---
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"
generated_at: "2026-05-15T17:10:37.328723+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.9
calibrated_materiality_score: 0.9
confidence: "high"
source: SEC EDGAR
---

# Infinity Natural Resources Reports Q4 and Full Year 2025 Results, Provides 2026 Outlook

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.9
- calibrated_materiality_score: 0.9
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0002029118-26-000012
- JSON: https://secwatch.observer/filing/0002029118-26-000012.json
- Plain text: https://secwatch.observer/filing/0002029118-26-000012.txt

## Key facts
- Earnings Releases
  INFINITY NATURAL RESOURCES, INC. reported the year ended December 31, 2025 results: net income $64.0 million.
  - Period: the year ended December 31, 2025
  - Net income: $64.0 million
  - Result: reported results
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/2029118/000202911826000012/0002029118-26-000012-index.htm
- Earnings Releases
  INFINITY NATURAL RESOURCES, INC. reported the quarter ended December 31, 2025 results: net income $80.4 million.
  - Period: the quarter ended December 31, 2025
  - Net income: $80.4 million
  - Result: reported results
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/2029118/000202911826000012/0002029118-26-000012-index.htm
- Earnings Releases
  INFINITY NATURAL RESOURCES, INC. updated its Full Year 2026 guidance (initiated).
  - Period: Full Year 2026
  - Guidance: initiated
  - Result: guidance update
  source text: Full Year 2026 Outlook • Development capital budget of $450 million to $500 million, including D&C and midstream
  evidence_url: https://www.sec.gov/Archives/edgar/data/2029118/000202911826000012/0002029118-26-000012-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.