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CNX Resources Tops Q3 Earnings Estimates, Ups '25 Production Volume

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Key Takeaways

  • CNX Resources' Q3 earnings of 49 cents beat estimates and rose 19.5% from last year.
  • Revenues climbed 19.5% to $423 million on higher production volumes and cost control.
  • CNX repurchased 6.1M shares and raised 2025 production guidance to 620-625 Bcfe.

CNX Resources Corporation (CNX - Free Report) reported third-quarter 2025 operating earnings of 49 cents per share, which beat the Zacks Consensus Estimate of 37 cents by 32.4%. The bottom line also increased 19.5% from 41 cents in the year-ago quarter.

CNX’s Revenues

The company reported revenues of $423 million, which topped the Zacks Consensus Estimate of $366 million by 15.6%. The top line also rose 19.5% from the prior-year quarter’s $354 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 Q3 Release

The average selling price in the quarter was $2.62 per thousand cubic feet equivalent (Mcfe), down 0.4% from the year-ago figure of $2.63. The total production cost was $1.71 per Mcfe, down 2.8% year over year.

Total production volumes were 161.3 billion cubic feet equivalent (Bcfe), up 19.9% year over year.

Interest expenses totaled $43 million, up 13.3% year over year.

During the third quarter, CNX Resources repurchased 6.1 million shares at an average price of $30.12 per share for a total cost of $182 million. Over the past 20 quarters, CNX has repurchased approximately 43% of its outstanding shares.

CNX’s Financial Update

As of Sept. 30, 2025, CNX Resources had cash and cash equivalents of $4.7 million compared with $17.2 million as of Dec. 31, 2024.

Long-term debt as of Sept. 30, 2025 was $2.25 billion compared with $1.84 billion as of Dec. 31, 2024.

Cash from operating activities for the first nine months of 2025 totaled $731.9 million compared with $547 million in the year-ago period. Free cash flow amounted to $226 million.

Capital expenditure for the first nine months totaled $320.6 million compared with $434.8 million in the year-ago period.

CNX’s Guidance

CNX Resources now expects 2025 total capital expenditure between $475 and $500 million from the previous range of $450-$500 million.

The company now expects 2025 production volume in the band of 620-625 Bcfe compared with the previous guidance of 615-620 Bcfe. 

Total free cash flow is now expected to be $640 million.

CNX now expects 2025 adjusted EBITDAX in the range of $1.2-$1.225 billion compared with the previous 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

Energy Transfer LP (ET - Free Report) is slated to report third-quarter results on Nov. 5, after market close. The Zacks Consensus Estimate for earnings is pegged at 33 cents per unit, which indicates a year-over-year rise of 3.1%.

ET’s long-term (three to five years) earnings growth rate is 12.24%. The Zacks Consensus Estimate for third-quarter sales stands at $22.91 billion, which suggests year-over-year growth of 10.3%.

Plains All American Pipeline (PAA - Free Report) is slated to report third-quarter results on Nov. 5, before market open. The Zacks Consensus Estimate for earnings is pegged at 34 cents per unit, which calls for a year-over-year fall of 8.1%.

The Zacks Consensus Estimate for third-quarter sales stands at $12.96 billion, which suggests year-over-year growth of 1.7%.

Delek Logistics Partners, LP (DKL - Free Report) is scheduled to release third-quarter results on Nov. 7, before market open. The Zacks Consensus Estimate for earnings is pegged at $1.11 per unit, which indicates a year-over-year increase of 56.3%.

DKL’s long-term earnings growth rate is 11.32%. The Zacks Consensus Estimate for third-quarter sales is pegged at $254.4 million, which implies a year-over-year rise of 18.8%.

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