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CNX Resources Q2 Earnings Beat Estimates, Revenues Increase Y/Y

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Key Takeaways

  • CNX posted Q2 EPS of 59 cents, up 64% year over year and above estimates of 39 cents per share.
  • Production rose 25% to 167.6 Bcfe, while per-unit costs fell and prices edged higher.
  • CNX repurchased 3.7M shares in Q2 and cut adjusted net debt by $69M during the quarter.

CNX Resources Corporation (CNX - Free Report) reported second-quarter 2025 operating earnings of 59 cents per share, which beat the Zacks Consensus Estimate of 39 cents by 51.3%. The bottom line also increased 63.9% from 36 cents in the year-ago quarter.

CNX’s Revenues

The company reported revenues of $450 million, which missed the Zacks Consensus Estimate of $457 million by 1.4%. However, the top line increased 30.1% from the prior-year quarter’s $346 million.

 

CNX Resources Corporation. Price, Consensus and EPS Surprise

CNX Resources Corporation. Price, Consensus and EPS Surprise

CNX Resources Corporation. price-consensus-eps-surprise-chart | CNX Resources Corporation. Quote

Highlights of CNX’s Q2 Release

The average selling price in the quarter was $2.68 per thousand cubic feet equivalent (Mcfe), up 3.9% from the year-ago figure of $2.58. Total production cost was $1.67 per Mcfe, down 2.3% year over year.

Total production volumes were 167.6 billion cubic feet equivalent (Bcfe), up 25.1% year over year. 

Interest expenses totaled $44 million, up 13.9% year over year.

During the second quarter, CNX Resources repurchased 3.7 million shares at an average price of $31.24 per share for a total cost of $114 million. Over the past 19 quarters, CNX has repurchased approximately 40% of its outstanding shares.

CNX Resources’ adjusted net debt decreased by $69 million.

CNX’s Financial Update

As of June 30, 2025, CNX Resources had cash and cash equivalents of $3.39 million compared with $17.2 million as of Dec. 31, 2024.

Long-term debt as of June 30, 2025, was $2.29 billion compared with $1.84 billion as of Dec. 31, 2024.

Cash from operating activities for the first six months of 2025 totaled $282.5 million compared with $191.8 million in the year-ago period. Free cash flow amounted to $188 million.

Capital expenditure for the first six months totaled $113.6 million compared with $151.9 million in the year-ago period.

CNX’s Guidance

CNX Resources continues to expect 2025 total capital expenditure to be between $450 million and $500 million. 

The company expects 2025 production volume to be in the band of 615-620 Bcfe compared with the previous guidance of 605-620 Bcfe. 

Total free cash flow is expected to be $575 million.

CNX also expects 2025 adjusted EBITDAX to be in the range of $1.225-$1.275 billion.

CNX’s Zacks Rank

The company currently has a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

Upcoming Releases

ONEOK, Inc. (OKE - Free Report) is slated to report second-quarter results on Aug. 4, after market close. The Zacks Consensus Estimate for earnings is pegged at $1.39 per share, which indicates year-over-year growth of 4.5%. 

OKE’s long-term (three to five years) earnings growth rate is 7.68%. The Zacks Consensus Estimate for 2025 earnings is pinned at $5.57 per share.

Devon Energy (DVN - Free Report) is slated to report second-quarter results on Aug. 5, after market close. The Zacks Consensus Estimate for earnings is pegged at 82 cents per share.

DVN’s long-term earnings growth rate is 3.42%. The Zacks Consensus Estimate for second-quarter sales is pinned at $4.02 billion.

Energy Transfer (ET - Free Report) is slated to report second-quarter results on Aug. 6, after market close. The Zacks Consensus Estimate for earnings is pegged at 32 cents per unit, which indicates a year-over-year decrease of 8.6%. 

ET’s long-term earnings growth rate is 13.67%. The Zacks Consensus Estimate for 2025 earnings is pegged at $1.41 per unit, which indicates a year-over-year increase of 10.2%. 

 

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