Q2 FY2026 EarningsQ2 FY26 results presented a challenging landscape with significant variances against consensus: revenue of $295.4M missed expectations by 10.05%, while GAAP EPS of $0.14 fell 51.2% short of the $0.2871 mean estimate. Despite a massive beat in Cash from Operations ($185.2M vs. $95.3M expected), high capital intensity led to a significant miss in Free Cash Flow (-$112.4M). The divergence between operational cash generation and net profitability suggests high non-cash expenses or hedging impacts affecting the bottom line.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: BKV(BKV) the Revenue is 465.54 M (+44.56%), Beat estimate;the EBIT is 121.66 M (-5.25%), Beat estimate;the EPS is 0.67 (-45.53%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.47B44.56%
0.33B1.97%
+0.14B42.59%
EBITExceed expectations
0.12B5.25%
0.06B54.46%
+0.06B49.21%
EPSExceed expectations
0.6745.53%
0.287176.66%
+0.382931.13%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf