-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。EQTは2026年を好調な業績でスタートし、調整後EPSは1.18ドルに対し2.33ドルとなり、市場予想を0.24ドル上回りました。価格環境は大きな追い風となり、平均実現価格は5.08ドル/Mcfeで35%上昇、販売量は618 Bcfeで8%増加しました。成長の原動力はデータセンター需要とLNG輸出であり、同社はデータセンターおよび産業需要の増加を見込んで、バージニア州北部と南東部市場をターゲットとしています。EQTは、2026年の販売量見通しを2,275～2,375 Bcfeで据え置きましたが、ヘンリーハブの期近価格が2.75ドル/Mcfe前後で推移していることから、第2四半期の生産量を10～15 Bcfe削減する計画です。同社は2026年暦年の設備投資額を26億5000万ドル～28億5000万ドルと計画しており、中間値では18%の成長が見込まれる。四半期フリーキャッシュフローは過去最高の18億3000万ドル（77%増）を記録し、バランスシートのさらなる強化が可能となった。純負債は57億ドルに減少し、EQTは長期負債目標である50億ドルに近づいている。総ユニットあたりの営業費用は1.09ドル/Mcfeで、経営陣のガイダンスを下回った。
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