BKV beats earnings expectations, shares edge lower

Published 12/08/2025, 12:10
 BKV beats earnings expectations, shares edge lower

DENVER - BKV Corporation (NYSE:BKV) reported second quarter adjusted earnings of $0.39 per share on Tuesday, exceeding analyst expectations as the natural gas producer benefited from strong operational performance across its business segments.

Revenue for the quarter reached $322.0 million, including $9.3 million in realized hedging gains.

BKV’s shares edged down 0.22% in after hours trading following the results.

The company reported net income attributable to BKV of $104.6 million, or $1.23 per diluted share, which included $102.9 million in unrealized hedging gains. Average net production reached 811.0 MMcfe/d during the quarter, exceeding the company’s previously guided range of 775-805 MMcfe/d.

"The second quarter marked another period of advancing our differentiated closed loop strategy, while also performing exceptionally well in each of our base businesses," said Chris Kalnin, Chief Executive Officer of BKV. "Performance in our upstream business was a significant highlight, where we delivered production well ahead of our plan while keeping our total capital spend at the lower end of our guided range."

The company also announced a strategic acquisition of Bedrock Energy Partners’ Barnett Shale assets in a transaction valued at approximately $370 million. The acquisition is expected to add approximately 97,000 net acres and about 108 MMcfe/d of production.

For the full year 2025, BKV raised its production guidance to 790-810 MMcfe/d, reflecting a 4% increase at the midpoint, while reducing its capital expenditure forecast by 9% to $290-$350 million.

The company’s Power JV reported a capacity factor of 64.0% and 54.8% for Temple I and II power plants respectively, with total power generation of 1,913 GWh. BKV’s implied proportionate share of Power JV net earnings for the quarter was $9.1 million.

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