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Infinity Natural Resources, Inc. Class A (INR)
NYSE:INR
Earnings Data
Report Date
May 18, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.72Last Year’s EPS
-2.27Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlights strong operational execution, significant production growth (~46% YoY in 2025) and a transformational acquisition that expands inventory, midstream ownership and exposed upside. Financially, adjusted EBITDA and cash generation improved and the company raised $350 million in perpetual preferred equity to support the acquisition and maintain flexibility. At the same time, the business faces higher near-term capital requirements (2026 CapEx of $450–500M versus $326M in 2025), modest realized gas prices, execution/timing risk on the Deep Utica program, and some hedges that may limit upside. On balance, the positive operational results, strategic acquisitions, improved cost structure (≈36% YoY cost decline) and strengthened capital position outweigh the risks and increased spending needs.Company Guidance
Strong Production Growth
Q4 net production averaged 45.3 MBOE/d and full-year 2025 averaged 35.3 MBOE/d, exceeding the high end of guidance and representing approximately 46% year-over-year growth.
Robust Adjusted EBITDA and Cash Flow
Generated adjusted EBITDAX of $94 million in Q4 and adjusted EBITDA of $261 million for the full year 2025, with an adjusted EBITDA margin of approximately $3.76 per Mcfe (or $22.58 per BOE).
Major Ohio Utica Acquisition and Increased Working Interest
Closed a $1.2 billion acquisition of Ohio Utica assets (Atero/Antero assets) on Feb 23 and increased participation to a 60% working interest; acquisition includes ownership in associated midstream infrastructure that reduces well breakevens.
Strategic Equity Capital Raise
Raised $350 million via perpetual convertible preferred stock from two energy investors (Quantum Capital Group and Carnelian Energy Capital), positioned above IPO price and used to reduce revolver borrowings while preserving balance sheet flexibility.
Expanded Inventory and Operational Optionality
Portfolio contains over 390 drilling locations (over ten years of inventory at a two-rig program) across Appalachia, supporting flexible capital allocation between oil- and gas-weighted development.
Operational Efficiency: Long Laterals and Fast Cycle Times
Average well turned to sales in 2025 exceeded 15,700 lateral feet; Q4 turned in six wells (103,000 lateral feet) and spudded nine wells (142,000 lateral feet). Targeted cycle times of six to seven months (three to five well pads), enabling improved per-foot drilling costs.
Lower Unit Operating Costs
Reported operating costs of $5.56 per BOE in Q4 and noted an approximate 36% decline in costs versus the prior year, driven by higher Pennsylvania gas volumes on wholly-owned midstream and efficiency gains.
Strengthened Midstream Position
Acquisitions included midstream ownership expanding the system to capacity of ~1.2 Bcf/d and expected to lower blended midstream/gathering costs while creating opportunities for third-party midstream revenues.
Growth Outlook for 2026
Guidance expects turning 31 gross wells into sales in 2026, running two rigs throughout the year, net production of 345–375 MMcfe/d (approximately 70% year-over-year growth), and development CapEx of $450–500 million.
Hedging and Capital Discipline
Implemented oil hedges for 2026–2027 (swaps and collars) to de-risk returns, emphasized capital discipline and the ability to shift development emphasis between oil and gas based on returns.
Infinity Natural Resources, Inc. Class A (INR) Earnings, Revenues Date & History
INR 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
INR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 10, 2026 | $17.60 | ― | ― |
Nov 10, 2025 | $11.67 | $13.45 | +15.25% |
Aug 11, 2025 | $14.74 | $14.34 | -2.71% |
May 12, 2025 | $18.23 | $18.41 | +0.99% |
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 Infinity Natural Resources, Inc. Class A (INR) report earnings?
Infinity Natural Resources, Inc. Class A (INR) is schdueled to report earning on May 18, 2026, After Close (Confirmed).
What is Infinity Natural Resources, Inc. Class A (INR) earnings time?
Infinity Natural Resources, Inc. Class A (INR) earnings time is at May 18, 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 INR EPS forecast?
INR EPS forecast for the fiscal quarter 2026 (Q1) is 0.72.