CNX Resources (CNX)
NYSE:CNX
Want to see CNX full AI Analyst Report?
Earnings Data
Report Date
Jul 23, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.56Last Year’s EPS
0.6Same Quarter Last Year
Moderate Sell
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call conveyed a cautiously constructive tone: management reported tangible financial progress (an eight-year refinancing at 5.875%, extension of maturities, and addition of ~13 Bcf of longer-dated hedges with tightening basis differentials) and emphasized competitive positioning to capture future in-basin demand. At the same time, operational developments that would meaningfully change outlooks—particularly Utica well performance and NewTech business expansions—remain early or pending, and convertible note conversion will dilute shares (~12 million). Overall, positives around balance sheet strengthening, hedging, and market participation are offset by near-term data gaps and timing uncertainty.Company Guidance
Refinancing and Extended Maturity Profile
Successfully refinanced 2029 notes into new eight-year notes at a 5.875% coupon during the quarter, pushing out maturities and targeting to keep at least a 2–3 year cushion before the next large maturity; next material maturity is 2030 which management expects to address well ahead of time.
Added Longer-Dated Hedging (13 Bcf) and Improving Realized Prices
Company added approximately 13 Bcf to its longer-dated hedge book this update and is being opportunistic on out-year hedges; management noted tightening basis differentials that have helped improve all-in realized prices in the California market.
Strong Marcellus Position / Infrastructure Advantage
SWPA Marcellus remains economically advantaged due to legacy infrastructure (lower need for new infrastructure), enabling a 'harvest mode' that supports near-term development and cash generation while the company phases in Utica over time.
Active Participation in Growing In-Basin Demand Opportunities
Management is monitoring and participating in RFPs for significant in-basin gas demand (including large power and data center projects); company believes its resource depth and credit profile position it to capture long-term supply contracts as demand materializes (timing uncertain: ~3–7 years).
CNX 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
CNX Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 30, 2026 | $39.32 | $38.91 | -1.04% |
Jan 29, 2026 | $36.73 | $37.60 | +2.37% |
Oct 30, 2025 | $31.77 | $32.56 | +2.49% |
Jul 24, 2025 | $33.13 | $32.24 | -2.69% |
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 Jul 23, 2026, Before Open (Confirmed).
What is CNX Resources (CNX) earnings time?
CNX Resources (CNX) earnings time is at Jul 23, 2026, 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 2026 (Q2) is 0.56.