View Future GrowthBKV 과거 순이익 실적과거 기준 점검 2/6BKV의 수입은 연평균 -8.2%의 비율로 감소해 온 반면, Oil and Gas 산업은 수입이 연평균 8.4% 증가했습니다. 매출은 연평균 15.9%의 비율로 감소해 왔습니다. BKV의 자기자본이익률은 13.7%이고 순이익률은 29.8%입니다.핵심 정보-8.16%순이익 성장률-13.18%주당순이익(EPS) 성장률Oil and Gas 산업 성장률33.67%매출 성장률-15.94%자기자본이익률13.67%순이익률29.80%최근 순이익 업데이트31 Mar 2026최근 과거 실적 업데이트Reported Earnings • May 07First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$0.43 (up from US$0.93 loss in 1Q 2025). Revenue: US$432.8m (up 90% from 1Q 2025). Net income: US$44.1m (up US$122.7m from 1Q 2025). Profit margin: 10% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 32%. Earnings per share (EPS) also surpassed analyst estimates by 18%. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Oil and Gas industry in the US.공시 • Apr 17BKV Corporation to Report Q1, 2026 Results on May 07, 2026BKV Corporation announced that they will report Q1, 2026 results Pre-Market on May 07, 2026Reported Earnings • Feb 25Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: US$2.00 (up from US$2.00 loss in FY 2024). Revenue: US$1.01b (up 64% from FY 2024). Net income: US$173.1m (up US$316.0m from FY 2024). Profit margin: 17% (up from net loss in FY 2024). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 7.4%. Earnings per share (EPS) also surpassed analyst estimates by 29%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Oil and Gas industry in the US.공시 • Feb 04BKV Corporation to Report Q4, 2025 Results on Feb 25, 2026BKV Corporation announced that they will report Q4, 2025 results Pre-Market on Feb 25, 2026분석 기사 • Nov 17There May Be Underlying Issues With The Quality Of BKV's (NYSE:BKV) EarningsBKV Corporation ( NYSE:BKV ) just reported some strong earnings, and the market reacted accordingly with a healthy...Reported Earnings • Nov 11Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: US$0.91 (up from US$0.19 in 3Q 2024). Revenue: US$199.2m (up 45% from 3Q 2024). Net income: US$76.9m (up 497% from 3Q 2024). Profit margin: 39% (up from 9.3% in 3Q 2024). The increase in margin was primarily driven by higher revenue. Revenue exceeded analyst estimates by 24%. Earnings per share (EPS) also surpassed analyst estimates by 159%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Oil and Gas industry in the US.모든 업데이트 보기Recent updatesMajor Estimate Revision • May 14Consensus revenue estimates increase by 12%, EPS downgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from US$1.49b to US$1.66b. EPS estimate fell from US$2.08 to US$1.76. Net income forecast to shrink 35% next year vs 50% growth forecast for Oil and Gas industry in the US . Consensus price target of US$35.45 unchanged from last update. Share price fell 7.0% to US$27.76 over the past week.New Risk • May 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 4.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 4.1% per year for the foreseeable future. High level of non-cash earnings (30% accrual ratio). Minor Risks High level of debt (43% net debt to equity). Shareholders have been diluted in the past year (29% increase in shares outstanding).공시 • May 09Bkv Corporation Provides Production Guidance for the Second Quarter of 2026BKV Corporation provided production guidance for the second quarter of 2026. For the period, the company expects Net production of 925 MMcfe/d to 975 MMcfe/d.속보 • May 08BKV Reports Robust Q1 Results With Power Growth and Clean Energy ProgressBKV Corporation reported Q1 2026 net income of $44.1 million on revenues of $432.8 million, with revenue described as roughly 4.5x higher year over year and key earnings metrics above analyst estimates. The company expanded its power business through increased ownership in the BKV-BPP Power joint venture and secured turbine reservations to support future projects. BKV raised $186.2 million in net proceeds from an equity offering and completed the first CO₂ injection at its Cotton Cove CCUS project as part of its focus on clean energy initiatives. For you as an investor, this update outlines a company that is pairing profitability with a build-out of power and carbon capture infrastructure. Beating Wall Street expectations on GAAP profit per share and adjusted EBITDA indicates that current operations are supporting the expansion plan, while the sizable equity raise adds capital for growth without relying solely on debt. The moves in power and CCUS, including the joint venture ownership increase and the first injection at Cotton Cove, show a business that is not limited to traditional upstream activity. When you assess BKV, it may be useful to separate near-term earnings drivers from longer-term projects such as CCUS, which can have different risk, capital needs, and timing for potential cash flows.Reported Earnings • May 07First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$0.43 (up from US$0.93 loss in 1Q 2025). Revenue: US$432.8m (up 90% from 1Q 2025). Net income: US$44.1m (up US$122.7m from 1Q 2025). Profit margin: 10% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 32%. Earnings per share (EPS) also surpassed analyst estimates by 18%. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Oil and Gas industry in the US.Recent Insider Transactions Derivative • May 03President of Upstream notifies of intention to sell stockEric Jacobsen intends to sell 50k shares in the next 90 days after lodging an Intent To Sell Form on the 1st of May. If the sale is conducted around the recent share price of US$30.96, it would amount to US$1.5m. Since June 2025, Eric's direct individual holding has decreased from 257.90k shares to 210.86k. There has only been one transaction (US$2.4k sale) from insiders over the last 12 months.공시 • Apr 29BKV Corporation, Annual General Meeting, Jun 11, 2026BKV Corporation, Annual General Meeting, Jun 11, 2026.공시 • Apr 17BKV Corporation to Report Q1, 2026 Results on May 07, 2026BKV Corporation announced that they will report Q1, 2026 results Pre-Market on May 07, 2026Recent Insider Transactions Derivative • Mar 26CEO & Director notifies of intention to sell stockChristopher Kalnin intends to sell 100k shares in the next 90 days after lodging an Intent To Sell Form on the 25th of March. If the sale is conducted around the recent share price of US$30.06, it would amount to US$3.0m. For the year to December 2021, Christopher's total compensation was 19% salary and 81% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2025, Christopher's direct individual holding has decreased from 2.30m shares to 2.17m. There has only been one transaction (US$2.4k sale) from insiders over the last 12 months.새로운 내러티브 • Mar 21Long Term Gas Power And Carbon Capture Integration Will Reshape Future Earnings PotentialCatalysts About BKV BKV is an energy company focused on natural gas production, power generation and carbon capture with an integrated closed loop model. What are the underlying business or industry changes driving this perspective?공시 • Mar 12BKV Corporation has completed a Follow-on Equity Offering in the amount of $257.615726 million.BKV Corporation has completed a Follow-on Equity Offering in the amount of $257.615726 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 9,692,089 Price\Range: $26.58공시 • Mar 11BKV Corporation has filed a Follow-on Equity Offering.BKV Corporation has filed a Follow-on Equity Offering. Security Name: Common Stock Security Type: Common Stock Securities Offered: 9,692,089새로운 내러티브 • Mar 07CCUS And Data Center Ambitions Will Expose Weaknesses In This Closed Loop Energy ModelCatalysts About BKV BKV is an energy company focused on upstream natural gas, power generation and carbon capture using an integrated closed loop model. What are the underlying business or industry changes driving this perspective?Reported Earnings • Feb 25Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: US$2.00 (up from US$2.00 loss in FY 2024). Revenue: US$1.01b (up 64% from FY 2024). Net income: US$173.1m (up US$316.0m from FY 2024). Profit margin: 17% (up from net loss in FY 2024). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 7.4%. Earnings per share (EPS) also surpassed analyst estimates by 29%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Oil and Gas industry in the US.공시 • Feb 25BKV Corporation Provides Production Guidance for the First Quarter and Full Fiscal Year of 2026BKV Corporation provided production guidance for the first quarter and full fiscal year of 2026. For the quarter, the company expects Net production of 900 MMcfe/d to- 930 MMcfe/d, reflecting a ~10% increase from 3Q25 production at the mid-point. For the year, the company expects Net production of 915 MMcfe/d to- 955 MMcfe/d, reflecting a ~10% increase from 3Q25 production at the mid-point.공시 • Feb 04BKV Corporation to Report Q4, 2025 Results on Feb 25, 2026BKV Corporation announced that they will report Q4, 2025 results Pre-Market on Feb 25, 2026New Risk • Feb 03New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 21% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.분석 기사 • Feb 02Need To Know: The Consensus Just Cut Its BKV Corporation (NYSE:BKV) Estimates For 2026The latest analyst coverage could presage a bad day for BKV Corporation ( NYSE:BKV ), with the analysts making...공시 • Feb 01BKV Corporation (NYSE:BKV) acquired additional 25% stake in BKV-BPP Power LLC from Banpu Power Us Corporation for approximately $220 million.BKV Corporation (NYSE:BKV) entered into a definitive purchase agreement to acquire additional 25% stake in BKV-BPP Power LLC from Banpu Power Us Corporation on October 29, 2025. BKV has agreed to pay aggregate consideration for the interests pursuant to a formula of (x) $376.0 million less (y) 25% of the net indebtedness of BKV-BPP Power at closing, which consideration will be paid 50% in cash and 50% in BKV common stock (“Stock Consideration”). As of September 30, 2025, net indebtedness of BKV-BPP Power was approximately $581.8 million. The Stock Consideration will be issued at a price per share of $21.6609. BKV plans to fund the cash consideration for the transaction with a combination of cash on hand and borrowings under its existing reserve-based lending agreement. Following the momentum from the completion of BKV's successful high-yield bond offering, as of September 30, 2025, there is $800.0 million of available capacity for future borrowings under BKV’s reserve-based lending credit agreement. Such that at the closing of the transaction, BKV would own 75% of the limited liability company interests in BKV-BPP Power. The transaction was recommended to the BKV board of directors for approval by a special committee (the “Special Committee”) composed of independent, disinterested directors and advised by independent financial and legal advisors. Additionally, the board of directors of Banpu Power Public Company Limited (“BPP”), which is listed on the Stock Exchange of Thailand and is the sole stockholder of BPPUS, resolved to propose the transaction for shareholder approval at an Extraordinary General Meeting, following the audit committee and the board of directors' review and recommendation in accordance with connected transaction requirements, and the appointment of an independent financial advisor to provide an opinion to shareholders. BKV expects the potential transaction to close in the first quarter of 2026. Samantha Crispin of Baker Botts L.L.P. acted as legal counsel to BKV Corporation. Morris, Nichols, Arsht & Tunnell LLP acted as independent counsel to the Special Committee and Moelis & Company LLC served as independent financial advisor to the Special Committee. BKV Corporation (NYSE:BKV) completed the acquisition of additional 25% stake in BKV-BPP Power LLC from Banpu Power Us Corporation for approximately $220 million on January 30, 2026. The terms of transaction consist of approximately $115.1 million in cash and 5,315,390 shares of newly issued BKV common stock, increasing BKV’s ownership stake of the Power JV to 75% from 50%.Seeking Alpha • Jan 16BKV Corporation: Growth On The Edge Of ExecutionSummary BKV Corporation sits at the intersection of tightening U.S. gas markets, LNG export growth, and maturing carbon capture, positioning for disciplined growth. Production is rising within guidance, costs are notably below peers, and recent acquisitions have added reserves and operational control, supporting scalability. Valuation is stretched on trailing metrics but justified only if a projected 30-35% EPS CAGR materializes; forward multiples compress rapidly with execution. I assign BKV a hold rating—upside depends on flawless execution, as much of the growth thesis is already priced in. Read the full article on Seeking Alpha공시 • Dec 18BKV Corporation (NYSE:BKV) announces an Equity Buyback for $100 million worth of its shares.BKV Corporation (NYSE:BKV) announces a share repurchase program. Under the program, the company will repurchase up to $100 million worth of its common stock. Share repurchases are expected to be funded through available cash or borrowings under the Company’s existing reserve-based lending agreement.공시 • Dec 02+ 1 more updateBKV Corporation has completed a Follow-on Equity Offering in the amount of $156 million.BKV Corporation has completed a Follow-on Equity Offering in the amount of $156 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 6,000,000 Price\Range: $26분석 기사 • Nov 27BKV Corporation (NYSE:BKV) Stocks Shoot Up 27% But Its P/S Still Looks ReasonableBKV Corporation ( NYSE:BKV ) shareholders would be excited to see that the share price has had a great month, posting a...분석 기사 • Nov 17There May Be Underlying Issues With The Quality Of BKV's (NYSE:BKV) EarningsBKV Corporation ( NYSE:BKV ) just reported some strong earnings, and the market reacted accordingly with a healthy...Reported Earnings • Nov 11Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: US$0.91 (up from US$0.19 in 3Q 2024). Revenue: US$199.2m (up 45% from 3Q 2024). Net income: US$76.9m (up 497% from 3Q 2024). Profit margin: 39% (up from 9.3% in 3Q 2024). The increase in margin was primarily driven by higher revenue. Revenue exceeded analyst estimates by 24%. Earnings per share (EPS) also surpassed analyst estimates by 159%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Oil and Gas industry in the US.공시 • Nov 11BKV Corporation Provides Production Guidance for the Fourth Quarter of 2025BKV Corporation provided production guidance for the fourth quarter of 2025. For the period, the company expects Net production of 885-935 MMcfe/d, reflecting a ~10% increase from 3Q25 production at the mid-point.Recent Insider Transactions Derivative • Nov 04Insider notifies of intention to sell stockLindsay Larrick intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 3rd of November. If the sale is conducted around the recent share price of US$23.37, it would amount to US$234k. Since March 2025, Lindsay's direct individual holding has decreased from 245.53k shares to 176.34k. There have been no trades via on-market transactions or options from company insiders in the last 12 months.공시 • Oct 20BKV Corporation to Report Q3, 2025 Results on Nov 10, 2025BKV Corporation announced that they will report Q3, 2025 results Pre-Market on Nov 10, 2025Recent Insider Transactions Derivative • Oct 02Insider notifies of intention to sell stockLindsay Larrick intends to sell 15k shares in the next 90 days after lodging an Intent To Sell Form on the 1st of October. If the sale is conducted around the recent share price of US$23.19, it would amount to US$348k. Since March 2025, Lindsay's direct individual holding has decreased from 245.53k shares to 191.34k. There have been no trades via on-market transactions or options from company insiders in the last 12 months.Recent Insider Transactions Derivative • Sep 04Insider notifies of intention to sell stockLindsay Larrick intends to sell 9k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of September. If the sale is conducted around the recent share price of US$23.18, it would amount to US$213k. Since September 2024, Lindsay's direct individual holding has decreased from 237.27k shares to 191.34k. Company insiders have collectively bought US$2.2m more than they sold, via options and on-market transactions, in the last 12 months.분석 기사 • Aug 18Analysts Just Shipped A Sizeable Upgrade To Their BKV Corporation (NYSE:BKV) EstimatesBKV Corporation ( NYSE:BKV ) shareholders will have a reason to smile today, with the analysts making substantial...Reported Earnings • Aug 13Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: US$1.24 (up from US$0.90 loss in 2Q 2024). Revenue: US$207.3m (up 44% from 2Q 2024). Net income: US$104.7m (up US$164.4m from 2Q 2024). Profit margin: 51% (up from net loss in 2Q 2024). The move to profitability was primarily driven by lower expenses. Revenue exceeded analyst estimates by 50%. Earnings per share (EPS) also surpassed analyst estimates significantly. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Oil and Gas industry in the US.공시 • Jul 22BKV Corporation to Report Q2, 2025 Results on Aug 12, 2025BKV Corporation announced that they will report Q2, 2025 results Pre-Market on Aug 12, 2025Recent Insider Transactions Derivative • Jul 02Insider notifies of intention to sell stockLindsay Larrick intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 1st of July. If the sale is conducted around the recent share price of US$23.13, it would amount to US$231k. Since September 2024, Lindsay's direct individual holding has decreased from 237.27k shares to 220.53k. Company insiders have collectively bought US$2.2m more than they sold, via options and on-market transactions, in the last 12 months.공시 • Jun 30+ 4 more updatesBKV Corporation(NYSE:BKV) dropped from Russell 2000 Growth IndexBKV Corporation(NYSE:BKV) dropped from Russell 2000 Growth Index분석 기사 • May 13Revenues Tell The Story For BKV Corporation (NYSE:BKV) As Its Stock Soars 32%Those holding BKV Corporation ( NYSE:BKV ) shares would be relieved that the share price has rebounded 32% in the last...Recent Insider Transactions Derivative • May 11Insider notifies of intention to sell stockLindsay Larrick intends to sell 15k shares in the next 90 days after lodging an Intent To Sell Form on the 9th of May. If the sale is conducted around the recent share price of US$20.00, it would amount to US$300k. Since September 2024, Lindsay's direct individual holding has increased from 237.27k shares to 245.53k. Company insiders have collectively bought US$2.2m more than they sold, via options and on-market transactions, in the last 12 months.Reported Earnings • May 09First quarter 2025 earnings releasedFirst quarter 2025 results: Net income: (up US$38.6m from 1Q 2024).New Risk • May 09New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 16% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.공시 • May 09BKV Corporation Provides Production Guidance for the Second Quarter and Full Year 2025BKV Corporation provided production guidance for the second quarter and full year 2025. for the quarter, the company expects Net production of 775 MMcfe/d - 805 MMcfe/d. for the year, the company expects Net production of 755 MMcfe/d - 790 MMcfe/d.공시 • Apr 29BKV Corporation, Annual General Meeting, Jun 19, 2025BKV Corporation, Annual General Meeting, Jun 19, 2025. Location: 3700 bernie anderson avenue, tx76116, fort worth United States공시 • Apr 18BKV Corporation to Report Q1, 2025 Results on May 09, 2025BKV Corporation announced that they will report Q1, 2025 results Pre-Market on May 09, 2025공시 • Apr 03BKV Corporation Appoints Dilanka Seimon as Chief Commercial OfficerBKV Corporation announced it has appointed Dilanka Seimon as Chief Commercial Officer, effective immediately. In this newly created role, Seimon will be responsible for strengthening the Company’s commercial midstream, gas marketing and new products teams, leveraging its carbon capture, utilization and sequestration (‘CCUS’) portfolio and strong tailwinds in power demand. A seasoned global energy executive with over 20 years of expertise across the energy value chain, Seimon has held strategy and commercial leadership roles across the upstream and midstream energy industries, driving strategic transformation and growth at companies spanning production, consumption, trading, and transportation of diverse energy commodities. He brings a proven track record in developing midstream assets, marketing upstream portfolios, advancing low-carbon initiatives, and large-scale contract negotiations and stakeholder engagement. Most recently, Seimon served as Executive Vice President and Chief Commercial Officer at EnLink Midstream, responsible for businesses across gathering, processing, transport, storage and terminal services in the oil, gas, NGL, and carbon segments. Prior to EnLink, he served as Vice President of Alternative Energy at Energy Transfer and as Vice President Sales and Marketing at BHP, leading teams responsible for logistics and marketing of BHP's global oil, gas, NGL, and LNG production portfolio, as well as energy procurement for BHP. Previously, he held various roles in natural gas trading, marketing, and origination. Seimon is a graduate of the General Management Program at Harvard Business School. He also received a Master of Business Administration from Duke University's Fuqua School of Business and a Bachelor of Science in Economics from Georgia College & State University.Reported Earnings • Apr 02Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: US$2.00 loss per share (down from US$1.93 profit in FY 2023). Revenue: US$615.1m (down 17% from FY 2023). Net loss: US$142.9m (down 222% from profit in FY 2023). Oil reserves Proven reserves: 1.691 MMbbls Gas reserves Proven reserves: 2236.031 Bcf LNG reserves Proven reserves: 147.622 MMbbls Combined production Oil equivalent production: 48.068 MMboe (52.301 MMboe in FY 2023) Revenue missed analyst estimates by 13%. Earnings per share (EPS) also missed analyst estimates by 33%. Revenue is forecast to grow 26% p.a. on average during the next 2 years, compared to a 3.8% growth forecast for the Oil and Gas industry in the US.Recent Insider Transactions Derivative • Mar 26Chief Legal Officer notifies of intention to sell stockLindsay Larrick intends to sell 15k shares in the next 90 days after lodging an Intent To Sell Form on the 25th of March. If the sale is conducted around the recent share price of US$21.07, it would amount to US$316k. Since September 2024, Lindsay's direct individual holding has increased from 237.27k shares to 260.53k. Company insiders have collectively bought US$2.2m more than they sold, via options and on-market transactions, in the last 12 months.Reported Earnings • Feb 26Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: US$2.00 loss per share (down from US$1.93 profit in FY 2023). Revenue: US$581.0m (down 21% from FY 2023). Net loss: US$142.9m (down 222% from profit in FY 2023). Revenue missed analyst estimates by 13%. Earnings per share (EPS) also missed analyst estimates by 33%. Revenue is forecast to grow 29% p.a. on average during the next 2 years, compared to a 4.4% growth forecast for the Oil and Gas industry in the US.공시 • Feb 26BKV Corporation Provides Production Guidance for the First Quarter and Full Year 2025BKV Corporation provided production guidance for the first Quarter and full year 2025. For the quarter, the company expects net production of 740 MMcfe/d - 770 MMcfe/d. For the year, the company expects net production of 755 MMcfe/d - 790 MMcfe/d.공시 • Feb 08BKV Corporation Announces CFO ChangesBKV Corporation announced that John T. Jimenez, who has served as Chief Financial Officer since 2021, will retire effective May 15, 2025, after a distinguished tenure with the Company. The company has named David Tameron its next Chief Financial Officer. Tameron currently serves as the Company’s Vice President, Strategic Finance and Investor Relations. Prior to joining BKV in August 2022, Tameron served in various roles at Wells Fargo & Company, including as Managing Director of Denver-based Corporate Banking from September 2017 to August 2022, and as Managing Director, Institutional Equity Research, from July 2006 to August 2017. Tameron earned a Master of Business Administration from the Fuqua School of Business at Duke University and a Bachelor of Arts in Finance from Arizona State University. Tameron will commence his new role on April 1, 2025, at which point Jimenez will transition to a Senior Advisor to remain onboard, to assist with the transition, serving in a retirement capacity until his last day on May 15, 2025. Jimenez has served as BKV’s Chief Financial Officer since April 2021 and led the Company’s finance team through a transformational time in the company by optimizing the finance function to prepare for being publicly traded, significant M&A activity and, most notably, completion of the Company’s successful IPO in September 2024. Prior to his time at BKV, John served in a variety of leadership roles for BP spanning over 30 years and across multiple countries. On February 3, 2025, the Company and Mr. Jimenez entered into a Transition and Mutual Separation Agreement (the “Transition and Separation Agreement”) pursuant to which Mr. Jimenez has agreed to continue to serve in his current position until March 31, 2025, and then remain with the Company as a Senior Advisor until May 15, 2025. Thereafter, Mr. Jimenez has agreed to provide the Company with certain services as and when requested by the Company in order to facilitate an orderly transition. In consideration for such transition services and subject to the other terms and conditions contained in the Transition and Separation Agreement, the Company has agreed to provide Mr. Jimenez with certain additional payments for so long as, among other things, he abides by certain confidentiality, non-solicitation, non-compete and non-disparagement obligations for a period of twenty-four months following his separation.Reported Earnings • Nov 14Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2024 results: EPS: US$0.19 (down from US$0.32 in 3Q 2023). Revenue: US$173.1m (down 4.9% from 3Q 2023). Net income: US$12.9m (down 31% from 3Q 2023). Profit margin: 7.4% (down from 10% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Oil and Gas industry in the US.공시 • Nov 14BKV Corporation Provides Production Guidance for the Fourth Quarter 2024BKV Corporation provided production guidance for the fourth quarter 2024. For the period, the company expects net production of 720 MMcfe/d - 750 MMcfe/d.공시 • Nov 02BKV Corporation to Report Q3, 2024 Results on Nov 12, 2024BKV Corporation announced that they will report Q3, 2024 results Pre-Market on Nov 12, 2024Recent Insider Transactions • Oct 02Independent Director recently bought US$900k worth of stockOn the 27th of September, Sunit Patel bought around 50k shares on-market at roughly US$18.00 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$1.7m more in shares than they have sold in the last 12 months.공시 • Sep 26BKV Corporation has completed an IPO in the amount of $270 million.BKV Corporation has completed an IPO in the amount of $270 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 15,000,000 Price\Range: $18 Transaction Features: Reserved Share OfferingBoard Change • Sep 25Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Director Sunit Patel was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.매출 및 비용 세부 내역BKV가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이NYSE:BKV 매출, 비용 및 순이익 (USD Millions)날짜매출순이익일반관리비연구개발비31 Mar 26999298133031 Dec 25894172120030 Sep 2584141121030 Jun 25776-22124031 Mar 25708-186113031 Dec 24591-143104030 Sep 24617-48107030 Jun 24665-42102031 Mar 24676-18109031 Dec 23739117115030 Sep 23972335104030 Jun 231,364391131031 Mar 231,600699132031 Dec 221,660410130030 Sep 221,556359130030 Jun 221,2125399031 Mar 22997-29291031 Dec 21890-17186031 Dec 20123-44300양질의 수익: BKV의 비현금 수익 수준이 높습니다.이익 마진 증가: BKV는 과거에 흑자전환했습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: BKV는 지난 5년 동안 흑자전환하며 연평균 -8.2%의 수익 성장을 기록했습니다.성장 가속화: BKV는 지난해 흑자전환하여 5년 평균과 수익 성장률을 비교하기 어렵습니다.수익 대 산업: BKV는 지난해 흑자전환하여 지난 해 수익 성장률을 Oil and Gas 업계(6%)와 비교하기 어렵습니다.자기자본이익률높은 ROE: BKV의 자본 수익률(13.7%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YEnergy 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/26 19:30종가2026/05/22 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스BKV Corporation는 16명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Wei JiangBarclaysScott GruberCitigroup IncStephen RichardsonEvercore ISI13명의 분석가 더 보기
Reported Earnings • May 07First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$0.43 (up from US$0.93 loss in 1Q 2025). Revenue: US$432.8m (up 90% from 1Q 2025). Net income: US$44.1m (up US$122.7m from 1Q 2025). Profit margin: 10% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 32%. Earnings per share (EPS) also surpassed analyst estimates by 18%. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Oil and Gas industry in the US.
공시 • Apr 17BKV Corporation to Report Q1, 2026 Results on May 07, 2026BKV Corporation announced that they will report Q1, 2026 results Pre-Market on May 07, 2026
Reported Earnings • Feb 25Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: US$2.00 (up from US$2.00 loss in FY 2024). Revenue: US$1.01b (up 64% from FY 2024). Net income: US$173.1m (up US$316.0m from FY 2024). Profit margin: 17% (up from net loss in FY 2024). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 7.4%. Earnings per share (EPS) also surpassed analyst estimates by 29%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Oil and Gas industry in the US.
공시 • Feb 04BKV Corporation to Report Q4, 2025 Results on Feb 25, 2026BKV Corporation announced that they will report Q4, 2025 results Pre-Market on Feb 25, 2026
분석 기사 • Nov 17There May Be Underlying Issues With The Quality Of BKV's (NYSE:BKV) EarningsBKV Corporation ( NYSE:BKV ) just reported some strong earnings, and the market reacted accordingly with a healthy...
Reported Earnings • Nov 11Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: US$0.91 (up from US$0.19 in 3Q 2024). Revenue: US$199.2m (up 45% from 3Q 2024). Net income: US$76.9m (up 497% from 3Q 2024). Profit margin: 39% (up from 9.3% in 3Q 2024). The increase in margin was primarily driven by higher revenue. Revenue exceeded analyst estimates by 24%. Earnings per share (EPS) also surpassed analyst estimates by 159%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Oil and Gas industry in the US.
Major Estimate Revision • May 14Consensus revenue estimates increase by 12%, EPS downgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from US$1.49b to US$1.66b. EPS estimate fell from US$2.08 to US$1.76. Net income forecast to shrink 35% next year vs 50% growth forecast for Oil and Gas industry in the US . Consensus price target of US$35.45 unchanged from last update. Share price fell 7.0% to US$27.76 over the past week.
New Risk • May 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 4.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 4.1% per year for the foreseeable future. High level of non-cash earnings (30% accrual ratio). Minor Risks High level of debt (43% net debt to equity). Shareholders have been diluted in the past year (29% increase in shares outstanding).
공시 • May 09Bkv Corporation Provides Production Guidance for the Second Quarter of 2026BKV Corporation provided production guidance for the second quarter of 2026. For the period, the company expects Net production of 925 MMcfe/d to 975 MMcfe/d.
속보 • May 08BKV Reports Robust Q1 Results With Power Growth and Clean Energy ProgressBKV Corporation reported Q1 2026 net income of $44.1 million on revenues of $432.8 million, with revenue described as roughly 4.5x higher year over year and key earnings metrics above analyst estimates. The company expanded its power business through increased ownership in the BKV-BPP Power joint venture and secured turbine reservations to support future projects. BKV raised $186.2 million in net proceeds from an equity offering and completed the first CO₂ injection at its Cotton Cove CCUS project as part of its focus on clean energy initiatives. For you as an investor, this update outlines a company that is pairing profitability with a build-out of power and carbon capture infrastructure. Beating Wall Street expectations on GAAP profit per share and adjusted EBITDA indicates that current operations are supporting the expansion plan, while the sizable equity raise adds capital for growth without relying solely on debt. The moves in power and CCUS, including the joint venture ownership increase and the first injection at Cotton Cove, show a business that is not limited to traditional upstream activity. When you assess BKV, it may be useful to separate near-term earnings drivers from longer-term projects such as CCUS, which can have different risk, capital needs, and timing for potential cash flows.
Reported Earnings • May 07First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$0.43 (up from US$0.93 loss in 1Q 2025). Revenue: US$432.8m (up 90% from 1Q 2025). Net income: US$44.1m (up US$122.7m from 1Q 2025). Profit margin: 10% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 32%. Earnings per share (EPS) also surpassed analyst estimates by 18%. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Oil and Gas industry in the US.
Recent Insider Transactions Derivative • May 03President of Upstream notifies of intention to sell stockEric Jacobsen intends to sell 50k shares in the next 90 days after lodging an Intent To Sell Form on the 1st of May. If the sale is conducted around the recent share price of US$30.96, it would amount to US$1.5m. Since June 2025, Eric's direct individual holding has decreased from 257.90k shares to 210.86k. There has only been one transaction (US$2.4k sale) from insiders over the last 12 months.
공시 • Apr 29BKV Corporation, Annual General Meeting, Jun 11, 2026BKV Corporation, Annual General Meeting, Jun 11, 2026.
공시 • Apr 17BKV Corporation to Report Q1, 2026 Results on May 07, 2026BKV Corporation announced that they will report Q1, 2026 results Pre-Market on May 07, 2026
Recent Insider Transactions Derivative • Mar 26CEO & Director notifies of intention to sell stockChristopher Kalnin intends to sell 100k shares in the next 90 days after lodging an Intent To Sell Form on the 25th of March. If the sale is conducted around the recent share price of US$30.06, it would amount to US$3.0m. For the year to December 2021, Christopher's total compensation was 19% salary and 81% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2025, Christopher's direct individual holding has decreased from 2.30m shares to 2.17m. There has only been one transaction (US$2.4k sale) from insiders over the last 12 months.
새로운 내러티브 • Mar 21Long Term Gas Power And Carbon Capture Integration Will Reshape Future Earnings PotentialCatalysts About BKV BKV is an energy company focused on natural gas production, power generation and carbon capture with an integrated closed loop model. What are the underlying business or industry changes driving this perspective?
공시 • Mar 12BKV Corporation has completed a Follow-on Equity Offering in the amount of $257.615726 million.BKV Corporation has completed a Follow-on Equity Offering in the amount of $257.615726 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 9,692,089 Price\Range: $26.58
공시 • Mar 11BKV Corporation has filed a Follow-on Equity Offering.BKV Corporation has filed a Follow-on Equity Offering. Security Name: Common Stock Security Type: Common Stock Securities Offered: 9,692,089
새로운 내러티브 • Mar 07CCUS And Data Center Ambitions Will Expose Weaknesses In This Closed Loop Energy ModelCatalysts About BKV BKV is an energy company focused on upstream natural gas, power generation and carbon capture using an integrated closed loop model. What are the underlying business or industry changes driving this perspective?
Reported Earnings • Feb 25Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: US$2.00 (up from US$2.00 loss in FY 2024). Revenue: US$1.01b (up 64% from FY 2024). Net income: US$173.1m (up US$316.0m from FY 2024). Profit margin: 17% (up from net loss in FY 2024). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 7.4%. Earnings per share (EPS) also surpassed analyst estimates by 29%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Oil and Gas industry in the US.
공시 • Feb 25BKV Corporation Provides Production Guidance for the First Quarter and Full Fiscal Year of 2026BKV Corporation provided production guidance for the first quarter and full fiscal year of 2026. For the quarter, the company expects Net production of 900 MMcfe/d to- 930 MMcfe/d, reflecting a ~10% increase from 3Q25 production at the mid-point. For the year, the company expects Net production of 915 MMcfe/d to- 955 MMcfe/d, reflecting a ~10% increase from 3Q25 production at the mid-point.
공시 • Feb 04BKV Corporation to Report Q4, 2025 Results on Feb 25, 2026BKV Corporation announced that they will report Q4, 2025 results Pre-Market on Feb 25, 2026
New Risk • Feb 03New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 21% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.
분석 기사 • Feb 02Need To Know: The Consensus Just Cut Its BKV Corporation (NYSE:BKV) Estimates For 2026The latest analyst coverage could presage a bad day for BKV Corporation ( NYSE:BKV ), with the analysts making...
공시 • Feb 01BKV Corporation (NYSE:BKV) acquired additional 25% stake in BKV-BPP Power LLC from Banpu Power Us Corporation for approximately $220 million.BKV Corporation (NYSE:BKV) entered into a definitive purchase agreement to acquire additional 25% stake in BKV-BPP Power LLC from Banpu Power Us Corporation on October 29, 2025. BKV has agreed to pay aggregate consideration for the interests pursuant to a formula of (x) $376.0 million less (y) 25% of the net indebtedness of BKV-BPP Power at closing, which consideration will be paid 50% in cash and 50% in BKV common stock (“Stock Consideration”). As of September 30, 2025, net indebtedness of BKV-BPP Power was approximately $581.8 million. The Stock Consideration will be issued at a price per share of $21.6609. BKV plans to fund the cash consideration for the transaction with a combination of cash on hand and borrowings under its existing reserve-based lending agreement. Following the momentum from the completion of BKV's successful high-yield bond offering, as of September 30, 2025, there is $800.0 million of available capacity for future borrowings under BKV’s reserve-based lending credit agreement. Such that at the closing of the transaction, BKV would own 75% of the limited liability company interests in BKV-BPP Power. The transaction was recommended to the BKV board of directors for approval by a special committee (the “Special Committee”) composed of independent, disinterested directors and advised by independent financial and legal advisors. Additionally, the board of directors of Banpu Power Public Company Limited (“BPP”), which is listed on the Stock Exchange of Thailand and is the sole stockholder of BPPUS, resolved to propose the transaction for shareholder approval at an Extraordinary General Meeting, following the audit committee and the board of directors' review and recommendation in accordance with connected transaction requirements, and the appointment of an independent financial advisor to provide an opinion to shareholders. BKV expects the potential transaction to close in the first quarter of 2026. Samantha Crispin of Baker Botts L.L.P. acted as legal counsel to BKV Corporation. Morris, Nichols, Arsht & Tunnell LLP acted as independent counsel to the Special Committee and Moelis & Company LLC served as independent financial advisor to the Special Committee. BKV Corporation (NYSE:BKV) completed the acquisition of additional 25% stake in BKV-BPP Power LLC from Banpu Power Us Corporation for approximately $220 million on January 30, 2026. The terms of transaction consist of approximately $115.1 million in cash and 5,315,390 shares of newly issued BKV common stock, increasing BKV’s ownership stake of the Power JV to 75% from 50%.
Seeking Alpha • Jan 16BKV Corporation: Growth On The Edge Of ExecutionSummary BKV Corporation sits at the intersection of tightening U.S. gas markets, LNG export growth, and maturing carbon capture, positioning for disciplined growth. Production is rising within guidance, costs are notably below peers, and recent acquisitions have added reserves and operational control, supporting scalability. Valuation is stretched on trailing metrics but justified only if a projected 30-35% EPS CAGR materializes; forward multiples compress rapidly with execution. I assign BKV a hold rating—upside depends on flawless execution, as much of the growth thesis is already priced in. Read the full article on Seeking Alpha
공시 • Dec 18BKV Corporation (NYSE:BKV) announces an Equity Buyback for $100 million worth of its shares.BKV Corporation (NYSE:BKV) announces a share repurchase program. Under the program, the company will repurchase up to $100 million worth of its common stock. Share repurchases are expected to be funded through available cash or borrowings under the Company’s existing reserve-based lending agreement.
공시 • Dec 02+ 1 more updateBKV Corporation has completed a Follow-on Equity Offering in the amount of $156 million.BKV Corporation has completed a Follow-on Equity Offering in the amount of $156 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 6,000,000 Price\Range: $26
분석 기사 • Nov 27BKV Corporation (NYSE:BKV) Stocks Shoot Up 27% But Its P/S Still Looks ReasonableBKV Corporation ( NYSE:BKV ) shareholders would be excited to see that the share price has had a great month, posting a...
분석 기사 • Nov 17There May Be Underlying Issues With The Quality Of BKV's (NYSE:BKV) EarningsBKV Corporation ( NYSE:BKV ) just reported some strong earnings, and the market reacted accordingly with a healthy...
Reported Earnings • Nov 11Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: US$0.91 (up from US$0.19 in 3Q 2024). Revenue: US$199.2m (up 45% from 3Q 2024). Net income: US$76.9m (up 497% from 3Q 2024). Profit margin: 39% (up from 9.3% in 3Q 2024). The increase in margin was primarily driven by higher revenue. Revenue exceeded analyst estimates by 24%. Earnings per share (EPS) also surpassed analyst estimates by 159%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Oil and Gas industry in the US.
공시 • Nov 11BKV Corporation Provides Production Guidance for the Fourth Quarter of 2025BKV Corporation provided production guidance for the fourth quarter of 2025. For the period, the company expects Net production of 885-935 MMcfe/d, reflecting a ~10% increase from 3Q25 production at the mid-point.
Recent Insider Transactions Derivative • Nov 04Insider notifies of intention to sell stockLindsay Larrick intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 3rd of November. If the sale is conducted around the recent share price of US$23.37, it would amount to US$234k. Since March 2025, Lindsay's direct individual holding has decreased from 245.53k shares to 176.34k. There have been no trades via on-market transactions or options from company insiders in the last 12 months.
공시 • Oct 20BKV Corporation to Report Q3, 2025 Results on Nov 10, 2025BKV Corporation announced that they will report Q3, 2025 results Pre-Market on Nov 10, 2025
Recent Insider Transactions Derivative • Oct 02Insider notifies of intention to sell stockLindsay Larrick intends to sell 15k shares in the next 90 days after lodging an Intent To Sell Form on the 1st of October. If the sale is conducted around the recent share price of US$23.19, it would amount to US$348k. Since March 2025, Lindsay's direct individual holding has decreased from 245.53k shares to 191.34k. There have been no trades via on-market transactions or options from company insiders in the last 12 months.
Recent Insider Transactions Derivative • Sep 04Insider notifies of intention to sell stockLindsay Larrick intends to sell 9k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of September. If the sale is conducted around the recent share price of US$23.18, it would amount to US$213k. Since September 2024, Lindsay's direct individual holding has decreased from 237.27k shares to 191.34k. Company insiders have collectively bought US$2.2m more than they sold, via options and on-market transactions, in the last 12 months.
분석 기사 • Aug 18Analysts Just Shipped A Sizeable Upgrade To Their BKV Corporation (NYSE:BKV) EstimatesBKV Corporation ( NYSE:BKV ) shareholders will have a reason to smile today, with the analysts making substantial...
Reported Earnings • Aug 13Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: US$1.24 (up from US$0.90 loss in 2Q 2024). Revenue: US$207.3m (up 44% from 2Q 2024). Net income: US$104.7m (up US$164.4m from 2Q 2024). Profit margin: 51% (up from net loss in 2Q 2024). The move to profitability was primarily driven by lower expenses. Revenue exceeded analyst estimates by 50%. Earnings per share (EPS) also surpassed analyst estimates significantly. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Oil and Gas industry in the US.
공시 • Jul 22BKV Corporation to Report Q2, 2025 Results on Aug 12, 2025BKV Corporation announced that they will report Q2, 2025 results Pre-Market on Aug 12, 2025
Recent Insider Transactions Derivative • Jul 02Insider notifies of intention to sell stockLindsay Larrick intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 1st of July. If the sale is conducted around the recent share price of US$23.13, it would amount to US$231k. Since September 2024, Lindsay's direct individual holding has decreased from 237.27k shares to 220.53k. Company insiders have collectively bought US$2.2m more than they sold, via options and on-market transactions, in the last 12 months.
공시 • Jun 30+ 4 more updatesBKV Corporation(NYSE:BKV) dropped from Russell 2000 Growth IndexBKV Corporation(NYSE:BKV) dropped from Russell 2000 Growth Index
분석 기사 • May 13Revenues Tell The Story For BKV Corporation (NYSE:BKV) As Its Stock Soars 32%Those holding BKV Corporation ( NYSE:BKV ) shares would be relieved that the share price has rebounded 32% in the last...
Recent Insider Transactions Derivative • May 11Insider notifies of intention to sell stockLindsay Larrick intends to sell 15k shares in the next 90 days after lodging an Intent To Sell Form on the 9th of May. If the sale is conducted around the recent share price of US$20.00, it would amount to US$300k. Since September 2024, Lindsay's direct individual holding has increased from 237.27k shares to 245.53k. Company insiders have collectively bought US$2.2m more than they sold, via options and on-market transactions, in the last 12 months.
Reported Earnings • May 09First quarter 2025 earnings releasedFirst quarter 2025 results: Net income: (up US$38.6m from 1Q 2024).
New Risk • May 09New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 16% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
공시 • May 09BKV Corporation Provides Production Guidance for the Second Quarter and Full Year 2025BKV Corporation provided production guidance for the second quarter and full year 2025. for the quarter, the company expects Net production of 775 MMcfe/d - 805 MMcfe/d. for the year, the company expects Net production of 755 MMcfe/d - 790 MMcfe/d.
공시 • Apr 29BKV Corporation, Annual General Meeting, Jun 19, 2025BKV Corporation, Annual General Meeting, Jun 19, 2025. Location: 3700 bernie anderson avenue, tx76116, fort worth United States
공시 • Apr 18BKV Corporation to Report Q1, 2025 Results on May 09, 2025BKV Corporation announced that they will report Q1, 2025 results Pre-Market on May 09, 2025
공시 • Apr 03BKV Corporation Appoints Dilanka Seimon as Chief Commercial OfficerBKV Corporation announced it has appointed Dilanka Seimon as Chief Commercial Officer, effective immediately. In this newly created role, Seimon will be responsible for strengthening the Company’s commercial midstream, gas marketing and new products teams, leveraging its carbon capture, utilization and sequestration (‘CCUS’) portfolio and strong tailwinds in power demand. A seasoned global energy executive with over 20 years of expertise across the energy value chain, Seimon has held strategy and commercial leadership roles across the upstream and midstream energy industries, driving strategic transformation and growth at companies spanning production, consumption, trading, and transportation of diverse energy commodities. He brings a proven track record in developing midstream assets, marketing upstream portfolios, advancing low-carbon initiatives, and large-scale contract negotiations and stakeholder engagement. Most recently, Seimon served as Executive Vice President and Chief Commercial Officer at EnLink Midstream, responsible for businesses across gathering, processing, transport, storage and terminal services in the oil, gas, NGL, and carbon segments. Prior to EnLink, he served as Vice President of Alternative Energy at Energy Transfer and as Vice President Sales and Marketing at BHP, leading teams responsible for logistics and marketing of BHP's global oil, gas, NGL, and LNG production portfolio, as well as energy procurement for BHP. Previously, he held various roles in natural gas trading, marketing, and origination. Seimon is a graduate of the General Management Program at Harvard Business School. He also received a Master of Business Administration from Duke University's Fuqua School of Business and a Bachelor of Science in Economics from Georgia College & State University.
Reported Earnings • Apr 02Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: US$2.00 loss per share (down from US$1.93 profit in FY 2023). Revenue: US$615.1m (down 17% from FY 2023). Net loss: US$142.9m (down 222% from profit in FY 2023). Oil reserves Proven reserves: 1.691 MMbbls Gas reserves Proven reserves: 2236.031 Bcf LNG reserves Proven reserves: 147.622 MMbbls Combined production Oil equivalent production: 48.068 MMboe (52.301 MMboe in FY 2023) Revenue missed analyst estimates by 13%. Earnings per share (EPS) also missed analyst estimates by 33%. Revenue is forecast to grow 26% p.a. on average during the next 2 years, compared to a 3.8% growth forecast for the Oil and Gas industry in the US.
Recent Insider Transactions Derivative • Mar 26Chief Legal Officer notifies of intention to sell stockLindsay Larrick intends to sell 15k shares in the next 90 days after lodging an Intent To Sell Form on the 25th of March. If the sale is conducted around the recent share price of US$21.07, it would amount to US$316k. Since September 2024, Lindsay's direct individual holding has increased from 237.27k shares to 260.53k. Company insiders have collectively bought US$2.2m more than they sold, via options and on-market transactions, in the last 12 months.
Reported Earnings • Feb 26Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: US$2.00 loss per share (down from US$1.93 profit in FY 2023). Revenue: US$581.0m (down 21% from FY 2023). Net loss: US$142.9m (down 222% from profit in FY 2023). Revenue missed analyst estimates by 13%. Earnings per share (EPS) also missed analyst estimates by 33%. Revenue is forecast to grow 29% p.a. on average during the next 2 years, compared to a 4.4% growth forecast for the Oil and Gas industry in the US.
공시 • Feb 26BKV Corporation Provides Production Guidance for the First Quarter and Full Year 2025BKV Corporation provided production guidance for the first Quarter and full year 2025. For the quarter, the company expects net production of 740 MMcfe/d - 770 MMcfe/d. For the year, the company expects net production of 755 MMcfe/d - 790 MMcfe/d.
공시 • Feb 08BKV Corporation Announces CFO ChangesBKV Corporation announced that John T. Jimenez, who has served as Chief Financial Officer since 2021, will retire effective May 15, 2025, after a distinguished tenure with the Company. The company has named David Tameron its next Chief Financial Officer. Tameron currently serves as the Company’s Vice President, Strategic Finance and Investor Relations. Prior to joining BKV in August 2022, Tameron served in various roles at Wells Fargo & Company, including as Managing Director of Denver-based Corporate Banking from September 2017 to August 2022, and as Managing Director, Institutional Equity Research, from July 2006 to August 2017. Tameron earned a Master of Business Administration from the Fuqua School of Business at Duke University and a Bachelor of Arts in Finance from Arizona State University. Tameron will commence his new role on April 1, 2025, at which point Jimenez will transition to a Senior Advisor to remain onboard, to assist with the transition, serving in a retirement capacity until his last day on May 15, 2025. Jimenez has served as BKV’s Chief Financial Officer since April 2021 and led the Company’s finance team through a transformational time in the company by optimizing the finance function to prepare for being publicly traded, significant M&A activity and, most notably, completion of the Company’s successful IPO in September 2024. Prior to his time at BKV, John served in a variety of leadership roles for BP spanning over 30 years and across multiple countries. On February 3, 2025, the Company and Mr. Jimenez entered into a Transition and Mutual Separation Agreement (the “Transition and Separation Agreement”) pursuant to which Mr. Jimenez has agreed to continue to serve in his current position until March 31, 2025, and then remain with the Company as a Senior Advisor until May 15, 2025. Thereafter, Mr. Jimenez has agreed to provide the Company with certain services as and when requested by the Company in order to facilitate an orderly transition. In consideration for such transition services and subject to the other terms and conditions contained in the Transition and Separation Agreement, the Company has agreed to provide Mr. Jimenez with certain additional payments for so long as, among other things, he abides by certain confidentiality, non-solicitation, non-compete and non-disparagement obligations for a period of twenty-four months following his separation.
Reported Earnings • Nov 14Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2024 results: EPS: US$0.19 (down from US$0.32 in 3Q 2023). Revenue: US$173.1m (down 4.9% from 3Q 2023). Net income: US$12.9m (down 31% from 3Q 2023). Profit margin: 7.4% (down from 10% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Oil and Gas industry in the US.
공시 • Nov 14BKV Corporation Provides Production Guidance for the Fourth Quarter 2024BKV Corporation provided production guidance for the fourth quarter 2024. For the period, the company expects net production of 720 MMcfe/d - 750 MMcfe/d.
공시 • Nov 02BKV Corporation to Report Q3, 2024 Results on Nov 12, 2024BKV Corporation announced that they will report Q3, 2024 results Pre-Market on Nov 12, 2024
Recent Insider Transactions • Oct 02Independent Director recently bought US$900k worth of stockOn the 27th of September, Sunit Patel bought around 50k shares on-market at roughly US$18.00 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$1.7m more in shares than they have sold in the last 12 months.
공시 • Sep 26BKV Corporation has completed an IPO in the amount of $270 million.BKV Corporation has completed an IPO in the amount of $270 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 15,000,000 Price\Range: $18 Transaction Features: Reserved Share Offering
Board Change • Sep 25Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Director Sunit Patel was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
