Expand Energy Q4 adjusted EPS beats expectations

Reuters
Feb 18
Expand Energy Q4 adjusted EPS beats expectations

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.)

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