Crescent Energy (CRGY) Q1 2026 Earnings Transcript
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy CRGY?
Source: NASDAQ.COM
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Analyst Views on CRGY
Wall Street analysts forecast CRGY stock price to fall
9 Analyst Rating
6 Buy
3 Hold
0 Sell
Moderate Buy
Current: 13.710
Low
9.00
Averages
12.25
High
14.00
Current: 13.710
Low
9.00
Averages
12.25
High
14.00
About CRGY
Crescent Energy Company is an energy company. The Company's investing and operating activities are focused on the Eagle Ford, Permian and Uinta basins. It operates in the oil, condensate and dry gas windows of Eagle Ford. Its premier position in the Permian spans both the Midland and Delaware basins. The Permian basin complements its strategy with stable production, low-risk development inventory and meaningful potential for resource expansion and further growth through acquisition opportunities. Its Uinta position has a large inventory of attractive, low-risk undeveloped locations with significant resource potential across multiple, prolific formations. The Uinta basin produces crude, and it sells 100% of its production into the Salt Lake City refining complex. Its minerals focus on Texas and the Rockies with exposure to operators.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Crescent Energy (CRGY) Q1 2026 Earnings Transcript
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Crescent Energy Declares Quarterly Dividend of $0.12
- Quarterly Dividend Announcement: Crescent Energy Company has declared a quarterly dividend of $0.12 per share, indicating the company's stable cash flow and profitability in the current market environment, which is likely to attract more income-focused investors.
- Yield Analysis: The forward yield of 3.5% not only provides shareholders with a substantial return but also reflects the company's robust performance in the oil and gas sector, helping to bolster investor confidence.
- Payment Schedule: The dividend will be payable on June 1, with a record date of May 18 and an ex-dividend date also on May 18, ensuring that shareholders can receive their earnings promptly, thereby enhancing their willingness to hold shares.
- Market Reaction Expectations: The dividend announcement from Crescent Energy may trigger a positive market response, especially in the current economic climate, as a stable dividend policy enhances the attractiveness of the company's stock, potentially driving up its price.
See More
Crescent Energy Reports Q1 Earnings Miss Despite Revenue Growth
- Earnings Miss: Crescent Energy reported a Q1 GAAP EPS of -$1.28, missing expectations by $1.63, indicating challenges in profitability that could impact investor confidence moving forward.
- Significant Revenue Growth: Despite the earnings miss, the company achieved revenues of $1.18 billion, reflecting a 24.2% year-over-year increase and surpassing market expectations by $20 million, showcasing strong sales performance and market demand.
- Market Reaction Analysis: The earnings miss may lead to negative impacts on Crescent Energy's stock price, prompting investors to closely monitor the company's future profitability and cost management strategies.
- Investment Strategy Adjustments: Miller Deep Value Strategy increased its positions in Crescent Energy and BLMN during Q1, indicating confidence in their long-term value despite the short-term profitability pressures.
See More
Value Stocks Outperform Growth Stocks in 2026
- Market Performance Comparison: Year-to-date in 2026, the Russell 1000 Value Index has returned approximately 8%, while the Russell 1000 Growth Index remains flat, indicating a strong performance of value stocks, particularly with widening gaps in mid-cap and small-cap stocks.
- Miller's Investment Strategy: Renowned value investor Bill Miller and his firm, Miller Value Partners, made notable additions of Bloomin' Brands and Crescent Energy in Q1, reflecting their deep value strategy focused on identifying undervalued stocks in uncertain markets.
- Bloomin' Brands Transformation: Bloomin' Brands has seen an average annual return of -28% over the past five years, currently trading around $6, as activist investor Starboard Value's 9% stake has prompted a turnaround plan aimed at enhancing financials and operations, with potential EBITDA growth from $270 million to $500 million.
- Crescent Energy Growth Potential: Crescent Energy's stock has surged 61% year-to-date, currently priced at $13.46, benefiting from rising oil and gas prices, while management's strategy of acquiring discounted assets is expected to improve operational efficiency and strengthen its position in the Permian Basin.
See More
Miller Increases Value Stock Holdings Amid Market Volatility
- Value Stock Outperformance: In 2026, value stocks have outperformed growth stocks, with the Russell 1000 Value Index returning approximately 8% year-to-date, while the Russell 1000 Growth Index remains flat, indicating a shift in investor preference towards safer investments.
- Miller's Investment Strategy: Miller Value Partners has added two notable stocks, Bloomin' Brands and Crescent Energy, to its Deep Value strategy, with Bloomin' Brands trading at about $6 per share and suffering a -28% average annual return over the past five years, yet is undergoing a turnaround driven by activist investors.
- Bloomin' Brands Potential: The company, after years of declining stock prices, is projected to increase adjusted EBITDA from $270 million to $500 million, indicating significant turnaround potential, with its current stock price at just 6 times forward earnings.
- Crescent Energy Growth: Crescent Energy's stock has surged 61% year-to-date, trading at 8 times forward earnings, and despite increased debt from acquiring Vital Energy, management's history of buying discounted assets suggests strong operational improvements and cost reductions ahead.
See More
Crescent Energy Set to Announce Q1 Earnings on May 4
- Earnings Announcement: Crescent Energy is set to release its Q1 2023 earnings on May 4 after market close, with a consensus EPS estimate of $0.36, reflecting a staggering 3700% year-over-year increase, indicating a significant improvement in profitability.
- Strong Revenue Expectations: The anticipated revenue for Q1 is $1.16 billion, representing a 22.1% year-over-year growth, which suggests ongoing enhancements in market demand and operational efficiency, potentially boosting investor confidence further.
- Performance Beat Record: Over the past year, Crescent Energy has exceeded EPS estimates 25% of the time and revenue estimates 100% of the time, showcasing its reliability in earnings forecasts and adaptability in the market.
- Estimate Revision Trends: In the last three months, EPS estimates have seen five upward revisions and three downward adjustments, while revenue estimates have experienced three upward revisions and one downward, reflecting analysts' positive outlook and increasing market confidence in the company's future performance.
See More
Crescent Energy (CRGY) Q1 2026 Earnings Transcript
See More
Crescent Energy Declares Quarterly Dividend of $0.12
- Quarterly Dividend Announcement: Crescent Energy Company has declared a quarterly dividend of $0.12 per share, indicating the company's stable cash flow and profitability in the current market environment, which is likely to attract more income-focused investors.
- Yield Analysis: The forward yield of 3.5% not only provides shareholders with a substantial return but also reflects the company's robust performance in the oil and gas sector, helping to bolster investor confidence.
- Payment Schedule: The dividend will be payable on June 1, with a record date of May 18 and an ex-dividend date also on May 18, ensuring that shareholders can receive their earnings promptly, thereby enhancing their willingness to hold shares.
- Market Reaction Expectations: The dividend announcement from Crescent Energy may trigger a positive market response, especially in the current economic climate, as a stable dividend policy enhances the attractiveness of the company's stock, potentially driving up its price.
See More
Crescent Energy Reports Q1 Earnings Miss Despite Revenue Growth
- Earnings Miss: Crescent Energy reported a Q1 GAAP EPS of -$1.28, missing expectations by $1.63, indicating challenges in profitability that could impact investor confidence moving forward.
- Significant Revenue Growth: Despite the earnings miss, the company achieved revenues of $1.18 billion, reflecting a 24.2% year-over-year increase and surpassing market expectations by $20 million, showcasing strong sales performance and market demand.
- Market Reaction Analysis: The earnings miss may lead to negative impacts on Crescent Energy's stock price, prompting investors to closely monitor the company's future profitability and cost management strategies.
- Investment Strategy Adjustments: Miller Deep Value Strategy increased its positions in Crescent Energy and BLMN during Q1, indicating confidence in their long-term value despite the short-term profitability pressures.
See More
Value Stocks Outperform Growth Stocks in 2026
- Market Performance Comparison: Year-to-date in 2026, the Russell 1000 Value Index has returned approximately 8%, while the Russell 1000 Growth Index remains flat, indicating a strong performance of value stocks, particularly with widening gaps in mid-cap and small-cap stocks.
- Miller's Investment Strategy: Renowned value investor Bill Miller and his firm, Miller Value Partners, made notable additions of Bloomin' Brands and Crescent Energy in Q1, reflecting their deep value strategy focused on identifying undervalued stocks in uncertain markets.
- Bloomin' Brands Transformation: Bloomin' Brands has seen an average annual return of -28% over the past five years, currently trading around $6, as activist investor Starboard Value's 9% stake has prompted a turnaround plan aimed at enhancing financials and operations, with potential EBITDA growth from $270 million to $500 million.
- Crescent Energy Growth Potential: Crescent Energy's stock has surged 61% year-to-date, currently priced at $13.46, benefiting from rising oil and gas prices, while management's strategy of acquiring discounted assets is expected to improve operational efficiency and strengthen its position in the Permian Basin.
See More
Miller Increases Value Stock Holdings Amid Market Volatility
- Value Stock Outperformance: In 2026, value stocks have outperformed growth stocks, with the Russell 1000 Value Index returning approximately 8% year-to-date, while the Russell 1000 Growth Index remains flat, indicating a shift in investor preference towards safer investments.
- Miller's Investment Strategy: Miller Value Partners has added two notable stocks, Bloomin' Brands and Crescent Energy, to its Deep Value strategy, with Bloomin' Brands trading at about $6 per share and suffering a -28% average annual return over the past five years, yet is undergoing a turnaround driven by activist investors.
- Bloomin' Brands Potential: The company, after years of declining stock prices, is projected to increase adjusted EBITDA from $270 million to $500 million, indicating significant turnaround potential, with its current stock price at just 6 times forward earnings.
- Crescent Energy Growth: Crescent Energy's stock has surged 61% year-to-date, trading at 8 times forward earnings, and despite increased debt from acquiring Vital Energy, management's history of buying discounted assets suggests strong operational improvements and cost reductions ahead.
See More
Crescent Energy Set to Announce Q1 Earnings on May 4
- Earnings Announcement: Crescent Energy is set to release its Q1 2023 earnings on May 4 after market close, with a consensus EPS estimate of $0.36, reflecting a staggering 3700% year-over-year increase, indicating a significant improvement in profitability.
- Strong Revenue Expectations: The anticipated revenue for Q1 is $1.16 billion, representing a 22.1% year-over-year growth, which suggests ongoing enhancements in market demand and operational efficiency, potentially boosting investor confidence further.
- Performance Beat Record: Over the past year, Crescent Energy has exceeded EPS estimates 25% of the time and revenue estimates 100% of the time, showcasing its reliability in earnings forecasts and adaptability in the market.
- Estimate Revision Trends: In the last three months, EPS estimates have seen five upward revisions and three downward adjustments, while revenue estimates have experienced three upward revisions and one downward, reflecting analysts' positive outlook and increasing market confidence in the company's future performance.
See More
