Overview

* Arc Q3 2025 production up 10% yr/yr, driven by Kakwa and Attachie assets

* Funds from operations rose 31% yr/yr, driven by higher condensate-weighted production

* Company announces 11% dividend increase, reflecting profitability growth

Outlook

* Arc Resources ( AETUF ) sets 2026 capital budget at C$1.8 to C$1.9 bln

* Company expects 2026 production of 405,000 to 420,000 boe/day

* Arc Resources ( AETUF ) projects C$1.5 bln free funds flow in 2026

Result Drivers

* PRODUCTION INCREASE - Driven by Kakwa acquisition and Attachie assets, production rose 10% yr/yr

* NATURAL GAS STRATEGY - Co limited exposure to low Canadian gas prices by using U.S. market transport and curtailing Sunrise volumes

* CONDENSATE FOCUS - Higher condensate production contributed to a 31% increase in funds from operations yr/yr

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Net C$214.40

Income mln

Q3 FFO C$779

mln

Q3 C$713.30

Adjusted mln

Free

Cash

Flow

Q3 Capex C$496.40

mln

Q3 Net C$3.06

Debt bln

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)