Mach Natural Resources LP Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
5.2%projected annual EPS growth
Analyst Coverage
7analysts covering
FY Revenue (est.)
$1.4Bnext fiscal year
FY EPS (est.)
$1.26next fiscal year
Monitoring Framework
Key Performance Indicators
Average Net Production Quarterly158KTarget: 156000 Mboe/d (2026 Guidance)
Lease Operating Expense (LOE) per Boe Quarterly7.1Target: Minimize unit operating costs
Adjusted EBITDA Quarterly195MTarget: Maximize cash generation
Watch Items
- Leverage Ratio (Net Debt to EBITDA)Trigger: Above 1.0x (Currently at 1.4x)Action: Monitor debt reduction progress and cash allocation toward paying down the revolving credit facility.
- Natural Gas Basis DifferentialsTrigger: Realized gas price significantly below NYMEX Henry Hub (e.g., $2.23/Mcf differential in Q1 2026)Action: Evaluate marketing agreements, firm sales contracts, and regional pricing dynamics in the San Juan and Anadarko Basins.
- Distribution Sustainability and CoverageTrigger: Distributable cash flow falling below declared distribution levelsAction: Assess capital reinvestment rates (currently 41%) and commodity price hedging strategies to protect the variable distribution model.
Research as of 20 Jun 2026