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Antero Resources (AR)
NYSE:AR
Earnings Data
Report Date
Jul 23, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.63Last Year’s EPS
-0.19Same Quarter Last Year
Moderate Buy
Based on 17 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Apr 30, 2025
|% Change Since: 5.40%
|Next Earnings Date:Jul 23, 2025
Earnings Call Sentiment|Positive
The earnings call presented a generally positive outlook for Antero Resources with significant achievements in drilling efficiency, NGL pricing premiums, and free cash flow generation. However, there are some concerns regarding exposure to China tariffs and natural gas market uncertainties. Despite these challenges, the positive aspects, such as debt reduction and strong market positioning, outweigh the lowlights.Company Guidance
During the first quarter of 2025, Antero Resources reported significant operational efficiencies and strategic financial maneuvers. The company increased its completed feet per day to 2,452, a 15% improvement from 2023, and achieved a company record of 18 completion stages per day on one pad. Antero maintained a lean operation with two rigs and one completion crew, sustaining 3.4 Bcf equivalent per day of production. They hedged approximately 9% of expected natural gas volumes through 2026 with collars set between $3.07 and $5.96. On the financial front, Antero generated $337 million in free cash flow, repurchased $92 million in stock, and reduced debt by $200 million. Their strategy includes maintaining a 50-50 split between debt reduction and share buybacks, with a focus on capital efficiency at $0.54 per Mcfe and a breakeven at $2.29 per Mcf. The company highlighted strong NGL pricing, securing $1.50 to $2.50 per barrel premium to Mont Belvieu, and anticipates beneficial global trade patterns adjustments amidst evolving LPG market conditions.Drilling and Completion Efficiencies
Increased completed feet per day by 15% compared to 2023, achieving a new company record of 18 completion stages per day on one pad in March.
NGL Pricing Premium
Antero expects a $1.50 to $2.50 per barrel premium to Mont Belvieu on realized C3+ NGL prices, an improvement from $1.41 in 2024, supported by firm sales agreements on 90% of LPG volumes for 2025.
Strong Free Cash Flow and Debt Reduction
Generated $337 million of free cash flow in Q1 2025 and reduced debt by over $200 million, entering 2025 with the lowest debt level among peers.
Record U.S. Propane Exports
Exports year-to-date are at record high levels, 7% above the year-ago period, with no cancellations reported at major U.S. Gulf Coast export terminals.
Gulf Coast LNG Pricing Impact
Faster-than-expected ramp of Venture Global's Plaquemines LNG facility led to a $0.11/MMBtu increase in Gulf Coast pricing for 2025 and 2026.
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AR 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
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AR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Apr 30, 2025 | $34.83 | $34.65 | -0.52% |
| Feb 12, 2025 | $39.38 | $40.15 | +1.96% |
| Oct 30, 2024 | $28.22 | $25.88 | -8.29% |
| Jul 31, 2024 | $29.02 | $28.77 | -0.86% |
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.
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FAQ
When does Antero Resources (AR) report earnings?
Antero Resources (AR) is schdueled to report earning on Jul 23, 2025, TBA Not Confirmed.
What is Antero Resources (AR) earnings time?
Antero Resources (AR) earnings time is at Jul 23, 2025, TBA Not 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 AR EPS forecast?
AR EPS forecast for the fiscal quarter 2025 (Q2) is 0.63.
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