Mach Natural Resources LP

Mach Natural Resources LP

MNR
Mach Natural Resources LPUS flagNew York Stock Exchange
13.26
USD
+0.16
- -
2.21BMarket 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
8.97
Basic EPS, GAAP
1.46
5.44
4.37
3.8
2.18
1.71
Free Cash Flow per Basic Share
2.09
5.83
5.18
5.18
3.86
3.88
Dividend per Share
1.54
2.89
1.07
3.17
1.86
1.99
Book Value per Share
- -
- -
- -
- -
- -
- -
Tangible Book Value per Share
2.93
6.24
12.56
12.29
15.13
13.42
Basic Weighted Avg Shares
95
95
95
98
131
138
Sales/Revenue/Turnover
392
937
762
970
1,175
1,235
Operating Margin (%)
39.59
55.73
47.11
30.01
28.53
22.19
Depreciation Expense
41
89
138
271
293
327
Net Income, GAAP
138
517
415
370
286
235
Effective Tax Rate (%)
- -
- -
- -
- -
- -
- -
Profit Margin (%)
35.25
55.13
54.45
38.2
24.33
19.04
Working Capital
49
34
69
-30
18
-69
LT Debt
86
89
752
678
1,157
1,147
Total Equity
279
593
1,192
1,199
1,989
1,849
Return on Invested Capital (%)
- -
98.18
26.44
14.59
13.02
11.23
Return on Capital (%)
- -
562.44
92.25
59.72
37.12
38.54
Return on Common Equity (%)
- -
- -
- -
- -
- -
- -

Capital Structure

FRC

in mil. unless spec.
Sep'25
Dec'25
Mar'26
ST Debt
7
7
7
LT Borrowings
1,144
1,144
1,135
LT Finance Leases
14
13
13
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
168
168
168
Market Capitalization
1,568
1,313
1,928

Working Capital

FRC

in mil. unless spec.
Sep'25
Dec'25
Mar'26
Total Current Assets
375
378
342
Cash, Cash Equivalents & STI
54
43
53
Accounts Receivable, Net
213
230
229
Inventories
49
44
42
Total Current Liabilities
375
360
411
Payables & Accruals
368
352
355
ST Debt
7
7
7
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
- -
- -
- -
- -

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
- -
- -
- -
- -

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
- -
- -
- -
- -

Company Description

MCPAPIChat
CEO
Tom L. Ward
Full Time Employees
505
Sector
Energy
Industry
Oil & Gas Exploration & Production
Address
14201 Wireless Way Oklahoma City OK United States of America 73134
IPO Date
Oct 25, 2023
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

MCPAPIChat
  • 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

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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

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  • 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

  • Earnings Preview: Mach Natural Resources LP (MNR) Q1 Earnings Expected to Decline

  • Wall Street Analysts Believe Mach Natural Resources LP (MNR) Could Rally 45.03%: Here's is How to Trade

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

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  • Insider Buys $2 Million of Mach Units Despite Stock Falling 5% This Past Year

  • Why Mach Natural Resources LP (MNR) is Poised to Beat Earnings Estimates Again

  • Mach Natural Resources (NYSE:MNR) Insider Tom Ward Buys 153,256 Shares of Stock