{"schema_version":"secwatch.filing_event.v1","accession":"0002029118-26-000012","form_type":"8-K","ticker":"INR","cik":"0002029118","company_name":"INFINITY NATURAL RESOURCES, INC.","filed_at":"2026-03-10T23:59:59+00:00","discovered_at":"2026-05-14T18:02:37.041170+00:00","generated_at":"2026-05-15T17:10:37.328723+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"confidence":"high","headline":"Infinity Natural Resources Reports Q4 and Full Year 2025 Results, Provides 2026 Outlook","bullets":["Completed acquisition of Antero upstream and midstream assets in Ohio in February 2026.","Q4 2025 net production grew 93% to 271.6 MMcfe/d; net income of $80.4 million.","Adjusted EBITDAX of $94.0 million in Q4 2025, up 104% year-over-year.","2026 outlook: total net daily production of 345-375 MMcfe/d; capital budget $450-$500 million.","Borrowing base increased from $375M to $875M in connection with Antero Acquisition."],"urls":{"canonical":"https://secwatch.observer/filing/0002029118-26-000012","json":"https://secwatch.observer/filing/0002029118-26-000012.json","markdown":"https://secwatch.observer/filing/0002029118-26-000012.md","text":"https://secwatch.observer/filing/0002029118-26-000012.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/2029118/000202911826000012/0002029118-26-000012-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/2029118/000202911826000012/inr-20260310.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud","generated_at":"2026-05-15T17:10:37.328723+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"176bfe576f3335f91a068d48324a9c87b0021644","claim":"INFINITY NATURAL RESOURCES, INC. reported the year ended December 31, 2025 results: net income $64.0 million.","evidence_excerpt":"liquidity was $226.9 million as of December 31, 2025 and $413.1 million as of February 28, 2026 Full Year 2025 Highlights • Delivered 46% growth in total net daily production to 211.8 MMcfe/d, or 35.3 MBoe/d, in 2025 compared to 2024 • Reported net income of $64.0 million 1 • Delivered Adjusted EBITDAX (1) of $261.0 million, representing an Adjusted EBITDAX Margin (1) of $3.38 / Mcf, or $20.26 / Boe, which we believe is the best among our Appalachian Basin peers • Placed 23 wells into sales in 2025 totaling approximately 363,000 lateral feet comprised of (a) 11 oil-weighted wells in the volatile oil window of the Ohio Utica Shale and (b) 12 natural gas-weighted wells in the Marcellus Shale in Pennsylvania • Acquired approximately 6,700 net acres during the year • Generated $261.8 million of net cash provided by operating activities for the year ended December 31, 2025 • Development capi","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/2029118/000202911826000012/0002029118-26-000012-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the year ended December 31, 2025"},{"label":"Net income","value":"$64.0 million"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"412ff3f5f19725d7c6684a3b282c84cc0db7d3c1","claim":"INFINITY NATURAL RESOURCES, INC. reported the quarter ended December 31, 2025 results: net income $80.4 million.","evidence_excerpt":"nelian”) • Delivered 93% growth in total net daily production to 271.6 MMcfe/d, or 45.3 MBoe/d, in the fourth quarter 2025 compared to the fourth quarter 2024 • Increased natural gas net production 129% compared to fourth quarter 2024 • Reported net income of $80.4 million • Delivered 104% growth in Adjusted EBITDAX (1) to $94.0 million in the fourth quarter 2025 compared to the fourth quarter 2024, representing an Adjusted EBITDAX Margin (1) of $3.76 / Mcf, or $22.58 / Boe, which we believe is the best among our Appalachian Basin peers • Placed 6 wells into sales in the fourth quarter totaling approximately 103,000 lateral feet comprised of (a) 3 oil-weighted wells in the volatile oil window of the Ohio Utica Shale and (b) 3 natural gas-weighted wells in the Marcellus Shale in Pennsylvania • Acquired working interests in our South Bend Field in Pennsylvania (the \"South Bend Acquisition\"","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/2029118/000202911826000012/0002029118-26-000012-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the quarter ended December 31, 2025"},{"label":"Net income","value":"$80.4 million"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"8cc0c74a4bb34a162c868ebdaf1d92343856c025","claim":"INFINITY NATURAL RESOURCES, INC. updated its Full Year 2026 guidance (initiated).","evidence_excerpt":"Full Year 2026 Outlook • Development capital budget of $450 million to $500 million, including D&C and midstream","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/2029118/000202911826000012/0002029118-26-000012-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"Full Year 2026"},{"label":"Guidance","value":"initiated"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}