The earnings call reflects a strong operational and financial performance by Chord, with significant improvements in free cash flow, operational efficiency, and strategic acquisitions. While there are challenges related to commodity price volatility and production integration, the company's proactive measures and successful execution of its strategic initiatives contribute to an overall positive sentiment.

Company Guidance

During the Chord Energy Third Quarter 2025 Earnings Conference Call, the company reported strong financial and operational performance, with adjusted free cash flow for the third quarter reaching approximately $230 million. The company returned 69% of this free cash flow to shareholders, primarily through share repurchases following a base dividend of $1.30 per share. Chord has reduced diluted shares outstanding by about 11% since its merger with Enerplus. The company raised its oil volume guidance for the second time this year due to faster cycle times, lower downtime, and strong well performance. Chord plans to have 7 four-mile wells online by year-end, with expectations to increase this to 40% of their operated program in 2026. Year-to-date, Chord achieved $120 million in improvements from controllable items, including higher production and reduced costs. The acquisition of XTO assets, closed on October 31, adjusted fourth quarter production up by 4,000 barrels of oil per day. The company expects 2026 capital expenditures of roughly $1.4 billion, maintaining oil volumes of approximately 157,000 to 161,000 barrels per day while holding E&P capital flat from 2025.

Strong Free Cash Flow and Shareholder Returns

Chord delivered adjusted free cash flow of approximately $230 million for Q3 2025, returning 69% of this to shareholders. Since the Enerplus combination, diluted shares outstanding have been reduced by approximately 11%.

Operational Efficiency and Production Guidance

Chord raised oil volume guidance for the second time this year, attributed to faster cycle times, lower downtime, and strong well performance. The company is also making progress with its 4-mile well program, with expectations to increase 4-mile wells to up to 40% of the operated program in 2026.

Cost Structure Improvements

Chord expects savings of $30 million to $50 million annually through improved marketing cost structure, with half realized in 2025. Additionally, Chord drove $120 million of improvement in 2025 from controllable items.

Successful Integration of XTO Acquisition

Chord closed the XTO transaction on October 31, 2025, adjusting fourth quarter production up by 4,000 barrels of oil per day. The acquisition supports long lateral development in the Williston Basin.

Sustainability and Performance Metrics

Chord published its 2024 Sustainability Report, highlighting efforts on emissions reductions, workforce health and safety, and other corporate governance topics.

Chord Energy (CHRD) 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

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CHRD Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 25, 2026	2025 (Q4)	1.54 / -	3.49	―	―	―
Nov 04, 2025	2025 (Q3)	2.30 / 2.35	3.4	-30.88% (-1.05)
Aug 06, 2025	2025 (Q2)	1.94 / 1.79	4.69	-61.83% (-2.90)
May 06, 2025	2025 (Q1)	3.56 / 4.04	5.1	-20.78% (-1.06)
Feb 25, 2025	2024 (Q4)	2.77 / 3.49	5.25	-33.52% (-1.76)
Nov 06, 2024	2024 (Q3)	3.72 / 3.40	5.04	-32.54% (-1.64)
Aug 07, 2024	2024 (Q2)	4.95 / 4.69	3.65	28.49% (+1.04)
May 07, 2024	2024 (Q1)	4.74 / 5.10	4.49	13.59% (+0.61)
Feb 21, 2024	2023 (Q4)	5.01 / 5.25	5.28	-0.57% (-0.03)
Nov 01, 2023	2023 (Q3)	5.11 / 5.04	7.2	-30.00% (-2.16)

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

CHRD Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Nov 04, 2025	$88.93	$84.99	-4.43%
Aug 06, 2025	$103.51	$98.27	-5.06%
May 06, 2025	$88.23	$87.78	-0.51%
Feb 25, 2025	$104.39	$108.95	+4.37%

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 Chord Energy (CHRD) report earnings?

Chord Energy (CHRD) is schdueled to report earning on Feb 25, 2026, After Close (Confirmed).

What is Chord Energy (CHRD) earnings time?

Chord Energy (CHRD) earnings time is at Feb 25, 2026, After Close (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 CHRD EPS forecast?

CHRD EPS forecast for the fiscal quarter 2025 (Q4) is 1.54.

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