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Management credibility scorecard

Antero Resources (AR)

1 quarters tracked (Q2'26 to Q2'26) · latest call July 30, 2026
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100%
Kept of 4 resolved - limited history
4
Kept or exceeded
0
Missed
2
Still pending
Share count, 3 yrs/yr · flat

Score History

QuarterCall dateDisclosureFinancial qualityKeptMissed
Q2'26July 30, 20267/124 high, 4 medium flags40Call sheet →
Disclosure: the 6-item rubric, each scored 0-2, out of 12. Financial quality: flagged indicators by severity. Kept and missed count the prior-quarter promises scored on that call.

Promise Ledger · All Quarters

MarkedStatusPromise
Q2'26DeliveredMaintain 25-50% gas hedge target
60% hedged for 2026, one-third for 2027
Q2'26DeliveredHG integration and first pad results
Six-well pad producing 150 MMcf/d as expected
Q2'26PendingFull year 2026 production of 4.1 BCFE/day
Q2 at 4.1, on track but back-half weighted
Q2'26DeliveredFurther cost reductions to be discussed in quarters ahead
Provided $300M margin enhancement roadmap through 2028
Q2'26PendingLeverage target of 1x by end-2026
Now claiming mid-2026, six months ahead of schedule
Q2'26ExceededHG synergies of $50 million for full year 2026
Now targeting $80M, already achieved $15-20M operating synergies
Each row is a promise from the prior call, scored against the quarter in "Marked". Kept-promise rate counts resolved promises only; pending is excluded.
Promise-kept rate counts resolved promises only (pending excluded).
Scores, kept-promise rates, and flags on this site reflect the author's opinion, applying a stated methodology to statements management made on public earnings calls. Informational and educational purposes only - not investment advice, a recommendation, or an offer to buy or sell any security. Sources believed reliable but not guaranteed; the author may hold positions in the securities discussed.

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