Matador Resources (NYSE:MTDR) reports bullish Q3 2026

Matador Resources (MTDR) reported Q3 2026 revenue of $1.16B, up 23.8% YoY, beating estimates. Adjusted EPS was $2.08, 14.2% above consensus. Adjusted EBITDA was $784.3M, with a 67.5% margin. Oil production rose 10.4% YoY. Revenue growth over 5 and 10 years was 24.8% and 30.8% annualized, respectively. Free cash flow margin was 24.7%, down from 31.4% YoY.

Original reporting

finance.yahoo.com

Published Nov 3, 2026, 9:56 PM UTC

Analysis

AlphAI AI DeskAI-generated

Added to AlphAI Nov 3, 2026, 10:16 PM UTC. Informational, not investment advice.

How this was made

AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.

About AlphAI AI Desk Scoring methodology Report an issue

Matador Resources (NYSE:MTDR) reports bullish Q3 2026 — source image — Source · finance.yahoo.com

Decision brief

The 30-second read

$MTDRBullishHigh

Why it matters

The earnings beat provides fresh data for valuation models; investors will reassess cash‑flow assumptions given margin trends.

Market read

Earnings release is the primary catalyst for MTDR and may influence peer stocks in the energy sector.

What to watch

Future natural‑gas pricing and upcoming long‑term sales agreements could improve cash flow beyond the quarter.

Relevance 8/10Novelty 8/10Timing: after-hours

Background

Matador Resources is a mid‑cap upstream oil and gas producer with a market cap of $6.9 B.

Company-level read

Ticker impact

AI estimates · verify against primary disclosures

$MTDRBullishHigh confidence

Context

Matador Resources reported Q3 2026 earnings beating revenue and EPS estimates, the first disclosure of these numbers.

Expected impact

likely modest pressure as investors weigh margin compression despite top‑line beat

Evidence & confidence

New earnings data is material; beat on revenue/EPS supports price, but falling operating margin suggests caution.

Market effects

Sector

Energy upstream sector may see modest uplift from Matador's beat, but margin concerns could limit broader rally.

Regional

U.S. energy stocks may experience slight positive bias in after‑hours trading.

Global

Limited; primarily impacts U.S. small‑cap energy investors.

Counterpoint

What could challenge this read

Margin compression could signal underlying cost pressures, suggesting a short‑term pullback despite earnings beat.

Key entities

company
Matador Resources
U.S. listed oil and gas producer reporting Q3 2026 results.

Read at source ← All news

$MTDRMedAI 8/10

Matador Resources 3Q 2026: Revenue $1.16B, EPS $1.39 — 10-Q Summary

Matador Resources reported 3Q 2026 revenue of $1.16B, up 24% YoY, but net income fell 2% to $172.12M. Higher oil and gas prices and production increases were offset by weaker derivative results and higher costs. Production rose 10% to 230,470 BOE per day. The company adjusted its 2026 capital expenditure outlook to $1.50B-$1.54B.

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Matador Resources Co (MTDR) (Q3 2026) Earnings Call Highlights: Record Production

Matador Resources Co (MTDR) reported Q3 2026 earnings, highlighting record production and mid-single-digit growth targets for 2027. CEO Joe Foran and CFO Chris Calvert discussed capital efficiency, midstream monetization, and debt reduction. San Mateo's EBITDA grew 17% in 2026, with projections of $100M from Cardinal integration by 2028. The company plans to drill 110-112 wells, including Woodford wells with strong initial results.

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MTDR Q3 2026 deep dive: market responds to margin compression despite production growth

Matador Resources (MTDR) reported Q3 2026 revenue of $1.16B, up 23.8% YoY, and EPS of $2.08, beating estimates. Despite growth, shares fell due to margin compression. Management cited production gains, acquisition integrations, and improved natural gas marketing. Future focus includes federal acreage development, midstream expansion, and debt reduction.

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Matador Resources Co (MTDR): REPORTS THIRD QUARTER 2026 RESULTS INCLUDING RECORD OIL PRODUCTION AND CONTINUED DEBT REPAYMENT

Matador Resources Co (MTDR) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 MATADOR RESOURCES COMPANY REPORTS THIRD QUARTER 2026 RESULTS INCLUDING RECORD OIL PRODUCTION AND CONTINUED DEBT REPAYMENT DALLAS, Texas, November 3, 2026 -- Matador Resources Company (NYSE: MTDR) (“Matador” or the “Company”) today reported financial and operating res

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Matador: Q3 Earnings Snapshot

Matador Resources (MTDR) reported Q3 net income of $172.1M, or $1.39 per share, exceeding estimates. Adjusted EPS was $2.08, and revenue reached $1.16B, also surpassing forecasts. The oil and gas company's results topped Wall Street expectations.

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$MTDRHigh

Matador Resources Company Reports Third Quarter 2026 Results Including Record Oil Production and Continued Debt Repayment

Matador Resources reported Q3 2026 results with record oil production of 230,470 BOE per day, a 10% YoY increase. The company also reported a 16% increase in oil and natural gas reserves, and a $150 million debt repayment in October 2026. CapEx was $381 million, a 19% decrease YoY. Matador increased its full-year 2026 production guidance and announced an eighth dividend increase in five years.

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