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ARC Resources
ARC Resources (ARX) investor relations material
ARC Resources Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary6 Feb, 2026
Executive summary
Achieved record Q4 production of 408,382 BOE/d in 2025, up 10% per share year-over-year, driven by Kakwa acquisition and Attachie ramp-up, with premium Montney asset exposure and a $14B market cap.
Maintained exceptional safety performance in 2025, outperforming all key safety metrics despite high activity and complexity.
Advanced strategic priorities by growing production and reserves per share by ~10% and doubling free cash flow per share to CAD 2.20, enabling a fifth consecutive annual dividend increase.
Executed two strategic opportunities: consolidating Montney resources at Kakwa and expanding Attachie land through a unique agreement.
Strategy centers on free funds flow per share growth, disciplined capital allocation, and sustainable dividends.
Financial highlights
Q4 funds from operations reached CAD 874 million ($1.52/share), 11% above forecast; free cash flow was CAD 415 million, up 47% sequentially and 40% above analyst expectations.
Full-year 2025 free funds flow totaled CAD 1.3 billion ($2.20/share), nearly double 2024 levels.
Returned 75% of free funds flow to shareholders via buybacks (CAD 514 million) and dividends (CAD 452 million); repurchased 19.7 million shares in 2025.
Ended 2025 with net debt of CAD 2.9 billion, or 0.9x cash flow, a reduction of CAD 200 million from the prior quarter.
Capital expenditures for 2025 totaled CAD 1.9 billion, within guidance.
Outlook and guidance
2026 production guidance: 405,000–420,000 BOE/d (61% natural gas, 39% crude oil/liquids); capital budget remains CAD 1.8–1.9 billion.
Expect to generate approximately CAD 1.2 billion in free funds flow in 2026, with plans to return nearly all to shareholders.
Attachie development plan under review due to inconsistent well performance; asset-level production guidance for Attachie removed for 2026.
First international LNG shipments expected in about a year, enhancing natural gas price exposure.
Long-term plan targets >500 Mboe/d sustainable production for over 10 years.
Attachie asset development plan changes
Drivers of increased 2P F&D costs
2026 free funds flow allocation strategy
What is the plan to address Attachie casing issues?
How will Kakwa benefit from reallocated capital?
What is the timeline for global LNG exposure?
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Next ARC Resources earnings date
Q1 202628 Apr, 2026
ARC Resources
Next ARC Resources earnings date
Q1 202628 Apr, 2026
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Frequently asked questions
ARC Resources Ltd. explores, develops, and produces crude oil, natural gas, and natural gas liquids in Canada. The company holds interests in approximately 3.2 million acres of land primarily located in western Canada; and approximately 1,300 net producing conventional natural gas wells. It also operates a gas gathering and processing system. The company was formerly known as Alberta Energy Company Ltd. and changed its name to ARC Resources Ltd. in December 2000. ARC Resources Ltd. was founded in 1996 and is headquartered in Calgary, Canada
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