Granite Ridge Resources

Granite Ridge Resources (GRNT) Q3 2025 Earnings

Reported Nov 6, 2025 at 6:19 PM ET · SEC Source

Q3 25 EPS

$0.09

MISS 34.55%

Est. $0.14

Q3 25 Revenue

$112.7M

MISS 6.80%

Est. $120.9M

vs S&P Since Q3 25

-23.7%

TRAILING MARKET

GRNT -11.7% vs S&P +12.0%

Market Reaction

Did GRNT Beat Earnings? Q3 2025 Results

Granite Ridge Resources delivered a mixed third quarter for 2025, falling short of Wall Street expectations on both the top and bottom lines as sharply lower oil prices undercut otherwise strong operational momentum. The non-Permian-focused producer … Read more Granite Ridge Resources delivered a mixed third quarter for 2025, falling short of Wall Street expectations on both the top and bottom lines as sharply lower oil prices undercut otherwise strong operational momentum. The non-Permian-focused producer reported adjusted EPS of $0.09, missing the $0.14 consensus estimate by 34.55%, while revenue of $112.67 million trailed forecasts by 6.80% despite climbing 19.8% year-over-year. The core tension of the quarter was a 27% surge in daily production to 31,925 Boe per day, driven by accelerated well activity, running headlong into average realized oil prices that collapsed to $61.62 per barrel from $73.44 a year ago. Lease operating expenses also pressured margins, jumping to $8.03 per Boe from $5.62, largely on higher saltwater disposal costs. A post-quarter refinancing, including $350 million in senior notes, extended the company's financial runway, and management reaffirmed full-year production guidance of 31,000 to 33,000 Boe per day, signaling confidence in sustaining growth through the commodity cycle.

Key Takeaways

  • 27% year-over-year production growth to 31,925 Boe per day
  • 9.3 net wells turned in-line during Q3 2025 versus 5.2 in Q3 2024
  • Strong well performance across multiple basins, particularly the Permian Basin
  • Natural gas prices nearly doubled year-over-year to $2.39/Mcf
  • Operated Partnership platform driving operational excellence and capital efficiency
  • 17 acquisitions in Permian and Utica Basins adding 13.6 net undeveloped locations
24/7 Wall St

GRNT YoY Financials

Q3 2025 vs Q3 2024, source: SEC Filings

24/7 Wall St

GRNT Revenue by Segment

With YoY comparisons, source: SEC Filings

Q2 25 Q1 26

“Granite Ridge delivered another quarter of strong execution and disciplined growth, demonstrating the consistency of our model and the strength of our diversified portfolio. Our Operated Partnership platform continues to perform well, highlighted by Admiral Permian Resources and other key partners who are driving operational excellence and capital efficiency across our portfolio.”

— Tyler Farquharson, Q3 2025 Earnings Press Release