The earnings call reflects a balanced sentiment with strong strategic acquisitions and operational efficiency, but challenges remain with lower realized prices, legal settlements, and widened gas differentials impacting financial performance.

Company Guidance

During the second quarter of 2025, Mach Natural Resources provided robust guidance emphasizing their strategic approach and financial metrics. The company aims to maintain a long-term debt to EBITDA ratio of 1x leverage, which facilitated acquisitions like IKAV and Sabinal. These acquisitions are expected to boost natural gas volumes to 70% post-acquisition, with natural gas projected to comprise at least 50% of revenue by 2026. Mach plans to maintain a reinvestment rate of less than 50% of operating cash flow, enhancing operating cash flow while keeping production steady despite market fluctuations. The company highlighted a return on capital invested exceeding 30% annually over the past five years, projecting a 25% return for the current year despite lower crude prices. Additionally, Mach distributed $0.38 per unit in the second quarter, totaling over $1.2 billion since 2018. Their development plans include drilling in the San Juan and Anadarko Basins, targeting high returns with a focus on natural gas, and maintaining flexibility to adapt to market conditions.

Strategic Acquisitions Enhance Portfolio

Mach Natural Resources successfully acquired IKAV and Sabinal assets, which are expected to increase natural gas volumes to 70% post-acquisition and project natural gas to be at least 50% of revenue starting in 2026.

Strong Cash Flow and Distribution

Mach maintained a reinvestment rate of less than 50% of operating cash flow, optimizing distribution to unitholders with a $0.38 per unit distribution in Q2, totaling $4.87 per unit since public offering.

Successful Drilling and Low Operating Costs

The company drilled 10 wells in Q2 with low lease operating costs of $6.52 per BOE, reflecting efficient operations and cost management.

Mach Natural Resources LP (MNR) 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 >

MNR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Dec 04, 2025	2025 (Q3)	0.45 / -	0.7	―	―	―
Aug 07, 2025	2025 (Q2)	0.51 / 0.76	0.42	80.95% (+0.34)	―
May 08, 2025	2025 (Q1)	0.68 / 0.61	0.44	39.09% (+0.17)	―
Mar 13, 2025	2024 (Q4)	0.49 / 0.34	1.09	-68.81% (-0.75)	―
Nov 12, 2024	2024 (Q3)	0.56 / 0.70	1.31	-46.56% (-0.61)	―
Aug 13, 2024	2024 (Q2)	0.62 / 0.42	1.02	-58.82% (-0.60)	―
May 13, 2024	2024 (Q1)	- / -	―	―	―
Apr 01, 2024	2023 (Q4)	0.80 / 0.44	―	―	―
Dec 07, 2023	2023 (Q3)	1.33 / 1.31	―	―	―

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

MNR Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$14.41	$14.10	-2.15%
May 08, 2025	$12.38	$12.84	+3.72%
Mar 13, 2025	$13.15	$13.45	+2.28%
Nov 12, 2024	$13.89	$13.95	+0.43%

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 Mach Natural Resources LP (MNR) report earnings?

Mach Natural Resources LP (MNR) is schdueled to report earning on Dec 04, 2025, Before Open (Confirmed).

What is Mach Natural Resources LP (MNR) earnings time?

Mach Natural Resources LP (MNR) earnings time is at Dec 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 MNR EPS forecast?

MNR EPS forecast for the fiscal quarter 2025 (Q3) is 0.45.

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