ARC Resources Ltd.

ARC Resources Ltd.

33.90
CAD
+0.26
(+0.77%)
16.85BMarket Cap
Nov 06Next Earn
ARC Resources Ltd.
NEO:ARX
(Cboe Canada)

Recent

price

33.90

P/E

ratio

- -

div

yld

1.79%

ROIC.AI

2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
TTM
CAD
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
- -
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
- -
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
- -
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
0.61
Dividend per Share
10.94
10.94
11
10.81
11.12
9.76
9.86
10.38
10.4
9.73
7.9
8.55
10.72
12.44
13.48
14.48
15.64
Book Value per Share
9.81
10.09
10.19
10.02
10.34
9.05
9.16
9.68
9.7
9.03
7.19
8.19
10.32
12.03
13.06
14.05
15.2
Tangible Book Value per Share
260
287
297
312
317
339
351
353
353
353
353
626
661
609
595
582
573
Basic Weighted Avg Shares
1,021
1,438
1,389
1,624
2,108
1,194
1,064
1,303
1,505
1,285
1,173
5,512
9,850
6,362
5,624
6,613
- -
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
- -
Operating Margin (%)
409
509
571
552
759
1,065
432
405
495
539
524
1,064
1,314
1,406
1,361
1,547
- -
Depreciation Expense
212
287
139
241
381
-343
201
389
214
-28
-547
787
2,302
1,597
1,124
1,275
- -
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
- -
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
- -
Profit Margin (%)
74
-183
32
-186
-112
259
704
321
275
-172
-205
-781
-729
-88
120
-445
-165
Working Capital
788
721
748
859
1,025
1,056
975
837
829
759
589
2,465
1,693
2,124
2,296
3,350
3,360
LT Debt
3,112
3,162
3,397
3,396
3,552
3,389
3,485
3,669
3,676
3,440
2,791
5,928
6,654
7,428
7,948
8,264
8,848
Total Equity
4.79
7.13
2.69
6.41
7.61
- -
5.44
3.52
4.78
- -
- -
28.17
36.75
15.53
10.04
12.28
- -
Return on Invested Capital (%)
7.11
8.06
4.26
6.4
9.33
- -
5.4
9.29
5.45
- -
- -
14.72
28.07
18.57
12.29
12.38
- -
Return on Capital (%)
7.92
9.15
4.24
7.09
10.96
-9.88
5.86
10.87
5.82
-0.78
-17.57
18.05
36.6
22.68
14.62
15.73
- -
Return on Common Equity (%)

Capital Structure

CAD

•

in mil. unless spec.
Dec'25
Mar'26
Jun'26
ST Debt
562
110
105
LT Borrowings
2,428
2,745
2,488
LT Finance Leases
922
901
871
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
571
565
566
Market Capitalization
14,693
16,354
16,852

Working Capital

CAD

•

in mil. unless spec.
Dec'25
Mar'26
Jun'26
Total Current Assets
1,046
1,126
1,191
Cash, Cash Equivalents & STI
7
4
68
Accounts Receivable, Net
749
850
847
Inventories
18
26
24
Total Current Liabilities
1,492
1,300
1,356
Payables & Accruals
881
1,107
1,200
ST Debt
562
110
105
Deferred Revenue
- -
- -
- -

Growth Rates

CAD

•

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

CAD

•

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
6,613
2026
2,117
2,412
- -
- -
- -

Quarterly Earnings Per Share

CAD

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
0.31
0.4
0.55
0.63
1.89
2025
0.69
0.68
- -
0.45
2.19
2026
1.03
0.62
- -
- -
- -

Quarterly Dividends Per Share

CAD

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
0.17
0.17
0.17
0.17
0.68
2025
0.19
0.19
- -
0.19
0.76
2026
0.21
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.

Company News

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