Beyond analysts' top-and-bottom-line estimates for Chord Energy Corporation (CHRD), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended December 2025.
Chord Energy Corporation (CHRD) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Chord Energy is rated BUY for its operational efficiency, resilience, and undervaluation amid weak oil prices. CHRD's 4-mile well program and strategic M&A are driving capital efficiency and expanding high-margin inventory. Despite oil price declines, CHRD's EBITDA has grown, and its strong balance sheet is ignored by the market.
Chord Energy offers compelling value, with robust free cash flow, cost efficiencies, and a healthy balance sheet supporting a Strong Buy rating. CHRD's operational improvements, including 4-mile laterals and the recent Williston Basin acquisition, lower their breakeven and extend inventory life, enhancing long-term competitiveness. Despite macro volatility and oil price risks, CHRD's disciplined capital allocation, 5.3% dividend yield, and aggressive buybacks provide strong shareholder returns, backed by exceptional cash flows.
Chord Energy Corporation (CHRD) reported earnings 30 days ago. What's next for the stock?
CHRD's Q3 results top estimates on strong revenues and cost control, though earnings and production slip from last year.
Chord Energy Corporation ( CHRD ) Q3 2025 Earnings Call November 5, 2025 11:00 AM EST Company Participants Bob Bakanauskas - Vice President of Investor Relations Daniel Brown - President, CEO & Director Richard Robuck - Executive VP, CFO & Treasurer Darrin Henke - Executive VP & COO Michael Lou - Executive VP, Chief Strategy Officer & Chief Commercial Officer Conference Call Participants Scott Hanold - RBC Capital Markets, Research Division Derrick Whitfield - Texas Capital Securities, Research Division John Abbott - Wolfe Research, LLC Noah Hungness - BofA Securities, Research Division Hsu-Lei Huang - Tudor, Pickering, Holt & Co. Securities, LLC, Research Division David Deckelbaum - TD Cowen, Research Division Kevin MacCurdy - Pickering Energy Partners Insights Paul Diamond - Citigroup Inc., Research Division Paul Cheng - Scotiabank Global Banking and Markets, Research Division Geoff Jay - Daniel Energy Partners, LLC Noel Parks - Tuohy Brothers Investment Research, Inc. Presentation Operator Good morning, ladies and gentlemen, and welcome to the Chord Energy Third Quarter 2025 Earnings Conference Call. [Operator Instructions] This call is being recorded on Wednesday, November 5, 2025.
Chord Energy Corporation (CHRD) came out with quarterly earnings of $2.35 per share, beating the Zacks Consensus Estimate of $2.24 per share. This compares to earnings of $3.4 per share a year ago.
Chord Energy Corporation (CHRD) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Chord Energy remains a Strong Buy, offering strong financials, operational efficiency, and shareholder returns despite recent stock declines and oil price pressures. CHRD expects $850 million in free cash flow for 2025, supporting a combined yield of about 12.1% based on their policy, supported by an overall healthy balance sheet. The company is expanding through a $550 million Williston Basin acquisition announced recently, maintaining low leverage and capitalizing on distressed market conditions.
CHRD is set to acquire XTO Energy's Williston Basin assets for $550M, boosting production, efficiency and shareholder returns.
Chord Energy Corporation (CHRD) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock suggests that there could be more strength down the road.