BKV Corp Q4 profit misses

BKV

25/02/2026 12:18

Overview

Natural gas producer's Q4 adjusted EPS missed analyst expectations

Company completed public offering, raising $170.1 mln

Company acquired additional 25% ownership in Power JV, closed January 2026

Outlook

BKV expects Q1 2026 capital expenditures between $85 mln and $140 mln

Company forecasts full-year 2026 production between 915 MMcfe/d and 955 MMcfe/d

BKV anticipates FY 2026 Power JV Adjusted EBITDA between $135 mln and $175 mln

Result Drivers

INCREASED PRODUCTION - Q4 production volumes rose due to Bedrock acquisition and increased development activity

POWER JV EXPANSION - Acquired additional 25% ownership in Power JV, enhancing strategic position in power market

CCUS CONTRIBUTION - Barnett Zero project sequestered 25,100 metric tons of CO2 in Q4

Company press release: ID:nBw4Z3KTwa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 total revenues and other operating income
$330.10 mln
Q4 Adjusted EPS
Miss
$0.29
$0.31 (8 Analysts)
Q4 EPS
$0.75


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 9 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

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

Wall Street's median 12-month price target for BKV Corp is $32.00, about 7.7% above its February 24 closing price of $29.71

The stock recently traded at 14 times the next 12-month earnings vs. a P/E of 12 three months ago

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.)