Earnings summaries and quarterly performance for MACH NATURAL RESOURCES.
Research analysts who have asked questions during MACH NATURAL RESOURCES earnings calls.
CM
Charles Meade
Johnson Rice & Company L.L.C.
4 questions for MNR
Also covers: APA, BRY, COP +17 more
John Freeman
Raymond James Financial
4 questions for MNR
Also covers: APA, AR, CRGY +9 more
Michael Scialla
Stephens Inc.
4 questions for MNR
Also covers: AESI, APA, CNX +10 more
Geoff Jay
Daniel Energy Partners
3 questions for MNR
Also covers: BKV, CHRD, CVX +4 more
DW
Derrick Whitfield
Texas Capital
2 questions for MNR
Also covers: AMTX, ARIS, BG +21 more
ND
Neal Dingmann
Truist Securities
2 questions for MNR
Also covers: APA, CHRD, CIVI +33 more
SA
Selman Akyol
Stifel
2 questions for MNR
Also covers: ARIS, AROC, GLP +5 more
DW
Derek Winfield
Texas Capital Bank
1 question for MNR
KM
Kerry Mangano
Stifel
1 question for MNR
Recent press releases and 8-K filings for MNR.
Mach Natural Resources LP Files Pro Forma Financials for IKAV and Sabinal Acquisitions
MNR
M&A
New Projects/Investments
Debt Issuance
- Mach Natural Resources LP (MNR) filed unaudited pro forma financial statements on December 10, 2025, reflecting the IKAV Acquisition and Sabinal Acquisition, both completed on September 16, 2025.
- The IKAV Acquisition was for approximately $759.6 million, comprising $349.8 million in cash and 30.6 million common units.
- The Sabinal Acquisition was for approximately $456.2 million, comprising $199.3 million in cash and 19.2 million common units.
- For the nine months ended September 30, 2025, the pro forma combined entity would have generated total revenues of $1,169,244 thousand and net income of $99,700 thousand, with basic net income per common unit of $0.59.
- The Company also amended its credit agreement, increasing the borrowing base by $700.0 million and securing a $450.0 million term loan.
Dec 10, 2025, 9:05 PM
MNR Reports Q3 2025 Financial Results and Operational Highlights
MNR
Earnings
Guidance Update
New Projects/Investments
- Mach Natural Resources (MNR) reported Q3 2025 total revenues of $273 million, adjusted EBITDA of $134 million, and operating cash flow of $106 million.
- The company announced a Q3 distribution of $0.27 per unit, with $46 million of cash available for distribution, and ended the quarter with $54 million in cash and $295 million of credit facility availability.
- Q3 2025 production averaged 94,000 BOE per day, consisting of 21% oil, 56% natural gas, and 23% NGLs.
- MNR has reduced its expected 2026 capital expenditure by 8% without affecting production guidance, driven by strong gas well performance and cost reduction efforts in the Deep Anadarko and Mancos Shale plays.
- The company is strategically pivoting its 2026 drilling program to focus on dry gas projects in the Deep Anadarko and San Juan, with natural gas volumes projected to be just over 70% of total production.
Nov 7, 2025, 3:00 PM
Mach Natural Resources LP Reports Q3 2025 Results, Declares Distribution, and Updates 2026 Outlook
MNR
Earnings
Dividends
Guidance Update
- Mach Natural Resources LP reported net losses of $36 million and Adjusted EBITDA of $124 million on $273 million in total revenue for the third quarter of 2025.
- The company achieved an average total net production of 94.0 thousand barrels of oil equivalent per day (Mboe/d) in Q3 2025, with lease operating expense at $6.82 per Boe.
- Mach successfully closed two acquisitions in the Permian and San Juan Basins on September 16, 2025, which contributed approximately two weeks to the quarter's operational and financial results.
- A quarterly cash distribution of $0.27 per common unit was declared for the third quarter of 2025.
- For 2026, the company reduced its drilling and completion capital guidance by 18%, or $63 million, while maintaining prior production expectations.
Nov 6, 2025, 10:26 PM
Mach Natural Resources LP Completes Permian and San Juan Basin Acquisitions, Upsizes Credit Facility
MNR
M&A
Debt Issuance
Guidance Update
- Mach Natural Resources LP successfully completed the acquisition of oil and gas assets in the Permian Basin from Sabinal Energy, LLC and in the San Juan Basin from IKAV Energy Inc. on September 16, 2025.
- The combined purchase price for these acquisitions was approximately $1.3 billion, funded through a combination of borrowings and the issuance of Mach common units.
- These transactions are expected to nearly double Mach's production base, with pro forma Q4 2025e net daily production reaching 151 MBOED compared to 83 MBOED status quo.
- Concurrently, Mach amended its credit facility, upsizing its revolving credit facility from $750 million to $1.0 billion and issuing a new term loan of $450 million, increasing the borrowing base from $750 million to $1.45 billion.
- Following the acquisitions, Mach has approximately 168 million common units outstanding , pro forma total proved reserves of 653 MMBOE as of June 30, 2025 , and pro forma net debt-to-Adjusted EBITDA of ~1.4x as of September 30, 2025.
Sep 17, 2025, 11:31 AM
Quarterly earnings call transcripts for MACH NATURAL RESOURCES.
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