HNRGHallador Energy Company
The schedule
- Thu15Oct
An update on forward winter dispatch volumes and uncontracted capacity for the Merom Generating Station.
- Sun7Feb
Q3 earnings will capture peak summer power generation margins and updated fuel procurement costs.
- Sun9May
Full-year results and crucial FY2027 guidance mapping the final bridge year before the 2028 PPA start.
- Sun8Aug
Q1 2027 financials, focusing on stable IPP operations as the long-term contract commencement nears.
Past
- Sun9Aug
Actual outcome: Mixed · $15.92 at outcome
Hallador Energy reported a Q2 net loss driven by maintenance outages and unplanned downtime at its Merom power plant, though revenue exceeded estimates. The stock saw a muted reaction, trading relatively flat as the near-term profitability hit was offset by management highlighting progress on the Turtle Creek natural gas project and an expanding long-term contracted sales position.
Q2 results will detail near-term transition costs and generation margins ahead of the 2028 capacity contracts.
- Wed6May
Actual outcome: Bear · $17.78 at outcome
Hallador Energy reported a wider-than-expected Q1 loss of $0.20 per share and missed revenue estimates, posting a net loss of $9.3 million for the quarter. Although the company announced a 12-year capacity agreement expected to generate over $1 billion in future contracted revenue starting in 2028, the immediate financial underperformance weighed on investor sentiment and drove the stock lower.
Hallador Energy reported a wider-than-expected Q1 loss of $0.20 per share and missed revenue estimates, posting a net loss of $9.3 million for the quarter. Although the company announced a 12-year capacity agreement expected to generate over $1 billion in future contracted revenue starting in 2028, the immediate financial underperformance weighed on investor sentiment and drove the stock lower.
- Wed15Apr
Actual outcome: Bull · $16.45 at outcome
Regulatory clarity regarding the Merom Generating Station and PPA renewals established a stable earnings and balance sheet baseline, leading to a 'Moderate Buy' consensus from brokerages. The stock rallied 4.7% immediately following the event and reached $18.55 by the run date, reflecting investor optimism over the secured long-term power contracts and dispatch certainty.
Regulatory clarity regarding the Merom Generating Station and PPA renewals established a stable earnings and balance sheet baseline, leading to a 'Moderate Buy' consensus from brokerages. The stock rallied 4.7% immediately following the event and reached $18.55 by the run date, reflecting investor optimism over the secured long-term power contracts and dispatch certainty.
- Thu12Mar
Actual outcome: Bear · $16.75 at outcome
Hallador Energy reported a Q4 loss of $0.01 per share, meeting earnings estimates but lagging behind revenue expectations. Despite highlighting strong full-year results—including a 16% year-over-year revenue increase—and later announcing a record capacity pricing agreement, the quarterly revenue miss weighed heavily on investor sentiment. Consequently, the stock drifted downward in the weeks following the report, ultimately breaking below the $16.50 bear floor.
Hallador Energy reported a Q4 loss of $0.01 per share, meeting earnings estimates but lagging behind revenue expectations. Despite highlighting strong full-year results—including a 16% year-over-year revenue increase—and later announcing a record capacity pricing agreement, the quarterly revenue miss weighed heavily on investor sentiment. Consequently, the stock drifted downward in the weeks following the report, ultimately breaking below the $16.50 bear floor.
