Chord Energy Q4 Revenue Falls 39.7% to $876.6M, EPS Tops Estimates by 9%
Chord Energy reported Q4 revenue of $876.6 million, down 39.7% year-over-year, missing consensus by 3.75%. Adjusted EPS of $1.28 topped estimates by 9.03% while average daily production of 272,800 boe/d slightly trailed the 275,336 boe/d forecast and gas prices of $1.56 per Mcf beat the $1.38 estimate.
1. Q4 Financial Results
Chord Energy reported fourth-quarter revenue of $876.6 million, down 39.7% year-over-year and 3.75% below consensus, while adjusted EPS of $1.28 delivered a 9.03% surprise compared with $3.49 in the prior year.
2. Production and Pricing Metrics
Average daily production totaled 272,800 boe/d versus the 275,336 boe/d estimate, with 153,000 bbl/d of oil, 404,200 Mcf/d of natural gas and 52,400 bbl/d of NGLs; realized natural gas prices of $1.56 per Mcf outpaced the $1.38 forecast, though NGL pricing lagged.
3. Market Reaction and Outlook
The shares have climbed 7% over the past month despite a Strong Sell rating, and investors will focus on management commentary and the 2026 guidance for insight into future earnings and cash flow trends.