NYSEEnergyOil & Gas Exploration & ProductionS&P MidCap 400
$34.92
-0.38 (-1.08%)
Close of Nov 06, 2026 · end-of-day data
CNX 8-K filings in 2026
Every material Form 8-K CNX Resources filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
CNX Resources furnished its third-quarter 2026 results in Exhibit 99.1, reporting net income of $165.2 million, or $1.12 per diluted share, down from $202.9 million in the prior quarter, with total revenue of $580.0 million. The company narrowed its 2026 adjusted EBITDAX guidance to $1,290 million to $1,310 million and raised its free cash flow outlook to about $550 million from about $525 million, which signals higher expected cash generation even as quarterly earnings declined.
Q3 2026 net income was $165.2 million, versus $202.9 million in Q2 2026 and $202.1 million in Q3 2025.
Diluted EPS was $1.12, versus $1.32 in Q2 2026 and $1.21 in Q3 2025.
Total revenue and other operating income was $580.0 million, versus $618.5 million in Q2 2026 and $583.8 million in Q3 2025.
2026 guidance: adjusted EBITDAX narrowed to $1,290 million to $1,310 million from $1,265 million to $1,315 million; free cash flow raised to about $550 million from about $525 million; FCF per share raised to about $3.85 from about $3.55.
CNX Resources appointed Ravi Srivastava, its Senior Vice President Operations, as Chief Financial Officer, effective September 17, 2026, replacing Everett W. Good, who stepped down without cause. Good will stay as a non-executive employee until October 2, 2026, then serve as a consultant through the end of 2026. The change puts a long-tenured internal executive in the company's top finance role, and the filing sets out payments due to Good on departure.
Ravi Srivastava, age 45, named CFO effective September 17, 2026; he joined CNX in 2010 and has been SVP Operations since February 2025
Everett W. Good stepped down as CFO without cause after more than 13 years of service; the filing says the departure was not due to a disagreement with the company
Good is expected to receive a lump sum cash payment of $220,673.08 plus accelerated vesting for 24,701 restricted stock units and continued vesting for 39,033 performance-based awards
Melissa Long, Vice President Financial Reporting and Controller since May 2026, will serve as principal accounting officer
CNX Resources reported second-quarter 2026 results, with net income of $202.9 million, down from $432.5 million a year earlier, and diluted EPS of $1.32 versus $2.53. The company raised its 2026 free cash flow per share guidance to about $3.55 from about $3.41, while keeping its Adjusted EBITDAX and free cash flow ranges unchanged.
Q2 2026 total revenue and other operating income was $618.5 million, versus $962.4 million in Q2 2025 and $786.7 million in Q1 2026.
Q2 2026 net income was $202.9 million, versus $348.1 million in Q1 2026; diluted EPS was $1.32 versus $2.18 in Q1 2026.
2026 FCF per share guidance was raised to about $3.55 from about $3.41; Adjusted EBITDAX guidance ($1,265 million to $1,315 million) and FCF guidance (about $525 million) were unchanged.
Purchases of common stock totaled $200.4 million in Q2 2026.
CNX reported first-quarter 2026 net income of $348.1 million, or $2.18 per diluted share, compared with a net loss of $197.7 million in the first quarter of 2025. The company also lowered its 2026 guidance for Adjusted EBITDAX and free cash flow, citing a lower NYMEX natural gas price assumption, which matters to shareholders because it reduces the cash the company expects to generate this year.
Q1 2026 net income was $348.1 million, or $2.18 per diluted share, versus a net loss of $197.7 million, or $1.34 per share, in Q1 2025.
Total revenue and other operating income was $786.7 million, up from $610.5 million in Q4 2025.
2026 Adjusted EBITDAX guidance was lowered to $1,265 million to $1,315 million from $1,310 million to $1,360 million; free cash flow guidance was lowered to about $525 million from about $550 million.
Q1 2026 included a realized commodity derivative loss of $222 million, and the 2026 NYMEX natural gas price assumption was lowered to $3.64 per MMBtu from $4.07.
CNX Resources Corporation completed a private offering of $500 million in 5.875% senior notes due March 1, 2034, on February 26, 2026. The company said it intends to use the net proceeds to tender for and, if needed, redeem its outstanding 6.000% senior notes due 2029, with any shortfall funded from its revolving credit facility, so the deal mainly refinances existing debt.
$500 million aggregate principal of 5.875% senior notes due March 1, 2034, issued under an indenture with UMB Bank, N.A., as trustee
Interest is payable semi-annually on March 1 and September 1, beginning September 1, 2026
Proceeds intended to fund a tender offer for, and if needed the redemption of, the company's 6.000% senior notes due 2029
Notes are redeemable on or after March 1, 2029 at 102.938% of principal, declining to 100% in 2031 and thereafter
CNX Resources Corporation agreed on February 17, 2026 to sell $500 million of 5.875% senior notes due 2034 in a private offering priced at 100.0% of face value, with closing expected on or about February 26, 2026. The company said it will use the proceeds to buy back or redeem its outstanding 6.000% senior notes due 2029, which is a refinancing of existing debt rather than a stated change in operations.
Notes: $500 million aggregate principal, 5.875% senior notes due 2034, priced at 100.0% of face value
Expected closing: on or about February 26, 2026
Proceeds: tender offer for any and all 6.000% senior notes due 2029, with any remaining 2029 Notes to be redeemed; shortfall may be funded by the revolving credit facility
Initial purchaser: Wells Fargo Securities, LLC as representative
CNX reported fourth-quarter 2025 net income of $196.3 million, down from $202.1 million in the third quarter, while diluted EPS rose to $1.28 from $1.21 and revenue rose to $610.5 million from $583.8 million. The board also approved a $2.0 billion increase to the stock repurchase program, bringing the amount available to about $2.4 billion as of January 27, 2026.
Q4 2025 total revenue and other operating income was $610.5 million, versus $583.8 million in Q3 2025.
Q4 2025 net income was $196.3 million, versus $202.1 million in Q3 2025; diluted EPS was $1.28, versus $1.21.
Adjusted EBITDAX was $292 million in Q4 2025, versus $298 million in Q3 2025.
The board approved a $2.0 billion repurchase increase on January 27, 2026, with about $2.4 billion now available; the program has no expiration date.
CNX Resources disclosed that Alan Shepard will become President and Chief Executive Officer and a board member, and Everett Good will become Chief Financial Officer, both effective January 1, 2026. The filing sets out their pay packages, including base salaries and incentive targets, and their change-in-control severance terms, which show the cost of each executive's exit terms to the company.
Alan Shepard: base salary of $600,000 per year, with a short-term incentive target of $720,000 and a 2026 long-term equity target of $3,000,000.
Everett Good: base salary of $310,000 per year, with a short-term incentive target of $186,000 and a 2026 long-term equity target of $1,700,000.
Good received a special grant on January 5, 2026 of 191,667 target performance share units, earned based on absolute stock price performance through July 31, 2028 and July 31, 2030.
Shepard's amended change-in-control agreement provides cash severance of 2.5 times base salary plus short-term incentive pay; Good's provides 1.5 times.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every CNX Resources filing is on SEC EDGAR ↗. 8-K briefs of other companies →