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Sep 30, 2025
Chord Energy Q3 2025 Earnings Report
Chord Energy reported third quarter results with solid net income and strong operational execution, supported by oil production above guidance and disciplined capital management.
Key Takeaways
Chord Energy posted net income of $130.1 million for Q3 2025 with EPS of $2.26, driven by oil volumes above the midpoint of guidance, cost-efficient operations, and continued success in 4-mile lateral wells.
Generated $130.1 million in net income with EPS of $2.26 and adjusted EPS of $2.35.
Achieved average daily oil production of 155.7 MBopd, above midpoint of guidance.
Returned 69% of adjusted free cash flow to shareholders through dividends and buybacks.
Completed acquisition of Williston Basin assets from XTO for $542.2 million.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Chord expects stronger Q4 volumes from XTO assets and higher FY25 oil volumes, maintaining capital discipline and adjusting operating cost metrics accordingly.
Positive Outlook
- Increased FY25 oil volume guidance to 153.3 MBopd, excluding XTO.
- XTO assets expected to contribute 4.0 MBopd in Q4 2025.
- Maintained FY25 CapEx at $1.35 billion, demonstrating capital discipline.
- Lowered FY25 Cash G&A to $90 million due to strong YTD execution.
- Marketing agreements expected to deliver $30MM-$50MM in annualized FCF savings.
Challenges Ahead
- LOE for FY25 increased to $9.73/Boe due to Marcellus curtailments.
- FY25 Cash Interest raised to $79MM following 2030 note issuance.
- Natural gas volumes slightly below Q2 levels.
- Natural gas realization was only 26% of Henry Hub in Q3.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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