earnings
confidence high
sentiment neutral
materiality 0.55
Kimbell Royalty Q2 2025: Adj EBITDA $63.8M, $0.38/unit distribution, 88 rigs active
Kimbell Royalty Partners, LP
- Q2 2025 run-rate daily production of 25,355 Boe/d (6:1); oil, gas, NGL revenues $74.7M.
- Consolidated Adjusted EBITDA of $63.8M; net income $26.7M, $2.0M attributable to common units ($0.02/unit).
- Cash G&A per BOE of $2.36, below low-end of guidance; 88 active rigs (17% U.S. land rig share).
- Q2 distribution of $0.38/unit (75% payout ratio); payable Aug 25, record Aug 18; ~$13.6M debt repaid.
- FY 2025 financial and operational guidance reaffirmed; implied annualized yield of 10.3% on Aug 6 close.
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