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Mach Natural Resources (MNR) investor relations material
Mach Natural Resources Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary7 Nov, 2025
Executive summary
Achieved industry-leading distribution yield of $4.87 per unit through Q3 2025, with a 17% yield since 2024, outperforming peers in total shareholder return and cash returns on capital invested.
Closed $1.3B in strategic acquisitions in the San Juan and Permian Basins, expanding to 2.8 million net acres and 12,600 gross operated wells, and improving the corporate decline rate to 15%.
Q3 2025 average net production was 94,000 BOE/d (21% oil, 56% natural gas, 23% NGLs).
Declared a quarterly cash distribution of $0.27 per unit for Q3 2025, totaling $5.14 per unit since October 2023 IPO.
Four strategic pillars: maintain financial strength, disciplined execution, disciplined reinvestment, and industry-leading cash returns through distributions.
Financial highlights
Q3 2025 total revenues were $273M, with net income of ($35.7M) due to a $90.4M impairment charge; Adjusted EBITDA was $124M.
YTD 2025 net income was $69.9M, Adjusted EBITDA $406.3M, and cash available for distribution $186.4M.
Lease operating expense was $6.82/BOE; development CapEx was $59M for Q3 2025.
Cash balance stood at $54M with $295M available under the credit facility as of September 30, 2025.
Pro forma net debt-to-Adjusted EBITDA ratio was 1.3x at quarter end.
Outlook and guidance
Q4 2025 net daily production guidance: 147–155 Mboe/d; FY 2026 guidance: 150–157 Mboe/d.
Reduced 2026 drilling and completion capital guidance by 18% ($63M) while maintaining production targets.
Lease operating expense guidance: $6.80–$7.00/Boe; gathering and processing: $3.25–$3.50/Boe.
Development cost guidance for FY 2026: $315–$360M.
Heavily hedged for 2026, with significant volumes hedged through 2029.
Mancos well cost reduction strategy details
PE equity swap opportunities for leverage reduction
Deep Anadarko/Mancos drilling partner strategy
What drives confidence in well cost reductions?
How does current leverage impact M&A strategy?
What are key drivers for gas demand post-2025?
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Next Mach Natural Resources earnings date
Q4 202512 Mar, 2026
Next Mach Natural Resources earnings date
Q4 202512 Mar, 2026
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Frequently asked questions
Mach Natural Resources LP (MNR) is an independent upstream oil and gas company. Its core business focuses on the acquisition, development, and production of oil, natural gas, and natural gas liquids (NGL) reserves. The company operates primarily in the Anadarko Basin region, which spans Western Oklahoma, Southern Kansas, and the Texas Panhandle. The company is headquartered in Oklahoma City, Oklahoma, and its shares are listed on the New York Stock Exchange.
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