Energy·Oil & Gas Exploration & Production·$5.5B
CNX Resources Corporation (CNX) operates in the energy sector, focusing on oil and gas exploration and production. With a market cap of $5 billion, the company plays a significant role in the energy market, especially as demand for fossil fuels continues amidst the global energy transition.
EPS
Earnings per share (EPS) is a key indicator of profitability and helps investors gauge the company's financial health.
Revenue
Revenue figures provide insight into the company's sales performance and market demand for its products.
Wall Street expectations, options signals, track record, and call prep available with Pro.
EPS Beat Streak
3Q
EPS Beat Rate
50%
Avg EPS Surprise
+23.55%
Avg Stock Reaction
-0.10%
In Q4-2025, CNX reported an impressive EPS of $1.28, significantly exceeding expectations. The stock reacted positively, gaining 2.37% the next day.
Management Promises & Guidance
Analysts expect CNX to report solid earnings this quarter, with a consensus EPS of $0.91. The company has shown strong performance in recent quarters, leading to optimistic investor sentiment.
Bull Case
If CNX exceeds EPS expectations, it could signal strong operational performance and increased demand for its products, potentially driving the stock higher.
Bear Case
Conversely, if the company misses earnings estimates, it may raise concerns about operational challenges or declining market demand, leading to a negative stock reaction.
EPS
$0.91Earnings per share (EPS) is a key indicator of profitability and helps investors gauge the company's financial health.
Revenue
$512MRevenue figures provide insight into the company's sales performance and market demand for its products.
The print will turn on these two things.
Q1
Will CNX's EPS exceed the consensus estimate of $0.91?
A beat on EPS would reinforce the company's operational strength and could lead to a positive stock reaction.
Q2
What guidance will management provide regarding future revenue growth?
Future revenue guidance will be critical for assessing the company's growth trajectory and market demand.
Why consensus could be wrong
The consensus may underestimate CNX's operational efficiency improvements, which could lead to better-than-expected margins this quarter.
Supporting Evidence
Recent operational updates suggest enhanced drilling efficiency that may not be fully reflected in analyst estimates.
The company's cost management strategies have shown promise in previous quarters, indicating potential for margin expansion.
Key Risk
If operational efficiencies lead to an EPS significantly above $0.91, it could challenge the current consensus view.
Pre-commit to what would confirm each case.
This quarter's performance is pivotal as it will reflect CNX's ability to navigate market fluctuations and maintain profitability.
Bull Confirmed If
An EPS of $1.00 or higher would confirm strong operational performance and market demand.
Bear Confirmed If
An EPS below $0.70 would indicate potential operational challenges and declining demand.
Implied Move
±4.2%
The options market is pricing in a potential move of about 4.2% following the earnings report, indicating uncertainty among investors.
Likely market behavior by outcome — not investment advice.
Beat & Raise
If CNX beats expectations, history suggests a potential stock increase of around 1.48%, confirming strong operational performance.
In-Line / Cautious
If results are in line with expectations, the stock may experience a muted reaction as investors await further commentary from management.
Miss
A miss on earnings could lead to a decline of approximately 1.69%, raising concerns about the company's operational challenges.
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VERIZON COMMUNICATIO
Apr 27, 2026