Expand Energy's earnings call highlighted significant achievements in synergy realization, cost reduction, and drilling performance, demonstrating strong operational efficiency and financial health. Despite encountering some challenges such as basis issues and reporting inaccuracies in Louisiana, the company's strategic initiatives, robust balance sheet, and successful hedging indicate a positive outlook.

Company Guidance -

Q3 2025

During the Expand Energy 2025 Second Quarter Earnings Call, the company provided robust guidance driven by significant operational efficiencies and strategic synergies. The company anticipates a 50% increase in annual synergies, translating to $500 million in 2025 and $600 million in 2026, which directly contributes to an additional $425 million in free cash flow for 2025 and $500 million for 2026. Notably, the firm has achieved a 62% improvement in drilled footage per day in Northeast Appalachia and a 25% increase in the Haynesville region, allowing them to meet production targets with fewer rigs. This operational excellence has enabled a $100 million reduction in 2025 capital investments while maintaining a production level of approximately 7.1 Bcfe per day. Additionally, the company plans to increase its net debt reduction target to $1 billion in 2025 and return $585 million to shareholders in the first half of the year through dividends and share repurchases. These strategic moves underscore Expand Energy's commitment to creating long-term shareholder value while positioning itself as a leading supplier in the growing LNG and power generation markets.

Significant Synergy Realization

Expand Energy expects to recognize a 50% increase in annual synergies, realizing $500 million in 2025 and $600 million in 2026, translating to $425 million more free cash flow in 2025 and $500 million more in 2026.

Record Drilling Performance

The company drilled the longest lateral well in U.S. land history and improved drilled footage per day by 62% in Northeast Appalachia and 25% in Haynesville.

Successful Cost Reduction

Reduced 2025 capital investments by approximately $100 million while maintaining production of 7.1 Bcfe per day and building additional productive capacity.

Strong Balance Sheet and Cash Flow

Increased 2025 net debt reduction target to $1 billion and returned $585 million to shareholders in the first half of the year.

Hedging Strategy Success

The company executed a successful hedging strategy with a weighted average floor price of $3.75 and a ceiling of $4.77 for 2026.

Expand Energy (EXE) 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 >

EXE Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 04, 2025	2025 (Q3)	1.41 / -	0.16	―	―	―
Jul 29, 2025	2025 (Q2)	1.14 / 1.10	0.01	10900.00% (+1.09)
Apr 29, 2025	2025 (Q1)	1.91 / 2.02	0.56	260.71% (+1.46)
Feb 26, 2025	2024 (Q4)	0.52 / 0.55	1.31	-58.02% (-0.76)
Oct 29, 2024	2024 (Q3)	-0.05 / 0.16	1.09	-85.32% (-0.93)
Jul 29, 2024	2024 (Q2)	-0.01 / 0.01	0.64	-98.44% (-0.63)
Apr 30, 2024	2024 (Q1)	0.59 / 0.56	1.87	-70.05% (-1.31)
Feb 20, 2024	2023 (Q4)	0.71 / 1.31	4.22	-68.96% (-2.91)
Oct 31, 2023	2023 (Q3)	0.57 / 1.09	5.06	-78.46% (-3.97)
Aug 01, 2023	2023 (Q2)	0.40 / 0.64	4.87	-86.86% (-4.23)

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

EXE Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 29, 2025	$99.37	$104.21	+4.87%
Apr 29, 2025	$106.92	$103.37	-3.32%
Feb 26, 2025	$101.32	$96.70	-4.56%
Oct 29, 2024	$84.29	$87.21	+3.46%

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 Expand Energy (EXE) report earnings?

Expand Energy (EXE) is schdueled to report earning on Nov 04, 2025, Before Open (Confirmed).

What is Expand Energy (EXE) earnings time?

Expand Energy (EXE) earnings time is at Nov 04, 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 EXE EPS forecast?

EXE EPS forecast for the fiscal quarter 2025 (Q3) is 1.41.

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