“Interest Expense (in thousands, except per unit) Six Months Ended June 30, 2026 Six Months Ended June 30, 2025 % Change Interest on 2026 Senior Notes $ — $ 777 (100) % Interest on 2029 Senior Notes 21,938 21,938 — % Interest expense on Credit Facility 9,270 4…”10-Q · Aug 4, 2026 ↗
Gulfport Energy Corporation
GPOR
Market read
Gulfport Energy Corporation's current read is isolated; its market group is not confirming.
The latest filing evidence is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.
- Revenue decreased 27.8% versus the comparable filing period.
- Credit Facility interest expense rose sharply, contributing to a 15% increase in total interest expense as Gulfport cited higher borrowings.
Invalidation: The isolated read changes if GPOR's group or a disclosed connection begins moving with it.
Research brief
The story so far
The latest filing evidence is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
- Revenue decreased 27.8% versus the comparable filing period.
- Operating margin fell 16.7 percentage points.
- Net income decreased 52.8% versus the comparable filing period.
- Credit Facility interest expense rose sharply, contributing to a 15% increase in total interest expense as Gulfport cited higher borrowings.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Latest annual revenue changed +48.5% year over year.
- Operating margin changed +66.9 percentage points in the latest annual period.
- Net margin changed +57.4 percentage points in the latest annual period.
- Operating cash flow covered net income at 1.88x in the latest annual period.
- Diluted shares increased 2.2% in the latest annual period.
- Credit and interest rates has repeated adverse evidence across 5 filings.
- Energy and commodity prices has repeated adverse evidence across 5 filings.
- P/E is 33% below the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 10, 2026
177.25Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“The increase was primarily the result of increases in natural gas revenues, partially offset by an increase in operating expenses.”10-Q · Aug 4, 2026 ↗
“During the process of terminating the Consent Decree, the Company was informed that there were untimely repairs on a number of locations subject to the Company's Consent Decree that failed to comply with Subpart OOOO or Permit to Install and Operate Applicati…”10-K · Feb 25, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 2.3× · EV/sales 2.9×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 10:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for GPOR. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment
The latest filing shows material pressure
10-Q filed 2026-08-04 against the comparable filing from 2025-08-06.
Capital and cash conversion
Reported investment and cash context
- Stock compensation / revenue
- +0.9%
Capex, revenue, and operating cash flow are matched to the same reported duration. Reported accounting context, not a forecast or trading recommendation.
What improved
No thresholded improvement was identified.
What weakened
- Revenue decreased 27.8% versus the comparable filing period.
- Operating margin fell 16.7 percentage points.
- Net income decreased 52.8% versus the comparable filing period.
Filing receipts
“Interest Expense (in thousands, except per unit) Three Months Ended June 30, 2026 Three Months Ended June 30, 2025 % Change Interest on 2026 Senior Notes $ — $ 263 (100) % Interest on 2029 Senior Notes 10,969 10,969 — % Interest expense on Credit Facility 4,987 2,322 115 % Amortization of loan costs 1,418 1,313 8 % Capitalized interest (1,732) (1,447) 20 % Other 150 311 (52) % Total interest expense $ 15,792 $ 13,731 15 % Interest expense per Mcfe $ 0.18 $ 0.15 20 % Total interest expense for the three months ended June 30, 2026 increased 15% compared to the three months ended June 30, 2025, which was primarily due to higher borrowings on our Credit Facility.”
“Interest Expense (in thousands, except per unit) Six Months Ended June 30, 2026 Six Months Ended June 30, 2025 % Change Interest on 2026 Senior Notes $ — $ 777 (100) % Interest on 2029 Senior Notes 21,938 21,938 — % Interest expense on Credit Facility 9,270 4,007 131 % Amortization of loan costs 2,756 2,613 5 % Capitalized interest (3,157) (2,877) 10 % Other 371 629 (41) % Total interest expense $ 31,178 $ 27,087 15 % Interest expense per Mcfe $ 0.18 $ 0.15 14 % Total interest expense for the six months ended June 30, 2026 increased 15% compared to the six months ended June 30, 2025, which was primarily due to higher borrowings on our Credit Facility.”
“The realized price change was primarily driven by the increase in the average WTI crude index from $63.74 per barrel in the three months ended June 30, 2025, to $92.85 per barrel during the three months ended June 30, 2026.”
Historical filing backfill generated after the original filing window. It is not part of Jodie's live track record.
Business ecosystem
The relationships behind GPOR
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 4 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
GPOR is currently a Leader in the organic co-movement group Oil & Gas E&P. This group is discovered from market behaviour rather than assigned from an industry taxonomy. No verified filing-linked names are available yet.
This group is retained as the last observed read for GPOR; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.