MTDR kept 34.87% of Q2 FY2026 revenue as profit. Revenue +76.64% on Q1 FY2026, +32.51% on Q2 FY2025.
Revenue
$1.2B▲ +76.64% q/q
Gross profit
$1.1B▲ +87.15% q/q
94.90% margin
Cost of revenue
$61M▼ −13.61% q/q
Operating income
$577M▲ +1133.04% q/q
48.66% margin
Operating expenses
$549M▼ −1.12% q/q
Depreciation $315M
Other operating $173M
SG&A $41M
Other operating $19M
Pre-tax income
$520M▲ +3254.10% q/q
Net income
$414M▲ +2715.07% q/q
34.87% margin
Tax
$107M▲ +15719.44% q/q
Other expense
$61M
Revenue$1.2B
Gross profit$1.1B94.90%
Operating income$577M48.66%
Pre-tax income$520M
Net income$414M34.87%
Cost of revenue
$61M · 5.10%
Operating expenses
$549M · 46.24%
Tax
$107M · 9.01%
Other expense leaves
$61M · 5.13%
Standardized lines from MTDR’s own filing for the quarter ended Jun 30 '26. Ribbon thickness is the dollar amount.
Positioning
5 expiries · as of the Sep 16 close
Contracts already committed, not just traded today. Puts against calls, sized by expiry.
1,965
▲ 22%
Sep 18
2d
▼ 2%
8,423
52
▲ 68%
Oct 16
30d
▲ 87%
372
861
▲ 13%
Nov 20
65d
▲ 1%
6,994
239
▲ 4%
Dec 18
93d
▲ 22%
3,034
2,907
▲ 2%
Jan 15
121d
▲ 0%
8,410
putscalls
Earnings history
implied in pale · realized in full ink
The record starts accreting with the next priced report.
2-quarter memory
Event sensitivity
release-day history · not a forecast
NFPjobs report1.2×up 5 of 8±2.2% vs ±1.9% · 8
PPIproducer prices1.1×up 5 of 9±2.0% vs ±1.9% · 9
FOMCrate decision1.1×up 9 of 24±2.0% vs ±1.9% · 24
CPIconsumer prices1.0×up 6 of 9±1.8% vs ±1.9% · 9
PCEpersonal income & outlays0.8×up 9 of 17±1.5% vs ±1.9% · 17
GDPgross domestic product0.7×up 10 of 17±1.3% vs ±1.9% · 17
CPROFcorporate profits0.6×up 6 of 10±1.1% vs ±1.9% · 10
How MTDR has moved on past release days against its ordinary ±1.9% day, and how often it closed up. Measured from our own stored closes. History, not a forecast; kinds with fewer than six past releases are omitted rather than shown thin.