Press Release: Unit Corporation Reports Fourth Quarter and Year End Results

Dow Jones03-12 21:06
TULSA, Okla.--(BUSINESS WIRE)--March 12, 2026-- 

On March 12, 2026, Unit Corporation (OTCQX: UNTC) (Company) filed consolidated financial statements for the twelve months ended December 31, 2025 with OTC Markets Group Inc. (OTC). The Company's current, quarterly and annual reports may be accessed on the OTC's website at https://www.otcmarkets.com/stock/UNTC/disclosure, as well as the Company's website at https://unitcorp.com/investor-relations/otc-sec-filings/.

Fourth Quarter and Year End Results

On October 1, 2025, we signed and simultaneously closed a definitive agreement to sell our wholly-owned contract drilling subsidiary Unit Drilling Company (UDC) to Cactus Drilling Company, L.L.C., a related party, for cash consideration of $119.7 million.

The sale of UDC will change our operations and financial results going forward. Accordingly, the results of operations and cash flows for UDC have been classified as discontinued operations for all periods presented and prior periods have been retrospectively adjusted in the consolidated statements of operations and consolidated statements of cash flows.

The sale of UDC resulted in a taxable gain of $106.5 million. The Company utilized NOLs of $104.5 million and Federal Tax Credits of $3.8 million to offset our total tax liability.

The Selected Financial Highlights should be read in conjunction with the Company's consolidated financial statements and the notes thereto.

 
                     Three Months Ended        Twelve Months Ended 
                         December 31,              December 31, 
                  -------------------------  ----------------------- 
                       2025         2024         2025         2024 
                  --------------  ---------  -------------  -------- 
                       (In thousands except per share amounts) 
Total revenues    $       24,724  $  24,989  $     102,283  $ 93,248 
                  ---  ---------   --------      ---------   ------- 
 
Net income from 
 continuing 
 operations                9,997      5,388         41,554    17,468 
Net income from 
 discontinued 
 operations               41,356      5,295         56,738    29,777 
                  ---  ---------   --------      ---------   ------- 
   Net income     $       51,353  $  10,683  $      98,292  $ 47,245 
                  ===  =========   ========      =========   ======= 
 
Diluted net 
income per 
common share 
   Continuing 
    operations    $         1.00  $    0.54  $        4.17  $   1.75 
   Discontinued 
    operations              4.15       0.53           5.70      2.99 
                  ---  ---------   --------      ---------   ------- 
      Total 
       diluted 
       earnings 
       per 
       common 
       share      $         5.15  $    1.07  $        9.87  $   4.75 
                  ===  =========   ========      =========   ======= 
 

Operational highlights for the oil and natural gas segment during the three and twelve months ended December 31, 2025 and 2024 include:

 
                Three Months              Twelve Months 
               Ended December             Ended December 
                    31,                        31, 
              ----------------  ------  ------------------  ------ 
                                  %                           % 
               2025     2024    Change   2025      2024     Change 
              ------  --------  ------  -------  ---------  ------ 
Average oil 
 price 
 ($/Bbl)      $60.28  $  69.44   (13)%  $ 64.25  $   74.51   (14)% 
Average oil 
 price 
 excluding 
 derivatives 
 ($/Bbl)      $58.11  $  69.44   (16)%  $ 63.40  $   74.51   (15)% 
Average NGLs 
 price 
 ($/Bbl)      $15.98  $  20.88   (23)%  $ 18.64  $   19.71    (5)% 
Average NGLs 
 price 
 excluding 
 derivatives 
 ($/Bbl)      $15.98  $  20.88   (23)%  $ 18.64  $   19.71    (5)% 
Average 
 natural gas 
 price 
 ($/Mcf)      $ 3.12  $   1.99     57%  $  3.04  $    1.58     92% 
Average 
 natural gas 
 price 
 excluding 
 derivatives 
 ($/Mcf)      $ 2.52  $   1.99     27%  $  2.49  $    1.58     58% 
Oil 
 production 
 (MBbls)         217       176     23%      811        693     17% 
NGL 
 production 
 (MBbls)         267       245      9%    1,033      1,007      3% 
Natural gas 
 production 
 (MMcf)        3,059     3,791   (19)%   12,484     13,563    (8)% 
Total 
 production 
 (MBOE)          994     1,053    (6)%    3,925      3,961    (1)% 
 

Derivatives

The following non-designated commodity hedges were outstanding as of December 31, 2025:

 
  Remaining       Commodity       Contracted       Weighted       Contracted 
    Term                            Volume         Average          Market 
                                                 Fixed Price 
                                                  for Swaps 
-------------    ------------    ------------    ------------    ------------- 
  Jan'26 -       Natural gas        5,000           $4.22         IF - NYMEX 
   Dec'26           - swap        MMBtu/day                          (HH) 
                 Floating to 
                    fixed 
  Jan'26 -       Crude Oil -        12,000          $65.85        WTI - NYMEX 
   Dec'26            swap         Bbl/month 
                 Floating to 
                    fixed 
 

The following non-designated commodity hedges were entered into subsequent to December 31, 2025:

 
  Remaining       Commodity       Contracted       Weighted       Contracted 
    Term                            Volume         Average          Market 
                                                 Fixed Price 
                                                  for Swaps 
-------------    ------------    ------------    ------------    ------------- 
  Feb'26 -       Natural gas        5,000           $4.22         IF - NYMEX 
   Oct'26           - swap        MMBtu/day                          (HH) 
                 Floating to 
                    fixed 
  Feb'26 -       Natural gas        5,000           $4.02         IF - NYMEX 
   Dec'26           - swap        MMBtu/day                          (HH) 
                 Floating to 
                    fixed 
  Mar'26 -       Crude Oil -        5,000           $64.40        WTI - NYMEX 
   Dec'26            swap         Bbl/month 
                 Floating to 
                    fixed 
  Mar'26 -       Crude Oil -        7,000           $69.10        WTI - NYMEX 
   Dec'26            swap         Bbl/month 
                 Floating to 
                    fixed 
  Mar'26 -       Crude Oil -        8,000           $70.50        WTI - NYMEX 
   Dec'26            swap         Bbl/month 
                 Floating to 
                    fixed 
  Mar'26 -       Crude Oil -        5,000           $73.75        WTI - NYMEX 
   Dec'26            swap         Bbl/month 
                 Floating to 
                    fixed 
  Jan'27 -       Crude Oil -        5,000           $65.00        WTI - NYMEX 
   Dec'27            swap         Bbl/month 
                 Floating to 
                    fixed 
  Jan'27 -       Crude Oil -        5,000           $63.90        WTI - NYMEX 
   Dec'27            swap         Bbl/month 
                 Floating to 
                    fixed 
  Jan'27 -       Crude Oil -        5,000           $62.10        WTI - NYMEX 
   Dec'27            swap         Bbl/month 
                 Floating to 
                    fixed 
  Jan'27 -       Crude Oil -        7,000           $64.70        WTI - NYMEX 
   Dec'27            swap         Bbl/month 
                 Floating to 
                    fixed 
 

Common Stock Dividends

The table below presents information about the dividends paid during the periods indicated:

 
                           Dividend 
                             per             Total      Record     Payment 
                Type        share            Amount      Date       Date 
             ----------    --------  ---  -----------  ---------  --------- 
2024                                  (In thousands) 
   First                                               March 18,  March 28, 
    quarter   Quarterly   $    1.25  $         12,269    2024       2024 
   Second                                              June 17,   June 27, 
    quarter   Quarterly   $    1.25  $         12,961    2024       2024 
   Third                                               September  September 
    quarter   Quarterly   $    1.25  $         12,248  16, 2024   27, 2024 
   Fourth                                              December   December 
    quarter   Quarterly   $    1.25  $         12,185  17, 2024   27, 2024 
   Fourth                                              December   December 
    quarter    Special    $    2.00  $         19,495  17, 2024   27, 2024 
2025 
   First                                               March 18,  March 28, 
    quarter   Quarterly   $    1.25  $         12,317    2025       2025 
   Second                                              June 17,   June 27, 
    quarter   Quarterly   $    1.25  $         12,317    2025       2025 
   Third                                               September  September 
    quarter   Quarterly   $    1.25  $         12,335  16, 2025   26, 2025 
   Fourth                                              December   December 
    quarter   Quarterly   $    1.25  $         12,375  16, 2025   26, 2025 
 

The declaration and payment of any future dividend, whether fixed, special, or variable, are at the sole discretion of the Company's Board of Directors. This decision will depend upon several factors, including the Company's financial position, results of operations, cash flows, capital requirements, business conditions, future expectations, legal requirements, and other relevant factors at the time of consideration. Future dividends are expected to be funded by cash on the Company's balance sheet.

The Company announced on March 6, 2026 that a quarterly cash dividend of $1.25 per share had been declared for the first quarter of 2026, to be paid on March 27, 2026 to shareholders of record as of the close of business on March 17, 2026.

Common Stock Repurchases

During the year ended December 31, 2025, the Company repurchased 4,500 shares under its share repurchase program at an average share price of $30.13 (unadjusted for dividends paid) for an aggregate purchase price of $0.1 million.

As of December 31, 2025, we had repurchased a total of 2,574,246 shares of common stock since emergence from bankruptcy at an average share price of $32.16 (unadjusted for dividends paid) for an aggregate purchase cost of $82.8 million.

About Unit Corporation

Unit Corporation is a Tulsa-based, publicly held energy company engaged in oil and natural gas production through its wholly owned subsidiary, Unit Petroleum Company. For more information about Unit Corporation, visit its website at http://www.unitcorp.com.

Forward-Looking Statements

This news release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act. All statements, other than statements of historical facts, included in this release that address activities, events, or developments that the Company expects, believes, or anticipates will or may occur are forward-looking statements. Several risks and uncertainties could cause actual results to differ materially from these statements, including changes in commodity prices, the productive capabilities of the Company's wells, future demand for oil and natural gas, projected rate of the Company's oil and natural gas production, the amount available to the Company for borrowings, its anticipated borrowing needs under its credit agreement, the number of wells to be drilled, the potential productive capability of its prospective plays, and other factors described occasionally in the Company's publicly available OTC reports. The Company assumes no obligation to update publicly such forward-looking statements, whether because of new information, future events, or otherwise.

In conjunction with this release, the Company has posted a supplemental investor presentation on the Investor Relations section of its website at https://unitcorp.com/investor-relations/#presentations.

 
                         Unit Corporation 
                  Selected Financial Highlights 
 
                       Three Months Ended     Twelve Months Ended 
                           December 31,           December 31, 
                      ---------------------  --------------------- 
                         2025        2024      2025        2024 
                      -----------  --------  ---------  ---------- 
                        (In thousands except per share amounts) 
Revenues: 
   Total revenues     $24,724      $24,989   $102,283   $93,248 
                       ------       ------    -------    ------ 
Expenses: 
   Operating costs     11,284       11,458     42,851    44,420 
   Depreciation, 
    depletion, and 
    amortization        2,375        2,254      9,525     8,221 
   General and 
    administrative      6,604        6,385     22,406    22,497 
   (Gain) loss on 
    disposition of 
    assets                (33)          --        (14)      114 
                       ------       ------    -------    ------ 
         Total 
          operating 
          expenses     20,230       20,097     74,768    75,252 
                       ------       ------    -------    ------ 
Income from 
 operations             4,494        4,892     27,515    17,996 
                       ------       ------    -------    ------ 
   Other income 
   (expense): 
   Interest income      1,800          908      3,619     4,104 
   Interest expense        (9)          (9)       (34)      (55) 
   Gain on 
    derivatives, 
    net                   917          644      9,100       534 
   Reorganization 
    items, net             --          (28)        --       (84) 
   Other, net            (618)         117       (463)     (291) 
                       ------       ------    -------    ------ 
         Total other 
          income        2,090        1,632     12,222     4,208 
                       ------       ------    -------    ------ 
Income from 
 continuing 
 operations before 
 income taxes           6,584        6,524     39,737    22,204 
                       ------       ------    -------    ------ 
Income tax expense 
(benefit), net 
   Current               (337)          25          4        -- 
   Deferred            (3,076)       1,111     (1,821)    4,736 
                       ------       ------    -------    ------ 
         Total 
          income tax 
          expense 
          (benefit), 
          net          (3,413)       1,136     (1,817)    4,736 
                       ------       ------    -------    ------ 
Income from 
 continuing 
 operations             9,997        5,388     41,554    17,468 
Income from 
 discontinued 
 operations, net of 
 tax                   41,356        5,295     56,738    29,777 
                       ------       ------    -------    ------ 
Net income            $51,353      $10,683   $ 98,292   $47,245 
                       ======       ======    =======    ====== 
Basic net income per 
common share 
   Continuing 
    operations        $  1.00      $  0.55   $   4.18   $  1.78 
   Discontinued 
    operations           4.15         0.54       5.71      3.03 
                       ------       ------    -------    ------ 
         Total basic 
          earnings 
          per common 
          share       $  5.15      $  1.09   $   9.89   $  4.82 
                       ======       ======    =======    ====== 
 
 
                   Unit Corporation 
      Selected Financial Highlights -- Continued 
 
                                   As of December 31, 
                                     2025        2024 
                                 ------------  -------- 
                                     (In thousands) 
Balance Sheet Data: 
   Cash and cash equivalents     $    181,713  $ 48,884 
   Current assets                $    200,470  $ 90,250 
   Total assets                  $    330,742  $289,243 
   Current liabilities           $     28,416  $ 32,468 
   Long-term debt                $         --  $     -- 
   Other long-term liabilities   $     21,212  $ 22,665 
   Total shareholders' equity    $    281,074  $232,521 
 

View source version on businesswire.com: https://www.businesswire.com/news/home/20260312001724/en/

 
    CONTACT:    Rene Punch 

Investor Relations

(918) 493-7700

www.unitcorp.com

 
 

(END) Dow Jones Newswires

March 12, 2026 09:06 ET (13:06 GMT)

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