Chord Energy (NasdaqGS:CHRD) Q4 2025 Earnings call February 26, 2026 11:00 AM ET Company ParticipantsBob Bakanauskas - VP of Investor RelationsCarlos Escalante - Senior AssociateDanny Brown - CEODarrin Henke - EVP and Chief Operating OfficerDerrick Whitfield - Managing DirectorNoel Parks - Managing Director and Energy ResearchOliver Huang - Director and E&P Research HoustonConference Call ParticipantsNeal Dingmann - Energy AnalystNicholas Pope - Managing Director and Senior Research AnalystNoah Hungness - E ...

Financial Data and Key Metrics Changes - In Q4 2025, Chord Energy reported adjusted free cash flow of $175 million, significantly exceeding expectations, with approximately 50% returned to shareholders [9] - Oil volumes in 2025 exceeded original guidance by over 1,000 barrels per day, while capital spending was approximately $60 million lower than anticipated [6][9] - The company achieved a $160 million improvement in free cash flow from controllable items, representing 23% of estimated free cash flow in 2026 [7] Business Line Data and Key Metrics Changes - Chord has successfully lowered its capital spending by nearly $100 million since merging with Enerplus in 2024 while increasing oil production by 6,000 barrels per day [6] - The company achieved its goal of converting 80% of its inventory to long laterals by the end of 2025, which has significantly reduced the cost of supply [10][11] Market Data and Key Metrics Changes - Chord's operational improvements and shift to longer laterals have resulted in a 22% reduction in future finding and development costs over the past few years [12] - The company anticipates generating approximately $700 million in free cash flow in 2026, based on benchmark prices of $64 per barrel of oil and $3.75 per MMBtu of natural gas [13] Company Strategy and Development Direction - Chord is focused on disciplined capital allocation and delivering strong returns on capital, with a commitment to organic well activity, lease acquisition, and selective M&A [8] - The company aims to maintain a low to no oil growth program in 2026, with average volumes projected between 157,000 and 161,000 barrels of oil per day and capital expenditures of $1.4 billion [12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's resilience to weather commodity price cycles while generating meaningful free cash flow and shareholder returns [16][17] - The company is optimistic about its ability to continue improving its cost structure and operational efficiency, with a focus on margins and capital efficiency [19][20] Other Important Information - Chord has returned $6.7 billion of capital to shareholders since 2021, which is higher than its current market capitalization [8] - The company has a substantial inventory of low breakeven locations, with over 10 years of low-cost inventory available [11] Q&A Session Summary Question: Long-term plan consistency despite oil price fluctuations - Management indicated that the company has built a resilient organization capable of weathering commodity price cycles while maintaining its long-term plan [16][17] Question: Fixed cost mitigation strategies - Management highlighted an organization-wide effort to drive down costs through capital efficiency improvements and operational expense reductions [19] Question: Organic inventory improvements across the basin - Management noted improvements in inventory across the basin, with a focus on refining and enhancing the break-even costs of previously considered inventory [24][25] Question: Water disposal optimization and midstream spending - Management explained that increased spending on water disposal is due to moving into areas with slightly higher water production, which necessitates investment in water systems [71][73] Question: Impact of lateral length extensions on reserves - Management confirmed that the expectations for lateral length extensions have been captured in the reserves, with ongoing improvements expected [78] Question: Infill drilling implications from longer laterals - Management acknowledged potential benefits for infill drilling as longer laterals improve cost structures and reservoir drainage effectiveness [81][84]

Chord Energy (NasdaqGS:CHRD) Q4 2025 Earnings call February 26, 2026 11:00 AM ET Speaker10Good morning, ladies and gentlemen, and welcome to the Chord Energy 4th quarter 2025 earnings call conference call. At this time, all lines are in a listen-only mode. Following the presentation, we will conduct a question and answer session. If at any time during this call you require immediate assistance, please press star 0 for the operator. This call is being recorded on Thursday, February 26, 2026. I would now like ...

February 25, 2026 Premier Williston Basin Operator Enhancing Free Cash Flow Generation Important Disclosures Forward-Looking and Cautionary Statements Certain statements in this press release, other than statements of historical facts, that address activities, events or developments that Chord expects, believes or anticipates will or may occur in the future, including any statements regarding future opportunities for Chord, future financial performance and condition, guidance and statements regarding Chord' ...

Chord Energy Corporation (CHRD) reported $876.6 million in revenue for the quarter ended December 2025, representing a year-over-year decline of 39.7%. EPS of $1.28 for the same period compares to $3.49 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $910.72 million, representing a surprise of -3.75%. The company delivered an EPS surprise of +9.03%, with the consensus EPS estimate being $1.17.While investors closely watch year-over-year changes in headline numbers -- revenue and ...

分组1 - Chord Energy Corporation reported quarterly earnings of $1.28 per share, exceeding the Zacks Consensus Estimate of $1.17 per share, but down from $3.49 per share a year ago, representing an earnings surprise of +9.03% [1] - The company posted revenues of $876.6 million for the quarter ended December 2025, missing the Zacks Consensus Estimate by 3.75%, and down from $1.45 billion year-over-year [2] - Chord Energy Corporation shares have increased by approximately 13.2% since the beginning of the year, outperforming the S&P 500's gain of 0.7% [3] 分组2 - The current consensus EPS estimate for the upcoming quarter is $1.11 on revenues of $876.07 million, and for the current fiscal year, it is $4.27 on revenues of $3.6 billion [7] - The Zacks Industry Rank for Oil and Gas - Exploration and Production - United States is currently in the bottom 15% of over 250 Zacks industries, indicating potential underperformance compared to higher-ranked industries [8] - The estimate revisions trend for Chord Energy Corporation was unfavorable ahead of the earnings release, resulting in a Zacks Rank 5 (Strong Sell) for the stock, suggesting expected underperformance in the near future [6]

Exhibit 99.1 Chord Energy Reports Fourth Quarter and Full-Year 2025 Financial and Operating Results, Issues 2026 Outlook and Declares Base Dividend Houston, Texas — February 25, 2026 — Chord Energy Corporation (NASDAQ: CHRD) ("Chord", "Chord Energy" or the "Company") today reported financial and operating results for the fourth quarter and full-year 2025 and announced its 2026 outlook. Key Takeaways and Updates: 4Q25 Operational and Financial Highlights: (1) Non-GAAP financial measure. See "Non-GAAP Financi ...

payable618,258752,742Accrued liabilities735,386732,296Accrued interest payable28,5944,693Derivative instruments—1,230Current operating lease liabilities14,65637,629Other current liabilities11,89886,637Total current liabilities1,450,5871,683,978Long-term debt1,479,581842,600Deferred tax liabilities1,615,8501,496,442Asset retirement obligations432,802282,369Derivative instruments—1,016Operating lease liabilities10,51815,190Other liabilities4,9828,150Total liabilities4,994,3204,329,745Commitments and contingen ...

The upcoming report from Chord Energy Corporation (CHRD) is expected to reveal quarterly earnings of $1.17 per share, indicating a decline of 66.5% compared to the year-ago period. Analysts forecast revenues of $910.72 million, representing a decline of 37.4% year over year.Over the last 30 days, there has been a downward revision of 12.1% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial forecasts o ...

Core Insights - Chord Energy Corporation (NASDAQ:CHRD) is recognized as one of the best crude oil stocks to buy amid rising tensions in the market [1] - The company has a strong position in the Williston Basin, focusing on the exploration and production of crude oil, natural gas liquids, and natural gas [2] Price Target and Ratings - Piper Sandler has lowered its price target for Chord Energy from $160 to $151 while maintaining an 'Overweight' rating, indicating a potential upside of over 52% from current levels [3] - The adjustment in the price target is attributed to revisions in type curves, which were partially offset by increased three-mile allocation [3] Production and Capital Expenditure Outlook - Chord Energy expects oil production to range between 157,000 to 161,000 barrels per day (bpd) in 2026, with a total capital expenditure (CapEx) of approximately $1.4 billion [4] - This outlook suggests a 4% increase in oil volumes compared to 2024, with around $100 million less in capital expenditure [4] - The company is scheduled to announce its fourth quarter and year-end 2025 financial and operational results on February 26 [4] Dividend Yield - Chord Energy offers a robust annual dividend yield of 5.26%, positioning it among the best energy stocks for dividends in 2026 [5]