Crescent Energy

CRGY Q4 2025 Earnings

Reported Feb 25, 2026 at 4:37 PM ET · SEC Source

Q4 25 EPS

$0.49

BEAT +46.27%

Est. $0.34

Q4 25 Revenue

$865.0M

MISS 2.07%

Est. $883.3M

vs S&P Since Q4 25

-6.2%

TRAILING MARKET

CRGY +0.2% vs S&P +6.4%

Full Year 2025 Results

FY 25 EPS

$1.80

BEAT +9.16%

Est. $1.65

FY 25 Revenue

$3.58B

MISS 0.72%

Est. $3.61B

Market Reaction

Did CRGY Beat Earnings? Q4 2025 Results

Crescent Energy capped a transformational year with a sharper-than-expected earnings beat in Q4 2025, as the company's aggressive portfolio reshaping began to show up in the bottom line even as revenue came in slightly soft. Adjusted EPS of $0.49 cle… Read more Crescent Energy capped a transformational year with a sharper-than-expected earnings beat in Q4 2025, as the company's aggressive portfolio reshaping began to show up in the bottom line even as revenue came in slightly soft. Adjusted EPS of $0.49 cleared the $0.39 consensus estimate by 26.68%, while revenue of $865.05 million trailed the $890.96 million consensus by 2.91% and edged down 1.2% from the prior-year period, reflecting the timing of roughly $900 million in non-core asset divestitures that exited the Barnett, Rockies, Mid-Continent, and DJ positions entirely. The standout driver was the $3.10 billion all-stock acquisition of Vital Energy, closed mid-December, which anchored a year defined by approximately $5.00 billion of transactions and pushed full-year production to a record 260 MBoe/d. Adjusted EBITDAX reached $535.74 million and levered free cash flow came in at $239.20 million for the quarter, prompting shares to surge on investor enthusiasm over doubled Permian synergies. Looking ahead, Crescent guided 2026 production of 320 to 335 MBoe/d with development capital of $1.33 billion to $1.43 billion across a flexible 6-7 rig program.

Key Takeaways

  • Record annual production of 260 MBoe/d
  • Approximately 15% year-over-year improvement in well costs
  • Disciplined capital spending and strong operational execution
  • Approximately $5 billion of portfolio-transforming acquisitions and divestitures in 2025
  • Implementation of operational playbook on acquired Permian assets with 100% increase in annual synergy target
24/7 Wall St

CRGY YoY Financials

Q4 2025 vs Q4 2024, source: SEC Filings

24/7 Wall St

CRGY Revenue by Segment

With YoY comparisons, source: SEC Filings

Q2 25 Q1 26

“2025 was a transformational year, and our value proposition has never been more compelling. Today, we operate scaled positions across three premier basins – the Eagle Ford, the Permian and the Uinta, complemented by a world-class minerals platform, and we believe there is significant upside embedded in our business.”

— David Rockecharlie, Q4 2025 Earnings Press Release