Expand Energy (EXE) FY2025 10-K Annual Report

Filed: Feb 18, 2026
Energy
Crude Petroleum & Natural GasSEC EDGAR

Expand Energy (EXE) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Feb 18, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

Expand Energy FY2025 10-K Analysis

Business Overview

  • No core business description provided in the business section of 2026 10-K
  • No new products, services, or segments discussed in this filing year
  • Business section primarily references governance and compliance documents online, no strategic shifts noted
  • No quantitative business metrics or operational data disclosed here
  • Unusual absence of business model and operational details, heavily reliant on references to proxy statement and website for information

Management Discussion & Analysis

  • Revenue $8,476M in 2025 vs $2,969M in 2024, up $5,507M driven by volume (+$3,476M) and price (+$2,031M) increases
  • Total production expenses $635M (0.24 $/Mcfe) in 2025 vs $316M (0.23 $/Mcfe) in 2024
  • Gathering, processing & transportation expenses $2,376M (0.91 $/Mcfe) in 2025 vs $1,035M (0.75 $/Mcfe) in 2024
  • Best performing segment: Southwest Appalachia sales $2,139M in 2025 up from $522M in 2024; worst: Haynesville with sales increase but lower realized prices
  • Net gains on derivatives $550M in 2025 vs loss $(38)M in 2024; no cash flow, buyback, dividend, or capex info provided; no forward-looking guidance or risks disclosed

Risk Factors

  • Key-person risk: Interim CEO appointed Feb 6, 2026, replacing Domenic J. Dell’Osso, Jr., who resigned from Board but remains external advisor
  • Liquidity strong with $4.1B available as of Dec 31, 2025, including $3.5B unused credit facility capacity under 2025 Credit Facility
  • Potential debt refinancing risk: future debt transactions depend on market conditions, liquidity, and contractual terms, with material amounts involved

Expand Energy FY2025 Key Financial Metrics
XBRL

Revenue

$12.1B

+186.3% YoY

Net Income

$1.8B

+354.8% YoY

Operating Margin

20.4%

+3934bp YoY

Net Margin

15.0%

+3186bp YoY

ROE

9.8%

+1386bp YoY

Total Assets

$28.3B

+1.4% YoY

EPS (Diluted)

$7.57

+266.4% YoY

Operating Cash Flow

$4.6B

+192.3% YoY

Source: XBRL data from Expand Energy FY2025 10-K filing on SEC EDGAR. All figures in USD.

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