Infinity Natural Resources, Inc. logo INR - Infinity Natural Resources, Inc.

Price: -- -- | CONSENSUS: Buy DETAILS
STRONG
BUY
1
BUY 5
HOLD 0
SELL 0
STRONG
SELL
0
| PRICE TARGET: $18.00 DETAILS
HIGH: $18.00
LOW: $18.00
MEDIAN: $18.00
CONSENSUS: $18.00
UPSIDE: 24.05%
Metric 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1
Revenue
Revenue 154.9 117.1 79.7 74.5 85.2 69.1 69.2 70.4 50.2 71.8 28.6 30.7 30.7
Cost of Revenue 68.1 74.8 41.1 41.2 34.0 28.6 36.8 32.3 26.4 20.3 18.5 9.3 9.3
Gross Profit 86.7 42.3 38.6 33.2 51.2 40.5 32.5 38.1 23.9 51.5 10.1 21.4 21.4
Operating Expenses
R&D Expenses 0 0 0 0 0 0 0 0 0 0 0 0 0
SG&A Expenses 310 (12.0) 14.7 11.6 139.2 12.2 9.5 10.1 9.4 1.4 5.1 1.2 1.2
Other Expenses (302.1) 0 0 0 0 0 0 0 0 25.0 0 8.9 8.9
Operating Expenses 7.9 (12.0) 14.7 11.6 139.2 12.2 9.5 10.1 9.4 26.4 5.1 10.1 10.1
Operating Income
Operating Income 78.8 54.3 23.9 21.7 (88.0) 28.3 23.0 28.1 14.4 25.1 5.0 11.3 11.3
Interest Expense 5.8 12,099 2.3 1.4 3.1 21.3 (8.7) 4.4 4.6 4.9 4.0 0 0
Interest Income 0 14,954 0 0 0 0 0 0 0 0 0 0 0
Profitability
EBITDA 114.5 56.8 66.5 96.4 (104.0) 17.1 73.1 48.2 6.1 89.7 0.1 31.2 31.2
EBIT 78.8 25.5 38.9 72.7 (125.3) (0.3) 52.1 28.5 (9.5) 65.2 (11.7) 22.5 22.5
Income Before Tax (6.7) 79.4 36.6 71.4 (128.3) (5.5) 44.8 24.1 (14.1) 60.2 (15.7) 21.1 21.1
Income Tax Expense (0.3) (0.9) (3.4) (0.6) 0.0 0 0 0 0 0 0 0 0
Net Income (1.9) 20.7 10.4 18.0 (24.7) (5.5) 44.8 24.1 (14.1) 60.2 (15.7) 21.1 21.1
Per Share Data
EPS (Basic) -0.28 1.33 0.67 1.18 -2.27 -0.42 3.38 1.82 -1.06 4.55 -1.19 1.59 1.59
EPS (Diluted) -0.28 1.32 0.65 1.18 -2.27 -0.42 3.38 1.82 -0.24 1.02 -0.27 0.36 0.36
Shares Outstanding 17.7 15.4 15.4 15.2 15.2 13.2 13.2 13.2 13.2 13.2 13.2 13.2 13.2
Metric 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q1
Current Assets
Cash & Cash Equivalents 16.3 111,695 4.6 6.3 4.9 2.2 23.1 6.9 0 1.5 0
Short-Term Investments 0 0 0 0 0 0 0 0 0 0 0
Net Receivables 0 67.7 49.8 34.3 49.5 71.5 49.8 40.5 0 44.1 0
Inventory 0 0 0 0 0 0 0 0 0 0 0
Other Current Assets 133,512.7 (111,602.1) 10.8 9.7 4.1 11.8 10.4 7.0 0 24.4 (0.7)
Total Current Assets 133,529 160.6 66.8 50.3 58.5 85.6 83.3 54.4 0 70.0 0
Non-Current Assets
Property, Plant & Equipment 0 0 1,034.0 964.7 887.7 821.4 744.8 671.1 0 607.4 0
Goodwill 17,105 16,726 0 16,734 16,714 0 0 0 0 0 0
Intangible Assets 5,960 6,010 0 6,185 6,305 0 0 0 0 0 0
Long-Term Investments 0 2.9 0.4 0.3 0 0 2.2 0 0 6.2 0
Other Non-Current Assets 0 (21,658.7) 11.3 (22,911.3) (23,011.3) 8.5 9.0 4.1 0 4.9 0
Total Non-Current Assets 23,065 1,080.2 1,045.7 973.3 895.4 829.9 767.8 675.2 0 618.5 0
Total Assets 1,581,418 1,240.9 1,112.6 1,023.6 953.9 915.5 851.0 729.6 0 688.5 0
Current Liabilities
Account Payables 0 38.6 68.4 57.6 46.6 51.4 31.2 20.8 0 37.7 0
Short-Term Debt 0 0 0.2 0.1 0.1 0.1 0.1 0.1 0 0.1 0
Deferred Revenue 0 0 0 0 0 0 0 0 0 0 0
Other Current Liabilities 0 63.8 24.0 7.1 38.7 12.6 2.5 6.4 0 0.0 0
Total Current Liabilities 0 102.6 128.7 119.9 137.6 133.3 83.1 65.2 0 56.6 0
Non-Current Liabilities
Long-Term Debt 0 150.9 75.4 34.4 11.4 259.4 0.1 187.6 0 171.1 0
Deferred Tax Liabilities 0 1.5 0 0.0 0.0 0 0 0 0 0 0
Other Non-Current Liabilities 1,466,034 7.0 10.5 12.0 21.8 13.3 2.9 7.1 (458.5) 1.7 (149.5)
Total Non-Current Liabilities 1,466,034 160.4 86.8 47.4 34.3 273.9 3.7 195.4 (458.5) 173.5 (149.5)
Total Liabilities 1,466,034 262.9 215.6 167.3 171.9 407.2 86.9 260.6 (458.5) 230.1 (149.5)
Stockholders' Equity
Common Stock (39,879) 0.6 0.6 0.6 0.6 508.2 0.6 469.0 0 458.5 0
Retained Earnings 118,913 (4.4) (24.5) (34.9) (52.8) 0 0 0 0 0 0
Accumulated Other Comprehensive Income (5,506) 0 0 0 0 0 0 0 458.5 0 149.5
Total Stockholders' Equity 114,286 307.1 288.6 10.1 (52.2) 508.2 171.9 469.0 458.5 458.5 149.5
Total Liabilities & Equity 1,581,418 1,240.9 1,112.6 1,023.6 953.9 915.5 851.0 729.6 0 688.5 0
Debt Metrics
Total Debt 0 152.0 76.6 35.7 12.8 260.9 1.1 188.7 0 172.0 0
Net Debt (16.3) (111,543.0) 72.0 29.4 7.9 258.7 (22.0) 181.8 0 170.5 0
Metric 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1
Operating Activities
Net Income (1.9) 20.7 10.4 18.0 (128.4) (5.5) 44.8 24.1 (14.1) 60.2 (15.7) 21.1 21.1
Depreciation & Amortization 35.7 31.3 27.6 23.7 21.3 17.4 21.1 19.7 15.6 24.5 11.9 8.8 8.8
Stock-Based Compensation 0 0 0 0 126.9 0 0 0 0 0 0 0 0
Change in Working Capital (21.8) (16.3) (16.0) 21.8 20.2 (11.4) 1.4 20.6 (8.5) (17.9) (3.4) 4.9 4.9
Other Non-Cash Items 46.8 40.1 23.7 7.5 34.2 29.6 (16.5) 2.2 37.2 (33.6) 23.1 (6.0) (6.0)
Operating Cash Flow 58.4 75.1 42.1 70.4 74.2 30.1 50.8 66.6 30.2 33.2 15.8 28.7 28.7
Investing Activities
Capital Expenditure (698.9) (150.9) (84.8) (86.1) (108.4) (61.4) (86.4) (70.2) (38.2) (293.9) (46.8) (48.0) (48.0)
Acquisitions 0 0 0 0 0 0 0 0 0 0 0 0 0
Purchases of Investments 0 0 0 0 0 0 0 0 0 0 0 0 0
Sales/Maturities of Investments 0 0 0 0 0 0 0 0 0 0 0 0 0
Other Investing Activities 0 0 0 0 0 0 0 0 0 0 0 0 0
Investing Cash Flow (698.9) (150.9) (84.8) (86.1) (108.4) (61.4) (86.4) (70.2) (38.2) (293.9) (46.8) (48.0) (48.0)
Financing Activities
Net Debt Issuance (173.8) 75.5 41.0 23.0 (248.0) 34.6 37.3 7.0 9.5 42.8 30.5 0 0
Stock Repurchased 0 0 (0.0) 0 0 0 0 0 0 0 0 0 0
Dividends Paid 0 0 0 0 0 0 0 0 0 0 0 0 0
Other Financing Activities (1.2) (294.6) 0 286.5 (1.6) (2.7) (6.9) 0 0 (3.8) (0.0) 19.6 19.6
Financing Cash Flow 710.6 74.1 41.0 17.1 36.9 31.9 30.3 7.0 10.0 238.4 53.4 19.6 19.6
Cash Position
Net Change in Cash 70.1 (1.7) (1.7) 1.4 2.7 0.6 (5.3) 3.4 1.9 (22.4) 22.5 1.4 0
Cash at Beginning 2.8 4.6 6.3 4.9 2.2 1.6 6.9 3.4 1.5 23.9 1.4 0 0
Cash at End 73.0 2.8 4.6 6.3 4.9 2.2 1.6 6.9 3.4 1.5 23.9 1.4 0
Free Cash Flow (640.5) (75.8) (42.7) (15.7) (34.2) (31.3) (35.6) (3.6) (8.0) (260.7) (31.0) (19.2) (19.2)
Key Metrics 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1
Income Statement
Revenue 154.9 117.1 79.7 74.5 85.2 69.1 69.2 70.4 50.2 71.8 28.6 30.7 30.7
Gross Profit 86.7 42.3 38.6 33.2 51.2 40.5 32.5 38.1 23.9 51.5 10.1 21.4 21.4
Operating Income 78.8 54.3 23.9 21.7 (88.0) 28.3 23.0 28.1 14.4 25.1 5.0 11.3 11.3
Net Income (1.9) 20.7 10.4 18.0 (24.7) (5.5) 44.8 24.1 (14.1) 60.2 (15.7) 21.1 21.1
EPS (Diluted) -0.28 1.32 0.65 1.18 -2.27 -0.42 3.38 1.82 -0.24 1.02 -0.27 0.36 0.36
Balance Sheet
Cash & Equivalents 16.3 111,695 4.6 6.3 4.9 2.2 23.1 6.9 0 1.5 0
Total Assets 1,581,418 1,240.9 1,112.6 1,023.6 953.9 915.5 851.0 729.6 0 688.5 0
Total Debt 0 152.0 76.6 35.7 12.8 260.9 1.1 188.7 0 172.0 0
Stockholders' Equity 114,286 307.1 288.6 10.1 (52.2) 508.2 171.9 469.0 458.5 458.5 149.5
Cash Flow
Operating Cash Flow 58.4 75.1 42.1 70.4 74.2 30.1 50.8 66.6 30.2 33.2 15.8 28.7 28.7
Capital Expenditure (698.9) (150.9) (84.8) (86.1) (108.4) (61.4) (86.4) (70.2) (38.2) (293.9) (46.8) (48.0) (48.0)
Free Cash Flow (640.5) (75.8) (42.7) (15.7) (34.2) (31.3) (35.6) (3.6) (8.0) (260.7) (31.0) (19.2) (19.2)