Gulfport Energy Corp. reported full‑year 2025 production of 1.04 Bcfe, driven by 841.5 MMcfe from the Utica and Marcellus formations and 197.4 MMcfe from the SCOOP basin. The company’s average realized price for the year was $3.36 per Mcfe, while the all‑in realized price for the fourth quarter rose to $3.65 per Mcfe, reflecting a 66 % increase in natural‑gas prices and a 7 % decline in volumes due to temporary midstream constraints.
The company posted adjusted earnings per share of $5.75, missing consensus estimates of $5.77 (or $5.80) by $0.02–$0.05, a 0.35–0.86 % miss. Revenue reached $398.2 million, beating estimates that ranged from $373.24 million to $382.3 million by $15.9–$22.4 million, a 4–5.9 % beat. The revenue outperformance was driven by strong demand in core segments and a favorable pricing mix, while the EPS miss was largely attributable to higher-than‑expected operating costs and a modest decline in volume mix.
Shareholder returns remain a priority: Gulfport plans more than $140 million of share buybacks in the first quarter of 2026, maintains leverage at or below 1.0×, and will invest $15 million in a workover capital program to boost base production and $10 million in the Marcellus North play to evaluate future development opportunities. These actions underscore the company’s focus on high‑return assets and disciplined capital allocation.
Guidance for 2026 signals confidence in continued operational performance. Gulfport will keep an active repurchase program funded by adjusted free cash flow and revolving credit, expand inventory, and pursue opportunistic acquisitions. Production guidance is 1.030–1.055 Bcfe per day, reflecting expectations of stable to modest growth in a high‑return gas environment.
Market reaction to the results was positive: pre‑market trading showed a 2.51 % lift and regular trading added 1.74 %. The revenue beat and the company’s commitment to shareholder returns were cited as key drivers of the favorable market response.
"With this framework in place, we plan to repurchase more than $140 million of our outstanding common stock during the first quarter of 2026," said President and CEO John Reinhart. "Gulfport delivered another year of strong operational and financial performance in 2025, while strategically expanding our high‑quality resource base and remaining consistent in our commitment to returning capital to shareholders." Reinhart added, "The 2026 development plan centers on both dry gas and wet gas activity, our highest‑return areas in the current commodity environment and positions the Company for enhanced adjusted free cash flow generation at recent strip pricing."
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