Mach Natural Resources

MNR

Market cap $2.25B

Mach Natural Resources LP (MNR) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

“Time out.” I yelled it with a hint of disgust.

OKLAHOMA CITY--(BUSINESS WIRE)--Mach Natural Resources LP (NYSE: MNR) (“Mach” or the “Company”) announced today that it will report fourth quarter and full year 2025 results on Thursday, March 12, 2026, after the close of trading on the New York Stock Exchange. The fourth quarter and full year 2025 earnings release will be available on the Company's website at www.ir.machnr.com. The Company will host a conference call to discuss its financial and operating results at 9:00 a.m. Central (10:00 a.

OKLAHOMA CITY--(BUSINESS WIRE)--Mach Natural Resources LP (NYSE: MNR) (“Mach” or the “Company”) announced today that the board of directors of its general partner declared a fourth quarter 2025 cash distribution of $0.53 per common unit. The quarterly cash distribution is to be paid on March 12, 2026, to the Company's unitholders of record as of the close of trading on February 26, 2026. About Mach Natural Resources LP Mach Natural Resources LP is an independent upstream oil and gas company foc.

Mach Natural Resources offers exposure to rising commodity prices via a disciplined, low-leverage MLP model focused on mature, low-decline PDP assets. MNR targets sub-1x EBITDA leverage, prioritizing distributions and downside protection, with strong insider alignment. Recent acquisitions in the Permian and San Juan basins expand MNR's opportunity set, with management emphasizing opportunistic growth and capital efficiency.

Faced with excess supply that is likely to carry over into the new year, crude oil prices are likely to continue to struggle in 2026. The U.S. Energy Information Administration (EIA) expects the supply glut to persist through 2026, which should, in turn, put downward pressure on oil prices—crude oil could fall to $55 per barrel on average for the first quarter.

Mach Natural Resources is reaffirmed as a BUY, trading below PV-10 value after recent acquisitions and a 5% share price decline. MNR's portfolio now leans heavily into natural gas, with Q4 production projected to rise 60% and 2026 guidance targeting 71% gas weighting. Distributions are expected to rebound to $0.40-$0.45/unit quarterly, offering a 13%-14.5% yield, but remain exposed to commodity price and weather volatility.

Mach reported Q3 2025 results in line with expectations. It declared a relatively low $0.27 per unit distribution, but that was affected by temporary items. Mach also tweaked its 2026 guidance to reduce its D&C capex by $63 million and its total capex by $38 million. This has a minor effect on its expected production. Mach is now projected to generate $1.94 per unit in 2026 distributable cash flow at high-$50s WTI oil and slightly above $4 NYMEX natural gas.

Mach Natural Resources LP ( MNR ) Q3 2025 Earnings Call November 7, 2025 10:00 AM EST Company Participants Tom Ward - CEO & Director of Mach Natural Resources GP LLC Kevin White - Chief Financial Officer of Mach Natural Resources GP LLC Conference Call Participants Neal Dingmann - William Blair & Company L.L.C., Research Division Charles Meade - Johnson Rice & Company, L.L.C.

Mach Natural Resources LP (MNR) came out with quarterly earnings of $0.44 per share, beating the Zacks Consensus Estimate of $0.34 per share. This compares to earnings of $0.7 per share a year ago.