Quarterly Financial Report from Mach Natural Resources LP (MNR) in the second quarter of 2025
Mach Natural Resources LP (NYSE:MNR) reported impressive Q2 2025 earnings, surpassing analyst expectations. The company posted statutory revenue of $289 million and earnings of $0.76 per share, exceeding forecasts by 21% and 48%, respectively.
The strong financial performance was reflected in the company's net income of $90 million and Adjusted EBITDA of $122 million. Operating cash flow stood at $130 million, with total development costs of $64 million and lease operating expenses of $6.52 per barrel of oil equivalent.
Mach's average net production during Q2 2025 was 83.6 thousand barrels of oil equivalent per day, including 19.3 thousand barrels of oil per day. The company declared a quarterly cash distribution of $0.38 per common unit, payable September 4, 2025.
The company made significant strategic moves with two acquisitions totaling $1.3 billion in July 2025, expanding its presence into the Permian and San Juan Basins. Mach maintains strong financial health, with a pro forma net-debt-to-Adjusted-EBITDA ratio of 0.9x and $194 million in available liquidity.
Analysts responded positively, raising revenue forecasts to $1.15 billion (up 20%) and earnings per share to $1.97 (up 11%) for 2025. However, price targets remained steady at $22.50.
Mach Natural Resources is focused on operational efficiency, cost reduction, and strategic growth, primarily in the Anadarko Basin region. This focus supports the positive outlook from investors and analysts.
The conference call, discussing Mach Natural Resources' Second Quarter 2025 Financial and Operational Results, was held on August 8, 2025, at 10:00 AM ET. Participants included Geoff Jay from Daniel Energy Partners, LLC, Michael Stephen Scialla from Stephens Inc., Research Division, Charles Arthur Meade from Johnson Rice & Company, L.L.C., Research Division, Kevin R. White, the Chief Financial Officer of Mach Natural Resources GP LLC, Derrick Lee Whitfield from Texas Capital Securities, Research Division, Tom L. Ward, the CEO & Director of Mach Natural Resources GP LLC, John Christopher Freeman from Raymond James & Associates, Inc., Research Division, and others.
It is important to note that the speakers may refer to some non-GAAP financial measures in today's discussion. For reconciliation from non-GAAP financial measures to the most directly comparable GAAP measures, please reference their press release and supplemental tables. For a further discussion of risks and uncertainties, please read the company's annual report on Form 10-K, available on the company's website or the SEC's website.
The company undertakes no duty to update any forward-looking statements. A number of factors will cause actual results to differ materially from their forward-looking statements. These materials are available on Mach's website and their 10-Q, which will be available on the website when filed.
Today's call transcripts and current MNR analysis and news are available to read.
[1] Mach Natural Resources LP, Q2 2025 Earnings Release, August 8, 2025. [2] Mach Natural Resources LP, Q2 2025 Earnings Call Transcript, August 8, 2025. [3] Mach Natural Resources LP, Q2 2025 Earnings Presentation, August 8, 2025. [4] Mach Natural Resources LP, Q2 2025 Earnings Supplemental Tables, August 8, 2025. [5] Mach Natural Resources LP, Investor Presentation, August 8, 2025.
In light of Mach Natural Resources LP's impressive Q2 2025 earnings, there may be opportunities for investors to consider the company's continued growth in the finance sector, particularly in the business of oil and gas production. The strong financial health of the company, with a pro forma net-debt-to-Adjusted-EBITDA ratio of 0.9x and $194 million in available liquidity, presents an attractive investment landscape for those interested in the realm of investing.
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