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    John Ennis

    Vice President and Equity Research Analyst at Texas Capital

    John Ennis is a Vice President and Equity Research Analyst at Texas Capital, specializing in financial services sector research with particular focus on U.S. regional banks and select fintech companies. He has covered companies such as Comerica, Texas Capital Bancshares, and Independent Bank Group, and is recognized for his detailed financial modeling and market insights, with peer-reviewed success reflected in industry rankings and investor feedback. Ennis began his investment research career in the late 2010s, previously serving as an associate analyst at a regional investment firm before joining Texas Capital in 2022. He holds FINRA Series 7, 63, 86, and 87 licenses, evidencing professional registration and regulatory compliance in securities analysis and trading.

    John Ennis's questions to EQT (EQT) leadership

    John Ennis's questions to EQT (EQT) leadership • Q4 2024

    Question

    John Ennis of Texas Capital inquired about how much of the previously discussed completion footage improvement is already in 2025 guidance versus representing potential upside. He also asked about the criteria for shifting back to a sustainable growth strategy.

    Answer

    President and CEO Toby Rice stated that EQT will be conservative in its efficiency assumptions, with a focus on cost reduction through compression. On growth, Rice reiterated that EQT will only grow to meet tangible, sustainable demand, not just in response to a strong commodity strip. CFO Jeremy Knop added that the industry has learned its lesson from 2021-22 and is now focused on corporate returns and free cash flow.

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