Mach Natural Resources LP
MNR
Jodie read · what matters now
Revenue increased 26.1% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to MNR, and whether its market group begins moving.
Latest filing assessment · baseline
The latest filing presents a mixed picture
10-Q filed 2026-05-07 against the comparable filing from 2025-05-08.
What improved
- Revenue increased 26.1% versus the comparable filing period.
What weakened
- Operating income moved from a profit to a loss in the comparable period.
- Net margin fell 19.3 percentage points.
Filing receipts
“Production taxes as a percentage of oil, natural gas and NGL sales decreased for the three-month period ended March 31, 2026 primarily due to the lower tax rates associated with the IKAV and Sabinal Acquisitions.”
“Lease operating expenses per Boe increased by $0.43 primarily as a result of the oil-heavy production from the Sabinal Acquisition that added to our overall cost profile.”
“The decrease in net cash used in financing activities is primarily due to decreases in cash used for repayments of our term loan of $763.1 million, prepayment penalties of $7.7 million and new debt issuance costs of $13.9 million.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind MNR
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 7 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
MNR is currently a Early Follower in the organic co-movement group Oil & Gas Refining. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Theme membership history
No durable theme membership has been observed for this name yet.