Overview
Natural gas producer's Q4 adjusted EPS beat analyst expectations
Net income for Q4 rose significantly yr/yr
Company produced ~7.40 Bcfe/d net, up 15% from Q4 2024
Outlook
Expand Energy expects 2026 production of ~7.5 Bcfe/d with $2.85 bln capital spend
Company plans to reduce debt by at least $1 bln in 2026
Expand Energy to pay quarterly dividend of $0.575 per share in March 2026
Result Drivers
PRODUCTION GROWTH - Co reported a 15% increase in production to ~7.40 Bcfe/d, driven by operations in the Haynesville region
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Adjusted EPS | Beat | $2 | $1.88 (24 Analysts) |
Q4 Net Income | $553 mln | ||
Q4 Operating Expenses | $2.53 bln |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 26 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the oil & gas exploration and production peer group is "buy"
Wall Street's median 12-month price target for Expand Energy Corp is $136.00, about 30.7% above its February 13 closing price of $104.05
The stock recently traded at 12 times the next 12-month earnings vs. a P/E of 11 three months ago
Press Release: ID:nGNX3WdmxZ
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)