NYSE$MTDR

Matador Resources Co · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

Matador Resources Co reported increased oil and natural gas production and revenues for the second quarter of 2025.

Matador achieved record quarterly oil equivalent production of 19.0 million BOE, driven by a 29% year-over-year increase in oil production. Total revenues reached $895.3 million despite lower realized oil prices, with net income of $182.4 million. The company continued its dividend program and initiated a share repurchase plan.

  • Oil production rose 29% year-over-year to 11.2 million barrels while natural gas production increased 33% to 47.0 Bcf.
  • Oil and natural gas revenues grew 5% to $815.8 million compared to Q2 2024.
  • Lease operating expenses increased to $105.7 million due to higher operated well count including Ameredev assets.
  • Board authorized $400 million share repurchase program with $44.2 million repurchased in the quarter.

Headline financials

Total Revenue

$895M

Previous: $847M+5.7%
EPS (adj)

$1.21

Previous: $1.83-33.9%
Total net production (BOE)

19.0M

Previous: 160.3K+11764.9%
Oil net production (Bbl)

11.2M

Previous: 95.5K+11610.4%
Natural gas net production (Mcf)

47.0M

Previous: 388.9+12085269.0%
Lease operating expenses

$106M

Previous: $5.42+1950553405.5%
Capital Expenditures

-$872M

Previous: -$869M-0.4%
Net Income

$150M

Previous: $229M-34.3%
Operating Income

$289M

Previous: $364M-20.6%

Revenue & EPS history

Matador · Revenue · Quarterly

$895M

Q2 2025+5.7%vs Q2 2024
Beat estimate in 10 of 16 quarters(63%)
ActualEstimate

Revenue by segment

Matador · $933M total across 4 segments · Q2 2025

  • Oil and natural gas revenues
    $816M
  • Sales of purchased natural gas
    $67.9M
  • Third-party midstream services
    $42M
  • Realized gain on derivatives
    $6.95M

Forward guidance

Company plans to operate eight drilling rigs in the Delaware Basin starting August 2025 with estimated 2025 D/C/E capital expenditures of $1.18 to $1.37 billion.

Tailwinds

  • Significant optionality in drilling program to adjust rig count based on commodity prices.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

-0.6%

Avg return

Earnings day

-0.6%

Avg return

5 days after

+2.1%

Avg return

30 days after

38%

21 / 56 earnings

Positive

+42.8%

Q1 2020

Best reaction

-14.9%

Q3 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q1 2026-0.6%+3.0%-3.7%
Q4 2025-1.4%+7.1%+29.5%
Q3 2025-9.4%-10.2%-6.5%
Q1 2025-0.2%+0.4%+6.3%
Q4 2024-2.0%-7.6%-10.9%
Q3 2024-0.1%+2.0%+18.4%
Q2 2024-1.6%-2.0%-11.1%
Q1 2024+0.9%+1.4%-7.1%
Q4 2023+2.1%+2.3%+15.7%
Q3 2023-3.7%-5.3%-8.5%
Q2 2023-7.0%-5.2%+5.7%
Q1 2023-6.9%-3.5%-9.7%
Q4 2022-11.2%-6.7%-23.7%
Q3 2022+2.1%-1.2%+0.0%
Q2 2022+8.5%+12.5%+22.2%
Q1 2022-2.2%-4.4%+13.8%
Q4 2021-2.1%-1.2%+20.5%
Q3 2021-2.6%-6.6%-0.8%
Q2 2021+0.1%-2.9%-14.9%
Q1 2021+9.6%+5.1%+23.1%
Q4 2020+5.1%+0.9%+21.4%
Q3 2020-14.9%-13.6%+40.7%
Q2 2020+2.0%-4.9%+8.4%
Q1 2020+42.8%+40.6%+59.0%
Q4 2019-11.8%-21.0%-77.7%
Q3 2019-1.3%+3.1%+3.1%
Q2 2019-0.3%-12.0%-8.3%
Q1 2019-6.3%-1.1%-16.5%
Q4 2018+0.7%-4.4%+4.5%
Q3 2018+0.3%-2.5%-20.9%
Q2 2018-2.1%-6.5%-2.3%
Q1 2018-5.1%-0.3%-19.2%
Q4 2017-0.7%+3.0%-0.9%
Q3 2017+4.9%+6.8%+0.6%
Q2 2017-8.9%-0.9%-0.3%
Q1 2017+3.1%+11.4%+8.2%
Q4 2016-5.4%-8.2%-18.3%
Q3 2016-2.3%-5.2%+20.7%
Q2 2016+9.7%+13.5%+22.8%
Q1 2016-10.1%
Q4 2015+3.8%
Q3 2015-1.1%
Q2 2015-1.0%
Q1 2015-4.1%
Q4 2014+3.6%
Q3 2014+2.3%
Q2 2014-1.0%
Q1 2014-7.0%
Q4 2013+1.6%
Q3 2013+1.2%
Q2 2013+14.7%
Q1 2013-1.8%
Q4 2012-0.3%
Q3 2012+1.7%
Q2 2012-3.3%
Q1 2012-13.5%
Q3 2011
Q2 2011
Q1 2011
Q4 2010
Q3 2010
Q2 2010
Q1 2010

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