NYSE$CRC

California Resources Corporation · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

California Resources Corporation reported Q2 2025 results with higher revenues and net income driven by the Aera acquisition and commodity derivative gains.

For the three months ended June 30, 2025, CRC generated $978 million in total operating revenues and $172 million in net income. Production averaged 137 MBoe/d with oil at 109 MBbl/d. Operating income reached $267 million, supported by strong realized prices and hedging gains.

  • Total operating revenues of $978 million included $702 million from oil, natural gas and NGL sales plus $157 million net gain on commodity derivatives.
  • Net income of $172 million ($1.93 basic EPS) compared to $8 million in Q2 2024, reflecting Aera Merger contribution.
  • Oil and natural gas production averaged 137 MBoe/d (109 MBbl/d oil, 10 MBbl/d NGLs, 111 MMcf/d gas).
  • Operating cash flow of $165 million and capital investments of $56 million supported share repurchases and dividends.

Headline financials

Total Revenue

$978M

Previous: $514M+90.3%
EPS (adj)

$1.93

Previous: $0.11+1654.5%
Oil production

109.0K

No prior period
NGL production

10.0K

No prior period
Natural gas production

111.0K

No prior period
Total production

137.0K

No prior period
Realized oil price

$66.73

No prior period
Capital Expenditures

-$56M

Previous: -$34M-64.7%
Net Income

$172M

Previous: $8M+2050.0%
Operating Income

$267M

Previous: $38M+602.6%

Revenue & EPS history

CRC · Revenue · Quarterly

$978M

Q2 2025+90.3%vs Q2 2024
Beat estimate in 10 of 16 quarters(63%)
ActualEstimate

Revenue by segment

CRC · $915M total across 4 segments · Q2 2025

  • Oil sales
    $644M
  • Derivative gains
    $157M
  • Electricity revenue
    $58M
  • Marketing revenue
    $56M

Forward guidance

Company expects to maintain two-rig program through 2025 using existing permits and continue share repurchases under extended program.

Tailwinds

  • Sufficient permits for 2025-2026 drilling
  • Share repurchase authorization extended to June 2026

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

+0.2%

Avg return

Earnings day

+2.2%

Avg return

5 days after

+10.7%

Avg return

30 days after

36%

8 / 22 earnings

Positive

+13.0%

Q2 2021

Best reaction

-12.4%

Q1 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q1 2026-12.4%-15.0%-17.2%
Q4 2025+4.8%+10.0%+12.2%
Q3 2025-0.7%+1.0%+2.1%
Q1 2025+8.3%+18.7%+25.7%
Q4 2024-11.0%-7.0%+2.3%
Q3 2024+7.5%+7.7%+4.7%
Q2 2024+3.2%+6.3%+5.3%
Q1 2024-4.9%-7.4%-10.5%
Q4 2023-2.4%-0.1%+2.0%
Q3 2023-0.2%-3.5%-1.7%
Q2 2023-2.6%+1.9%+6.9%
Q1 2023-0.7%-3.1%-7.3%
Q4 2022+10.3%+9.0%-4.4%
Q3 2022+10.4%+8.6%+0.9%
Q2 2022-4.6%+0.5%+4.9%
Q1 2022-2.7%-10.5%+2.8%
Q4 2021-0.4%+5.6%+22.7%
Q3 2021-1.9%-0.5%+1.0%
Q2 2021+13.0%+11.4%+37.3%
Q1 2021-1.4%+17.3%+36.0%
Q4 2020+2.8%-3.7%-2.9%
Q3 2020-9.8%+2.3%+111.6%
Q2 2020
Q1 2020
Q4 2019
Q3 2019
Q2 2019
Q1 2019
Q4 2018
Q3 2018
Q2 2018
Q1 2018
Q4 2017
Q3 2017
Q2 2017
Q1 2017
Q4 2016
Q3 2016
Q2 2016
Q1 2016
Q4 2015
Q3 2015
Q1 2014
Q2 2015
Q4 2014
Q1 2015
Q2 2014
Q4 2012
Q3 2014
Q4 2013
Q3 2013
Q2 2013
Q1 2013

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