NYSE$EXE

Expand Energy Corp · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Reported second quarter 2024 results, prudently managing market conditions and preparing for pending combination with Southwestern.

Chesapeake Energy Corporation reported a net loss of $227 million, or $1.73 per fully diluted share, but an adjusted net income of $1 million, or $0.01 per share. The company's adjusted EBITDAX was $358 million. They lowered their 2024 Capital and Production Expense guidance by approximately 4% and 8%, respectively.

  • Net cash provided by operating activities of $209 million
  • Net loss of $227 million, or $1.73 per fully diluted share; adjusted net income of $1 million, or $0.01 per share
  • Adjusted EBITDAX of $358 million
  • Lowered 2024 Capital and Production Expense guidance ~4% and ~8% respectively, primarily due to improved operational efficiency and year-over-year deflation

Headline financials

Total Revenue

$505M

Previous: $1.89B-73.3%
EPS

-$1.73

Previous: $0.64-370.3%
Produced Bcfe/d net

2.75

Previous: 3.7K-99.9%
Adjusted EBITDAX

$358M

Previous: $524M-31.7%
Capital Expenditures

-$723M

Previous: -$1.03B+29.6%
Free Cash Flow

$38M

Previous: $377M-89.9%
Net Income

-$227M

Previous: $391M-158.1%
Operating Income

-$294M

Previous: $517M-156.9%
Gross Profit

$505M

Previous: $1.89B-73.3%
Cash & Equivalents

$1.02B

Previous: $903M+12.8%
Total Assets

$13.6B

Previous: $14.4B-5.7%
Stock-Based Comp

$10M

Previous: $9M+11.1%

Revenue & EPS history

Chesapeake · Revenue · Quarterly

$505M

Q2 2024-73.3%vs Q2 2023
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 lowered full-year 2024 capital guidance $50 million to $1.2 to $1.3 billion and production expense guidance $0.02 to $0.21 to $0.26 per mcf.

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 2024

Historical avgQ2 2024

+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
Q3 2019
Q2 2019
Q1 2019
Q4 2018
Q3 2018
Q2 2018
Q1 2018
Q4 2017
Q3 2017
Q2 2017
Q1 2017
Q4 2016
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Q2 2016
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Q4 2015
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Q2 2015
Q1 2015
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Q3 2013
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Q1 2011
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Q3 2010
Q2 2010
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Q2 2008

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