Expand Energy Corporation

NasdaqGS:EXE 株式レポート

時価総額:US$23.6b

Expand Energy マネジメント

マネジメント 基準チェック /34

Expand Energyの CEO はMike Wichterichで、 Feb2026年に任命され、 の在任期間は 1 年未満です。 は、会社の株式の0.028%を直接所有しており、その価値は$ 6.59M 。経営陣と取締役会の平均在任期間はそれぞれ1.6年と5.3年です。

主要情報

Mike Wichterich

最高経営責任者

US$425.2k

報酬総額

CEO給与比率n/a
CEO在任期間less than a year
CEOの所有権0.03%
経営陣の平均在職期間1.6yrs
取締役会の平均在任期間5.3yrs

経営陣の近況

Recent updates

ナラティブの更新 May 01

EXE: Margin Expansion And Leadership Transition Will Support Future Upside

Analysts have nudged their price target for Expand Energy slightly lower to about $132.73 from around $132.89, citing updated assumptions that pair a softer revenue outlook with improved profit margin expectations and a modestly lower future P/E multiple. What's in the News Expand Energy announced leadership changes, with Chairman Michael Wichterich taking on the role of Interim CEO effective February 9, 2026, while former CEO Domenic J.
Seeking Alpha Apr 29

Expand Energy: Excellent Q1 2026 Free Cash Flow After Winter Storm Fern

Summary Expand generated approximately $1.7 billion in Q1 2026 adjusted free cash flow, helped by NYMEX natural gas averaging around $5. NYMEX gas strip is a bit over $3 during the rest of the year, but Expand is still projected to generate $1.47 billion FCF during that period. The strong Q1 free cash flow allowed Expand to redeem nearly $1.3 billion in debt and reduce its annual interest costs by over $80 million. EXE appears on track to meet its production and cost guidance. Read the full article on Seeking Alpha
新しいナラティブ Apr 22

Premium Market Uplift And LNG Demand Will Limit Future Upside For This Producer

Catalysts About Expand Energy Expand Energy is a natural gas producer with core positions in the Haynesville and Appalachian basins and an integrated marketing and commercial business. What are the underlying business or industry changes driving this perspective?
ナラティブの更新 Apr 13

EXE: Electric Fracturing Rollout Will Support Future Upside Under Interim Leadership

Analysts now see a slightly higher fair value for Expand Energy, nudging their price target from about $132.14 to $132.89. This reflects updated assumptions around revenue contraction, profit margins and future P/E expectations.
新しいナラティブ Apr 08

Gulf Coast Gas Demand And Haynesville Efficiencies Will Support Stronger Long Term Margins

Catalysts About Expand Energy Expand Energy is a natural gas producer with large positions in the Haynesville and Appalachian basins, increasingly focused on capturing value along the full gas value chain. What are the underlying business or industry changes driving this perspective?
ナラティブの更新 Mar 27

EXE: Electric Fracturing Expansion And Interim Leadership Will Support Future Upside

Analysts have nudged their price target for Expand Energy up to $132.14 from $130.71, tying this change to slightly softer expected revenue declines, a lower projected profit margin of 24.20% and an adjusted forward P/E of 16.13x. What's in the News Expanded completions program agreement with Evolution Well Services to use 100% electric hydraulic fracturing technology in Northeast Appalachia, with gas conditioning, power generation and electric frac operations designed to lower noise, reduce equipment footprint and streamline the worksite (Client Announcements).
ナラティブの更新 Mar 12

EXE: Interim Leadership And Electric Fracturing Agreement Will Support Bullish Outlook

Analysts have nudged their price target on Expand Energy slightly higher to $130.71 from $130.32, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E that remain broadly consistent with prior views. What's in the News Expand Energy and Evolution Well Services entered an agreement to use Evolution's 100% electric hydraulic fracturing fleet in Northeast Appalachia, aiming for a smaller on-site footprint, reduced noise, and a more controlled work environment supported by real time operational and environmental data (Client Announcements).
ナラティブの更新 Feb 26

EXE: Interim Leadership And Cleaner Completions Program Will Support Bullish Outlook

Analysts have trimmed their price target on Expand Energy from $131.25 to about $130.32. They factored in updated assumptions around slightly weaker revenue growth, a modestly lower profit margin outlook and a small adjustment to future P/E expectations.
ナラティブの更新 Feb 10

EXE: Interim Leadership Shift Will Support Continued Bullish Long Term Outlook

Analysts have nudged their price target for Expand Energy slightly higher to about $131.25, citing updated fair value estimates, a modest change in discount rate, slightly weaker revenue growth and profit margin assumptions, and a marginally higher future P/E multiple. What's in the News Expand Energy announced leadership changes effective February 9, 2026, with Chairman of the Board Michael Wichterich appointed Interim CEO, succeeding Domenic (Nick) J.
ナラティブの更新 Jan 27

EXE: Slightly Lower Assumptions And P E Multiple Will Still Support Bullish Outlook

Narrative Update Analysts have trimmed their price target on Expand Energy to about $130.82 from roughly $132.04, citing slightly softer revenue growth assumptions, a small improvement in profit margin, and a marginally lower forward P/E multiple. Valuation Changes Fair Value Estimate: reduced slightly from $132.04 to $130.82 per share.
ナラティブの更新 Jan 12

EXE: Higher 2025 Output Guidance And Completed Buybacks Will Support Bullish Outlook

Analysts have slightly reduced their price target on Expand Energy, citing updated fair value estimates of US$132.04 compared with the prior US$133.39, along with refreshed assumptions for revenue growth, profit margin and future P/E. What's in the News Expand Energy reported that from July 1, 2025 to September 30, 2025, it repurchased 0 shares for US$0 million, completing the previously announced buyback with a total of 851,661 shares repurchased for US$99.99 million, representing 0.36% of shares (Key Developments).
ナラティブの更新 Dec 27

EXE: Higher Future Output And Buybacks Will Support Bullish Outlook

Analysts have nudged their price target on Expand Energy slightly higher to approximately $133.39 per share from about $132.86, reflecting modestly improved valuation multiples despite slightly weaker forecasts for revenue growth and profit margins. What's in the News Completed repurchase of 851,661 shares, totaling approximately 0.36% of shares outstanding for $99.99 million under the buyback program announced on October 29, 2024 (Key Developments) Reported no share repurchases from July 1, 2025 to September 30, 2025 under the existing buyback tranche, signaling a pause in capital return via buybacks during the quarter (Key Developments) Updated full year 2025 production guidance to 7.15 Bcfe per day, about 50 MMcfe per day above the prior midpoint, indicating a modest increase in expected output (Key Developments) Valuation Changes The fair value estimate has risen slightly to about $133.39 per share from roughly $132.86, implying a modestly higher intrinsic valuation.
ナラティブの更新 Dec 13

EXE: Higher Production Outlook Will Support Bullish Long Term Outlook

Narrative Update on Analyst Price Target Analysts have modestly raised their price target on Expand Energy from approximately $130.56 to about $132.86 per share. This reflects slightly improved revenue growth expectations, a marginally higher future P E multiple, and a nearly unchanged discount rate, with a stable profit margin outlook.
ナラティブの更新 Nov 28

EXE: Higher Production Outlook and Share Buyback Are Expected To Sustain Fair Value

Analysts have slightly increased their price target for Expand Energy from $130.22 to $130.56. They cite small but notable adjustments to profit margin and forward P/E estimates as the primary drivers for the update.
ナラティブの更新 Nov 14

EXE: Improved Margin Projections and Completed Buyback Will Offset Lower Revenue

Analysts have raised their price target for Expand Energy from $128.78 to $130.22. This change is based on improved profit margin projections, which are seen as outweighing lower revenue growth estimates and a slightly lower discount rate.
分析記事 Oct 31

Expand Energy (NASDAQ:EXE) Will Pay A Dividend Of $0.575

Expand Energy Corporation ( NASDAQ:EXE ) will pay a dividend of $0.575 on the 4th of December. The dividend yield is...
ナラティブの更新 Sep 24

Digital Advances And Regional Positioning Will Reshape The Energy Landscape

The consensus Analyst Price Target for Expand Energy has been revised downward, primarily reflecting a sharp decline in Net Profit Margin and a significant increase in Future P/E, with fair value reduced from $132.15 to $128.78. What's in the News CFO Mohit Singh departed the company due to termination without cause; Brittany Raiford appointed as Interim CFO.
ナラティブの更新 Sep 04

Digital Advances And Regional Positioning Will Reshape The Energy Landscape

As both the Future P/E ratio and consensus revenue growth forecasts for Expand Energy remain steady, analysts see no significant changes in the company's fundamentals, leaving the fair value estimate unchanged at $132.15. What's in the News CFO Mohit Singh has departed the company; Brittany Raiford, previously Vice President - Treasurer, appointed Interim CFO during the search for a permanent replacement.
分析記事 Jun 23

With Expand Energy Corporation (NASDAQ:EXE) It Looks Like You'll Get What You Pay For

When you see that almost half of the companies in the Oil and Gas industry in the United States have price-to-sales...
Seeking Alpha Apr 22

Expand Energy's 2025 Strategy Is Growth And Synergy

Summary Expand Energy Corporation is rated Strong Buy with a $214/share target, driven by strong domestic and international natural gas demand and significant cost improvements post-merger. The merger between Chesapeake and Southwestern Energy is enhancing drilling efficiency while reducing costs, projecting $400mm savings in eFY25 and $500mm in eFY26. EXE stock is increasing production across its Appalachian and Haynesville assets as gas prices are supported by an improved demand market. Read the full article on Seeking Alpha
Seeking Alpha Apr 13

Expand Energy: Fairly Priced For Data Center And LNG Growth

Summary Expand Energy stock is rated a HOLD due to its fair valuation at a mid-cycle natural gas price of $3.75-$4/MCF, yielding 10-12% FCF. Key growth drivers like LNG exports and AI data centers rely on cheap natural gas; prices above $5/MCF risk demand destruction and cyclical downturns. Investors should value natural gas producers at mid-cycle prices to avoid capital risk, as EXE's current valuation reflects this prudent approach. Declining Permian activity may result in a longer bull run for natural gas if tariff wars persist. Read the full article on Seeking Alpha
Seeking Alpha Mar 12

Expand Energy: The Quality Is Evident

Summary Expand Energy, formerly Chesapeake Energy, emerged from bankruptcy and merged with Southwestern Energy, focusing primarily on natural gas with significant assets across key U.S. shale regions. Management's detailed guidance for 2025 includes a significant production increase, $3 billion in capital expenditures, and substantial cost savings from synergies, enhancing profitability. The company plans to reduce net debt by $616 million in 2025 while maintaining a solid leverage ratio, and returning capital to shareholders. Despite market volatility, Expand Energy's hedging strategy and transparent management make it a solid investment, justifying a continued soft 'buy' rating. Read the full article on Seeking Alpha
Seeking Alpha Jan 09

Expand Energy: Increased Shareholder Returns Expected In 2025

Summary Expand Energy will soon have under $50 million in outstanding notes due before 2030. The company is projected to generate $1.75 billion in 2025 free cash flow now. This combination will allow it to put a significant amount towards shareholder returns in 2025 in addition to its base dividend. It could pay out a couple of dollars per share in variable dividends and/or make share repurchases. At a bit over $100 per share, Expand seems more fairly priced for long-term (after 2025) $3.90 NYMEX natural gas, though. Read the full article on Seeking Alpha
Seeking Alpha Oct 30

Expand Energy Reports Legacy Chesapeake Energy Results

Summary Expand Energy's results reflect Chesapeake Energy alone. The company sold profitable Eagle Ford operations while merging to expand its presence in the high-cost Haynesville. Year-to-date adjusted net income is positive. But selling prices are miserable compared to others in the Marcellus Basin. Performance is worse than if Eagle Ford properties were kept, as the Eagle Ford acreage can be far more profitable than Haynesville acreage. EXE is a strong sell until some key strategies change. Read the full article on Seeking Alpha
Seeking Alpha Oct 09

Chesapeake And Southwestern Become Expand Energy

Summary Expand Energy, built from Chesapeake’s acquisition of Southwestern, is a $19.5 billion market cap company paying a 2.7% base dividend. Chesapeake acquired Southwestern for $7.4 billion, and the merger closed Oct. 1, 2024. Despite a rough year for natural gas, the company is well-positioned to supply natural gas to Midwest and mid-Atlantic utilities via its Marcellus production, and gas for LNG from Haynesville. Expand Energy also gets revenue uplift through its Marcellus and Utica natural gas liquids reserves. Read the full article on Seeking Alpha
Seeking Alpha Sep 19

Chesapeake Energy: Uncertainty Persists

Summary The sale of Eagle Ford assets has streamlined Chesapeake’s portfolio, but the firm has also suffered a significant drop in its revenue base. Chesapeake Energy is not profitable and relies on cuts to production expenses as well as cost synergies with Southwestern Energy to improve its profitability profile. The Company has considerable near-term earnings uncertainty and continues to trade near my fair value estimate. I don't see an especially attractive risk profile and maintain a hold rating on CHK. Read the full article on Seeking Alpha
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新しいナラティブ Aug 25

Efficiency Gains And Critical Mergers To Propel Future Growth And Market Dominance

Operational improvements and strategic production flexibility are set to enhance capital efficiency, reduce expenses, and allow rapid market response.
Seeking Alpha Aug 22

The Sum Is Greater Than The Parts For Chesapeake And Southwestern Energy

Summary Chesapeake Energy and Southwestern Energy plan to merge, combining strong natural gas production assets in the Marcellus and Haynesville basins. Chesapeake emerged from bankruptcy with reduced debt and operating costs, while Southwestern has low costs but high debt. The merger is expected to create a company with strong financials and operational efficiency, positioning them well for low prices and increasing demand. Read the full article on Seeking Alpha
Seeking Alpha Jul 25

Chesapeake Energy Has Commodity Risk On Its Side

Summary Chesapeake Energy Corporation is navigating a bear market for natural gas, but the long-term outlook is promising, with additional LNG export capacity expected by CY25. Management has made strategic decisions to curtail production in the near-term, build DUC inventory, and wait for new demand to come online. Domestic demand for electricity is growing, driven by the growing AI factory industry. Gas may be used for base load capacity for these data centers and correct the supply/demand imbalance. Read the full article on Seeking Alpha
Seeking Alpha Jun 20

Chesapeake Energy: Shareholders Vote In Favor Of Merger (Rating Upgrade)

Summary Chesapeake and Southwestern's shareholders voted strongly in favor of the merger. The FTC still needs to approve the deal, with a 2H 2024 deal close now expected. The deal price itself seems fair for both companies. The main value is in the $400 million per year in estimated cost savings. Read the full article on Seeking Alpha

CEO報酬分析

Expand Energy の収益と比較して、Mike Wichterich の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$3b

Dec 31 2025n/an/a

US$2b

Sep 30 2025n/an/a

US$867m

Jun 30 2025n/an/a

US$206m

Mar 31 2025n/an/a

-US$989m

Dec 31 2024US$425kn/a

-US$714m

Sep 30 2024n/an/a

US$254m

Jun 30 2024n/an/a

US$438m

Mar 31 2024n/an/a

US$1b

Dec 31 2023US$440kn/a

US$2b

Sep 30 2023n/an/a

US$5b

Jun 30 2023n/an/a

US$6b

Mar 31 2023n/an/a

US$7b

Dec 31 2022US$3mUS$650k

US$5b

Sep 30 2022n/an/a

US$3b

Jun 30 2022n/an/a

US$2b

Mar 31 2022n/an/a

-US$114m

Dec 31 2021US$2mUS$761k

US$6b

報酬と市場: Mikeの 総報酬 ($USD 425.20K ) は、 US市場 ($USD 14.80M ) の同様の規模の企業の平均を下回っています。

報酬と収益: Mikeの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Mike Wichterich (57 yo)

less than a year
在職期間
US$425,204
報酬

Mr. Michael A. Wichterich, also known as Mike, serves as Chairman of the Board at Expand Energy Corporation (formerly known as Chesapeake Energy Corporation) since February 2021 and serves as its Interim P...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Michael Wichterich
Chairman of the Boardless than a yearUS$425.20k0.028%
$ 6.6m
Joshua Viets
Executive VP & COO4.3yrsUS$4.61m0.032%
$ 7.6m
Christopher Lacy
Executive VP1.6yrsUS$2.44m0.025%
$ 5.8m
Marcel Teunissen
Executive VP & CFOless than a yearデータなし0.0017%
$ 394.9k
Gregory Larson
VP of Accounting & Controller1.6yrsデータなし0.0061%
$ 1.4m
John Christ
VP & Chief Information Officer4.3yrsデータなしデータなし
Brittany Raiford
Vice President of IR & Treasurer1.6yrsデータなし0.0077%
$ 1.8m
Chris Ayres
VP of Corporate Development and Strategyless than a yearデータなしデータなし
Daniel Turco
Executive Vice President of Marketing & Commercial1.3yrsデータなし0.0077%
$ 1.8m
Toni Parks-Payne
Vice President of Human Resources & Employee Services1.6yrsデータなしデータなし
Rob Brandenburg
VP & Chief Risk Officerno dataデータなしデータなし
Colby Arnold
Investor Relations Managerno dataデータなしデータなし
1.6yrs
平均在職期間
47yo
平均年齢

経験豊富な経営陣: EXEの経営陣は 経験豊富 とはみなされません ( 1.6年の平均在職年数)。これは新しいチームを示唆しています。


取締役

名称ポジション在職期間報酬所有権
Michael Wichterich
Chairman of the Board5.3yrsUS$425.20k0.028%
$ 6.6m
Sylvester Johnson
Independent Director1.6yrsUS$22.50k0.0073%
$ 1.7m
Benjamin Duster
Independent Director5.3yrsUS$307.29k0.0065%
$ 1.5m
John Gass
Independent Director1.6yrsUS$22.50k0.014%
$ 3.4m
Timothy Duncan
Independent Director5.3yrsUS$296.98k0.0070%
$ 1.7m
Sarah Emerson
Independent Director5.3yrsUS$297.29k0.0065%
$ 1.5m
Shameek Konar
Independent Director1.6yrsUS$26.25k0.0032%
$ 761.5k
Brian Steck
Independent Director5.3yrsUS$436.92k0.0073%
$ 1.7m
Catherine Kehr
Independent Director1.6yrsUS$27.50k0.0029%
$ 692.9k
Matthew Gallagher
Lead Independent Director5.3yrsUS$285.25k0.0075%
$ 1.8m
5.3yrs
平均在職期間
60yo
平均年齢

経験豊富なボード: EXEの 取締役会経験豊富 であると考えられます ( 5.3年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/21 08:18
終値2026/05/21 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Expand Energy Corporation 17 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。50

アナリスト機関
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