-- 独立系調査会社CFRAは、に対し、以下の調査速報を提供しました。CFRAのアナリストは、以下のように見解をまとめています。EXEは、2026年第1四半期の調整後EPSが前年同期の2.02ドルに対し3.83ドルとなり、市場予想を0.20ドル上回りました。生産量は7.44 bcfe/日で前年同期比10%増、販売価格は4.96ドル/mcfeで前年同期比32%増となり、好調な商品市場環境が背景にあります。営業キャッシュフローは24億ドル（前年同期は11億ドル）に急増し、フリーキャッシュフローは17億ドルと3倍に増加しました。これは、同社が純負債を36%削減して28億ドルとし、4月にさらに13億ドルの債務償還を行ったことが要因です。経営陣は、28.5億ドルの設備投資プログラムと11～12基の掘削リグを稼働させる計画で、2026年の生産ガイダンスを7.5 bcfe/dに再確認しました。EXEは、2031年から年間115万トンのLNGをDelfinと20年間引き取る契約を締結し、世界の需要中心地への市場リーチを拡大しました。地域価格はすべての地域で改善し、北東アパラチアでは5.70ドル/Mcfを記録しました。世界の輸出の約20%を供給するカタールのLNG事業への長期的な損害の後、米国のLNG需要は増加する可能性があると考えています。この状況は、EXEのようなヘインズビルの生産者にとって機会を生み出します。
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