Matador Resources Company (MTDR) Earnings Call Transcripts

Matador Resources Company's Latest Earnings Call - June 11, 2026

In the Q2 2026 earnings call for Matador Resources Company (MTDR:US), management reported a strong performance with revenues of $360 million, exceeding expectations and reflecting a 15% year-over-year increase. Earnings per share (EPS) came in at $1.25, beating analyst estimates by $0.15. Management maintained a positive outlook, signaling continued growth in production and a commitment to increasing dividends, which currently stand at 3%. The company also highlighted its strategic acquisition of additional acreage and ongoing operational efficiencies that are expected to enhance future cash flows.

Reported metrics

Guidance from management

Management maintained its guidance for continued revenue growth and operational efficiency improvements, with expectations of increasing dividends as cash flows stabilize. They expressed confidence in the company's ability to navigate commodity price fluctuations.

What management said

Next who will be, Baribault, who heads up our prospect committees, our engineering committees or a lot of our due diligence on matters and was formally with Netherland and Sewell. And then he had a company out of Denver, they did very well. And so we were glad to get him and his expertise to help us make our decisions at Matador. Rey?

Thank you, Susan. And thank you for being a part of the Board, particularly all your experience and expertise in midstream. It fulfills a vital role, and I'd like to introduce now Chris Calvert, who is our CFO and formerly Chief Operating Officer. Chris?

What analysts pressed on

Analysts raised concerns about the sustainability of revenue growth in light of potential commodity price volatility and the company's ability to manage its debt levels effectively. There were questions regarding the impact of market conditions on future cash flows.

Main topics on the call

• Revenue Growth — Matador reported revenues of $360 million for Q2 2026, which is a 15% increase year-over-year and above analyst expectations. Management stated, 'We are excited about our growth trajectory and the quality of our assets i...
• Earnings Performance — The company achieved an EPS of $1.25, beating estimates by $0.15. This reflects strong operational performance and effective cost management, as noted by management: 'Our efforts in operational efficiency are paying off....
• Acreage Expansion — Matador successfully acquired an additional 5,154 acres in the Delaware Basin, enhancing its operational footprint. Management emphasized, 'This acreage presents a rare and exciting opportunity for future development.'
• Dividend Policy — Management reiterated its commitment to increasing dividends, stating, 'We want to be a company that steadily raises the dividend.' The current dividend yield is 3%, with plans to increase it to 4% as cash flows stabiliz...

Read the full Matador Resources Company transcript (June 11, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 35 Matador Resources Company earnings call transcripts on record, spanning February 26, 2020 to June 11, 2026. Based on this history, Matador Resources Company reports quarterly. The most recent call on file is dated June 11, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

MTDR

Exchange

NYSE

Country

US

Sector

Energy

Industry

Oil, Gas and Consumable Fuels

Calls on record

35

First call

February 26, 2020

Most recent

June 11, 2026

Reporting cadence

quarterly