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Mach Natural Resources LP (MNR)
NYSE:MNR
US Market
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Mach Natural Resources LP (MNR) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Apr 06, 2026
Before Open (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
0.28
Last Year’s EPS
0.61
Same Quarter Last Year
Based on 5 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Nov 06, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call reflects a positive sentiment with significant achievements in acquisitions, production efficiency, and strategic positioning for future growth, particularly in natural gas. However, challenges such as increased debt levels and nonrecurring costs were also noted.
Company Guidance
In the third quarter earnings call, Mount Natural Resources provided comprehensive guidance focused on maintaining financial strength, disciplined execution, disciplined reinvestment rate, and delivering industry-leading cash returns. The company aims to reduce its current debt-to-EBITDA ratio from above 1.3x to around 1x over time, primarily through increasing EBITDA rather than reducing CapEx or using its cash available for distribution (CAD). They have successfully secured acquisitions, such as IKAV and Sabinal, which are expected to be accretive to CAD by 8% in the first year, rising to 28% by the fifth year. The company targets a reinvestment rate of less than 50% due to its low production decline rate of 15%, which allows for significant cash returns to unitholders, exemplified by a declared distribution of $0.27 per unit in the third quarter. Additionally, Mount Natural Resources plans to continue focusing its 2026 development plan on dry gas projects in the Deep Anadarko and San Juan basins, highlighting their ability to adjust CapEx based on pricing conditions, while maintaining a high cash return on capital invested of more than 30% annually over the past five years.
Acquisitions and Strategic Expansion
The IKAV and Sabinal acquisitions have been transformational, adding significant scale and diversification. These acquisitions are expected to be accretive to cash available for distribution by 8% in year 1, rising to 28% in year 5.
Strong Production and Revenue Metrics
For the quarter, production was 94,000 BOE per day, with 21% oil, 56% natural gas, and 23% NGLs. Total revenues, including hedges and midstream activities, totaled $273 million.
Efficient Capital Management
Projected capital expenditure for 2026 is expected to decrease by 8% without affecting production guidance. This reflects improved capital efficiency and strategic focus on gas projects.
High Cash Returns on Capital Invested
The company has maintained a cash return on capital invested of more than 30% per year over the past 5 years, with a distribution of $0.27 per unit in the third quarter.
Positive Outlook for Natural Gas Demand
Demand for natural gas is expected to increase, particularly due to LNG exports. This is anticipated to add 24 Bcf a day of demand between 2026 and 2030.

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

MNR Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Apr 06, 2026
2025 (Q4)
0.28 / -
0.612
Nov 06, 2025
2025 (Q3)
0.34 / -0.28
0.7-140.00% (-0.98)
Aug 07, 2025
2025 (Q2)
0.51 / 0.76
0.4280.95% (+0.34)
May 08, 2025
2025 (Q1)
0.68 / 0.61
0.4439.09% (+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
Nov 06, 2025
$12.08$11.61-3.89%
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%
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 Apr 06, 2026, Before Open (Confirmed).
    What is Mach Natural Resources LP (MNR) earnings time?
    Mach Natural Resources LP (MNR) earnings time is at Apr 06, 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 MNR EPS forecast?
          MNR EPS forecast for the fiscal quarter 2025 (Q4) is 0.28.
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