Jun 2026 (Q2 FY26) — Aug 11, 2026
Infinity Natural Resources Q2 FY26 — Record Adjusted EBITDAX and Antero Integration Progress
Read the full callInfinity Natural Resources earnings: last reported Tue, 11 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 171 | +129.6% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 41.2 | +12.1 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 31.8 | +76.5% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $12.33 on 14 Oct 2025 → $13. High $19.23 (27 Mar 2026), low $11.2 (6 Nov 2025).
Overview
Call summaries
Infinity Natural Resources Q2 FY26 — Record Adjusted EBITDAX and Antero Integration Progress
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Financials
Net profit, year on year: +77% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 69 | 69 | 85 | 74 | 80 | 117 | 155 | 171 |
| Operating profit | 23 | 28 | -88 | 22 | 24 | 54 | 65 | 71 |
| Operating margin | 33.1% | 40.9% | −103.3% | 29.1% | 30.0% | 46.4% | 42.2% | 41.2% |
| Interest | — | — | 3 | — | — | — | 6 | — |
| Profit before tax | 45 | -6 | -128 | 71 | 37 | 79 | -7 | 113 |
| Tax rate | 0.0% | 0.0% | −0.0% | −0.8% | −9.2% | −1.2% | 5.2% | 4.8% |
| Net profit | — | — | -35 | 18 | 10 | — | -2 | 32 |
| EPS ($ per share) | 0 | — | -2.27 | 1.18 | 0.67 | — | -0.28 | 1.35 |
| Line item | Dec 2024 | Dec 2025 |
|---|---|---|
| Reserves | 0 | -4 |
| Total liabilities | 407 | 263 |
| Total assets | 915 | 1,241 |
| Line item | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|
| Cash from operations | 106 | 178 | 262 |
| Cash from investing | -437 | -256 | -430 |
| Cash from financing | 331 | 79 | 169 |
| Net cash flow | 1 | 1 | 1 |
| Capital expenditure | -158 | -256 | -369 |
| Free cash flow | -51 | -78 | -107 |
29 filings between Dec 16, 2025 and Sep 25, 2026.
Purchases
$2.74M
16 purchases by 5 insiders
Sales
$4.79M
1 sale by 1 insider
Also filed: 1 conversion, 1 disposition to issuer.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Sproule David | — | $4.79M | Mar 18, 2026 |
| Gieselman Scott | $976.5K | — | Sep 22, 2026 |
| Quinn William J | $870.6K | — | Jun 11, 2026 |
| GRAY STEVEN D | $320.2K | — | Jun 12, 2026 |
| Baetz Cary D | $300.0K | — | Sep 25, 2026 |
| Poole David P | $270.8K | — | Jun 11, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 25, 2026 | Baetz Cary D EVP and CFO | Purchase | 316 | $4.3K |
| Sep 24, 2026 | Baetz Cary D EVP and CFO | Purchase | 22,000 | $295.7K |
| Sep 22, 2026 | Gieselman Scott Director | Purchase | 10,000 | $130.7K |
| Sep 21, 2026 | Gieselman Scott Director | Purchase | 18,467 | $233.1K |
| Jun 17, 2026 | Gieselman Scott Director | Purchase | 10,000 | $129.4K |
| Jun 12, 2026 | GRAY STEVEN D Director | Purchase | 25,000 | $320.2K |
| Jun 11, 2026 | Quinn William J Director | Purchase | 11,497 | $151.8K |
| Jun 11, 2026 | Poole David P Director | Purchase | 4,000 | $54.0K |
| Jun 10, 2026 | Poole David P Director | Purchase | 7,500 | $105.0K |
| Jun 5, 2026 | Quinn William J Director | Purchase | 44,000 | $580.2K |
| Jun 3, 2026 | Quinn William J Director | Purchase | 10,503 | $138.6K |
| Jun 3, 2026 | Gieselman Scott Director | Purchase | 670 | $9.0K |
| Jun 2, 2026 | Gieselman Scott Director | Purchase | 13,430 | $179.3K |
| May 26, 2026 | Gieselman Scott Director | Purchase | 20,000 | $282.1K |
| May 22, 2026 | Gieselman Scott Director | Purchase | 900 | $12.9K |
| Mar 18, 2026 | Sproule David See remarks | Sale | 275,000 | $4.79M |
| Mar 17, 2026 | Pietrandrea Brian P. Chief Accounting Officer | Tax withheld | 934 | $17.0K |
| Mar 17, 2026 | Gieselman Scott Director | Option exercise | 13,929 | — |
| Mar 17, 2026 | Poole David P Director | Option exercise | 13,639 | — |
| Mar 17, 2026 | GRAY STEVEN D Director | Option exercise | 17,411 | — |
| Mar 17, 2026 | Gallagher Katherine May Director | Option exercise | 13,059 | — |
| Mar 17, 2026 | Pietrandrea Brian P. Chief Accounting Officer | Option exercise | 3,362 | — |
| Mar 17, 2026 | Wolfe Raleigh See Remarks | Tax withheld | 5,710 | $103.6K |
| Mar 17, 2026 | Wolfe Raleigh See Remarks | Option exercise | 14,510 | — |
| Mar 13, 2026 | Sproule David See remarks | Conversion | 275,000 | — |
| Mar 13, 2026 | Sproule David See remarks | Disposition to issuer | 275,000 | — |
| Feb 3, 2026 | Wolfe Raleigh See Remarks | Tax withheld | 15,968 | $263.8K |
| Feb 3, 2026 | Wolfe Raleigh See Remarks | Option exercise | 62,500 | — |
| Dec 16, 2025 | Poole David P Director | Purchase | 8,646 | $111.9K |
| Aug 22, 2025 | Arnold Zack David See Remarks | Purchase | 5,500 | $76.4K |
| Aug 22, 2025 | GRAY STEVEN D Director | Purchase | 16,846 | $235.1K |
| Aug 21, 2025 | GRAY STEVEN D Director | Purchase | 20,252 | $278.4K |
| Aug 20, 2025 | GRAY STEVEN D Director | Purchase | 12,902 | $176.0K |
| Aug 14, 2025 | Poole David P Director | Purchase | 7,500 | $101.3K |
| Jun 25, 2025 | James Sarah Director | Sale | 2,500 | $46.0K |
| Feb 3, 2025 | GRAY STEVEN D Director | Purchase | 15,000 | $300.0K |
| Feb 3, 2025 | Poole David P Director | Purchase | 12,500 | $250.0K |
| Feb 3, 2025 | Gieselman Scott Director | Purchase | 50,000 | $1.00M |
| Feb 3, 2025 | James Sarah Director | Purchase | 2,500 | $50.0K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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