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Expand Energy Earnings Calls
| Release date | Apr 28, 2026 |
| EPS estimate | $3.69 |
| EPS actual | $3.83 |
| EPS Surprise | 3.79% |
| Revenue estimate | 3.53B |
| Revenue actual | 4.397B |
| Revenue Surprise | 24.58% |
| Release date | Feb 17, 2026 |
| EPS estimate | $1.87 |
| EPS actual | $2.00 |
| EPS Surprise | 6.95% |
| Revenue estimate | 2.937B |
| Revenue actual | 3.272B |
| Revenue Surprise | 11.40% |
| Release date | Oct 28, 2025 |
| EPS estimate | $0.90 |
| EPS actual | $0.97 |
| EPS Surprise | 8.02% |
| Revenue estimate | 2.714B |
| Revenue actual | 2.966B |
| Revenue Surprise | 9.30% |
| Release date | Jul 29, 2025 |
| EPS estimate | $1.14 |
| EPS actual | $1.10 |
| EPS Surprise | -3.51% |
| Revenue estimate | 2.547B |
| Revenue actual | 3.69B |
| Revenue Surprise | 44.90% |
Last 4 Quarters for Expand Energy
Below you can see how EXE performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 29, 2025 |
| Price on release | $99.37 |
| EPS estimate | $1.14 |
| EPS actual | $1.10 |
| EPS surprise | -3.51% |
| Date | Price |
|---|---|
| Jul 23, 2025 | $98.70 |
| Jul 24, 2025 | $99.60 |
| Jul 25, 2025 | $98.17 |
| Jul 28, 2025 | $98.13 |
| Jul 29, 2025 | $99.37 |
| Jul 30, 2025 | $104.21 |
| Jul 31, 2025 | $104.78 |
| Aug 01, 2025 | $101.97 |
| Aug 04, 2025 | $101.23 |
| 4 days before | 0.679% |
| 4 days after | 1.87% |
| On release day | 4.87% |
| Change in period | 2.56% |
| Release date | Oct 28, 2025 |
| Price on release | $101.00 |
| EPS estimate | $0.90 |
| EPS actual | $0.97 |
| EPS surprise | 8.02% |
| Date | Price |
|---|---|
| Oct 22, 2025 | $104.39 |
| Oct 23, 2025 | $104.46 |
| Oct 24, 2025 | $103.77 |
| Oct 27, 2025 | $103.88 |
| Oct 28, 2025 | $101.00 |
| Oct 29, 2025 | $100.41 |
| Oct 30, 2025 | $100.52 |
| Oct 31, 2025 | $103.31 |
| Nov 03, 2025 | $110.08 |
| 4 days before | -3.25% |
| 4 days after | 8.99% |
| On release day | -0.584% |
| Change in period | 5.45% |
| Release date | Feb 17, 2026 |
| Price on release | $102.75 |
| EPS estimate | $1.87 |
| EPS actual | $2.00 |
| EPS surprise | 6.95% |
| Date | Price |
|---|---|
| Feb 10, 2026 | $102.21 |
| Feb 11, 2026 | $103.43 |
| Feb 12, 2026 | $103.44 |
| Feb 13, 2026 | $104.05 |
| Feb 17, 2026 | $102.75 |
| Feb 18, 2026 | $99.52 |
| Feb 19, 2026 | $103.85 |
| Feb 20, 2026 | $108.06 |
| Feb 23, 2026 | $103.18 |
| 4 days before | 0.528% |
| 4 days after | 0.418% |
| On release day | -3.14% |
| Change in period | 0.95% |
| Release date | Apr 28, 2026 |
| Price on release | $96.96 |
| EPS estimate | $3.69 |
| EPS actual | $3.83 |
| EPS surprise | 3.79% |
| Date | Price |
|---|---|
| Apr 22, 2026 | $96.36 |
| Apr 23, 2026 | $96.30 |
| Apr 24, 2026 | $96.44 |
| Apr 27, 2026 | $96.30 |
| Apr 28, 2026 | $96.96 |
| Apr 29, 2026 | $100.99 |
| Apr 30, 2026 | $102.15 |
| May 01, 2026 | $100.12 |
| May 04, 2026 | $100.77 |
| 4 days before | 0.623% |
| 4 days after | 3.93% |
| On release day | 4.16% |
| Change in period | 4.58% |
Expand Energy Earnings Call Transcript Summary of Q1 2026
Expand Energy reported a strong Q1 2026: $1.7 billion of free cash flow (including working capital), $1.3 billion of gross debt reduction, and more than $290 million returned to shareholders via dividends and buybacks. Production and full-year CapEx guidance remain unchanged despite Winter Storm Fern impacts and some Gulf Coast CapEx shifting into Q2. Operational uptime was high (98% in Appalachia during the storm). Early results from the Western Haynesville pilot well are encouraging and additional wells are planned. Management is prioritizing commercial/marketing initiatives to capture roughly $0.20 of margin improvement (~$500 million annual free cash flow potential) through (1) reaching premium markets (including LNG), (2) monetizing volatility, and (3) facilitating/capturing new demand (e.g., a new 1.15 mtpa offtake SPA with Delfin LNG). The company emphasizes a portfolio approach to LNG and power opportunities, a disciplined capital-allocation stance anchored by an investment-grade balance-sheet target, and a continued hedging strategy (“hedge the wedge”) to protect downside while preserving upside. Management search for a CEO is ongoing, but the current team is executing without delay.
