Mach Natural Resources LP

NYSE:MNR 株式レポート

時価総額：US$2.2b

Mach Natural Resources 将来の成長

Future 基準チェック /26

Mach Natural Resourcesは、19.3%と1.2%でそれぞれ年率19.3%で利益と収益が成長すると予測される一方、EPSはgrowで16%年率。

主要情報

19.3%

収益成長率

15.96%

EPS成長率

Oil and Gas 収益成長10.8%
収益成長率1.2%
将来の株主資本利益率n/a
アナリストカバレッジ

Low

最終更新日03 Jun 2026

今後の成長に関する最新情報

分析記事 • 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...
分析記事 • 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

ナラティブの更新 • Jun 06

MNR: ATM Equity Program And 2026 Cash Distributions Will Support Future Upside

Mach Natural Resources' updated analyst price target has shifted modestly to about $18.71 per share from roughly $19.14, as analysts factor in changed assumptions around revenue growth, profit margins and the stock's future P/E multiple. What's in the News Mach Natural Resources entered into an equity distribution agreement with Morgan Stanley & Co. LLC for an at-the-market program of up to US$100 million in common units, with proceeds intended primarily for term loan repayment and general partnership purposes, according to a recent 8-K filing.
Seeking Alpha • Jun 05

Mach Natural Resources: CEO Keeps Buying This Cheap Permian Gas MLP

Summary Mach Natural Resources offers a 19% forward yield, direct natural gas price exposure, and trades at a sub-9x forward P/E and 4.3x EV/EBITDA. MNR’s Permian assets are strategically positioned to benefit from surging AI-driven energy demand, supporting a bullish outlook on natural gas. I rate MNR a Buy with a $20 fair value, citing strong insider buying, cheap valuation, and robust asset positioning. Investors must weigh commodity price volatility, lumpy distributions, and elevated leverage, with a net debt/EBITDA of 1.3x and potential dilution risk. Read the full article on Seeking Alpha
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
新しいナラティブ • 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?
ナラティブの更新 • 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).
新しいナラティブ • 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?
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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).
ナラティブの更新 • 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).
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
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新しいナラティブ • 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.
分析記事 • 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 Alpha
分析記事 • 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...
分析記事 • 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
分析記事 • 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 Alpha

業績と収益の成長予測

NYSE:MNR - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20281,4283032306052
12/31/20271,4672333106555
12/31/20261,4811733686915
3/31/20261,15792-351535N/A
12/31/20251,045143-397507N/A
9/30/2025956106-428512N/A
6/30/202593121080517N/A
3/31/2025942159132504N/A
12/31/2024943185159505N/A
9/30/2024874-36-526481N/A
6/30/2024834-20-529477N/A
3/31/202475819-552489N/A
12/31/202367369-578492N/A
9/30/2023721375175537N/A
6/30/2023831464251601N/A
3/31/2023901497233587N/A
12/31/2022957517177554N/A
12/31/20214391383198N/A

アナリストによる今後の成長予測

収入対貯蓄率: MNRの予測収益成長率 (年間19.3% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: MNRの収益 ( 19.3% ) はUS市場 ( 17.9% ) よりも速いペースで成長すると予測されています。

高成長収益: MNRの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: MNRの収益 ( 1.2% ) US市場 ( 12.5% ) よりも低い成長が予測されています。

高い収益成長: MNRの収益 ( 1.2% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: MNRの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/06/10 20:19
終値2026/06/10 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や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

Mach Natural Resources LP 5 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。9

アナリスト機関
Charles MeadeJohnson Rice & Company, L.L.C.
Timothy RezvanKeyBanc Capital Markets Inc.
Jeffrey GramppNorthland Capital Markets