The earnings call reflected solid operational performance and promising developments in environmental attributes and AI-related opportunities. However, uncertainties in tax credit realization, adjustments in CapEx, and potential challenges in in-basin demand create a balanced outlook.

Company Guidance -

Q3 2025

During the CNX Resources Q&A call for the second quarter of 2025, the company provided guidance on several key metrics and strategic directions. They discussed the eligibility and timing of the 45Z tax credits, which are expected to begin in 2025, with a potential run rate of $30 million per year through 2029. CNX Resources plans to maintain its current activity levels in the E&P business, with a capital efficiency ratio of approximately $0.85 per million. The company outlined that their CapEx, which was front-loaded in 2025, will be lighter in Q3 before picking up again in Q4. They also highlighted the company's commitment to optimizing free cash flow per share and achieving cost efficiencies in the Utica play, which is competitive with the Marcellus in terms of returns. Additionally, CNX discussed in-basin demand growth driven by AI and data centers, emphasizing the potential of their RMG product and its recognition in voluntary and compliance markets. The company remains focused on balancing the development of core fields with new opportunities, particularly in the Utica.

Strong Production Performance

Production outperformance in Q2 due to efficient new TILs, operational execution, production efficiency gains, and high uptime on base production.

Promising Utica Well Results

Utica wells are performing above expectations with costs already below target. The team is focused on further cost reduction and operational efficiency.

Environmental Attribute Free Cash Flow

Revised environmental attribute free cash flow guide stands at $65 million, benefiting from the current market conditions for PA Tier 1 credits.

Exploration of AI and Energy Opportunities

Excitement around AI and Energy Summit and potential for remediated mine gas (RMG) product to be recognized as a sustainable energy solution in AI data centers.

CNX Resources (CNX) 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 >

CNX Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 23, 2025	2025 (Q3)	0.47 / -	0.409	―	―	―
Jul 24, 2025	2025 (Q2)	0.44 / 0.60	0.358	66.76% (+0.24)
Apr 24, 2025	2025 (Q1)	0.63 / 0.79	0.463	69.55% (+0.32)
Jan 30, 2025	2024 (Q4)	0.39 / 0.57	0.678	-15.34% (-0.10)
Oct 24, 2024	2024 (Q3)	0.33 / 0.41	0.366	11.75% (+0.04)
Jul 25, 2024	2024 (Q2)	0.29 / 0.36	0.309	15.86% (+0.05)
Apr 25, 2024	2024 (Q1)	0.36 / 0.46	0.587	-21.12% (-0.12)
Jan 25, 2024	2023 (Q4)	0.49 / 0.68	1.642	-58.71% (-0.96)
Oct 25, 2023	2023 (Q3)	0.32 / 0.37	-0.536	168.28% (+0.90)
Jul 27, 2023	2023 (Q2)	0.26 / 0.31	0.609	-49.26% (-0.30)

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

CNX Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 24, 2025	$33.13	$32.24	-2.69%
Apr 24, 2025	$30.59	$29.06	-5.00%
Jan 30, 2025	$27.82	$27.51	-1.11%
Oct 24, 2024	$35.85	$37.20	+3.77%

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 CNX Resources (CNX) report earnings?

CNX Resources (CNX) is schdueled to report earning on Oct 23, 2025, Before Open (Confirmed).

What is CNX Resources (CNX) earnings time?

CNX Resources (CNX) earnings time is at Oct 23, 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 CNX EPS forecast?

CNX EPS forecast for the fiscal quarter 2025 (Q3) is 0.47.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing