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Mar 31

CNX Resources Q1 2025 Earnings Report

CNX Resources delivered strong Q1 2025 results, continuing its streak of free cash flow generation and completing a major acquisition.

Key Takeaways

In Q1 2025, CNX Resources reported consistent free cash flow, strategic share repurchases, and the integration of Apex Energy, demonstrating operational discipline and capital efficiency.

Generated $100,000,000 in free cash flow in Q1 2025

Repurchased 4,200,000 shares at an average price of $29.88

Completed acquisition of Apex Energy, raising net debt to $2,700,000,000

Earned $19,000,000 from environmental attribute sales tied to Coal Mine Methane volumes

Total Revenue
$360M
Previous year: $377M
-4.5%
EPS
$0.39
Previous year: $0.46
-15.2%
Environmental sales
$19M
Coal Mine Methane Vol.
4.3B
Shares repurchased
4.2M
Free Cash Flow
$100M
Previous year: $16.9M
+492.4%

CNX Resources

CNX Resources

Forward Guidance

CNX reaffirmed 2025 production and capital plans, with a stronger outlook for free cash flow per share due to share count reduction.

Positive Outlook

  • Production guidance maintained at 605 to 620 Bcfe
  • Free cash flow forecast for 2025 increased to $3.97 per share
  • Capital expenditure guidance remains at $450M to $500M
  • Ongoing share repurchases enhancing per-share value
  • Operational plans on track with continued safety and efficiency

Challenges Ahead

  • Higher net debt following Apex acquisition
  • FCF projections reliant on NYMEX pricing at $3.76/MMBtu
  • No operating income disclosed
  • No geographic revenue breakdown provided
  • Limited financial detail on Apex integration impact