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BKV Corporation(BKV)Earnings, Financials & Key Ratios
BKV•NYSE
$26.73
13.7× P/E·Price updated Jul 7, 2026
AboutBKV Corporation engages in the acquisition, operation, and development of natural gas and NGL properties. It is also involved in the gathering, processing, and transportation of natural gas. The company was founded in 2015 and is based in Denver, Colorado with additional offices in Tunkhannock, Pennsylvania and Fort Worth, Texas. BKV Corporation, LLC operates as a subsidiary of Banpu North America Corporation.Show more
- Revenue$896M+48.2%
- EBITDA$318M+404.5%
- Net Income$173M+221.2%
- EPS (Diluted)1.95+196.5%
- Gross Margin31.68%-50.5%
- EBITDA Margin35.54%+240.5%
- Operating Margin17.79%+169.5%
- Net Margin19.33%+181.8%
- ROE9.55%+201.5%
BKV Price & Volume
BKV Corporation (BKV) stock price & volume — 10-year historical chart
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Aggressive Asset Expansion Pressures Operational Cash Flow
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Accelerating
Profitability:Strained
Financial:Healthy
Cash Flow:Mixed
Primary Risk:Capital intensity of CCS
Key Thesis Takeaways
- BKV Corporation is currently navigating a period of aggressive asset expansion, evidenced by a total asset base that grew to $4.2 billion in 2026Q1.
- While top-line growth has accelerated to 68.2% year-over-year, the company faces significant headwinds from rising capital intensity and structural margin compression.
- Investors should monitor the sustainability of this capital-heavy strategy, as the current reliance on external debt to fund operations may limit future financial flexibility.
Verdict Logic
while top-line growth is accelerating at 68.2%, the company's inability to generate positive free cash flow, which reached a negative $161.0 million in 2026Q1, warrants a cautious approach until operational leverage improves.
BKV Growth Metrics
BKV Corporation (BKV) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-
5 Years48.86%
3 Years-18.59%
TTM51.33%
Profit CAGR
10 Years-
5 Years-
3 Years-24.99%
TTM261.72%
EPS CAGR
10 Years-
5 Years-
3 Years-26.34%
TTM245.37%
Return on Capital
10 Years4.41%
5 Years5.45%
3 Years2.16%
Last Year6.4%
BKV Recent Earnings
BKV Corporation (BKV) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 5/12 qtrs (71%)●Beat Revenue 3/12 qtrs (43%)
Q2 2026Latest
May 7, 2026Metric
Actual
Est
EPS
$0.22-38.9%
$0.36
Rev
$433M+28.2%
$338M
Q1 2026
Feb 25, 2026Metric
Actual
Est
EPS
$0.29-21.6%
$0.37
Rev
$330M+27.2%
$260M
Q4 2025
Nov 10, 2025Metric
Actual
Est
EPS
$0.50+127.3%
$0.22
Rev
$203M-11.9%
$230M
Q3 2025
Aug 12, 2025Metric
Actual
Est
EPS
$0.39+160.0%
$0.15
Rev
$204M-17.0%
$246M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 7, 2026 | $0.22vs $0.36-38.9% | $433Mvs $338M+28.2% |
| Q1 2026 | Feb 25, 2026 | $0.29vs $0.37-21.6% | $330Mvs $260M+27.2% |
| Q4 2025 | Nov 10, 2025 | $0.50vs $0.22+127.3% | $203Mvs $230M-11.9% |
| Q3 2025 | Aug 12, 2025 | $0.39vs $0.15+160.0% | $204Mvs $246M-17.0% |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for BKV Corporation (BKV)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $26.73 | $2.92B | 13.71 | 48.16% | 19.33% | 9.55% | — | |
| $35.24 | $10.92B | 17.36 | 21.73% | 17.54% | 12.43% | — | |
| $51.76 | $32.37B | 15.64 | 73.74% | 33.4% | 12.41% | — | |
| $37.85 | $8.92B | 13.81 | 27.56% | 28.41% | 20.93% | — | |
| $32.56 | $24.72B | 14.47 | -49.62% | 25.71% | 11.26% | — | |
| $33.25 | $4.72B | 8.35 | 59.19% | 50.85% | 27.46% | — |
Compare BKV vs Peers
BKV Corporation (BKV) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
BKV SEC Filings & Documents
BKV Corporation (BKV) SEC filings — annual & quarterly reports (10-K, 10-Q)
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BKV Frequently Asked Questions
BKV Corporation (BKV) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is BKV Corporation's revenue?
BKV Corporation (BKV) reported $1.02B in revenue for fiscal year 2025. This represents a 734% increase from $122.5M in 2020.
How fast is BKV Corporation growing?
BKV Corporation (BKV) grew revenue by 48.2% over the past year. This is strong growth.
Is BKV profitable?
Yes, BKV Corporation (BKV) is profitable, generating $295.9M in net income for fiscal year 2025 (19.3% net margin).
Dividend & Returns
What is BKV's return on equity?
BKV Corporation (BKV) has a return on equity (ROE) of 9.6%. This is below average, suggesting room for improvement.
What is BKV Corporation's free cash flow?
BKV Corporation (BKV) had negative free cash flow of $198.7M in fiscal year 2025, likely due to heavy capital investments.