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ARC Resources (ARX) investor relations material
ARC Resources Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary1 Aug, 2025
Executive summary
Q2 2025 production averaged 357,000–357,228 BOE/day, up 8% year-over-year and 11% per share, with 39–40% liquids and 60–61% natural gas; Kakwa acquisition added 40,000 BOE/day and Attachie averaged 26,833 BOE/day.
Kakwa acquisition completed for $1.6B in July 2025, expanding core assets, extending inventory by 3 years, and funded with debt.
100% of free funds flow ($186–$188M in Q2) returned to shareholders via dividends and buybacks.
Attachie and Kakwa multi-phase developments support long-term growth, with Attachie H2 2025 forecast at 35,000–40,000 BOE/day.
Strategic focus on margin expansion, LNG-linked pricing, and disciplined capital allocation to drive free funds flow per share growth through 2028.
Financial highlights
Q2 2025 net income: $396M, up 65% year-over-year; funds from operations: $682M ($1.17/share); free funds flow: $186M ($0.32/share).
Quarterly dividend of $0.19/share, yielding 2.8% as of July 2025; dividend payout ratio targeted at ~15% of cash flow.
Net debt at June 30, 2025: $1.3B (0.4x FFO); post-Kakwa, net debt at $2.8B; enterprise value at $18.4B.
Realized natural gas price: $3.19/Mcf, $1.12 above AECO; operating expense: $5.17/BOE, down 6% year-over-year.
Free funds flow per share targeted to triple by 2028, with cumulative FFF of $7–10B (2024–2028) depending on commodity prices.
Outlook and guidance
2025 production guidance raised to 385,000–395,000 BOE/day, with H2 2025 expected above 410,000 BOE/day; crude oil and condensate at 107,000–120,000 bbl/d.
2025 capital expenditures revised to $1.85–$1.95B, up from prior guidance, mainly for Kakwa and Attachie; 55% allocated to Alberta, 45% to BC.
Free funds flow for 2025 projected at $1.3–$1.5B, with nearly all to be returned to shareholders.
Operating expense guidance increased to $5.00–$5.50/BOE due to Kakwa, Sunrise curtailments, and water handling.
Attachie Phase II investment decision expected with 2026 budget in November.
Explain the rationale for Sunrise curtailments.
Assess the impact of Kakwa acquisition on 2025 guidance.
Elaborate on Attachie well design optimization.
Attachie: Detail wider spacing trial results.
Kakwa acquisition: Optimize infrastructure?
Op cost guidance: Break down the 3 sources?
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Next ARC Resources earnings date
Q3 20256 Nov, 2025
Next ARC Resources earnings date
Q3 20256 Nov, 2025
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Frequently asked questions
ARC Resources Ltd. explores, develops, and produces crude oil, natural gas, and natural gas liquids in Canada. The company holds interests in approximately 3.2 million acres of land primarily located in western Canada; and approximately 1,300 net producing conventional natural gas wells. It also operates a gas gathering and processing system. The company was formerly known as Alberta Energy Company Ltd. and changed its name to ARC Resources Ltd. in December 2000. ARC Resources Ltd. was founded in 1996 and is headquartered in Calgary, Canada
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