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May 7, 2026·SEC
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Mach Natural Resources LP(MNR)Earnings, Financials & Key Ratios
MNR•NYSE
$12.56
11.5× P/E·Price updated Jul 6, 2026
AboutMach Natural Resources LP, an independent upstream oil and gas company, focuses on the acquisition, development, and production of oil, natural gas, and natural gas liquids reserves in the Anadarko Basin region of Western Oklahoma, Southern Kansas, and the panhandle of Texas. The company was incorporated in 2023 and is headquartered in Oklahoma City, Oklahoma.Show more
- Revenue$1.18B+21.2%
- EBITDA$628M+11.8%
- Net Income$286M+54.4%
- EPS (Diluted)1.09-42.6%
- Gross Margin33.35%-2.5%
- EBITDA Margin53.44%-7.8%
- Operating Margin28.53%-4.9%
- Net Margin24.33%+27.4%
- ROE17.94%+15.8%
MNR Price & Volume
Mach Natural Resources LP (MNR) stock price & volume — 10-year historical chart
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Acquisition Driven Growth Masks Structural Margin Volatility
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Mixed
Profitability:Strained
Financial:Adequate
Cash Flow:Mixed
Primary Risk:Asset Maintenance and Liquidity
Key Thesis Takeaways
- Mach Natural Resources pursues an aggressive inorganic growth strategy that has expanded total assets to $3.7B, yet this expansion creates significant operational complexity and earnings volatility.
- While the company maintains a high dividend yield of 14.6%, the sustainability of these payouts is challenged by erratic free cash flow and rising capital intensity.
- Investors should monitor whether the company can stabilize its cost structure and manage its $1.2B debt load as it integrates mature, declining wellbores.
Verdict Logic
while the 14.6% dividend yield is attractive, the company's 2026Q1 net loss of $35.0M and tightening current ratio of 0.83 suggest significant risks to long-term capital preservation.
MNR Growth Metrics
Mach Natural Resources LP (MNR) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-
5 Years-
3 Years7.83%
TTM39.09%
Profit CAGR
10 Years-
5 Years-
3 Years-17.9%
TTM-31.78%
EPS CAGR
10 Years-
5 Years-
3 Years-41.48%
TTM-53.75%
Return on Capital
10 Years36.92%
5 Years36.92%
3 Years17.63%
Last Year12.41%
MNR Recent Earnings
Mach Natural Resources LP (MNR) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 6/12 qtrs (55%)●Beat Revenue 5/12 qtrs (45%)
Q2 2026Latest
May 7, 2026Metric
Actual
Est
EPS
$0.74+45.4%
$0.51
Rev
$286M-28.1%
$398M
Q2 2026
Mar 12, 2026Metric
Actual
Est
EPS
$0.43+65.4%
$0.26
Rev
$362M+1.1%
$358M
Q4 2025
Nov 6, 2025Metric
Actual
Est
EPS
$0.44+29.4%
$0.34
Rev
$273M-23.7%
$357M
Q3 2025
Aug 7, 2025Metric
Actual
Est
EPS
$0.76+43.4%
$0.53
Rev
$289M+18.4%
$244M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 7, 2026 | $0.74vs $0.51+45.4% | $286Mvs $398M-28.1% |
| Q2 2026 | Mar 12, 2026 | $0.43vs $0.26+65.4% | $362Mvs $358M+1.1% |
| Q4 2025 | Nov 6, 2025 | $0.44vs $0.34+29.4% | $273Mvs $357M-23.7% |
| Q3 2025 | Aug 7, 2025 | $0.76vs $0.53+43.4% | $289Mvs $244M+18.4% |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for Mach Natural Resources LP (MNR)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $12.56 | $2.11B | 11.52 | 21.22% | 24.33% | 17.94% | 14.8% | |
| $17.92 | $693.32M | -3.78 | 26.15% | -69.28% | -74.84% | — | |
| $27.38 | $2.34B | 3.24 | 49.76% | 13.56% | 9.55% | — | |
| $111.59 | $6.33B | 150.80 | -7.12% | -1.25% | -0.83% | — | |
| $26.35 | $3.03B | 4.67 | 18.07% | 3.45% | 2.49% | — | |
| $25.01 | $4.64B | 14.29 | -0.31% | 24.4% | 16.03% | — |
Compare MNR vs Peers
Mach Natural Resources LP (MNR) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
MNR SEC Filings & Documents
Mach Natural Resources LP (MNR) SEC filings — annual & quarterly reports (10-K, 10-Q)
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MNR Frequently Asked Questions
Mach Natural Resources LP (MNR) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Mach Natural Resources LP's revenue?
Mach Natural Resources LP (MNR) reported $1.33B in revenue for fiscal year 2025. This represents a 239% increase from $392.5M in 2021.
How fast is Mach Natural Resources LP growing?
Mach Natural Resources LP (MNR) grew revenue by 21.2% over the past year. This is strong growth.
Is MNR profitable?
Yes, Mach Natural Resources LP (MNR) is profitable, generating $235.0M in net income for fiscal year 2025 (24.3% net margin).
Dividend & Returns
Does MNR pay dividends?
Yes, Mach Natural Resources LP (MNR) pays a dividend with a yield of 14.80%. This makes it attractive for income-focused investors.
What is MNR's return on equity?
Mach Natural Resources LP (MNR) has a return on equity (ROE) of 17.9%. This is reasonable for most industries.
What is Mach Natural Resources LP's free cash flow?
Mach Natural Resources LP (MNR) generated $96.8M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.