The earnings call highlighted strategic acquisitions, strong cash returns, and production growth. These positives were offset by challenges in price realization, legal settlement expenses, and gas price pressures, leading to a balanced outlook.

Company Guidance -

Q3 2025

During the call, Mach Natural Resources outlined several key financial and operational metrics for the second quarter of 2025. The company maintained a long-term debt to EBITDA ratio of 1x leverage, achieved through disciplined execution and reinvestment strategies. They reported production of 84,000 BOE per day, consisting of 23% oil, 53% natural gas, and 24% NGLs. Their average realized prices were $63.10 per barrel of oil, $2.81 per Mcf of gas, and $22.41 per barrel of NGLs. The company announced a distribution of $0.38 per unit, contributing to a total of $4.87 per unit distributed to unitholders since their public offering. Mach also highlighted significant acquisitions, including IKAV and Sabinal, which are expected to increase natural gas volumes to 70% and account for 50% of revenue by 2026. They plan to maintain a reinvestment rate of less than 50% of operating cash flow while projecting a cash return on capital invested of at least 25% for the year. The company aims to leverage its vast acreage and low-decline assets to maintain stable production and expand its natural gas mix, with plans to drill in the San Juan and Anadarko basins.

Strategic Acquisitions

Mach Natural Resources completed the IKAV and Sabinal acquisitions, enhancing their natural gas portfolio and providing long-term upside potential in oil markets. The acquisitions were made possible due to a strong balance sheet with a low debt-to-EBITDA ratio.

Strong Cash Returns

Mach announced a distribution of $0.38 per unit in Q2 2025, totaling $1.2 billion in distributions since inception, with a cash return on capital invested exceeding 30% annually over the past five years.

Production and Revenue Growth

Production reached 84,000 BOE per day, with an increase in natural gas volumes expected to reach 70% post-acquisitions. Total revenues, including hedges and midstream activities, were $289 million.

Cost Management

Lease operating expenses were controlled at $6.52 per BOE, and cash G&A was $0.88 per BOE, indicating efficient 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

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MNR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Dec 04, 2025	2025 (Q3)	0.52 / -	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	$14.81	$14.49	-2.16%
May 08, 2025	$12.73	$13.20	+3.69%
Mar 13, 2025	$13.52	$13.82	+2.22%
Nov 12, 2024	$14.28	$14.34	+0.42%

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 0.52.

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