Mach Natural Resources Zukünftiges Wachstum
Future Kriterienprüfungen 2/6
Für Mach Natural Resources wird ein Gewinn- und Umsatzwachstum von 19.5% bzw. 1.6% pro Jahr prognostiziert, während der Gewinn je Aktie voraussichtlich um 16.1% pro Jahr steigen soll.
Wichtige Informationen
19.5%
Wachstumsrate der Gewinne
16.11%
EPS-Wachstumsrate
| Oil and Gas Gewinnwachstum | 11.3% |
| Wachstumsrate der Einnahmen | 1.6% |
| Zukünftige Eigenkapitalrendite | n/a |
| Analystenabdeckung | Low |
| Zuletzt aktualisiert | 13 May 2026 |
Jüngste Aktualisierungen zum künftigen Wachstum
Analyseartikel • Aug 10
Mach Natural Resources LP Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
NYSE:MNR 1 Year Share Price vs Fair Value Explore Mach Natural Resources's Fair Values from the Community and select...Analyseartikel • Mar 16
The Mach Natural Resources LP (NYSE:MNR) Annual Results Are Out And Analysts Have Published New Forecasts
It's shaping up to be a tough period for Mach Natural Resources LP ( NYSE:MNR ), which a week ago released some...Recent updates
Analyseartikel • May 15
Mach Natural Resources' (NYSE:MNR) Problems Go Beyond Weak Profit
Mach Natural Resources LP's ( NYSE:MNR ) stock showed strength, with investors undeterred by its weak earnings report...
Narrativ-Update • May 12
MNR: Equity Offering And 2026 Production Guidance Will Support Future Upside
Analysts have revised their price target for Mach Natural Resources to $19.14. The change is based on updated assumptions for discount rate, revenue growth, profit margin and future P/E, which they view as better reflecting the company’s current risk and return profile.Narrativ-Update • Apr 27
MNR: Equity Offering And 2026 Production Outlook Will Support Future Upside
Analysts have nudged their price target for Mach Natural Resources from about $18.57 to around $19.14, reflecting updated views on revenue growth, profit margins and future P/E assumptions. What's in the News Mach Natural Resources LP filed a follow-on equity offering of 9,000,000 common units of common stock.Narrativ-Update • Apr 11
MNR: Production Outlook And Distributions Will Support Future Upside
Analysts have updated their view on Mach Natural Resources with a refined price target of $18.57, reflecting slight adjustments to the discount rate, expected revenue growth, profit margin, and future P/E assumptions that together reshape how they view the stock’s risk and earnings profile. What's in the News Mach Natural Resources LP filed a follow-on equity offering of 9,000,000 common units, classified as common stock.
Neues Narrativ • Apr 09
Deep Anadarko Cost Pressures Will Challenge Cash Distributions Yet Long Reserve Life Should Support Returns
Catalysts About Mach Natural Resources Mach Natural Resources is an energy producer focused on oil, natural gas and NGL production across the Mid-Continent and San Juan Basin, with a model centered on cash distributions to unitholders. What are the underlying business or industry changes driving this perspective?Narrativ-Update • Mar 27
MNR: Higher Margins And Cash Distributions Will Support Future Upside
Analysts have adjusted their price target on Mach Natural Resources to approximately $18.57 from $19, reflecting updated views on revenue growth, profit margins, and future P/E assumptions. What's in the News Mach Natural Resources issued production guidance for fiscal 2026, with total production expected to range between 150 MBoe/d and 157 MBoe/d (Corporate Guidance).
Neues Narrativ • Mar 26
Long Life Acreage And Growing Reserves Will Support Stronger Future Cash Distributions
Catalysts About Mach Natural Resources Mach Natural Resources is an oil and gas producer focused on acquiring and developing long life, cash generative assets in the Mid Continent and San Juan Basin. What are the underlying business or industry changes driving this perspective?Narrativ-Update • Mar 12
MNR: Steady Fair Value And Cash Distributions Will Support Future Upside
Analysts kept their fair value estimate for Mach Natural Resources steady at $19.00, noting only very small adjustments in discount rate, revenue growth, profit margin and future P/E assumptions that together did not meaningfully change their price target view. What's in the News Mach Natural Resources LP declared a fourth quarter 2025 cash distribution of $0.53 per common unit for its unitholders.Narrativ-Update • Feb 25
MNR: Future Cash Distributions Will Support Upside As Discount Assumptions Ease
Analysts have trimmed their price target on Mach Natural Resources slightly, citing updated assumptions for fair value of $19.0, modestly adjusted discount rates and revenue growth expectations, and a small change to the implied future P/E multiple. What's in the News The board of directors of Mach Natural Resources LP's general partner declared a fourth quarter 2025 cash distribution of $0.53 per common unit.Narrativ-Update • Feb 11
MNR: Future Cash Distributions Will Drive Upside With Improved Market Confidence
Analysts have modestly raised their price target on Mach Natural Resources to $19.40, citing updated assumptions around the discount rate, revenue growth, profit margin, and future P/E as the key drivers of this adjustment. Valuation Changes Fair Value: $19.40 has been maintained, with no change from the prior estimate.Seeking Alpha • Feb 03
Mach Natural Resources: High Yield And Deeply Discounted Gas Exposure To Fuel The AI Boom
Summary Mach Natural Resources is rated Buy, offering strong fundamentals, robust cash generation, and a compelling margin of safety at current valuations. MNR's transformative $1.3B acquisition strategy almost doubles production, enhances scale, and boosts exposure to long-life, low-risk natural gas assets. Guidance projects FY26 production of 150–157 MBoe/d, potentially getting their CAD to ~$300M, sustaining their 9–10% distributions, supported by prudent leverage and disciplined capital allocation. While commodity price volatility presents risk, MNR's focus on natural gas and accretive reinvestment positions it to benefit from long-term energy demand tailwinds. Read the full article on Seeking AlphaNarrativ-Update • Jan 26
MNR: Future Cash Distributions Will Drive Upside Despite Recent Impairment
Analysts have adjusted their price target for Mach Natural Resources to US$19.40 from about US$19.17, citing updated assumptions for discount rate, revenue growth, profit margin and future P/E that slightly refine their outlook on the shares. What's in the News Reported third quarter 2025 production results, with average total net production of 94,000 Mboe/d for the period (company announcement).Narrativ-Update • Jan 11
MNR: Future Cash Distributions Will Support Upside Despite Recent Asset Impairment
Analysts have reduced their price target for Mach Natural Resources by about $0.67, reflecting slightly revised assumptions for fair value, discount rate, margin, and forward P/E in their updated models. What's in the News Reported third quarter 2025 total net production of 94,000 Mboe/d, providing a fresh reference point for recent operating scale (Key Developments).Narrativ-Update • Dec 23
MNR: Future Distribution Stability Will Support Upside Despite Recent Impairment
Narrative Update on Mach Natural Resources Analysts have reaffirmed their price target for Mach Natural Resources at approximately $19.83 per share, citing largely unchanged expectations for growth, profitability, and valuation multiples, with only marginal adjustments to discount rate assumptions. What's in the News Reported third quarter 2025 operating results, with average total net production reaching 94,000 Mboe/d, highlighting continued scale in upstream operations (company filing) Recorded a $90.43 million impairment of oil and gas properties for the third quarter of 2025, signaling a reassessment of asset values amid commodity and reserve updates (company filing) Declared a reduced quarterly cash distribution of $0.27 per common unit for the third quarter of 2025, payable December 4, 2025 to unitholders of record on November 20, 2025 (company announcement) Valuation Changes Fair Value Estimate: Unchanged at approximately $19.83 per share, reflecting consistent expectations for long term intrinsic value.Narrativ-Update • Dec 08
MNR: Higher Future Multiple May Reward Moderate Profitability Expectations
Analysts have trimmed their 12 month price target on Mach Natural Resources from approximately $21.00 to about $19.83 per share, citing expectations for slower revenue growth and moderating profit margins, partly offset by a higher assumed future price to earnings multiple. What's in the News Reported third quarter 2025 operating results, with average total net production of 94,000 Mboe/d and highlighted continued scale in its upstream portfolio (Key Developments) Recorded a $90.43 million impairment charge on oil and gas properties for the third quarter of 2025, signaling reassessment of asset values amid changing market conditions (Key Developments) Declared a reduced quarterly cash distribution of $0.27 per common unit for the third quarter of 2025, payable on December 4, 2025 to unitholders of record on November 20, 2025 (Key Developments) Valuation Changes Fair Value Estimate was lowered moderately from approximately $21.00 to about $19.83 per share, reflecting a slightly more conservative outlook on intrinsic value.Narrativ-Update • Sep 04
Growing US Natural Gas Demand Will Unlock Long-Term Value
Mach Natural Resources’ consensus price target was revised downward, primarily reflecting a lower future P/E multiple, resulting in a reduced fair value estimate of $21.00. What's in the News Reported Q2 average production of 83.6 Mboe/d, with 23% oil, 53% natural gas, and 24% NGLs. Q2 production revenues totaled $219 million: 51% oil, 31% natural gas, 18% NGLs. Declared a quarterly cash distribution of $0.38 per common unit for Q2.Analyseartikel • Aug 10
Mach Natural Resources LP Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
NYSE:MNR 1 Year Share Price vs Fair Value Explore Mach Natural Resources's Fair Values from the Community and select...
Neues Narrativ • May 01
2025 Rig Increase And Acquisitions Will Secure Future Potential
Mach Natural Resources aims to grow through strategic acquisitions during market distress, focusing on high-return projects and maintaining low costs to maximize earnings.Analyseartikel • Mar 16
The Mach Natural Resources LP (NYSE:MNR) Annual Results Are Out And Analysts Have Published New Forecasts
It's shaping up to be a tough period for Mach Natural Resources LP ( NYSE:MNR ), which a week ago released some...Seeking Alpha • Feb 07
Mach Natural Resources Reduces Its Interest Costs With A New Credit Facility
Summary Mach Natural Resources LP announced a roughly 12.9 million unit public offering at $15.50 per unit. The proceeds are going to help pay for a minor prior acquisition as well as pay down some of its term loan credit facility debt. Mach is also entering into a new credit facility and will pay down the rest of its term loan credit facility debt using that new facility. This is expected to save Mach $38 million in 2025 interest costs, as well as push out its credit facility maturity by over 2 years. This also potentially frees up more cash for distributions, since Mach's new credit facility doesn't have required payments. Read the full article on Seeking AlphaAnalyseartikel • Jan 25
Sentiment Still Eluding Mach Natural Resources LP (NYSE:MNR)
It's not a stretch to say that Mach Natural Resources LP's ( NYSE:MNR ) price-to-sales (or "P/S") ratio of 2.2x right...Analyseartikel • Dec 11
Mach Natural Resources (NYSE:MNR) Takes On Some Risk With Its Use Of Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Seeking Alpha • Nov 26
Mach Natural Resources: Expect A Smaller Distribution In 2025
Summary Mach Natural Resources announced $3.20 per unit in 2024 distributions. This was boosted by the sale of non-producing assets and drawing down some of its cash on hand. Mach is currently projected to generate $2.18 per unit in 2025 free cash flow. It also has $83 million (about $0.80 per unit) in 2025 term loan repayments to make. Mach's 2025 distributions are likely to add up to under $2 per unit. Read the full article on Seeking AlphaSeeking Alpha • Sep 12
Mach Natural Resources: Using Acquisitions To Boost Near-Term Free Cash Flow
Summary Mach's Q2 2024 oil production was around expectations, while its production of natural gas and NGLs significantly outperformed expectations. Mach reduced its 2024 capex budget, leading to 2H 2024 oil production expectations being reduced by around 7%. Mach then announced a public offering to help pay for two acquisitions. These acquisitions may boost Mach's 2025 free cash flow per unit by $0.25 at mid-$60s oil. The Ardmore Basin assets appears to have high decline rates though, so the benefit in later years is more uncertain. Read the full article on Seeking AlphaSeeking Alpha • Jul 04
Mach Natural Resources Makes Progress With Cost Reductions
Summary Mach is now projected to generate $3.19 per unit in 2024 free cash flow. Mach's production is declining, but due to stronger natural gas prices, it should be able to deliver a similar amount of free cash flow in 2025 based on current strip. Mach has made progress in reducing both its operating costs and D&C costs. Costs with its Paloma assets have been better than expected. Read the full article on Seeking AlphaAnalyseartikel • May 21
Mach Natural Resources' (NYSE:MNR) Anemic Earnings Might Be Worse Than You Think
A lackluster earnings announcement from Mach Natural Resources LP ( NYSE:MNR ) last week didn't sink the stock price...Seeking Alpha • Apr 16
Mach Natural Resources: Projected To Generate A Bit Over $3 Per Unit In 2024 FCF
Summary Mach Natural Resources LP is projected to generate $3.05 per unit in 2024 free cash flow at current strip. This involves a below maintenance capex budget, though, with oil production kept relatively flat, but noticeable production declines in natural gas and NGLs. Mach is also required to make regular repayments on its secured term loan. Thus, I expect subsequent near-term distributions to be typically lower than its $0.95 per unit distribution in March 2024. Read the full article on Seeking AlphaGewinn- und Umsatzwachstumsprognosen
| Datum | Umsatz | Gewinne | Freier Cashflow | Bargeld aus operativen Tätigkeiten | Durchschn. Anz. Analysten |
|---|---|---|---|---|---|
| 12/31/2028 | 1,419 | 297 | 230 | 600 | 2 |
| 12/31/2027 | 1,483 | 242 | 314 | 666 | 5 |
| 12/31/2026 | 1,449 | 167 | 364 | 690 | 4 |
| 3/31/2026 | 1,157 | 92 | -351 | 535 | N/A |
| 12/31/2025 | 1,045 | 143 | -397 | 507 | N/A |
| 9/30/2025 | 956 | 106 | -428 | 512 | N/A |
| 6/30/2025 | 931 | 210 | 80 | 517 | N/A |
| 3/31/2025 | 942 | 159 | 132 | 504 | N/A |
| 12/31/2024 | 943 | 185 | 159 | 505 | N/A |
| 9/30/2024 | 874 | -36 | -526 | 481 | N/A |
| 6/30/2024 | 834 | -20 | -529 | 477 | N/A |
| 3/31/2024 | 758 | 19 | -552 | 489 | N/A |
| 12/31/2023 | 673 | 69 | -578 | 492 | N/A |
| 9/30/2023 | 721 | 375 | 175 | 537 | N/A |
| 6/30/2023 | 831 | 464 | 251 | 601 | N/A |
| 3/31/2023 | 901 | 497 | 233 | 587 | N/A |
| 12/31/2022 | 957 | 517 | 177 | 554 | N/A |
| 12/31/2021 | 439 | 138 | 3 | 198 | N/A |
Analystenprognosen zum zukünftigen Wachstum
Einkommen vs. Sparrate: MNRDas prognostizierte Gewinnwachstum (19.5% pro Jahr) liegt über der Sparquote (3.5%).
Ertrag vs. Markt: MNRDie Erträge des Unternehmens (19.5% pro Jahr) werden voraussichtlich schneller wachsen als der Markt US (16.8% pro Jahr).
Hohe Wachstumserträge: MNRDie Erträge des Unternehmens werden voraussichtlich steigen, jedoch nicht deutlich.
Einnahmen vs. Markt: MNRDie Einnahmen des Unternehmens (1.6% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (11.6% pro Jahr).
Hohe Wachstumseinnahmen: MNRDie Einnahmen des Unternehmens (1.6% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.
Wachstumsprognosen für den Gewinn je Aktie
Künftige Eigenkapitalrendite
Künftige Eigenkapitalrendite: Unzureichende Daten, um festzustellen, ob die Eigenkapitalrendite von MNR in 3 Jahren voraussichtlich hoch sein wird
Wachstumsunternehmen entdecken
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/21 02:54 |
| Aktienkurs zum Tagesende | 2026/05/21 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Mach Natural Resources LP wird von 9 Analysten beobachtet. 5 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Charles Meade | Johnson Rice & Company, L.L.C. |
| Timothy Rezvan | KeyBanc Capital Markets Inc. |
| Jeffrey Grampp | Northland Capital Markets |