Mach Natural Resources L.P. (MNR)
NYSE NYSE Primary 
Mach Natural Resources: All Eyes Are On Mother Nature
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 Natural Resources: Focuses On Natural Gas Development In 2026
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 Transcript
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) Tops Q3 Earnings and Revenue Estimates
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.
Mach Natural Resources: A Look At Its Outlook For 2026
Mach closed on its recent major acquisitions and provided its outlook for 2026. It is growing natural gas production at its legacy assets while oil production is expected to decline. It is also maintaining to slightly increasing oil and natural gas production at its acquired assets.
Mach Natural Resources LP (MNR) Q2 2025 Earnings Call Transcript
Mach Natural Resources LP (NYSE:MNR ) Q2 2025 Earnings Conference Call August 8, 2025 10:00 AM ET Company Participants Kevin R. White - Chief Financial Officer of Mach Natural Resources GP LLC Tom L.
Mach Natural Resources LP (MNR) Surpasses Q2 Earnings and Revenue Estimates
Mach Natural Resources LP (MNR) came out with quarterly earnings of $0.76 per share, beating the Zacks Consensus Estimate of $0.53 per share. This compares to earnings of $0.42 per share a year ago.
Mach Natural Resources Increases Its Total Production By Nearly 90% Through Acquisitions
Mach announced acquisitions with a total value of $1.287 billion. Deal price was 41% cash and 59% common units. Mach's total production increases by close to 90% while its oil production increases by approximately 55%. Compared to without the acquisitions, Mach's free cash flow per unit should increase by low teens percent.
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Mach Natural Resources: Shifting More Capex Towards Natural Gas Development
Mach is planning on focusing on deep gas development in the Anadarko Basin later in 2025. This is due to the relative strength in natural gas prices compared to oil prices, with the oil-to-gas price ratio at around 14 to 1 in 2026. Mach's distribution in future quarters is likely to be lower than its Q1 2025 distribution of $0.79 per unit.
Mach Natural Resources LP (MNR) Q1 2025 Earnings Call Transcript
Mach Natural Resources LP (NYSE:MNR ) Q1 2025 Earnings Conference Call May 9, 2025 10:00 AM ET Company Participants Tom Ward - CEO Kevin White - CFO Conference Call Participants Charles Meade - Johnson Rice Derrick Whitfield - Texas Capital Michael Scialla - Stephens John Freeman - Raymond James Geoff Jay - Daniel Energy Partners Operator Good morning, everyone. Thank you for joining today's call to discuss Mach Natural Resources First Quarter 2025 Financial and Operational Results.
Mach Natural Resources LP (MNR) Misses Q1 Earnings and Revenue Estimates
Mach Natural Resources LP (MNR) came out with quarterly earnings of $0.68 per share, missing the Zacks Consensus Estimate of $0.69 per share. This compares to earnings of $0.79 per share a year ago.
