Chord Energy Reports Third Quarter 2026 Financial and Operating Results, Declares Base Dividend, and Updates 2026 Outlook
Chord Energy delivered a strong third quarter with oil volumes of 165.5 MBopd above the top-end of guidance, net income of $181.6MM ($3.29/diluted share) and Adjusted Net Income of $332.9MM ($6.08/diluted share). The company raised FY26 oil volume guidance ~1% to 162.5 MBopd and lifted FY26 Adjusted Free Cash Flow expectations by ~$200MM since August, with run-rate savings now $225MM.
Key figures
- Eps
- 3.29
- Revenue
- 1408400000
- Guidance
- FY26 oil volumes raised ~1% to 162.5 MBopd midpoint; FY26 CapEx raised from $1.4B to $1.46B; FY26 Adjusted EBITDA ~$3.4B and Adjusted FCF ~$1.6B
- Revenue Yoy
- ~46% (oil, NGL and gas revenues $1,408.4MM vs $966.8MM in 3Q25)
- Cash
- 804700000
- Capex
- 381800000
- Liquidity
- 2774400000
- Total debt
- 1500000000
- Q3 buybacks
- $205.0MM at $135.74/share (1,510,156 shares)
- Adjusted eps
- 6.08
- Adjusted fcf
- 442000000
- Q4td buybacks
- $78MM at $146.84/share
- Adjusted ebitda
- 871300000
- Oil volumes mbopd
- 165.5
- Fy26 run rate savings
- $225MM
- Base dividend per share
- 1.3
- Net cash from operations
- 781400000
AI analysis
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