NYSE$AR

Antero Resources Corp · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Antero Resources reported its financial and operating results for the fourth quarter of 2024, including year-end 2024 estimated proved reserves and 2025 guidance.

Antero Resources delivered strong fourth quarter 2024 results, with production exceeding initial guidance and capital expenditures coming in below the midpoint. The company achieved a record in completion stages per day and reported significant free cash flow, driven by strong liquids production and a favorable firm transportation portfolio.

  • Net production averaged 3.4 Bcfe/d, with liquids production increasing by 14% year-over-year.
  • The company reported a net income of $150 million and Adjusted Net Income of $181 million.
  • Drilling and completion capital was $120 million, a 27% decrease from the prior year period.
  • Free Cash Flow reached $159 million, and the company averaged a record 13.2 completion stages per day.

Headline financials

Total Revenue

$1.17M

Previous: $1.17B-99.9%
EPS (adj)

$0.48

Previous: $0.23+108.7%
Capital Expenditures

-$128M

Previous: -$227M+43.6%
Net Income

$150K

Previous: $94.8M-99.8%
Operating Income

$57.8K

Previous: $138M-100.0%
Gross Profit

$116M

Previous: $193M-40.1%

Revenue & EPS history

Antero · Revenue · Quarterly

$1.17M

Q4 2024-99.9%vs Q4 2023
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Forward guidance

Antero Resources has raised its maintenance production targets for 2025, driven by anticipated growth in liquids production, and expects higher premium price realizations for natural gas. The company also reduced its drilling and completion capital budget.

Tailwinds

  • Raised maintenance production targets by 50 MMcfe/d to 3.35 to 3.45 Bcfe/d, driven by growth in liquids production.
  • Realized natural gas price expected to average a premium of $0.10 to $0.20 per Mcf to NYMEX.
  • Realized C3+ NGL price expected to average a premium of $1.50 to $2.50 per barrel to Mont Belvieu.
  • Reduced drilling and completion capital budget by $25 million at the midpoint to $650 million to $700 million.
  • Firm transportation portfolio delivers 75% of natural gas to the LNG corridor, expected to result in higher premium price realizations.

Headwinds

  • No specific negative forward guidance points were highlighted in the provided text.
  • Potential for commodity price volatility to impact realized prices.
  • Inflationary pressures could affect future operating and capital costs.
  • Supply chain disruptions could impact drilling and completion schedules.
  • Regulatory changes or changes in law could affect operations and costs.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

+1.3%

Avg return

Earnings day

+2.7%

Avg return

5 days after

+2.3%

Avg return

30 days after

53%

29 / 55 earnings

Positive

+34.8%

Q1 2020

Best reaction

-7.7%

Q2 2018

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.6%+0.3%-8.5%
Q4 2025-3.7%-4.2%+16.7%
Q3 2025-5.0%+4.1%+15.2%
Q1 2025-0.5%+1.9%+7.5%
Q4 2024+2.0%+0.9%-4.6%
Q3 2024-6.2%-3.7%+18.5%
Q2 2024-0.9%-13.2%-7.0%
Q1 2024+7.6%+10.6%+7.3%
Q4 2023+12.0%+14.1%+22.9%
Q3 2023+5.1%+1.8%-10.3%
Q2 2023+3.8%+9.3%+7.7%
Q1 2023-1.2%-0.3%-1.9%
Q4 2022-3.1%-11.2%-23.7%
Q3 2022+1.2%+3.6%+5.4%
Q2 2022-1.9%-0.1%+7.4%
Q1 2022+10.1%+8.0%+37.4%
Q4 2021+1.5%+6.0%+25.2%
Q3 2021-1.9%-1.8%-11.4%
Q2 2021-2.0%-6.0%-0.4%
Q1 2021-6.4%-0.9%+30.7%
Q4 2020-5.6%-7.7%+3.4%
Q3 2020-1.9%-0.5%+14.5%
Q2 2020+6.0%+20.1%+23.7%
Q1 2020+34.8%+51.1%+35.3%
Q4 2019+3.5%-2.9%-25.9%
Q3 2019+3.8%+2.7%-19.2%
Q2 2019-0.7%-3.3%-30.2%
Q1 2019-0.4%+4.0%-9.4%
Q4 2018-2.2%+6.3%-5.1%
Q3 2018+5.8%+10.0%-15.6%
Q2 2018-7.7%-8.9%-9.9%
Q1 2018+0.3%-1.8%-5.6%
Q4 2017+4.6%+8.4%+15.9%
Q3 2017-2.6%+3.6%-0.1%
Q2 2017-6.4%-3.8%-2.1%
Q1 2017-1.4%-0.4%-4.5%
Q4 2016+1.5%+0.7%-5.1%
Q3 2016+5.6%+4.4%-3.3%
Q2 2016+5.2%+5.3%-0.3%
Q1 2016-3.0%
Q4 2015+3.2%
Q3 2015+10.5%
Q2 2015-3.2%
Q1 2015+5.7%
Q4 2014+2.8%
Q3 2014+3.0%
Q2 2014-2.2%
Q1 2014-5.3%
Q2 2012+3.0%
Q4 2011+3.0%
Q1 2012+3.0%
Q4 2013+3.5%
Q3 2012-2.2%
Q4 2012-2.2%
Q3 2013+0.1%
Q2 2013
Q1 2013

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro