Expand Energy Corp

EXE

Market cap $25.7B

Extendicare Inc. (EXE:CA) Q4 2025 Earnings Call Transcript

OKLAHOMA CITY & THE WOODLANDS, Texas--(BUSINESS WIRE)-- #efrac--Expand Energy Corporation (NASDAQ: EXE) (“Expand Energy”) and Evolution Well Services (“Evolution”) today announced a new agreement to deploy Evolution's 100% electric hydraulic fracturing technology for use in Expand Energy's upcoming completions program with a fleet in Northeast Appalachia. The deployment of Evolution's fully integrated, patent-protected gas conditioning, power generation services, and electric frac operations will provid.

Natural gas steadies near $3 as LNG demand builds a price floor - EXE, LNG and EE could gain from a shift toward export-driven stability.

EXE tops Q4 estimates as production jumps 15% and gas prices surge, boosting revenues, cash flow and 2026 output guidance.

Expand Energy: The Beginning Chapter Of A Turnaround Story

Expand Energy delivered robust Q4 results with $553M net income, $956M operating cash flow, and 15% YoY production growth to 7.4 Bcfe/d. Shares are down 14% from highs due to the CEO's departure and a softer gas strip, but these are seen as temporary, creating a compelling entry point. EXE is positioned to benefit from surging natural gas demand—35–40% growth expected in five years—driven by LNG exports and AI/data center power needs.

Expand Energy Corporation (EXE) Q4 2025 Earnings Call Transcript

Natural gas has plunged 60% to near $3, but tight storage and LNG demand keep WMB, CRK and EXE in focus for a potential rebound.

The headline numbers for Expand Energy (EXE) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Expand Energy (EXE) came out with quarterly earnings of $2 per share, beating the Zacks Consensus Estimate of $1.89 per share. This compares to earnings of $0.55 per share a year ago.