Revenue and Income - Q4 2025 total revenue and other operating income reached $610.5 million, a 346.5% increase compared to Q4 2024's $136.6 million[10] - The company reported a net income of $196.3 million in Q4 2025, compared to a net loss of $144.6 million in Q4 2024[10] - Net income for Q4 2025 was $196,253 thousand, compared to a net loss of $144,624 thousand in Q4 2024, marking a significant turnaround[13] - Cash flows from operating activities for YTD 2025 totaled $1,028,957 thousand, an increase from $268,797 thousand in YTD 2024[13] - Net income for Q4-2025 was $196 million, a decrease of 3% from Q3-2025's $202 million, while YTD-2025 net income reached $633 million compared to a loss of $145 million in Q4-2024[31] Production and Sales - Natural gas, NGL, and oil revenue for Q4 2025 was $476.6 million, up 30.5% from $364.4 million in Q4 2024[10] - Average daily production in Q4 2025 was 1,654.8 MMcfe, a 7.5% decrease from 1,753.3 MMcfe in Q3 2025[3] - Total production volumes for Q4 2025 were 152.3 Bcfe, down 5.0% from 161.3 Bcfe in Q3 2025[3] - CNX Resources has projected a total production guidance of 629.0 Bcfe for the full year 2025[3] - The average sales price for Natural Gas in Q4-2025 was $3.12, up from $2.41 in Q4-2024, representing a 29.5% increase year-over-year[16] Expenses and Liabilities - Total operating expenses for Q4 2025 were $341.4 million, slightly up from $340.9 million in Q3 2025[10] - Total current liabilities rose to $1,124,375 thousand as of December 31, 2025, compared to $1,122,578 thousand a year earlier, reflecting a slight increase of 0.2%[12] - Long-term debt decreased to $2,213,264 thousand from $2,286,855 thousand in the previous quarter, indicating a reduction of 3.2%[12] - The company incurred interest expenses of $42 million in Q4-2025, consistent with Q3-2025, and total interest expenses for YTD-2025 were $170 million[31] Cash Flow and Investments - The company reported a net cash used in investing activities of $164,643 thousand in Q4 2025, compared to $70,222 thousand in Q4 2024, indicating increased investment activity[13] - Free cash flow for Q4 2025 was $132 million, a decrease from $226 million in Q3 2025, with a total of $646 million for the year[44] - Capital expenditures for Q4 2025 were $174,414 thousand, significantly higher than $105,495 thousand in Q4 2024, showing an increase of 65.3%[13] - Capital expenditures in Q4 2025 amounted to $174 million, significantly higher than $76 million in Q3 2025, leading to a total of $495 million for the year[44] Equity and Assets - Total assets increased to $9,094,446 thousand as of December 31, 2025, up from $8,511,903 thousand a year earlier, representing a growth of 6.8%[12] - Total stockholders' equity increased to $4,337,016 thousand as of December 31, 2025, up from $4,098,030 thousand a year earlier, reflecting a growth of 5.8%[12] Market and Pricing - The average price for NYMEX hedges in Q1 2026 is projected at $3.68 per Mcf, with total volumes hedged at 111.9 Bcf[5] - The realized price for natural gas sold was $3.51 per MMBtu, with a weighted average basis of ($0.56) as of 2026E[14] - The average realized price for NGLs in 2026 is projected to be around $20.75 per barrel[21] - The average sales price of oil and condensate in Q4-2025 was $8.83, down from $9.59 in Q4-2024[16] Operational Efficiency - The average cash margin before DD&A for Q4-2025 was $1.95, compared to $1.85 in Q4-2024, reflecting improved operational efficiency[16] - The company reported an operating margin of 28% for Q4-2025, down from 42% in Q3-2025, with an average operating margin of 35% for YTD-2025[34] - Cash operating margin for Q4-2025 was 60%, a decrease from 62% in Q3-2025, with an average cash operating margin of 63% for YTD-2025[36] Future Guidance - Adjusted EBITDAX guidance for 2026 is projected between $1,310 million and $1,360 million[21] - Free Cash Flow (FCF) for 2026 is expected to be approximately $550 million, translating to about $3.55 per share based on outstanding shares[21][22] - Production Volumes for 2026 are estimated to be between 605 Bcfe and 620 Bcfe, with liquids making up approximately 7% to 8%[21] - The company hedged approximately 81% of its natural gas production for 2026[21] Risk Factors - The company has outlined various risk factors that could impact future performance, including pricing volatility and economic conditions[46]

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest now [1][13] - The energy demands of AI technologies are highlighted, indicating a looming crisis in power supply as AI continues to grow [2][3] Investment Opportunity - A specific company is presented as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for supporting the increasing energy needs of AI data centers [3][7] - This company is characterized as a "toll booth" operator in the AI energy boom, benefiting from the surge in demand for electricity driven by AI advancements [4][5] Market Position - The company is noted for its unique position in the market, being debt-free and holding a significant cash reserve, which is approximately one-third of its market capitalization [8] - It also has a substantial equity stake in another AI-related venture, providing investors with indirect exposure to multiple growth opportunities in the AI sector [9][10] Strategic Advantages - The company is involved in large-scale engineering, procurement, and construction (EPC) projects across various energy sectors, including nuclear energy, which is crucial for America's future power strategy [7][14] - The current political climate, particularly the push for onshoring and increased U.S. LNG exports, positions this company favorably to capitalize on these trends [6][14] Future Outlook - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, making investments in AI a strategic move for future growth [12] - The potential for significant returns is emphasized, with projections suggesting over 100% upside within the next 12 to 24 months [15][19]

Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for CNX Resources Corporation, despite an expected increase in revenues, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - CNX Resources is projected to report quarterly earnings of $0.33 per share, reflecting a year-over-year decrease of 42.1%. Revenues are expected to reach $392.01 million, which is a 1.6% increase from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 8.76% over the last 30 days, indicating a reassessment by analysts regarding the company's earnings prospects [4]. Earnings Surprise Prediction - The Zacks Earnings ESP for CNX Resources is +23.77%, suggesting a more optimistic outlook from analysts compared to the consensus estimate. However, the company holds a Zacks Rank of 5, complicating predictions of an earnings beat [12]. Historical Performance - In the last reported quarter, CNX Resources exceeded the consensus EPS estimate by 32.43%, having beaten estimates in all four of the previous quarters [13][14]. Industry Context - In the broader industry context, Murphy Oil is expected to report a loss of $0.07 per share, marking a significant year-over-year decline of 120%, with revenues projected at $628.51 million, down 6.3% from the previous year [18][19].

展望2026年，贝蒂·江对几家能源企业表达了积极看法。她尤为看好Ovintiv(OVV.US)，认为该公司通过 出售阿纳达科盆地资产，成功转型为专注于二叠纪盆地与蒙特尼页岩区的双核心液体业务。 同时，她也对EQT能源(EQT.US)充满信心，指出市场尚未充分意识到该公司通过整合中游业务，在天 然气领域所获得的结构性增长潜力及利润率优势。此外，贝蒂·江还看好Viper Energy(VNOM.US)，认为 它仍是二叠纪盆地投资领域的优质标的，且当前估值处于较低水平。 此外，这位分析师还提到，阿帕奇石油在天然气营销方面所获得的显著收益——这一收益在2024至2025 年间是公司自由现金流的主要支撑——预计将会大幅缩减。究其原因，一方面是二叠纪盆地外输能力的 扩张将缓解瓦哈(Waha)地区的天然气价差问题，另一方面则是全球液化天然气价格相较于美国市场呈现 出走弱态势。 康索尔能源的股票交易价格，大致与天然气勘探与生产企业未杠杆化的自由现金流收益率持平，尽管其 资源库存的可持续开采时间明显更短。市场虽已将深部尤蒂卡页岩气田的开发潜力纳入估值考量，但该 气田的潜在风险仍未完全消解，贝蒂·江分析指出。 巴克莱银行在奥克西 ...

On CNBC's “Halftime Report Final Trades,” Joe Terranova, senior managing director for Virtus Investment Partners, picked Raymond James Financial, Inc. (NYSE:RJF) , saying volatility is not going away.TD Cowen analyst Bill Katz, on Wednesday, maintained Raymond James with a Hold and raised the price target from $180 to $187.Stephen Weiss, chief investment officer and managing partner of Short Hills Capital Partners, named SPDR Gold Shares (NYSE:GLD) as his final trade.Shannon Saccocia, chief investment offic ...

Core Viewpoint - CNX Resources Corp. will announce its Q4 2025 financial results on January 29, 2026, at 6:45 a.m. Eastern Time, followed by a Q&A conference call and webcast [1][2]. Group 1: Financial Results Announcement - The financial results for Q4 2025 will be released along with a press release containing links to prepared remarks, presentation materials, and supplemental information [1]. - A Q&A conference call and webcast will follow the financial results announcement [2]. Group 2: Company Overview - CNX Resources Corporation is a premier natural gas development and production company with a focus on ultra-low carbon intensity, operating primarily in the energy-rich region of Appalachia [3]. - As of December 31, 2024, CNX had 8.54 trillion cubic feet equivalent of proved natural gas reserves [3]. - The company is a member of the Standard & Poor's Midcap 400 Index, emphasizing its significant market presence and operational capabilities [3].

分组1 - Zacks Premium offers various tools for investors, including daily updates, access to Zacks Rank and Industry Rank, and Premium stock screens to enhance investment confidence [1][2] - The Zacks Style Scores categorize stocks based on value, growth, and momentum characteristics, assigning ratings from A to F, with A indicating the highest potential for market outperformance [2][3] 分组2 - The Value Score focuses on identifying undervalued stocks using financial ratios like P/E, PEG, and Price/Sales to highlight attractive investment opportunities [3] - The Growth Score assesses a company's financial health and future outlook by analyzing projected and historical earnings, sales, and cash flow to find sustainable growth stocks [4] - The Momentum Score helps investors capitalize on price trends by evaluating short-term price changes and earnings estimate revisions [5] 分组3 - The VGM Score combines Value, Growth, and Momentum Scores, serving as a comprehensive indicator for stock selection alongside the Zacks Rank [6] - The Zacks Rank model, based on earnings estimate revisions, has shown significant success, with 1 (Strong Buy) stocks achieving an average annual return of +23.81% since 1988, outperforming the S&P 500 [8] 分组4 - CNX Resources Corporation, an independent oil and gas exploration and production company, is currently rated 3 (Hold) on the Zacks Rank with a VGM Score of B [12] - CNX has a Momentum Style Score of A, with shares increasing by 0.8% over the past four weeks, and has seen positive earnings estimate revisions for fiscal 2025 [13] - The Zacks Consensus Estimate for CNX has risen by $0.08 to $2.18 per share, with an average earnings surprise of +34.5%, making it a noteworthy stock for investors [13]

Robert F. Abbott has been investing his family’s accounts since 1995, and in 2010 added options, mainly covered calls and collars with long stocks. He is a freelance writer, and his projects include a website that provides information for new and intermediate-level mutual fund investors. A resident of Airdrie, Alberta, Canada, Robert has earned Bachelor of Arts and Master of Business Administration (MBA) degrees.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the com ...

I analyze oil and gas companies like CNX Resources and related companies in my service, Oil & Gas Value Research, where I look for undervalued names in the oil and gas space. I break down everything you need to know about these companies -- the balance sheet, competitive position and development prospects. This article is an example of what I do. But for Oil & Gas Value Research members, they get it first and they get analysis on some companies that is not published on the free site. Interested? Sign up her ...

Core Points - CNX Resources Corporation has appointed Everett Good as Chief Financial Officer effective January 1, 2026, succeeding Alan Shepard who will become President and CEO on the same date [1][2] - Alan Shepard highlighted Good's exceptional financial acumen and deep understanding of the business model, emphasizing his experience in both upstream and midstream operations [2] - Good has been with CNX for 13 years and has held various roles, including Vice President of Finance and Treasury since 2021, where he managed capital markets and strategic planning [2][3] Company Overview - CNX Resources Corporation is a premier ultra-low carbon intensive natural gas company based in Appalachia, with a significant asset base and a focus on responsible resource development [4] - As of December 31, 2024, CNX had 8.54 trillion cubic feet equivalent of proved natural gas reserves and is a member of the Standard & Poor's Midcap 400 Index [4]