NYSE$EXE

Expand Energy Corp · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Reported 2022 second quarter results and announced strategic focus on core Marcellus and Haynesville positions.

Chesapeake Energy Corporation reported strong second-quarter results, highlighted by net income of $1,237 million and adjusted EBITDAX of $1,269 million. The company is solidifying its strategic focus on its core Marcellus and Haynesville positions and increasing its capital allocation to the Haynesville.

  • Net cash provided by operating activities was $909 million.
  • Adjusted EBITDAX was $1,269 million, with adjusted free cash flow of $494 million.
  • Net income totaled $1,237 million, or $8.27 per diluted share; adjusted net income of $729 million, or $4.87 per diluted share.
  • Increased annual base dividend by 10% to $2.20 per share; total quarterly dividend of $2.32 per common share.

Headline financials

Total Revenue

$3.52B

Previous: $693M+407.9%
EPS (adj)

$4.87

Previous: $1.64+197.0%
Adjusted EBITDAX

$1.27B

Previous: $429M+195.8%
Capital Expenditures

-$759M

Previous: -$226M-235.8%
Free Cash Flow

$1B

Previous: $577M+73.8%
Net Income

$1.24B

Previous: -$439M+381.8%
Operating Income

$1.34B

Previous: -$430M+411.9%
Gross Profit

$3.52B

Previous: $693M+407.9%
Cash & Equivalents

$17M

Previous: $612M-97.2%
Total Assets

$13.9B

Previous: $7B+98.6%
Stock-Based Comp

$6M

Previous: $3M+100.0%

Revenue & EPS history

Chesapeake · Revenue · Quarterly

$3.52B

Q2 2022+407.9%vs Q2 2021
Beat estimate in 9 of 13 quarters(69%)
ActualEstimate

Revenue by segment

Chesapeake · $398M total across 1 segment · Q4 2019

  • Natural Gas, Oil and NGL
    $398M

Forward guidance

Chesapeake is reallocating capital to the Haynesville and increasing its capital investment program by 15% to $1.75–$1.95 billion. The company expects to drill 60 to 70 wells and place 40 to 50 wells on production in the third quarter of 2022.

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 Q2 2022

Historical avgQ2 2022

+0.3%

Avg return

Earnings day

+1.3%

Avg return

5 days after

+4.9%

Avg return

30 days after

52%

11 / 21 earnings

Positive

+7.9%

Q1 2022

Best reaction

-6.8%

Q1 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.9%+3.9%-4.1%
Q4 2025-2.4%+0.4%+4.4%
Q3 2025-6.1%+9.0%+20.7%
Q1 2025-3.3%+0.8%+8.1%
Q4 2024-4.6%-1.7%+8.3%
Q3 2024+3.9%-1.9%+15.8%
Q2 2024-2.0%-6.9%-7.5%
Q1 2024-6.8%-6.8%-3.3%
Q4 2023+6.5%+4.1%+9.6%
Q3 2023+1.5%+4.4%-6.2%
Q2 2023-2.2%+1.2%+4.6%
Q1 2023-6.3%-4.4%-7.4%
Q4 2022-0.5%+6.6%-8.7%
Q3 2022+1.5%-1.4%-0.1%
Q2 2022+1.2%+1.7%+8.4%
Q1 2022+7.9%-4.4%+11.5%
Q4 2021+6.9%+16.4%+34.6%
Q3 2021+2.7%+0.0%-7.5%
Q2 2021+5.3%+5.0%+12.0%
Q1 2021-0.2%-1.4%+12.1%
Q4 2020+2.5%+1.9%-1.8%
Q3 2020
Q2 2020
Q1 2020
Q4 2019
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Q1 2019
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Q1 2018
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Q3 2013
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Q1 2011
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Q4 2007
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Q2 2009
Q2 2008

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