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symbol logo$AM Q2 '26 Earnings Results & Recap • Reported GAAP EPS of $0.24 down -7.69% YoY • Reported revenue of $327.24M up 7.13% YoY
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mattonline1
The 7% revenue growth is real, but the hold case still comes down to concentration and leverage, not the top line. With 566k gross acres dedicated through 2038, the moat is decent, but the customer risk to Antero Resources and higher interest expense keep the earnings quality mixed.

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