NYSE$GFR

Greenfire Resources Ltd · Q2 2026 earnings

Q2 2026 earnings · · After market close · Investor relations

Briefing

Greenfire Resources Ltd reported Q2 2026 financial and operating results on August 5, 2026, including higher oil sales and net income amid an acquisition close.

Greenfire Resources Ltd. (TSX/NYSE: GFR) delivered Q2 2026 results with oil sales of $179.4 million and net income of $53.5 million. Bitumen production averaged 13,607 bbls/d, adjusted funds flow reached $21.9 million, and the company closed the Connacher acquisition while updating its 2026 outlook. Cash position stood at $3.0 million with net debt of $13.5 million.

  • Oil sales rose to $179.4 million in Q2 2026 from $144.5 million in Q2 2025.
  • Net income increased to $53.5 million compared to $48.7 million in the prior-year quarter.
  • Bitumen production averaged 13,607 bbls/d, down from 15,748 bbls/d year-over-year due to turnaround activities.
  • Completed acquisition of Connacher Oil and Gas, increasing production capacity and updating 2026 capital budget to $250 million.

Headline financials

Total Revenue

C$128M

Previous: C$105M+22.0%
EPS (adj)

C$0.31

No prior period
Bitumen Production

13.6K

Previous: 15.7K-13.6%
Adjusted Funds Flow

C$21.9M

Previous: C$33.8M-35.3%
Adjusted Free Cash Flow

-C$34.7M

Previous: C$23M-251.1%
Operating Netback

C$29.2M

Previous: C$35.06+83379820.1%
Free Cash Flow

-C$24.8M

No prior period
Net Income

C$38.2M

Previous: C$35.4M+7.8%
Operating Income

C$52.2M

No prior period
Gross Profit

C$52.2M

No prior period
Cash & Equivalents

C$2.12M

No prior period

Revenue & EPS history

Greenfire · Revenue · Quarterly

C$128M

Q2 2026+22%vs Q2 2025

Forward guidance

Updated 2026 outlook post-Connacher acquisition includes increased capital budget and production guidance.

Tailwinds

  • 2026 capital budget increased to $250 million.
  • Full-year 2026 production expected to average 21,500 – 23,500 bbls/d.
  • Current production inclusive of acquisition approximately 34,000 bbls/d.
  • Targeting $30 million annual cash flow synergies by year-end 2026.

Historical earnings impact

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

Avg. return before/after earnings

Based on 6 quarterly earnings reports

Historical avg

-0.7%

Avg return

Earnings day

+0.3%

Avg return

5 days after

+2.6%

Avg return

30 days after

33%

2 / 6 earnings

Positive

+6.3%

Q3 2024

Best reaction

-6.9%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026
Q3 2025-6.9%-4.6%+3.1%
Q2 2025-2.6%-4.0%+12.1%
Q1 2025-1.1%-6.2%+9.3%
Q3 2024+6.3%+9.1%-0.7%
Q2 2024+1.5%+8.1%-8.6%
Q1 2024-1.3%-0.7%+0.7%

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