CHRD
Chord Energy Corporation
Price as of Jul 20, 2026
CHRD earnings
Chord Energy Corporation earnings
Reported EPS and revenue history, upcoming estimates and available earnings-call summaries.
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 6, 2026 | $3.49 | $4.56 | +30.7% | $1.7B | +37.9% |
| Feb 26, 2026 | $1.17 | $1.28 | +9.4% | $1.2B | +15.3% |
| Aug 6, 2025 | $1.88 | $1.79 | -4.8% | $1.2B | +24.7% |
| Feb 21, 2024 | $4.97 | $5.25 | +5.6% | $965M | +11.1% |
| Nov 1, 2023 | $4.97 | $5.04 | +1.4% | $1.1B | +40.0% |
| Aug 2, 2023 | $3.83 | $3.65 | -4.7% | $912M | +30.0% |
| May 3, 2023 | $4.15 | $4.50 | +8.4% | $897M | +26.4% |
| Feb 22, 2023 | $5.89 | $5.28 | -10.4% | $1.0B | +26.2% |
| Nov 2, 2022 | $8.06 | $7.20 | -10.7% | $1.2B | +41.6% |
| Aug 3, 2022 | $8.26 | $7.30 | -11.6% | $789M | +91.8% |
| May 4, 2022 | $6.72 | $8.32 | +23.8% | $653M | +78.9% |
| Feb 23, 2022 | $5.44 | $5.68 | +4.4% | $522M | +62.2% |
Earnings call summary
Q1 FY2026 · May 6, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
- Monitoring production of four-mile laterals to potentially adjust contribution assumptions. - Expecting strong crude differentials to last through second quarter and maybe beyond. - Satisfied with current activity levels, with no immediate need to push incremental activity. - Like current stock price for buybacks, with plan to focus on highest return wells first. - Tuning pad showed cost and productivity in line with expectations, with learnings applied to future four-mile pad development. - Focus on improvement across all business aspects, including bifurcating production engineering team for better focus on wells.
Guidance
- Crude differentials expected to last through second quarter and maybe into second half. - Activity levels unlikely to change given current market dynamics. - Higher oil prices could unlock inventory, but will continue to target highest return wells first. - Inventory is based on sub-60 WTI assumption, and higher oil prices could change inventory view. - 40% of 2026 tills and 60% of spuds being four-mile laterals, with spud tilt this year impacting 2027 production profile.
Segment performance
No specific financial performance details for each product segment provided
Risks & headwinds
No detailed discussion of risks and operational failures
Analyst Q&A
Q: Touch on crude differentials, second half outlook and pricing above WTI;
A: Strong differentials in basin, expected to last through second quarter and maybe beyond, depending on broader global markets.
Q: Capital plans, 4Q dip and running higher activity;
A: Happy with current activity levels, not seeing need to push incremental activity.
Q: Shareholder returns, buybacks and stock price;
A: Like current stock price for buybacks, will consider tapering back if stock price underwrites significantly higher world price.
Q: Learnings from tuning pad, cost reductions and four-mile pad development;
A: Happy with tuning pad results, saw efficiencies across pad, costs in line with expectations.
Q: Capital allocation, higher oil prices and inventory;
A: Continue to focus on highest return wells first.
Q: Four-mile spud tilt impact on 2027 production and ceiling on four-mile development;
A: 60% four-mile spuds this year will roll into 2027 production, development programs mirror inventory makeup.
Q: XTO assets re-permitting and Marcellus acreage;
A: XTO re-permitting likely to contribute more in 2028, Marcellus is non-core, looking to maximize value.
Q: M&A, Bakken package and leverage on upside;
A: Positioned well to compete in Bakken M&A, but disciplined, with lull in M&A during rapid price movement but assets likely to come to market with gap in valuations to close
Earnings history is derived from company filings and calendar data. Call summaries are grouped by reporting period. Latest covered event: 2026-08-05.