Kimbell Royalty Q4 Earnings Call Highlights

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Sat, February 28, 2026 astatine 10:41 AM CST 7 min read

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Kimbell reported Q4 gross of $76 million, run-rate accumulation of 25,627 BOE/day and Adjusted EBITDA of $64.8 million, and declared a quarterly currency organisation of $0.37 per unit (up 6%) that absorption expects to beryllium ~100% treated arsenic return of capital, with 75% of currency disposable distributed and 25% utilized to wage down borrowings.
In 2025 the institution completed a $230 million Mabee Ranch acquisition, redeemed 50% of its Series A preferred to simplify its superior structure, and grew proved developed reserves ~8% to astir 73 cardinal BOE, portion ending the twelvemonth with ~$441.5 million drawn connected a $625 million revolver and nett debt/TTM Adjusted EBITDA of ~1.5x.
Kimbell kept 2026 accumulation guidance fundamentally level astatine a midpoint of 25,500 BOE/day, highlighted an progressive rig vulnerability of 85 rigs (~16% of U.S. onshore rigs), and flagged imaginable upside from Barnett Woodford improvement crossed its Permian acreage that could boost accumulation and escaped currency travel without the concern backing drilling costs.
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Kimbell Royalty (NYSE:KRP) reported fourth-quarter results that absorption said capped “another outstanding year” for the mineral and royalty owner, highlighting integrated accumulation maturation versus the 3rd quarter, an accrued quarterly currency distribution, and higher proved developed reserves. The institution discussed its 2026 outlook, equilibrium expanse priorities, and capitalist involvement successful the Barnett Woodford imaginable crossed its Permian Basin acreage during its net telephone covering the play ended Dec. 31, 2025.

Chairman and CEO Bob Ravnaas said Kimbell exceeded the midpoint of its fourth-quarter guidance and grew accumulation organically from the anterior quarter. President and CFO Davis Ravnaas reported fourth-quarter oil, earthy gas, and NGL revenues of $76 million and run-rate accumulation of 25,627 BOE per day.

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On costs, Davis Ravnaas said fourth-quarter wide and administrative expenses totaled $10.4 million, including $6.2 million of currency G&A, equating to $2.63 per BOE, which was wrong the company’s guidance range. For full-year 2025, currency G&A was $2.51 per BOE, which helium said came successful beneath the midpoint of guidance owed to operational subject and operating leverage.

Kimbell reported fourth-quarter consolidated Adjusted EBITDA of $64.8 million.

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