| Stage | MTDR | % of rev | EOG | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $1.2B | 100.00% | $8.6B | 100.00% | EOG ×7.22 |
| Gross profit | $1.1B | 94.90% | $7.4B | 86.65% | MTDR +8.2pp |
| Operating income | $577M | 48.66% | $3.5B | 41.21% | MTDR +7.5pp |
| Pre-tax income | $520M | 43.87% | $3.5B | 40.87% | MTDR +3.0pp |
| Net income | $414M | 34.87% | $2.7B | 31.81% | MTDR +3.1pp |
| Stage | MTDR | EOG | Gap · A − B |
|---|---|---|---|
| Revenue | $1.2B100.00% | $8.6B100.00% | EOG ×7.22 |
| Gross profit | 94.90%$1.1B | 86.65%$7.4B | MTDR +8.2pp |
| Operating income | 48.66%$577M | 41.21%$3.5B | MTDR +7.5pp |
| Pre-tax income | 43.87%$520M | 40.87%$3.5B | MTDR +3.0pp |
| Net income |
| 34.87%$414M |
| 31.81%$2.7B |
| MTDR +3.1pp |
MTDR · EROK S-1/AMay 11 '26
“our predecessor's revenues from Matador Production Company, Coterra, Permian Resources Operating LLC and EOG Resources Inc. each individually comprised more than 10% of our total revenues and collectively represented 68% of our total revenues.”
EOG · EROK S-1/AMay 11 '26
“our predecessor's revenues from Matador Production Company, Coterra, Permian Resources Operating LLC and EOG Resources Inc. each individually comprised more than 10% of our total revenues and collectively represented 68% of our total revenues.”