Recent 8-K filings for MNR

• August 6, 2026, 4:12 PM ET earnings materiality 0.70 positive item 2.02item 7.01item 9.01

  Mach Natural Resources Q2 net income $98M, revenue $406M; declares $0.36/unit distribution; updates 2026 outlook

  Q2 net income $98M, revenue $406M, Adjusted EBITDA $182M; average production 148.9 Mboe/d.

• May 22, 2026, 4:18 PM ET other material materiality 0.60 neutral item 8.01item 9.01

  Mach Natural Resources registers $100M common unit at-the-market offering to repay debt

  Up to $100M of common units may be sold via ATM offering using Morgan Stanley as agent.

• May 7, 2026, 7:59 PM ET earnings materiality 0.70 neutral item 2.02item 7.01item 9.01 ◈ Earnings Releases

  Mach Natural Resources Q1 net loss $35M; Adj EBITDA $195M; declares $0.64 distribution

  Net loss of $35M, adjusted EBITDA of $195M, total revenue $286M for Q1 2026.

• April 8, 2026, 7:59 PM ET other material materiality 0.65 neutral item 8.01item 9.01

  Selling unitholders close secondary offering of 9M common units; CEO participates

  Selling unitholders sold 9,000,000 common units; underwriter has 30-day option for 1,350,000 additional units.

• April 6, 2026, 7:59 PM ET other material materiality 0.55 neutral item 9.01

  Mach Natural Resources files pro forma for 2025 acquisitions; combined revenue $1.56B

  Total pro forma revenue of $1,556.8M and net income of $157.5M for year ended Dec 31, 2025.

• March 12, 2026, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases ×3

  Mach Natural Resources reports 109% increase in proved reserves to 705 MMBoe; Q4 distribution up 96%

  Total proved reserves 705 MMBoe (PV-10 $3.1B), up 109% from prior year.

• December 17, 2025, 6:59 PM ET leadership materiality 0.25 neutral item 5.02

  Mach Natural Resources director Keating resigns; Burn appointed to board, audit, conflicts committees

  Francis A. Keating II resigned as director and from Audit and Conflicts Committees on Dec 15, 2025; not due to any disagreement.

• December 10, 2025, 6:59 PM ET other material materiality 0.60 neutral item 9.01

  Mach Natural Resources pro forma net income $99.7M on $1.17B revenue for 9M2025

  IKAV Acquisition (San Juan Basin) closed Sept 16, 2025 for $759.6M ($349.8M cash + 30.6M units at $13.39).

• November 6, 2025, 6:59 PM ET earnings materiality 0.72 neutral item 2.02item 7.01item 9.01

  Mach Natural Resources Q3 net loss $36M, distributes $0.27/unit, cuts 2026 capex 18%

  Net loss of $36M on revenue of $273M; Adjusted EBITDA $124M.

• September 19, 2025, 7:59 PM ET M&A materiality 0.65 neutral item 2.01item 9.01 ◈ M&A Transactions ×2

  Mach Natural Resources LP amends 8-K to correct IKAV Assets purchase price to $758.9M

  Corrected purchase price for IKAV Assets: $758.9M ($349M cash + 30,611,264 common units), net of adjustments.

• September 17, 2025, 7:59 PM ET M&A materiality 0.90 positive item 1.01item 2.01item 2.03item 3.02item 7.01item 9.01 ◈ M&A Transactions ×2

  Mach Natural Resources closes ~$1.3B Permian and San Juan acquisitions, nearly doubling production

  Sabinal (Permian) acquisition: $486.6M ($207M cash + 19.2M units); IKAV (San Juan) acquisition: $770.7M ($325M cash + 30.6M units).

• August 7, 2025, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 7.01item 9.01

  Mach Natural Resources Q2 net income $90M, declares $0.38 distribution; $1.3B Permian/San Juan deals to close Q3

  Net income $90M, Adjusted EBITDA $122M; total revenue $289M.

• July 10, 2025, 7:59 PM ET M&A materiality 1.00 positive item 1.01item 3.02item 7.01item 9.01

  Mach Natural Resources to acquire Permian and San Juan assets for $1.3B

  Sabinal assets in Permian for $500M ($200M cash + $300M common units); IKAV San Juan assets for $787M ($325M cash + $462M common units).

• June 11, 2025, 7:59 PM ET other materiality 0.05 neutral item 7.01

  Mach Natural Resources posts new investor presentation; no details disclosed

  New investor presentation posted on company website on June 10, 2025.

• May 8, 2025, 7:59 PM ET earnings materiality 0.65 positive item 2.02item 7.01item 9.01

  Mach Natural Resources reports Q1 net income $16M, declares $0.79/unit distribution

  Q1 revenue $227M, net income $16M; Adjusted EBITDA $160M.

• March 13, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01

  Mach Natural Resources reports FY2024 net income $185M, Adj. EBITDA $601M; lowers 2025 interest expense midpoint by $22M

  Q4 2024: net income $37M, Adj. EBITDA $162M; production 86.7 Mboe/d; revenue $235M.

• February 27, 2025, 6:59 PM ET debt materiality 0.50 neutral item 1.01item 1.02item 2.03item 7.01item 9.01 ◈ Debt Financings

  Mach Natural Resources closes new $750M reserve-based revolver, repays prior debt

  New $750M borrowing base revolving credit facility with ten banks; Truist Bank as admin agent; matures Feb 27, 2029.

• February 7, 2025, 6:59 PM ET debt materiality 0.75 neutral item 1.01item 9.01

  Mach Natural Resources closes public offering of 12.9M units at $15.50, net proceeds ~$192.5M to repay debt

  Offered 12,903,226 common units at $15.50 per unit; net proceeds approximately $192.5 million after discounts and expenses.

• February 5, 2025, 6:59 PM ET other material materiality 0.85 positive item 2.02item 8.01item 9.01

  Mach Natural Resources launches 12M-unit offering; prelim 2024 net income $183M-$187M

  Preliminary FY2024: net income $183.3M-$187.0M, revenue $959.9M-$979.3M, Adjusted EBITDA $594.7M-$606.7M.

• November 12, 2024, 6:59 PM ET earnings materiality 0.60 neutral item 2.02item 7.01item 9.01

  Mach Natural Resources Q3 net income $67M, Adjusted EBITDA $134M; declares $0.60/unit distribution

  Net income $67M, revenue $256M, Adjusted EBITDA $134M; net cash from operations $111M.

• September 9, 2024, 7:59 PM ET other material materiality 0.65 neutral item 1.01item 9.01

  Mach Natural Resources LP completes $112.9M public offering of 7.27M units at $16.50/unit

  Sold 7,272,728 common units at $16.50 each; net proceeds of approximately $112.9 million.

• September 4, 2024, 7:59 PM ET other material materiality 0.60 neutral item 2.01item 9.01item 8.01

  Mach Natural Resources launches public offering of 7.85M common units for acquisitions

  Offering of 7,853,403 common units; underwriters option for additional 1,178,010 units.

• August 30, 2024, 7:59 PM ET M&A materiality 0.60 neutral item 1.01item 2.03item 9.01

  Mach Natural Resources secures $75M additional term loans to fund Chief Acquisition

  Up to $75M in Additional Loans under first amendment to term loan credit agreement.

• August 13, 2024, 7:59 PM ET earnings materiality 0.70 neutral item 2.02item 7.01item 9.01

  Mach Natural Resources Q2 net income $39.5M; declares $0.90/unit distribution; cuts 2024 capex 15%

  Net income $39.5M ($0.42/unit) on $240M revenue; Q2 2023 net income was $77.8M on $166.9M revenue.

• June 13, 2024, 7:59 PM ET other material materiality 0.40 neutral item 3.03item 5.03item 9.01

  Mach Natural Resources extends distribution payment deadline from 60 to 90 days

  Amendment to partnership agreement approved by holders representing ~86.2% of common units, controlled by CEO Tom L. Ward.

• May 14, 2024, 7:59 PM ET earnings materiality 0.60 neutral item 2.02item 7.01item 9.01 ◈ Earnings Releases

  Mach Natural Resources Q1 2024 net income $42M; declares $0.75/unit distribution

  Net income of $42 million on revenue of $239 million; adjusted EBITDA of $169 million.

• May 9, 2024, 7:59 PM ET leadership materiality 0.45 neutral item 5.02item 9.01 ◈ executive_change

  EVP Daniel Reineke departs Mach Natural Resources; severance includes $760K and accelerated vesting of phantom units

  Daniel Reineke resigned as EVP Business Development effective April 19, 2024; receives $760,000 lump sum.

• April 11, 2024, 7:59 PM ET leadership materiality 0.30 neutral item 5.02

  Mach Natural Resources EVP Business Development Daniel Reineke resigns effective April 19, 2024

  Daniel T. Reineke Jr., EVP Business Development, resigns effective close of business on April 19, 2024.

• April 1, 2024, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01 ◈ Earnings Releases

  Mach Natural Resources reports 2023 revenue $762M, net income $347M; first distribution $0.95/unit

  Full-year 2023 average production 50,440 Boe/d (29% oil, 54% gas, 17% NGLs); total revenue $762M, net income $347M.

• March 12, 2024, 7:59 PM ET M&A materiality 0.65 neutral item 9.01

  Mach Natural files Paloma audited financials for Dec 2022 acquisition

  Paloma total assets $973.3M (Dec 2022), up from $775.3M Dec 2021.

• February 15, 2024, 6:59 PM ET dividend materiality 0.60 positive item 7.01item 9.01

  Mach Natural Resources declares $0.95/unit Q4 2023 distribution, provides 2024 guidance

  Quarterly cash distribution of $0.95 per common unit declared for Q4 2023.

• December 29, 2023, 6:59 PM ET M&A materiality 0.78 positive item 1.01item 2.01item 1.02item 2.03item 7.01item 8.01item 9.01 ◈ Debt Financings ×2◈ Material Agreements ×2◈ M&A Transactions

  Mach closes $815M Paloma Anadarko Basin acquisition; funds with $825M term loan, $75M revolver

  Purchased interests in Oklahoma oil and gas properties from Paloma Partners IV, LLC for ~$815M cash.

• December 7, 2023, 6:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01 ◈ Earnings Releases

  Mach Natural Resources Q3 pro forma Adj EBITDA $140M, net income $94M; $815M Paloma acquisition

  Pro forma Q3 2023 sales volumes 66,280 Boe/d, net income $94M, Adjusted EBITDA $140M.

• November 30, 2023, 6:59 PM ET other material materiality 0.10 neutral item 7.01item 9.01

  Mach Natural Resources schedules Q3 2023 earnings release Dec 6, conference call Dec 7

  Earnings results to be released after market close on Wednesday, December 6, 2023.

• November 21, 2023, 6:59 PM ET debt materiality 0.50 neutral item 1.01item 2.03item 9.01 ◈ Debt Financings◈ Material Agreements

  Mach Natural Resources amends credit facilities; new $1.0B revolver with initial borrowing base $600M

  New revolving credit facility replaces prior three facilities; aggregate maximum capacity $1.0B.

• November 13, 2023, 6:59 PM ET M&A materiality 0.85 positive item 1.01item 7.01item 9.01 ◈ Material Agreements

  Mach Natural Resources to acquire Anadarko Basin assets for $815M; financing secured

  Purchase price $815M cash for 62,000 net acres in Oklahoma; expected close Dec 29, 2023.

• November 13, 2023, 6:59 PM ET M&A materiality 0.85 positive item 1.01item 7.01item 9.01 ◈ Material Agreements ×2

  Mach Natural Resources acquires Anadarko Basin assets for $815M; expects Dec 29 close

  Purchase price $815M in cash; assets include ~62,000 net acres in Oklahoma Anadarko Basin.

• October 27, 2023, 7:59 PM ET other material materiality 0.80 positive item 1.01item 3.02item 5.02item 5.03item 9.01 ◈ executive_change ×3◈ Material Agreements ×3◈ Governance Changes

  Mach Natural Resources LP completes IPO of 10M units at $19, raises $171.7M net

  IPO of 10M common units at $19/unit closed Oct 27; net proceeds ~$171.7M.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 1.00 · Median 0.65 · Most common event earnings

15 positive 0 negative 23 neutral

source · MNR on sec.gov