NYSE$GPOR

Gulfport Energy Corporation · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

Gulfport Energy reported Q4 2025 net income of $132.4M and adjusted EBITDA of $234.8M.

Fourth quarter 2025 net production averaged 1.10 Bcfe/d (+4% YoY); net liquids 18.2 MBbl/d (+12%). Net income was $132.4 million; adjusted EBITDA $234.8 million. Operating cash flow $185.4 million; adjusted free cash flow $120.2 million. Repurchased ~665k shares for $135M. 2026 outlook: production growth, FCF growth, leverage ~1.0x or below, and >$140M planned buybacks in Q1 2026.

  • Q4 net income $132.4M; adjusted EBITDA $234.8M.
  • Production 1.10 Bcfe/d; liquids 18.2 MBbl/d.
  • Adjusted FCF $120.2M; OCF $185.4M.
  • FY 2025 net income $427.8M; liquidity $806.1M.

Headline financials

Total Revenue

$398M

Previous: $355M+12.2%
EPS (adj)

$5.75

Previous: -$0.49+1273.5%
Net Daily Production (Mcfe/d)

1.1M

Previous: 1.1M+4.0%
Net Daily Liquids (Bbl/d)

18.2K

Previous: 16.2K+12.2%
Natural Gas Production (Mcf/d)

988.1K

Previous: 958.1K+3.1%
Oil & Condensate Production (Bbl/d)

4.8K

Previous: 5.2K-9.1%
NGL Production (Bbl/d)

13.5K

Previous: 11.0K+22.4%
Avg Natural Gas Price ($/Mcf)

$3.36

No prior period
Avg Oil Price ($/Bbl)

$62.54

No prior period
Avg NGL Price ($/Bbl)

$29.19

No prior period
Lease Operating Expense ($/Mcfe)

$0.25

No prior period
Taxes Other Than Income ($/Mcfe)

$0.08

No prior period
TGP&C Expense ($/Mcfe)

$0.92

No prior period
Interest Expense

$13.6M

No prior period
Adjusted EBITDA

$235M

No prior period
Adjusted Free Cash Flow

$120M

No prior period
Common Shares Repurchased

0

No prior period
Total Repurchase Value

$137M

No prior period
Net Income

$132M

Previous: -$273M+148.5%
Operating Income

$179M

Previous: $149M+20.1%

Revenue & EPS history

Gulfport · Revenue · Quarterly

$398M

Q4 2025+12.2%vs Q4 2024
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Forward guidance

2026 framework targets higher adjusted free cash flow, ~5% Q4/Q4 production growth, 5% liquids growth, $400M–$430M capex, and continued buybacks while keeping leverage near 1.0x.

Tailwinds

  • Liquidity $806M; undrawn revolver extended to 2030.
  • FY 2025 buybacks $336M including preferred redemption.
  • Discretionary acreage program adding inventory.

Headwinds

  • Press release emphasizes production over revenue.
  • Commodity price volatility affects reinvestment rate.
  • Natural-gas weighted exposure to Appalachian basis.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

+1.9%

Avg return

Earnings day

+3.4%

Avg return

5 days after

+7.3%

Avg return

30 days after

63%

12 / 19 earnings

Positive

+13.8%

Q4 2022

Best reaction

-8.6%

Q1 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-7.6%-7.8%-13.9%
Q4 2025+1.5%+6.5%+10.2%
Q3 2025+0.1%+4.8%+10.2%
Q1 2025+3.5%+5.7%+4.8%
Q4 2024-3.3%-6.1%+2.9%
Q3 2024+11.3%+11.6%+29.8%
Q2 2024-0.3%+2.9%+3.5%
Q1 2024-8.6%-7.0%-2.5%
Q4 2023+0.8%+0.6%+13.5%
Q3 2023+5.9%+8.5%+11.6%
Q2 2023+0.3%+4.4%+15.2%
Q1 2023+4.6%+7.1%+14.0%
Q4 2022+13.8%+23.0%+18.5%
Q3 2022-3.6%-2.6%-13.8%
Q2 2022+2.4%+1.7%+11.7%
Q1 2022+6.4%+0.5%+6.6%
Q4 2021+11.7%+14.9%+34.6%
Q3 2021-0.8%-0.6%-19.2%
Q2 2021-1.2%-3.0%+0.8%
Q1 2021
Q4 2020
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
Q3 2016
Q2 2016
Q1 2016
Q4 2015
Q3 2015
Q2 2015
Q1 2015
Q4 2014
Q3 2014
Q2 2014
Q1 2014
Q4 2013
Q3 2013
Q2 2013
Q1 2013
Q4 2010
Q1 2010
Q4 2011
Q4 2012
Q3 2012
Q2 2012
Q1 2011
Q1 2012
Q4 2009
Q3 2010
Q3 2011
Q2 2011
Q2 2010

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