EarningsQ2 2026 Earnings Report
PIFYF Q2 2026 EPS Results
Actual EPS>-$0.01
Consensus EPS―
Beat/Miss―
One Year Ago EPS-$0.01
PIFYF Q2 2026 Revenue Results
Actual Revenue$26.90M
Expected Revenue―
Beat/Miss―
YoY Revenue Growth-3.23%
Earnings Announcement Details
QuarterQ2 2026
Date08/12/2026
TimeAfter Close
Conference CallWednesday, August 12, 2026
PIFYF Upcoming Earnings
Pine Cliff Energy's next earnings date is estimated for November 11, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
PIFYF Q2 2026 Earnings Call
0:00 / 0:00
Q2 2026 Earnings Slide Deck
No slide deck is available for this earnings event.
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlights multiple near-term and mid-term positives: effective hedging that materially improved realized prices, a high-performing Glauconite well that is liquid-rich, a sizable low-risk inventory with attractive per-well economics and quick paybacks, maintained dividend discipline, and supportive macro tailwinds from LNG expansion and potential data center demand. Offsetting these are continued weak AECO spot pricing, export intermittency that affects storage and short-term pricing, weather risk (El Niño), and valuation/transaction uncertainty caused by commodity volatility. Management’s emphasis on funding growth from cash flow and hedges and avoiding additional equity or excessive debt reduces financial risk.Company Guidance
Realized Gas Price Premium from Hedging
Q2 realized gas price of $2.38/Mcf, a 47% premium to AECO 5A ($1.62/Mcf). Hedge book provides downside protection with ~41% of 2026 production hedged at $3.16/Mcf and ~36% hedged for Q4–Q1 at ~$3.10/Mcf.
Strong Well Performance — 4-23 Glauconite
4-23 well averaged ~1,100 BOE/day from March–June (~50% liquids / 50% gas), representing ~5% of corporate production; performance meets or exceeds type curve and demonstrates resilience since coming online in February.
Material Glauconite Inventory and Attractive Economics
Company has 37 net Glauconite locations with per-well all-in costs of ~$8–9M, estimated NPV per location of ~$8–10M and an aggregate inventory value of ~$300–350M; wells have quick payback profiles (12–15 months) and management target of 2–4 wells/year.
Revenue Mix Shift Toward Liquids
Although ~80% of production is natural gas-weighted, liquids contributed to over 50% of revenue in the last quarter, driven largely by Glauconite production and higher WTI/condensate pricing (WTI in $75–$80 range).
Maintained Dividend and Prudential Capital Allocation
Dividend continued through the period; management increasing capital spending to drill proven inventory while avoiding equity issuance and not accelerating debt — CapEx to be funded within improved cash flow and hedges.
Positive Macro Drivers — LNG & Data Center Demand
LNG Canada ramping (June exports ~1.8 Bcf/day) and potential Phase 2 FID expected this year; Canadian LNG projects could add several Bcf/day by decade end. Data center/crypto demand could add ~1–3 Bcf/day in Alberta, supporting long-term gas fundamentals.
Low Emissions/Carbon Exposure
Pine Cliff is classified as a small emitter and currently not subject to federal carbon tax under existing regulations, reducing near-term regulatory cost risk.
PIFYF Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed