NYSE$CRK

Comstock Resources Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Comstock Resources' financial performance was affected by weak natural gas prices, but the company continued to execute on its drilling program and expand its leasehold in the Western Haynesville.

Comstock Resources reported natural gas and oil sales of $336 million, operating cash flow of $182 million, and an adjusted net loss of $8.5 million for the first quarter of 2024. The company also added 198,000 net acres to Western Haynesville and saw solid results from its Haynesville shale drilling program.

  • Continued weak natural gas prices weighed heavily on the first quarter results.
  • Natural gas and oil sales, including realized hedging gains, were $336 million.
  • Operating cash flow was $182 million or $0.65 per diluted share.
  • Added 198,000 net acres to Western Haynesville, increasing leasehold in the emerging play to over 450,000 net acres.

Headline financials

Total Revenue

$336M

Previous: $490M-31.4%
EPS

-$0.05

Previous: $0.33-115.2%
Production cost per Mcfe

$0.76

Previous: $0.83-8.4%
Unhedged operating margin

63.0%

Previous: 72.0%-12.5%
Hedged operating margin

68.0%

Previous: 73.0%-6.8%
Adjusted EBITDAX

$230M

No prior period
Operating cash flow

$182M

No prior period
Free cash flow after acquisition and divestiture activity

-$143M

No prior period
Capital Expenditures

-$351M

Previous: $371M-194.7%
Free Cash Flow

-$368M

Previous: $135M-373.4%
Net Income

-$16.3M

Previous: $135M-112.1%
Operating Income

-$12.8M

Previous: $146M-108.8%
Cash & Equivalents

$6.42M

Previous: $33.7M-80.9%
Total Assets

$6.32B

Previous: $5.7B+10.8%
Stock-Based Comp

$3.42M

Previous: $2.05M+66.9%

Revenue & EPS history

Comstock Resources · Revenue · Quarterly

$336M

Q1 2024-31.4%vs Q1 2023
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Revenue by segment

Comstock Resources · $288M total across 3 segments · Q2 2023

  • Natural gas sales
    $229M
  • Gas services
    $58.5M
  • Oil sales
    $860K

Forward guidance

Comstock Resources did not provide specific forward guidance in this earnings report.

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 Q1 2024

Historical avgQ1 2024

-0.6%

Avg return

Earnings day

+0.4%

Avg return

5 days after

+4.3%

Avg return

30 days after

43%

29 / 68 earnings

Positive

+60.6%

Q2 2015

Best reaction

-28.8%

Q2 2016

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-13.5%-13.0%-25.2%
Q4 2025-6.1%-9.2%+1.9%
Q3 2025+4.1%+19.7%+39.5%
Q1 2025+3.3%+18.1%+27.5%
Q4 2024+9.9%+0.8%+5.2%
Q3 2024-3.3%-3.0%+30.3%
Q2 2024-6.3%-17.7%+6.3%
Q1 2024-2.0%+2.6%+16.4%
Q4 2023-5.6%-1.0%+6.4%
Q3 2023+2.9%+8.7%-17.9%
Q2 2023-5.9%-2.4%-4.4%
Q1 2023-13.4%-15.6%-18.1%
Q4 2022+6.1%-2.0%-13.2%
Q3 2022-2.2%-1.9%-7.2%
Q2 2022+0.3%-2.0%+23.0%
Q1 2022+4.2%-2.2%+19.5%
Q4 2021-1.9%-0.4%+28.1%
Q3 2021-1.1%+0.2%-20.4%
Q2 2021-2.9%-1.5%+13.1%
Q1 2021-0.2%+1.6%+10.4%
Q4 2020+13.7%+14.8%-2.8%
Q3 2020-12.6%-15.9%-7.1%
Q2 2020-4.1%+1.1%-14.8%
Q1 2020-4.6%-4.8%-26.7%
Q4 2019-9.1%-0.3%-13.8%
Q3 2019+7.4%-2.3%-8.5%
Q2 2019-4.8%-7.1%+36.7%
Q1 2019-1.6%-6.3%-28.3%
Q4 2018+7.7%+6.8%+4.5%
Q3 2018+6.0%+4.2%-1.9%
Q2 2018-3.8%-3.2%-14.4%
Q1 2018+20.9%+28.7%+42.5%
Q4 2017-4.1%+3.0%-4.4%
Q3 2017+12.6%+17.0%+23.0%
Q2 2017-2.3%-2.2%-6.1%
Q1 2017+2.7%+8.6%-13.4%
Q4 2016-8.3%-3.0%-13.1%
Q3 2016+2.7%-4.1%+28.7%
Q2 2016-28.8%+2.2%+67.6%
Q1 2016+6.8%
Q4 2015-10.8%
Q3 2015+2.5%
Q2 2015+60.6%
Q1 2015-5.8%
Q4 2014-2.0%
Q3 2014-20.0%
Q2 2014-2.3%
Q1 2014+1.0%
Q4 2013-0.1%
Q3 2013-2.7%
Q2 2013-6.7%
Q1 2013-1.4%
Q4 2012-7.9%
Q3 2012-4.2%
Q2 2012-10.8%
Q1 2012-2.0%
Q4 2008+2.9%
Q4 2011+2.9%
Q3 2011+3.4%
Q2 2011-18.0%
Q1 2010-4.5%
Q1 2011+0.7%
Q4 2010+7.4%
Q3 2009+1.9%
Q3 2010+1.9%
Q2 2009+2.7%
Q2 2010+2.7%
Q4 2009+2.7%

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