The earnings call highlighted BKV's strong operational performance, strategic acquisitions, and advancements in carbon capture and power business, although some challenges such as widening differentials and slow power market start were noted.

Company Guidance

During BKV Corporation's second quarter 2025 earnings call, the company provided robust guidance and updates across its business segments. The production midpoint for 2025 was increased to 800 million cubic feet equivalent per day, with the capital budget reduced to $320 million, showcasing improved capital efficiency and proactive planning. BKV's acquisition of Bedrock's Barnett Shale assets, worth $370 million, is expected to add over 100 million cubic feet equivalent per day of production and nearly one Tcfe of 1P reserves, with the transaction anticipated to close in late Q3 or early Q4 2025. The company also highlighted the strength of its power business, forecasting a gross Power JV adjusted EBITDA of $130 to $170 million for 2025, despite challenging weather conditions. BKV's carbon capture efforts remain strong, aided by the 45Q tax credit, with several projects progressing towards FID and a new agreement with Gunvor for carbon sequestered gas. Overall, BKV is well-positioned to capitalize on favorable market dynamics while maintaining a disciplined financial strategy, with a net leverage ratio projected between one to 1.5 times following the Bedrock acquisition.

Strong Upstream Performance

BKV's upstream business exceeded second quarter guidance from a production and capital efficiency perspective, with production reaching 811 million cubic feet equivalent per day, surpassing the high end of guidance. Development CapEx was kept at $63 million, the low end of the guidance range.

Increased Full Year Production Guidance

BKV raised its 2025 production guidance midpoint to 800 million cubic feet equivalent per day, nearly a 4% increase over the previous midpoint, while reducing the overall corporate capital budget midpoint to $320 million.

Strategic Acquisition of Bedrock's Barnett Shale Assets

BKV signed definitive agreements to acquire Bedrock's Barnett Shale assets, expected to add over 100 million cubic feet equivalent per day of production and nearly one Tcfe of 1P reserves. The acquisition is expected to close in the third or early fourth quarter of 2025.

Strong Progress in Carbon Capture

BKV's carbon capture business announced a new CCUS emitter agreement and continued momentum in discussions with additional emitters. The partnership with CIP is expected to accelerate the CCUS project pipeline.

Power Business Outperformance

The Temple plants delivered a combined average capacity factor of 59% and power JV adjusted EBITDA of $36 million, above the high end of guidance for the second quarter in a row.

Notable ESG Initiatives

BKV announced a deal for the supply of carbon sequestered gas (CSG) to Gunvor, demonstrating premium pricing potential for the gas and carbon capture assets.

BKV Corporation (BKV) 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 >

BKV Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 18, 2025	2025 (Q3)	0.43 / -	-0.27	―	―	―
Aug 12, 2025	2025 (Q2)	0.16 / 0.39	-0.9	143.33% (+1.29)
May 09, 2025	2025 (Q1)	0.21 / 0.41	-0.461	188.94% (+0.87)
Feb 26, 2025	2024 (Q4)	-0.15 / 0.01	0.449	-97.77% (-0.44)
Nov 12, 2024	2024 (Q3)	-0.24 / -0.27	0.222	-221.62% (-0.49)

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

BKV Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 12, 2025	$20.06	$21.45	+6.93%
May 09, 2025	$19.18	$20.47	+6.73%
Feb 26, 2025	$22.80	$21.64	-5.09%
Nov 12, 2024	$20.63	$20.70	+0.34%

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 BKV Corporation (BKV) report earnings?

BKV Corporation (BKV) is schdueled to report earning on Nov 18, 2025, Before Open (Confirmed).

What is BKV Corporation (BKV) earnings time?

BKV Corporation (BKV) earnings time is at Nov 18, 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 BKV EPS forecast?

BKV EPS forecast for the fiscal quarter 2025 (Q3) is 0.43.

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