earnings
confidence high
sentiment neutral
materiality 0.72
Mach Natural Resources Q3 net loss $36M, distributes $0.27/unit, cuts 2026 capex 18%
MACH NATURAL RESOURCES LP
2025-Q3 EPS reported
$0.59
revenue$787,847,000
- Net loss of $36M on revenue of $273M; Adjusted EBITDA $124M.
- Average production 94.0 Mboe/d; declared $0.27/unit distribution payable Dec 4, record Nov 20.
- Reduces 2026 drilling and completion capex by $63M (18%) while maintaining prior production guidance.
- Closed Permian and San Juan Basin acquisitions on Sep 16, contributing ~2 weeks of operations.
- Deep Anadarko pad delivered >40 MMcf/d; first five Mancos wells >100 MMcf/d combined.