EQT has delivered strong YoY share price gains, driven by rising natural gas demand and operational improvements. The company is expanding its asset base, growing its portfolio, and successfully lowering its breakeven costs. These strategic moves position EQT to generate substantial shareholder returns moving forward.
EQT's recent sell-off is overdone; the current weakness in natural gas prices is temporary and creates a compelling buying opportunity. Futures markets and hedging activity from EQT and peers suggest smart money expects higher gas prices into 2026 and beyond. EQT's low-cost structure and limited 2026 hedging reflect management's confidence in future gas price recovery and free cash flow generation.
Key Points in This Article: Nvidia has been a top-performing investment due to its leadership in AI and semiconductors, with strong growth potential.
The AI boom is driving a massive increase in electricity demand, particularly from data centers, which is expected to significantly increase natural gas consumption in the United States in the coming years.
Energy stocks are notoriously cyclical. Over the last five years, the sector has lagged the broader market, especially the tech sector, mainly due to the global pandemic and uneven economic recovery.
The headline numbers for EQT (EQT) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
EQT beats Q2 earnings expectations on strong upstream performance, yet the stock falls nearly 4% post-release.
EQT Corp (NYSE: EQT) has re-entered the limelight—but not in the manner investors desired. Shares of the most significant natural gas producer in the U.S. plummeted nearly 12% over the past five days, significantly trailing the broader energy sector.
EQT Corporation's earnings beat was driven by expected cost reductions from the Equitrans acquisition. Another acquisition and some outperformances should further lower costs by $0.06/MCF. Owning midstream assets has shifted some costs into profits.
EQT Corporation (NYSE:EQT ) Q2 2025 Earnings Conference Call July 23, 2025 10:00 AM ET Company Participants Cameron Horwitz - Managing Director of Investor Relations & Strategy Toby Rice - President, CEO & Director Jeremy Knop - Chief Financial Officer Conference Call Participants Douglas George Blyth Leggate - Wolfe Research, LLC Devin McDermott - Morgan Stanley, Research Division Arun Jayaram - JPMorgan Chase & Co, Research Division Neil Mehta - Goldman Sachs Group, Inc., Research Division Kaleinoheaokealaula Akamine - BofA Securities, Research Division Joshua Silverstein - UBS Investment Bank, Research Division Wei Jiang - Barclays Bank PLC, Research Division Phillip Jungwirth - BMO Capital Markets Equity Research Scott Hanold - RBC Capital Markets, Research Division Roger Read - Wells Fargo Securities, LLC, Research Division Jacob Roberts - Tudor, Pickering, Holt & Co. Securities, LLC, Research Division John Annis - Texas Capital Operator Thank you for standing by. I would like to welcome everyone to EQT Q2 2025 Quarterly Results Conference Call.
EQT posts a Q2 earnings beat on stronger production and pricing, but revenues and volume still fall short of estimates.
EQT Corporation (EQT) came out with quarterly earnings of $0.45 per share, beating the Zacks Consensus Estimate of $0.44 per share. This compares to a loss of $0.08 per share a year ago.