Mach Natural Resources LP

Mach Natural Resources LP

MNR
Mach Natural Resources LPUS flagNew York Stock Exchange
13.01
USD
+0.03
- -
2.17BMarket Cap
2021 Y
2022 Y
2023 Y
2024 Y
2025 Y
TTM
Revenue per Share
4.13
9.87
8.03
9.94
8.94
8.77
Basic EPS, GAAP
1.46
5.44
4.37
3.8
2.18
1.58
Free Cash Flow per Basic Share
2.09
5.83
5.18
5.18
3.86
3.62
Dividend per Share
1.54
2.89
1.07
3.17
1.86
1.87
Book Value per Share
2.93
6.24
12.54
11.59
11.83
11.05
Tangible Book Value per Share
2.93
6.24
12.54
11.59
11.83
11.05
Basic Weighted Avg Shares
95
95
95
98
131
154
Sales/Revenue/Turnover
392
937
762
970
1,175
1,352
Operating Margin (%)
39.59
55.73
47.11
30.01
28.53
21.09
Depreciation Expense
41
89
138
271
293
358
Net Income, GAAP
138
517
415
370
286
244
Effective Tax Rate (%)
- -
- -
- -
- -
- -
- -
Profit Margin (%)
35.25
55.13
54.45
38.2
24.33
18.02
Working Capital
49
34
69
-30
18
-45
LT Debt
86
89
752
678
1,157
1,183
Total Equity
279
593
1,192
1,199
1,989
1,844
Return on Invested Capital (%)
- -
98.18
26.44
14.59
13.02
11.35
Return on Capital (%)
- -
98.67
31.47
23.86
14
13.41
Return on Common Equity (%)
- -
118.55
46.51
30.98
17.94
15.13

Capital Structure

FRC

in mil. unless spec.
Dec'25
Mar'26
Jun'26
ST Debt
7
7
9
LT Borrowings
1,144
1,135
1,170
LT Finance Leases
13
13
13
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
168
168
167
Market Capitalization
1,857
2,355
2,108

Working Capital

FRC

in mil. unless spec.
Dec'25
Mar'26
Jun'26
Total Current Assets
378
342
317
Cash, Cash Equivalents & STI
43
53
41
Accounts Receivable, Net
230
229
215
Inventories
44
42
42
Total Current Liabilities
360
411
362
Payables & Accruals
352
355
343
ST Debt
7
7
9
Deferred Revenue
- -
- -
- -

Growth Rates

FRC

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
- -
- -
65.91%
Free Cash Flow
- -
- -
0.33%
Net Income, GAAP
- -
- -
-22.79%
Sales/Revenue/Turnover
- -
- -
21.22%
Total Cash Common Dividend
- -
- -
-21.09%

Quarterly Revenue

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
239
240
256
235
970
2025
227
289
273
388
1,175
2026
286
406
- -
- -
- -

Quarterly Earnings Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
0.44
0.42
0.7
- -
3.8
2025
0.14
0.76
-0.28
- -
2.18
2026
-0.21
0.59
- -
- -
- -

Quarterly Dividends Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
0.95
0.75
0.88
- -
3.17
2025
0.53
0.79
0.36
- -
1.86
2026
0.53
0.64
- -
- -
- -

Company Description

APIChatGPT
CEO
Tom L. Ward
Full Time Employees
840
Sector
Energy
Industry
Oil & Gas Exploration & Production
Address
14201 Wireless Way Oklahoma City OK United States of America 73134
IPO Date
Oct 25, 2023
Website
machnr.com
Business
Mach Natural Resources LP is an independent upstream oil and gas company focused on the acquisition, development and production of oil, natural gas and natural gas liquids reserves, with operations in the Permian Basin, San Juan Basin and Anadarko Basin regions of Western Oklahoma, Southern Kansas and the Texas Panhandle; the company is headquartered in Oklahoma City, Oklahoma, and was founded in 2023. Mach engages in strategic asset acquisitions, midstream and water infrastructure ownership, and scalable development programs designed to enhance cash flow generation and distributions to unitholders. The business model centers on multi-basin asset diversification, accretive acquisitions, and active portfolio management to drive sustained production growth and reserve replacement. Main products and services: upstream oil and gas exploration, acquisition, development and production of crude oil, natural gas and natural gas liquids; ownership and operation of midstream assets including processing facilities, gathering systems and water management infrastructure; strategic asset acquisitions and divestitures to optimize portfolio balance; integrated operations encompassing reservoir optimization, commodity hedging guidance, and reservoir analytics to maximize value across basins. Latest major company changes: Mach executes transformative acquisitions to broaden basin exposure and scale, including the strategic acquisitions of Sabinal Energy and IKAV San Juan assets to create a multi-basin platform; the company upsizes and expands its credit facilities to support growth, including a larger revolving facility and new term loan, strengthening liquidity and balance sheet; governance updates and unit issuance to reflect acquisitions and capital deployment, with equity consideration to sellers and expanded ownership structures; these actions collectively expand production, increase gas exposure and grow net acreage, while aiming to deliver accretive cash distributions to unitholders. Mach also refines its operating footprint to pursue high-return opportunities across the Permian, San Juan and Anadarko basins, supporting accelerated development and reserve replacement. Industry context and segments: upstream oil and gas; midstream asset ownership; integrated energy development and risk-managed production; asset acquisitions and portfolio optimization; water infrastructure and processing facilities as part of field development and lifecycle operations. Geographic operations: United States; Permian Basin (Texas and New Mexico), San Juan Basin (New Mexico and Colorado), Anadarko Basin (Oklahoma, Kansas). Headquarters: Oklahoma City, Oklahoma. Founding year: 2023. Subsidiaries/relations: operates as an independent upstream platform with growth through identified acquisitions and asset partnerships; standalone corporate entity focusing on accretive, diversified asset base. Note: This description reflects publicly disclosed information on Mach Natural Resources LP’s business focus, recent growth actions, and geographic footprint, as reported in 2024–2026 disclosures and press releases.

Company News

APIChatGPT
  • Mach Natural Resources Q2 Earnings Call Highlights

  • Mach Natural Resources LP (MNR) Q2 2026 Earnings Call Transcript

  • Mach Natural Resources LP (MNR) Reports Q2 Earnings: What Key Metrics Have to Say

  • Mach Natural Resources LP (MNR) Q2 Earnings and Revenues Beat Estimates

  • Mach Natural Resources LP Reports Second Quarter 2026 Results; Declares Quarterly Cash Distribution of $0.36 Per Common Unit; Provides Updated 2026 Outlook

  • Mach Natural Resources LP Announces Earnings Release and Conference Call Schedule for Second Quarter 2026

  • The North American Midstream Universe in a Chart

  • EnerCom Announces SM Energy as a Keynote Speaker at the 31st EnerCom Denver - The Energy Investment Conference, on August 19, 2026, in Denver, Colorado

  • Analysts Estimate Mach Natural Resources LP (MNR) to Report a Decline in Earnings: What to Look Out for

  • Mach Natural Resources: CEO Keeps Buying This Cheap Permian Gas MLP

  • EnerCom Announces Premier Networking Events for the 31st Annual Energy Investment Conference, Including Monday Charity Golf Tournament, Monday VIP Welcome Mixer, and Tuesday Casino Night

  • New Strong Buy Stocks for May 20th

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  • Is Mach Natural Resources LP (MNR) Outperforming Other Oils-Energy Stocks This Year?

  • Mach Natural Resources LP (MNR) Upgraded to Strong Buy: Here's What You Should Know

  • Best Income Stocks to Buy for May 18th

  • Mach Natural Resources Q1 Earnings Call Highlights

  • Mach Natural Resources LP (MNR) Q1 2026 Earnings Call Transcript

  • Mach Natural Resources LP (MNR) Surpasses Q1 Earnings Estimates

  • Mach Natural Resources LP Reports First Quarter 2026 Results; Declares Quarterly Cash Distribution of $0.64 Per Common Unit