NYSE$CRC

California Resources Corporation · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

California Resources Corporation reported fourth quarter 2025 results with solid production, positive free cash flow and continued shareholder returns.

CRC generated total operating revenues of 924000000 and net income of 12000000 in Q4 2025. The company produced 137000 barrels of oil equivalent per day, generated 115000000 of free cash flow and maintained strong liquidity with 132000000 in cash and cash equivalents at quarter end.

  • Average net production was 137000 BOE per day, with 109000 barrels per day of oil.
  • Net income totaled 12000000 and diluted EPS was 0.14.
  • Free cash flow reached 115000000 in the quarter.
  • Realized oil price with derivatives was 64.27 per barrel.

Headline financials

Total Revenue

$924M

Previous: $877M+5.4%
EPS (adj)

$0.47

Previous: $0.36+30.6%
Oil Production (Bbl/d)

109.0K

Previous: 112.0K-2.7%
NGL Production (Bbl/d)

9.0K

Previous: 10.0K-10.0%
Natural Gas Production (Mcf/d)

113.0K

Previous: 115.0K-1.7%
Total Production (BOE/d)

137.0K

Previous: 141.0K-2.8%
Realized Oil Price with Derivatives

$64.27

No prior period
Realized NGL Price

$42.86

No prior period
Realized Natural Gas Price with Derivatives

$3.91

No prior period
Net Income

$12M

Previous: $33M-63.6%
Operating Income

$47M

Previous: $68M-30.9%

Revenue & EPS history

CRC · Revenue · Quarterly

$924M

Q4 2025+5.4%vs Q4 2024
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

CRC · $342M total across 4 segments · Q3 2023

  • Oil and liquids & gas sales
    $402M-18.6%
  • Marketing of purchased natural gas
    $77M-31.9%
  • Electricity sales
    $67M-23.9%
  • Net gain from commodity derivatives
    -$204M-184.0%

Forward guidance

For 2026, CRC expects average production of 152000 to 157000 BOE per day, capital investments of 430000000 to 470000000 and adjusted EBITDAX of 970000000 to 1070000000.

Tailwinds

  • Targeting approximately 12% year-over-year production growth in 2026.
  • Expecting 970000000 to 1070000000 of adjusted EBITDAX in 2026.
  • Strong liquidity of 1401000000 at year-end 2025.
  • Majority of permits secured for 2026 capital program.
  • Continued shareholder returns through dividends and buybacks.

Headwinds

  • Exposure to commodity price volatility.
  • Capital investment program of up to 470000000 in 2026.
  • Interest and debt expense expected between 125000000 and 135000000 in 2026.
  • Carbon management segment expected to generate adjusted EBITDAX loss in 2026.
  • Regulatory and permitting risks in California.

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 2025

Historical avgQ4 2025

+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
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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