U.S. Energy Q4 revenue falls on asset divestitures, net loss widens

Big Sky Industrial

13/03/2026 12:08

Overview

Industrial gas and carbon platform's Q4 revenue fell yr/yr after planned asset divestitures

Company posted Q4 net loss of $1.9 mln, with negative adjusted EBITDA

Declines reflect shift from oil and gas to industrial gas and carbon management

Outlook

Company expects plant final investment decision in Q2 2026

U.S. Energy anticipates initial helium sales and carbon management operations to start in Q1 2027

Company expects EPA MRV approvals and long-term helium offtake agreement in 2026

Result Drivers

ASSET DIVESTITURES - Q4 production and revenue declined due to planned sale of West Texas assets, finalizing the company's legacy asset optimization program

LOWER COMMODITY PRICES - Declines in realized oil prices contributed to lower Q4 revenue

COST REDUCTIONS - Q4 general and administrative expense fell due to lower compensation and professional fees

Company press release: ID:nGNX30zXCs

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Miss
$1.40 mln
$1.88 mln (1 Analyst)
Q4 EPS
-$0.06
Q4 Net Income
-$1.90 mln


Analyst Coverage

The one available analyst rating on the shares is "buy"

The average consensus recommendation for the oil & gas exploration and production peer group is "buy"

Wall Street's median 12-month price target for US Energy Corp is $2.50, about 138.1% above its March 12 closing price of $1.05

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)