Infinity Natural Resources Reports Preliminary Q1 2026 Results and Derivative Contract Impact

Morgantown, WV, April 17, 2026 – Infinity Natural Resources, Inc. (“Infinity” or the “Company”, NYSE: INR) has released a Form 8-K providing investors with an early look at its financial and operating performance for the first quarter ended March 31, 2026. The Company also disclosed details about the impact of its derivative contracts, including swaps related to oil and natural gas, which are crucial for shareholders to understand due to their potential effect on the Company’s reported earnings and future cash flows.

Key Highlights from the Report

• Preliminary and Unaudited Q1 2026 Results: Infinity issued a press release (Exhibit 99.1) containing preliminary, unaudited financial and operating results for the first quarter of 2026. The Company emphasized that these figures are subject to change as the financial closing procedures are finalized. The final numbers will be included in the upcoming Form 10-Q and official earnings release.
• Impact of Derivative Contracts: The Company provided detailed disclosure on the fair value and structure of its swaps on oil (WTI) and natural gas as of March 31, 2026. These derivatives are used to manage commodity price risk and can significantly impact reported earnings depending on market movements.
• Oil (WTI) Swaps:
  • For 2026, the Company reported swaps covering 44,756,000 barrels at a weighted average price of \$36.65 per barrel, with a fair value as of March 31, 2026, of \$3.77 million.
  • For 2030, swaps cover 26,580,000 barrels at a weighted average price of \$3.57 per barrel.
• Natural Gas Swaps:
  • For 2026, the Company had swaps for 40,690,000 MMBtu at a weighted average price of (\$0.93) per MMBtu, with a fair value of (\$0.93) million.
  • For 2026 (selected contracts), the fair value of swaps was (\$0.64) million for 31,629,000 MMBtu.
• Emerging Growth Company: Infinity continues to qualify as an emerging growth company under SEC rules. It has not opted for the extended transition period for new or revised accounting standards.
• Equity and Trading: The Company’s primary equity instrument is its Class A common stock (par value \$0.01), trading on the NYSE under the symbol INR.
• Forward-Looking Statements and Risks: The Company provided a comprehensive “Cautionary Statement Regarding Forward-Looking Statements” highlighting that preliminary results are subject to change, and actual results may differ materially due to risks in commodity prices, supply chain, regulatory environment, and other operational factors.

Shareholder-Relevant and Potentially Price-Sensitive Information

• Preliminary Results May Affect Expectations: Since these results are unaudited and subject to adjustment, investors should be aware that the final numbers could differ, potentially affecting share price upon final reporting.
• Derivative Gains/Losses: The fair value of derivative contracts (swaps) can significantly impact reported net income, cash flows, and future guidance. Swings in the value of these contracts, due to movement in oil and gas prices, should be closely watched. Positive or negative revaluations could drive share price volatility.
• Commodity Price Sensitivity: The Company’s extensive use of swaps at fixed prices means that if market prices move significantly above or below the swap prices, there could be marked effects (either gains or losses), impacting valuation and investor sentiment.
• Emerging Growth Status: The Company remains classified as an emerging growth company, which may allow it to benefit from reduced regulatory burdens and reporting requirements for a limited period. This status may affect its financial reporting and investor perception.
• Ongoing Risks: Management highlighted that the Company faces risks typical to the oil and gas sector, including price volatility, cost inflation, supply chain issues, regulatory changes, and operational hazards, all of which could materially affect performance and share value.

Other Important Notes

• Not a Substitute for Full Financials: The Company stressed these preliminary results are not a substitute for comprehensive financial statements and should be interpreted with caution.
• Contact for Investors: Shareholders and analysts may direct questions to Thomas Marchetti, Vice President, Investor Relations ([email protected]).

Conclusion

Infinity Natural Resources’ advance disclosure of its Q1 2026 results and detailed derivative contract exposure provides investors with valuable insight into its operating strategy and potential sources of earnings volatility. Investors should closely monitor the final results, any changes to derivative valuations, and management’s guidance in the formal 10-Q filing, as these factors could materially move the INR share price.

Disclaimer: This article is for informational purposes only and does not constitute investment advice. The information is based on preliminary, unaudited results and forward-looking statements that are subject to risks and uncertainties. Investors should review Infinity Natural Resources, Inc.’s official SEC filings and consult their own financial advisors before making investment decisions.

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