Loading
Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Expand Energy (EXE) is 7/10.
Expand Energy generated $1.7B in free cash flow in Q1 2026, reducing gross debt by $1.3B (meeting the full-year target in one quarter) and returning over $290M to shareholders. A Delfin LNG SPA for 1.15 million tons per year extended the company's reach to global markets, and marketing generated approximately $90M in incremental value from monetizing volatility. The Western Haynesville first well showed encouraging results, and the company held 72% of the lowest breakeven Haynesville inventory per third-party analysis.
Scored from Expand Energy’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
Full Pro access for 30 days when you create a free account. No credit card required.
All prior quarters are free.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $2.00B | +10.5% | $-1.72 | -142.8% | 31.9% | -19.3% | -20.0% | $-154M |
| FY2025 Q1 | $2.20B | +104.7% | $-1.06 | -688.9% | 35.3% | -12.2% | -11.3% | $533M |
| FY2025 Q2 | $3.69B | +632.8% | $4.02 | +332.4% | 38.3% | 34.4% | 26.3% | $665M |
| FY2025 Q3 | $2.97B | +359.1% | $2.27 | +367.1% | 79.5% | 24.4% | 18.4% | $426M |
| FY2025 Q4 | $3.05B | +52.4% | $2.30 | +233.7% | 46.4% | 18.3% | 18.1% | $78M |
| FY2026 Q1 | $4.40B | +100.2% | $4.81 | +553.8% | 53.2% | 34.8% | 26.4% | $1.70B |
| FY2026 Q2 | $2.96B | -19.7% | $2.19 | -45.5% | 78.6% | 22.3% | 17.6% | $343M |