CNX Resources

CNX

Market cap $4.73B

Global food delivery platform Delivery Hero was a contributor for the quarter. French pay-TV operator Canal+ contributed positively in the quarter. Leading international student placement agency and high stakes English testing service provider IDP Education was a detractor for the quarter. We exited our positions in Delivery Hero, as discussed above, and Menicon, which was a smaller position that had approached fair value.

New York real estate companies Alexander's and Empire State Realty Trust both contributed in the quarter. Alcoholic beverage company Boston Beer was a detractor for the quarter as the market continues to react to mixed short-term industry data. We did not have any new purchases or exits in the portfolio during the quarter.

PITTSBURGH, July 6, 2026 /PRNewswire/ -- CNX Resources Corp. (NYSE: CNX) will announce its financial results for Q2 2026 at 6:45 a.m. Eastern Time on Thursday, July 30.

Investors need to pay close attention to CNX stock based on the movements in the options market lately.

The AI power conversation is dominated by nuclear restarts and small modular reactor headlines.

Long bonds are doing something they have not done in years: pricing real risk. With the 10-year Treasury at 4.67% and the 20- and 30-year already above 5%, capital is rotating out of duration-sensitive growth and into companies that actually make stuff out of the ground.

While the top- and bottom-line numbers for CNX Resources (CNX) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

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The war with Iran has boosted prices of globally traded natural gas by throttling exports from the Gulf. In ​West Texas, gas is so abundant that some producers must pay to have it taken away.

CNX beats Q1 earnings and revenue estimates as production and selling price rise year over year.