The combination of strong reserve growth, high-return projects in the PRB (60%+ IRR), and accelerating development in the Permian Barnett positions EPSN for meaningful per-share growth. Traders should monitor Q1 2026 revenue strength and upcoming well completions in PRB and Barnett as near-term catalysts.
Price Chart
Executive Summary
Epsilon Energy Ltd. reported strong full-year 2025 results with a 54% year-over-year increase in production and 75% growth in adjusted EBITDA to $30.7 million. The results were driven by the transformative acquisition of the Peak companies in November 2025, which added significant assets in the Powder River Basin, and a 86% increase in proved reserves. Despite a GAAP net loss of $4.8 million due to one-time impairments and transaction costs, normalized performance metrics show robust operational and financial growth.
Key Financial Metrics
Key Facts
- Adjusted EBITDA grew 75% YoY to $30.7 million in 2025
- Total production increased 54% YoY to 11,825 MMcfe
- Proved reserves increased 86% YoY to 156,037 Mmcfe
- Completed transformative acquisition of Peak companies in November 2025
- GAAP net loss of $4.8 million due to $19.3 million loss on asset sale and $3.9 million in impairments
- Adjusted net income was $21.3 million, up from $3.6 million in 2024
- Q4 2025 revenue surged 65% QoQ to $14.8 million
- Company repaid $5 million of debt in Q1 2026, maintaining strong financial discipline
Financial Impact
75% YoY increase in adjusted EBITDA and 54% production growth, with reserves up 86%
Risk Factors
- GAAP net loss raises concerns about near-term profitability despite strong operational metrics
- Heavy reliance on successful execution of new development programs in PRB and Barnett
- Hedging book shows modest oil price protection in 2026 at $63.67/bbl, below current strip
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3261834 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 21, 2026 5w ago | Insider Buy | $6.06 $6.10 | ▲ +0.66% | ▲ +1.22% | $6.34 (+4.62%) |
Sep 14, 2026 6w ago | 144 | $6.16 $6.00 | ▼ −2.60% | ▼ −5.58% | $6.34 (+2.93%) |
Sep 4, 2026 7w ago | Press Release | $6.18 $6.06 | ▼ −1.94% | ▼ −2.54% | $6.34 (+2.59%) |
Aug 18, 2026 10w ago | 8-K | $5.68 $5.90 | ▲ +3.87% | ▲ +5.62% | $6.34 (+11.62%) |
Aug 13, 2026 10w ago | 8-K | $5.32 $6.34 | ▲ +19.17% | ▲ +20.92% | $6.34 (+19.18%) |
Aug 12, 2026 10w ago | Press Release | $5.32 $6.34 | ▲ +19.17% | ▲ +20.92% | $6.34 (+19.18%) |
Aug 12, 2026 10w ago | Press Release | $5.32 $6.34 | ▲ +19.17% | ▲ +20.92% | $6.34 (+19.18%) |
Jun 18, 2026 18w ago | 424B5 | $5.21 $5.52 | ▼ −5.95% | ▼ −6.10% | $6.34 (−21.69%) |
Jun 1, 2026 21w ago | 8-K | $5.81 $5.45 | ▼ −6.20% | ▼ −4.63% | $6.34 (+9.13%) |
May 29, 2026 21w ago | 144 | $5.83 $5.41 | ▼ −7.20% | ▼ −5.91% | $6.34 (+8.75%) |
US Market Status
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