earnings
confidence high
sentiment positive
materiality 0.70
Infinity Natural Resources Q2 2026: production up 75%, EBITDAX up 131%
INFINITY NATURAL RESOURCES, INC.
- Net daily production rose 75% YoY to 348.5 MMcfe/d; oil up 102% to 12.4 Mbbls/d, gas up 73% to 216.8 MMcf/d.
- Net income $108.0M ($0.88 diluted EPS) vs $1.18 diluted EPS in Q2 2025.
- Adjusted EBITDAX up 131% YoY to $114.7M; margin $3.62/Mcfe, cited as best among Appalachian Basin peers.
- Turned into sales 10 Ohio Utica wells (7 oil-weighted, 3 rich gas) four months after closing acquisition; spudded 9, completed 10 wells.
- Maintained 2026 guidance; repurchased 109,579 shares at $13.72 avg; net debt ~$524.1M, liquidity $900.9M.