rigs actively drilling increased by 1% to 17%. Despite a 7% drop in overall U.S. land rig count, Kimbell's rig count only decreased by 2% to 88 rigs. The Permian Basin rig count increased by 4 rigs, and Haynesville increased by 5 rigs.

Distribution Announcement

A $0.38 distribution per common unit was announced, with approximately 100% expected to be considered a return of capital, enhancing after-tax return to common unitholders.

Financial Position and Liquidity

As of June 30, 2025, Kimbell had approximately $462 million in debt and $163 million in undrawn capacity under the secured revolving credit facility. The borrowing base was increased from $550 million to $625 million.

Affirmation of Financial and Operational Guidance

The company affirmed its financial and operational guidance ranges for 2025, confident about continued robust development.

Kimbell Royalty Partners (KRP) 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 >

KRP Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	0.14 / -	0.22	―	―	―
Aug 07, 2025	2025 (Q2)	0.15 / 0.18	0.11	65.45% (+0.07)
May 08, 2025	2025 (Q1)	0.15 / 0.26	0.04	537.50% (+0.21)
Feb 27, 2025	2024 (Q4)	0.17 / -0.48	0.14	-442.86% (-0.62)
Nov 07, 2024	2024 (Q3)	0.20 / 0.22	0.19	15.79% (+0.03)
Aug 01, 2024	2024 (Q2)	0.21 / 0.11	0.217	-49.31% (-0.11)
May 02, 2024	2024 (Q1)	0.20 / 0.04	0.36	-88.89% (-0.32)
Feb 21, 2024	2023 (Q4)	0.27 / 0.14	0.279	-49.82% (-0.14)
Nov 02, 2023	2023 (Q3)	0.29 / 0.19	0.367	-48.23% (-0.18)
Aug 02, 2023	2023 (Q2)	0.16 / 0.22	0.401	-45.89% (-0.18)

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

KRP Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$14.79	$14.45	-2.30%
May 08, 2025	$11.47	$12.34	+7.59%
Feb 27, 2025	$14.66	$14.15	-3.48%
Nov 07, 2024	$14.97	$15.38	+2.74%

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 Kimbell Royalty Partners Lp (KRP) report earnings?

Kimbell Royalty Partners Lp (KRP) is schdueled to report earning on Nov 06, 2025, Before Open (Confirmed).

What is Kimbell Royalty Partners Lp (KRP) earnings time?

Kimbell Royalty Partners Lp (KRP) earnings time is at Nov 06, 2025, Before Open (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 KRP EPS forecast?

KRP EPS forecast for the fiscal quarter 2025 (Q3) is 0.14.

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