ARC Resources Ltd.

ARC Resources Ltd.

ARX.TO
ARC Resources Ltd.CA flagToronto Stock Exchange
29.96
CAD
+0.11
- -
16.97BMarket Cap
ARC Resources Ltd.
ARX.TO
(Toronto Stock Exchange)

Recent

price

29.96

P/E

ratio

- -

div

yld

- -

ROIC.AI

2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
TTM
FRC
3.93
5.01
4.68
5.21
6.66
3.52
3.03
3.69
4.26
3.63
3.32
8.8
14.9
10.44
9.45
11.36
9.39
Revenue per Share
0.82
1
0.47
0.77
1.2
-1.01
0.57
1.1
0.6
-0.08
-1.55
1.26
3.48
2.62
1.89
2.19
2.15
Basic EPS, GAAP
0.5
2.55
2.08
2.41
3.26
1.89
1.2
1.57
2.27
1.81
1.85
3.2
5.79
3.93
3.87
5.19
4.13
Free Cash Flow per Basic Share
0.91
0.83
0.8
0.78
0.72
0.63
0.36
0.59
0.6
0.6
0.29
0.21
0.45
0.64
0.68
0.76
0.59
Dividend per Share
11.98
11.01
11.42
10.89
11.19
9.95
9.88
10.32
10.32
9.64
7.79
9.39
10.04
12.16
13.32
14.15
14.88
Book Value per Share
10.73
10.15
10.6
10.1
10.43
9.26
9.22
9.68
9.7
9.03
7.19
9.07
9.69
11.78
12.94
13.77
14.5
Tangible Book Value per Share
260
287
297
312
317
339
351
353
353
353
353
626
661
609
595
582
577
Basic Weighted Avg Shares
1,021
1,438
1,389
1,624
2,108
1,194
1,064
1,303
1,505
1,284
1,173
5,512
9,850
6,362
5,624
6,612
5,414
Sales/Revenue/Turnover
16.43
19.8
10.59
20.9
21.67
-41.79
4.28
16.18
16.5
7.26
4.76
36.7
40.88
26.96
21.68
26.66
27.62
Operating Margin (%)
409
509
571
552
758
1,065
432
405
495
539
524
1,064
1,314
1,406
1,361
1,547
1,212
Depreciation Expense
212
287
139
241
381
-343
201
389
214
-28
-547
787
2,302
1,596
1,124
1,275
1,240
Net Income, GAAP
13.53
25.26
26.11
28.13
25.36
- -
17.06
25.9
33.56
- -
- -
20.95
22.69
22.4
22.74
21.96
22.09
Effective Tax Rate (%)
20.79
19.96
10.02
14.82
18.07
-28.71
18.93
29.84
14.2
-2.15
-46.64
14.27
23.37
25.09
19.99
19.28
22.91
Profit Margin (%)
74
-183
32
-186
-112
259
704
321
275
-172
-205
-781
-729
-88
120
-445
-174
Working Capital
788
721
748
859
1,025
1,056
974
837
829
759
589
2,465
1,693
2,124
2,296
3,350
3,645
LT Debt
3,112
3,162
3,397
3,396
3,552
3,388
3,485
3,669
3,676
3,440
2,791
5,928
6,654
7,428
7,948
8,264
8,611
Total Equity
4.14
5.43
2.68
5.75
7.64
- -
0.84
3.44
3.61
- -
- -
26.7
36.79
14.74
9.44
12.23
10.35
Return on Invested Capital (%)
7.1
8.06
4.26
6.4
9.34
- -
5.41
9.33
5.48
- -
- -
14.82
28.17
18.61
12.32
12.41
11.9
Return on Capital (%)
7.92
9.15
4.25
7.09
10.98
-9.91
5.88
10.93
5.86
-0.78
-17.76
18.21
36.78
22.73
14.66
15.78
14.89
Return on Common Equity (%)

Capital Structure

FRC

in mil. unless spec.
Sep'25
Dec'25
Mar'26
ST Debt
- -
562
110
LT Borrowings
- -
2,428
2,745
LT Finance Leases
- -
922
901
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
- -
571
565
Market Capitalization
14,879
15,021
16,696

Working Capital

FRC

in mil. unless spec.
Sep'25
Dec'25
Mar'26
Total Current Assets
- -
1,046
1,126
Cash, Cash Equivalents & STI
- -
7
4
Accounts Receivable, Net
- -
749
850
Inventories
- -
18
26
Total Current Liabilities
- -
1,492
1,300
Payables & Accruals
- -
881
1,107
ST Debt
- -
562
110
Deferred Revenue
- -
- -
- -

Growth Rates

FRC

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
13.03%
29.46%
3.97%
Free Cash Flow
31.14%
57.37%
31.2%
Net Income, GAAP
156.13%
-19.58%
13.43%
Sales/Revenue/Turnover
42.29%
83.81%
17.58%
Total Cash Common Dividend
17.04%
39.37%
9.44%

Quarterly Revenue

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
1,440
1,279
1,338
1,567
5,624
2025
1,795
1,536
- -
1,761
6,612
2026
2,116
- -
- -
- -
- -

Quarterly Earnings Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
0.31
0.4
0.55
- -
1.89
2025
0.69
0.68
- -
0.45
2.19
2026
1.03
- -
- -
- -
- -

Quarterly Dividends Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
0.17
0.17
0.17
- -
0.68
2025
0.19
0.19
- -
0.19
0.76
2026
0.21
- -
- -
- -
- -
Business
ARC Resources Ltd. (ARX.TO) is a Calgary-based energy company focused on the development, production, and sale of natural gas, crude oil, and natural gas liquids primarily in Western Canada. Founded in 1996 and headquartered in Calgary, Alberta, the company operates high-quality, liquids-rich natural gas assets in the Montney formation across the Kakwa, Dawson, Attachie, and Ante Creek regions; its core products and services include natural gas production, condensate, and associated natural gas liquids such as propane and butane, marketed through long-term contracts and spot sales to processors, pipelines, and end-users in North America. ARC targets premium markets with low-cost, high-margin operations, serving utilities, industrial consumers, and export facilities via partnerships with major pipeline systems like NOVA Gas Transmission and TC Energy. In recent developments, ARC Resources completed the strategic acquisition of Seven Generations Energy in 2022, significantly expanding its Montney position, followed by the commissioning of the Attachie Phase I facility in late 2024, which boosts processing capacity to 40,000 boe/d and supports production growth toward 200,000 boe/d by 2027; the company also advanced Attachie Phase II approvals in 2025 and secured financing through a $1.5 billion bought deal in early 2025 to fund expansions amid favorable LNG export opportunities. Geographically, operations span Alberta and British Columbia, with no major subsidiaries or parent entities, positioning ARC as a leading Montney producer emphasizing ESG practices, carbon capture initiatives, and low-emission drilling technologies.