Education
About Us
Working with TipRanks
Follow Us
ARC Resources (TSE:ARX)
TSX:ARX
Earnings Data
Report Date
Feb 05, 2026TBA (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
0.61Last Year’s EPS
0.63Same Quarter Last Year
Strong Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The earnings call reflected a strong operational performance with record production and free cash flow, significant growth in condensate and oil, and a positive outlook for 2026. However, challenges such as underperformance at Attachie and curtailed production at Sunrise weighed on results, alongside increased debt from recent acquisitions.Company Guidance
Record Production and Free Cash Flow
Third quarter production averaged approximately 360,000 BOE per day, marking a 10% increase year-over-year with a 13% increase on a per share basis. The company generated $283 million of free cash flow, which was 80% above expectations.
Significant Growth in Condensate and Oil Production
Condensate and oil production reached a record high of 114,000 barrels per day, representing a 30% increase from the prior year.
Strategic Asset Acquisition and Optimization
The Kakwa asset acquisition surpassed expectations, averaging 206,000 BOE per day, and significant optimization opportunities were identified.
Strong Shareholder Returns
All free cash flow returned to shareholders, including an 11% increase in base dividend and significant share repurchases, reducing the share count by roughly 21% since 2021.
Positive Outlook for 2026
The 2026 budget projects higher production between 405,000 and 420,000 BOE per day, lower capital expenditure, and approximately $1.5 billion in free cash flow.
TSE:ARX 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
TSE:ARX Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Nov 06, 2025 | C$26.17 | C$23.89 | -8.71% |
Jul 31, 2025 | C$26.85 | C$27.15 | +1.11% |
May 01, 2025 | C$24.76 | C$25.45 | +2.79% |
Feb 06, 2025 | C$24.15 | C$25.37 | +5.07% |
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 (TSE:ARX) report earnings?
ARC Resources (TSE:ARX) is schdueled to report earning on Feb 05, 2026, TBA (Confirmed).
What is ARC Resources (TSE:ARX) earnings time?
ARC Resources (TSE:ARX) earnings time is at Feb 05, 2026, 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 TSE:ARX EPS forecast?
TSE:ARX EPS forecast for the fiscal quarter 2025 (Q4) is 0.61.