Pulling SEC filings + quote and writing the call…

CNX Resources Corp
Next earnings Jul 22, 2026 (before open) · consensus $0.55 EPS, $479M rev
Last earnings -1.0% on 2026-04-30
A cheap Appalachian gas producer buying back stock hard, with a unique environmental-attributes kicker — but earnings swing with gas prices.
Sources: SEC EDGAR (CIK 0001070412, latest 10-Q filed 2026-04-30) · EODHD · analysis by claude-code · as of 6/21/2026, 9:11:29 PM.
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Middling fundamentals offset by an attractive price (~349% below fair value) — worth a look on the value angle.
CNX Resources is a low-cost Appalachian natural gas producer operating two segments, Shale and Coalbed Methane, selling pipeline-quality gas to wholesalers. FY2025 was a strong up-cycle year: revenue rose 76.8% to $2.24B and net income jumped to $633M (diluted EPS $3.98), translating to a cheap 8.2x P/E. The company generated $1.03B of operating cash flow (+26.1%) against $495M of capex, and returned cash aggressively — $524M of buybacks (+184.2%) cut the share count 4.3%. CNX pays no dividend, concentrating returns in repurchases.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $757M | $1.26B | $3.43B | $1.27B | $2.24B |
| Gross profit | — | — | — | — | — |
| Operating income | — | — | — | — | — |
| Net income | -$499M | -$142M | $1.72B | -$90.5M | $633M |
| Diluted EPS | -$2.31 | -$0.75 | $8.99 | -$0.60 | $3.98 |
| Net margin | -65.9% | -11.3% | 50.1% | -7.1% | 28.3% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1078 tracked peers · median
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
| 2026-06-18 | Clarkson J. Palmer Director | Exercise | 12.1K @ $13.58 | $165K |
| 2026-06-18 | Clarkson J. Palmer Director | Exercise | 10.0K @ $15.55 | $156K |
| 2026-05-08 | MCGUIRE IAN R Director | Gift | 67.5K | |
| 2026-05-08 | MCGUIRE IAN R Director | Gift | 67.5K | |
| 2026-05-07 | Thorndike William N Jr Director | Award | 8.77K | |
| 2026-05-07 | MCGUIRE IAN R Director | Award | 9.47K | |
| 2026-05-07 | LANIGAN BERNARD JR Director | Award | 5.57K | |
| 2026-05-07 | Lally-Green Maureen Director | Award | 9.05K | |
| 2026-05-07 | DEIULIIS NICHOLAS J Director | Award | 8.35K | |
| 2026-05-07 | Clarkson J. Palmer Director | Award | 5.57K | |
| 2026-05-07 | Clarkson J. Palmer Director | Gift | 1.00K | |
| 2026-05-07 | Clarkson J. Palmer Director | Gift | 200.00 |