Jun 2026 (Q2 FY26) — Aug 7, 2026
Mach Natural Resources Q2 FY26 — Deleveraging Focus Amidst Flexible Capital Allocation
Read the full callMach Natural Resources (MNR) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Mach Natural Resources earnings: last reported Fri, 7 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 406 | +40.7% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 30.2 | −8.4 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 98.2 | +9.5% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
$10.79 −2.53% · −$0.28
Performance −9.1% 1Y
1Y: $11.87 on 17 Oct 2025 → $10.79. High $14.91 (19 May 2026), low $10.24 (29 Sept 2026).
- Previous close
- $11.07
- 52-week range
- $10.24 – $14.91
- One year
- −10.38%
Overview
- Symbol
- MNR
- Sector
- Energy
- Exchange
- US
- Currency
- USD
Call summaries
Every analysed call
Mach Natural Resources earnings calls (MNR)
Financials
What the filings say
Net profit, year on year: +10% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 256 | 235 | 227 | 289 | 273 | 388 | 286 | 406 |
| Expenses | 161 | 176 | 175 | 177 | 292 | 286 | 296 | 283 |
| Operating profit | 95 | 59 | 52 | 111 | -19 | 101 | -10 | 122 |
| Operating margin | 37.1% | 24.9% | 22.8% | 38.6% | −7.0% | 26.1% | −3.4% | 30.2% |
| Other income | -27 | -22 | -36 | -22 | -16 | -28 | -25 | -24 |
| Interest | 27 | 24 | 18 | 12 | 17 | 25 | 24 | 25 |
| Net profit | 67 | 37 | 16 | 90 | -36 | 73 | -35 | 98 |
| EPS ($ per share) | 0.70 | — | 0.14 | 0.76 | -0.28 | — | -0.21 | 0.59 |
| Line item | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|
| Fixed assets | 73 | 90 | 92 | 195 |
| Total assets | 888 | 2,305 | 2,338 | 3,777 |
| Line item | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Cash from operations | 198 | 554 | 492 | 505 | 507 |
| Cash from investing | -195 | -373 | -1,027 | -306 | -899 |
| Cash from financing | -5 | -211 | 659 | -246 | 329 |
| Net cash flow | -1 | -30 | 123 | -47 | -63 |
| Capital expenditure | -3 | -9 | -12 | -11 | -8 |
| Free cash flow | 195 | 544 | 479 | 494 | 499 |
Insider filings
33 filings between Oct 28, 2025 and Sep 15, 2026.
Open market
decisions to buy or sellPurchases
$6.94M
17 purchases by 3 insiders
Sales
$71.19M
2 sales by 1 insider
Compensation
not trading decisions- 6
- Award — granted as compensation
- 5
- Tax withheld — shares kept back by the company to cover tax
Also filed: 3 other filings.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| IKAV General Partner S.a r.l. | — | $71.19M | Apr 8, 2026 |
| WARD TOM L. | $5.97M | — | Sep 14, 2026 |
| McMullen William Wallace | $944.5K | — | Sep 15, 2026 |
| Burn Christopher | $27.9K | — | Mar 20, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 15, 2026 | McMullen William Wallace Director | Purchase | 12,390 | $140.0K |
| Sep 15, 2026 | McMullen William Wallace Director | Purchase | 22,124 | $248.9K |
| Sep 14, 2026 | WARD TOM L. See Remarks | Purchase | 172,413 | $2.00M |
| May 15, 2026 | IKAV General Partner S.a r.l. 10% owner | Other | 1,422,476 | $20.00M |
| Apr 13, 2026 | WARD TOM L. See Remarks | Purchase | 76,628 | $1000.0K |
| Apr 13, 2026 | WARD TOM L. See Remarks | Purchase | 76,628 | $1000.0K |
| Apr 8, 2026 | IKAV General Partner S.a r.l. 10% owner | Sale | 944,805 | $12.10M |
| Apr 8, 2026 | IKAV General Partner S.a r.l. 10% owner | Sale | 4,612,874 | $59.09M |
| Apr 8, 2026 | KAYNE ANDERSON CAPITAL ADVISORS LP Insider | Other | 3,442,321 | $44.10M |
| Mar 23, 2026 | McMullen William Wallace Director | Purchase | 3,215 | $43.8K |
| Mar 20, 2026 | McMullen William Wallace Director | Purchase | 2,500 | $35.0K |
| Mar 20, 2026 | Burn Christopher Director | Purchase | 1,000 | $13.8K |
| Mar 19, 2026 | Burn Christopher Director | Purchase | 1,000 | $14.1K |
| Mar 19, 2026 | McMullen William Wallace Director | Purchase | 3,570 | $50.0K |
| Feb 11, 2026 | Reel Michael E See Remarks | Tax withheld | 2,532 | $32.0K |
| Feb 11, 2026 | WHITE KEVIN R. See Remarks | Tax withheld | 5,627 | $71.0K |
| Feb 9, 2026 | KAYNE ANDERSON CAPITAL ADVISORS LP 10% owner | Other | 227,547 | $3.31M |
| Feb 9, 2026 | WHITE KEVIN R. See Remarks | Award | 11,886 | $150.0K |
| Feb 9, 2026 | Reel Michael E See Remarks | Award | 5,151 | $65.0K |
| Jan 1, 2026 | Burn Christopher Director | Award | 13,587 | $150.0K |
| Dec 9, 2025 | McMullen William Wallace Director | Purchase | 17,500 | $215.6K |
| Dec 8, 2025 | McMullen William Wallace Director | Purchase | 12,500 | $156.6K |
| Nov 26, 2025 | WARD TOM L. See Remarks | Purchase | 40,000 | $465.2K |
| Nov 25, 2025 | WARD TOM L. See Remarks | Purchase | 43,660 | $499.9K |
| Nov 17, 2025 | WARD TOM L. See Remarks | Purchase | 41,740 | $500.0K |
| Nov 14, 2025 | McMullen William Wallace Director | Purchase | 4,608 | $54.6K |
| Nov 14, 2025 | WARD TOM L. See Remarks | Purchase | 41,630 | $500.0K |
| Oct 28, 2025 | Perich Stephen C Director | Award | 12,039 | $150.0K |
| Oct 28, 2025 | KEATING FRANK A Director | Award | 12,039 | $150.0K |
| Oct 28, 2025 | WARD TOM L. See Remarks | Tax withheld | 10,722 | $133.6K |
| Oct 28, 2025 | Reel Michael E See Remarks | Tax withheld | 2,692 | $33.5K |
| Oct 28, 2025 | WHITE KEVIN R. See Remarks | Tax withheld | 10,107 | $125.9K |
| Oct 28, 2025 | Giesinger Edgar R. JR. Director | Award | 12,039 | $150.0K |
| Aug 11, 2025 | McMullen William Wallace Director | Purchase | 3,085 | $44.4K |
| Jun 16, 2025 | McMullen William Wallace Director | Purchase | 144,900 | $2.17M |
| Jun 13, 2025 | McMullen William Wallace Director | Purchase | 135,500 | $1.99M |
| Jun 12, 2025 | McMullen William Wallace Director | Purchase | 93,500 | $1.34M |
| Jun 11, 2025 | McMullen William Wallace Director | Purchase | 72,411 | $1.01M |
| Jun 10, 2025 | McMullen William Wallace Director | Purchase | 79,218 | $1.08M |
| Feb 7, 2025 | McMullen William Wallace Director | Purchase | 5,161,290 | $80.00M |
| Jan 29, 2025 | Reel Michael E See Remarks | Tax withheld | 1,049 | $18.7K |
| Jan 29, 2025 | Reel Michael E See Remarks | Award | 2,280 | $40.9K |
| Jan 29, 2025 | WHITE KEVIN R. See Remarks | Tax withheld | 2,189 | $39.0K |
| Jan 29, 2025 | WHITE KEVIN R. See Remarks | Award | 4,962 | $89.1K |
| Dec 17, 2024 | McMullen William Wallace Director | Purchase | 313,978 | $4.90M |
| Dec 16, 2024 | McMullen William Wallace Director | Purchase | 150,000 | $2.30M |
| Dec 13, 2024 | McMullen William Wallace Director | Purchase | 98,751 | $1.51M |
| Dec 12, 2024 | McMullen William Wallace Director | Purchase | 146,758 | $2.20M |
| Dec 11, 2024 | McMullen William Wallace Director | Purchase | 125,000 | $1.87M |
| Dec 10, 2024 | McMullen William Wallace Director | Purchase | 65,000 | $964.0K |
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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