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Financial statements

MACH NATURAL RESOURCES LP financial statements

Income statement, balance sheet and cash flow statement for the last 5 fiscal years, taken from the XBRL data MACH NATURAL RESOURCES LP files with the SEC in its annual reports.

In USD millions, except per-share amounts. Outflows in the cash flow statement are negative.

Income statement

FY2021FY2023FY2023FY2024FY2025
Revenue3929377629701,175
Operating income155522359291245
Interest expense1.664.8511.210572.2
Other non-operating income-17-5.54-12.6-106-102
Net income13851768.5185143
EBITDA196611497562538
EPS, basic0.721.901.09
EPS, diluted0.721.901.09
Shares, basic (weighted)94.997.6131
Shares, diluted (weighted)94.997.7132

Balance sheet

FY2021FY2023FY2023FY2024FY2025
Cash and equivalents59.329.415310642.6
Inventory24.731.424.343.5
Other current assets2.462.436.418.9
Total current assets187344322378
Property, plant and equipment72.989.791.8195
Lease right-of-use assets14.817.414.919.5
Other non-current assets3.057.19.4934
Total assets8882,3052,3383,777
Accounts payable19.4
Accrued liabilities60.244.552.9116
Short-term debt061.982.50
Total current liabilities153275352360
Long-term debt84.97456691,144
Lease liabilities4.046.719.312.6
Other non-current liabilities0.270.941.946.48
Total debt84.98077511,144
Total liabilities and equity8882,3052,3383,777

Cash flow statement

FY2021FY2023FY2023FY2024FY2025
Net income13851768.5185143
Depreciation and amortization40.788.6138271293
Stock-based compensation45.37.533.446.539.39
Change in receivables-33.815.6-46.9-7.9
Change in payables8.9712.25.733.335.95
Cash from operations198554492505507
Cash from investing-195-373-1,027-306-899
Debt issued08110450
Debt repaid00-61.9-763
Cash from financing-4.58-211659-246329
Net change in cash-0.87-29.9123-47-63.1
Interest paid1.154.348.3797.962.6

Key metrics

Worked out from the statements above. Latest values use the trailing twelve months to June 30, 2026; growth uses fiscal years. Valuation uses the share price of $10.40 on September 25, 2026.

Profitability

MetricValueHow it is calculated
Operating margin14.4%Operating income / revenue.
EBITDA margin35.5%EBITDA (operating income + depreciation and amortization) / revenue.
Net margin7.4%Net income / revenue.
Operating cash flow margin41.3%Cash from operations / revenue.
Return on assets (ROA)2.7%Net income / average total assets.
Stock-based pay / revenue0.9%Stock-based compensation (from the cash flow statement) / revenue.
D&A / revenue21.1%Depreciation and amortization / revenue.

Growth

MetricValueHow it is calculated
Revenue growth, 1y21.2%Revenue vs the same period a year earlier. Only from a positive base.
Revenue CAGR, 3y7.8%Compound annual growth of revenue over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Operating income growth, 1y-15.8%Operating income vs the same period a year earlier. Only from a positive base.
Operating income CAGR, 3y-22.3%Compound annual growth of operating income over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
EBITDA growth, 1y-4.3%EBITDA vs the same period a year earlier. Only from a positive base.
EBITDA CAGR, 3y-4.2%Compound annual growth of ebitda over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Net income growth, 1y-22.8%Net income vs the same period a year earlier. Only from a positive base.
Net income CAGR, 3y-34.8%Compound annual growth of net income over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
EPS growth, 1y-42.6%EPS vs the same period a year earlier. Only from a positive base.
Operating cash flow growth, 1y0.3%Operating cash flow vs the same period a year earlier. Only from a positive base.
Operating cash flow CAGR, 3y-2.9%Compound annual growth of operating cash flow over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Total assets growth, 1y61.5%Total assets vs the same period a year earlier. Only from a positive base.
Total assets CAGR, 3y62.0%Compound annual growth of total assets over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Share count change, 1y34.6%Change in diluted weighted shares vs a year earlier. Negative means buybacks shrank the share count; positive means dilution.

Balance sheet health

MetricValueHow it is calculated
Current ratio0.88xCurrent assets / current liabilities.
Quick ratio0.11x(Cash + short-term investments + receivables) / current liabilities.
Cash ratio0.11x(Cash + short-term investments) / current liabilities.
Debt / assets31.8%Total debt / total assets.
Net debt$1.13BTotal debt - cash - short-term investments. Negative means more cash than debt.
Net debt / EBITDA2.35xNet debt / EBITDA (twelve months), when EBITDA is positive.
Interest coverage2.14xOperating income / interest expense.
Working capital-$45.1MCurrent assets - current liabilities.

Efficiency

MetricValueHow it is calculated
Asset turnover0.37xRevenue / average total assets.
Fixed asset turnover6.90xRevenue / average property, plant and equipment.

Per share

MetricValueHow it is calculated
EPS, diluted$0.60Net income per diluted share, as reported (split-adjusted). Over the last twelve months: the four quarters summed, or net income / latest diluted shares when a quarter has no reported EPS.
Revenue per share$8.05Revenue / diluted weighted shares.
Operating cash flow per share$3.32Cash from operations / diluted weighted shares.
Cash per share$0.25(Cash + short-term investments) / shares outstanding.

Valuation

MetricValueHow it is calculated
Market cap$1.74BShare price x shares outstanding.
Enterprise value$2.87BMarket cap + total debt - cash - short-term investments.
P/E17.3xMarket cap / net income. Only when net income is positive.
P/S1.28xMarket cap / revenue.
P/OCF3.11xMarket cap / cash from operations, when positive.
EV/Sales2.12xEnterprise value / revenue.
EV/EBIT14.7xEnterprise value / operating income, when both are positive.
EV/EBITDA5.97xEnterprise value / EBITDA, when both are positive.
Earnings yield5.8%Net income / market cap (the inverse of P/E).
What was MACH NATURAL RESOURCES LP's revenue in fiscal 2025?

MACH NATURAL RESOURCES LP reported revenue of $1.18B for fiscal 2025, 21.2% higher than the year before.

Was MACH NATURAL RESOURCES LP profitable in fiscal 2025?

Yes. Net income was $143.0M, a net margin of 12.2%.

Source: SEC EDGAR XBRL company facts. Where a company tags only year-to-date figures, quarters are worked out as differences. Where a line is not tagged it is left empty, never estimated.

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