INR · Infinity Natural Resources, Inc.
3 customers — 10% of revenue (the three months ended March 31, 2026)
“For the three months ended March 31, 2026, we had three customers that exceeded 10% of total revenues.”
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Adjusted EBITDAX non-GAAP | 211.94M | Six Months Ended June 30 | — |
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| Adjusted EBITDAX Margin non-GAAP | $3.62 | Second Quarter 2026 | — |
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| Average daily net production | 348,495 | three months ended June 30, 2026 filing | — |
| Average daily production | 348,495 | Three Months Ended June 30, 2026 | — |
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| Average share repurchase price | $13.72 | second quarter 2026 | — |
| Development capital expenditures | $129.1M | second quarter 2026 | — |
| Natural gas (average daily net production) | 216,758 | three months ended June 30, 2026 filing | — |
| Natural gas net production | 216.8 | second quarter 2026 | — |
| Net daily production | 348.5 | second quarter 2026 | — |
| Net horizon acres acquired | 1,100 | second quarter 2026 | — |
| Net production | 31,713 | three months ended June 30, 2026 filing | — |
| NGL (net production) | 867 | three months ended June 30, 2026 filing | — |
| NGLs (average daily net production) | 9,527 | three months ended June 30, 2026 filing | — |
| Oil (average daily net production) | 12,429 | three months ended June 30, 2026 filing | — |
| Oil net production | 12.4 | second quarter 2026 | — |
| Recurring Cash G&A non-GAAP | 12.42M | Six Months Ended June 30 | — |
| Recurring Cash G&A per Mcfe non-GAAP | $0.21 | Six Months Ended June 30 | — |
| Remaining repurchase authorization | $72.3M | As of June 30, 2026 | — |
| Shares repurchased | 109,579 | second quarter 2026 | — |
| Total net debt non-GAAP | $524.1M | As of June 30, 2026 | — |
| Total Controllable Cash Costs | $1.43 | Three Months Ended March 31, 2026 | — |
| Total net daily production | 299.3 | first quarter 2026 | — |
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| estimated total derivative losses | $65M | Q1 2026 | — |
| non-cash unrealized losses in outstanding derivative portfolio | $47M | Q1 2026 | — |
| realized losses associated with settled derivative contracts | $18M | Q1 2026 | — |
| Adjusted operating income non-GAAP | $2.8M | the fourth quarter 2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Oil & Gas E&P — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
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INR
this stock
Infinity Natural Resources, Inc.
|
$943.72M | +1.0% | +37.6% | — | 4.7% |
|
COP
Conocophillips
|
$162.02B | +44.1% | +7.7% | 17.8 | 1.5% |
|
CNQ
CANADIAN NATURAL RESOURCES Ltd
|
$105.96B | +51.8% | — | — | 2.4% |
|
EOG
Eog Resources Inc
|
$80.28B | +45.7% | -4.5% | 11.9 | 3.1% |
|
OXY
Occidental Petroleum Corp /De/
|
$61.28B | +49.1% | -1.9% | — | 2.3% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| INR | +5.7% | +12.7% | -13.3% | +13.1% | +1.0% |
| SPY | -1.4% | +3.6% | +11.6% | +2.5% | +12.3% |
| vs SPY | +7.1% | +9.1% | -24.9% | +10.6% | -11.3% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.