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SMSM Energy Company
$26.34$3.0B
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SM Energy Company (SM) Financials

30Y historyFree accessUpdated daily

Revenue growth remains highly volatile, peaking at 76.2% in 2026Q1 while operating margins simultaneously contracted to -20.1% due to rising overhead and cost pressures.

SM Income Statement

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly
MetricTTMDec'25Dec'24Dec'23Dec'22Dec'21Dec'20Dec'19Dec'18Dec'17Dec'16Dec'15Dec'14Dec'13Dec'12Dec'11Dec'10Dec'09Dec'08Dec'07Dec'06Dec'05Dec'04Dec'03Dec'02Dec'01Dec'00Dec'99Dec'98Dec'97Dec'96
Sales/Revenue3.79B3.15B2.67B2.36B3.35B2.6B1.13B1.59B1.64B1.26B1.18B1.51B2.52B2.27B1.53B1.4B914.09M832.2M1.3B990.09M787.7M739.59M433.1M393.71M196.31M207.47M195.67M74.91M79.51M91M59.6M
Revenue Growth %28.53%18.07%13%-29.35%28.79%130.68%-28.98%-3.32%30.13%6.78%-22.03%-39.96%11.31%47.86%9.18%53.52%9.84%-36.05%31.43%25.69%6.51%70.77%10.01%100.56%-5.38%6.03%161.19%-5.78%-12.63%52.68%54.01%
Cost of Goods Sold2.08B2.15B1.45B1.25B1.22B1.28B1.18B1.32B1.15B1.06B1.39B1.64B1.51B1.48B1.17B865.46M597.94M326.62M403.63M319.38M228.48M187.8M138.31M113.83M70.11M74.52M48.09M31.17M29.48M24.2M22.6M
COGS % of Revenue-68.14%54.14%53.05%36.6%49.26%104.44%83.53%70.28%84.49%117.62%108.63%59.8%65.22%76.19%61.67%65.41%39.25%31.02%32.26%29.01%25.39%31.93%28.91%35.71%35.92%24.58%41.6%37.07%26.59%37.92%
Gross Profit1.71B1B1.23B1.11B2.12B1.32B-50.02M261.24M487.48M195.46M-207.93M-130.71M1.01B787.84M364.79M537.89M316.15M505.58M897.67M670.72M559.22M551.79M294.79M279.88M126.19M132.95M147.57M43.75M50.03M66.8M37M
Gross Margin %45.11%31.86%45.86%46.95%63.4%50.74%-4.44%16.47%29.72%15.51%-17.62%-8.63%40.2%34.78%23.81%38.33%34.59%60.75%68.98%67.74%70.99%74.61%68.07%71.09%64.29%64.08%75.42%58.4%62.93%73.41%62.08%
Gross Profit Growth %--17.96%10.37%-47.68%60.93%2735.38%-119.15%-46.41%149.4%194%-59.08%-112.89%28.68%115.97%-32.18%70.14%-37.47%-43.68%33.84%19.94%1.35%87.18%5.33%121.78%-5.08%-9.91%237.33%-12.57%-25.1%80.54%106.7%
Operating Expenses1.46B183M149.31M122.96M541.73M1.11B1.02B331.21M-348.86M359.18M849.11M448.07M-152.02M419.58M384.81M153.5M-22.62M636.41M726.47M351.3M256.96M305.79M142.88M126.57M80.51M71.04M57.59M42.34M62.45M31.2M20.7M
OpEx % of Revenue-5.8%5.59%5.2%16.19%42.69%90.48%20.89%-21.27%28.5%71.94%29.6%-6.03%18.52%25.12%10.94%-2.47%76.47%55.83%35.48%32.62%41.35%32.99%32.15%41.01%34.24%29.43%56.52%78.55%34.29%34.73%
Selling, General & Admin295.66M161M138.34M121.06M114.56M111.94M99.16M132.8M116.5M117.28M124.83M157.67M167.1M149.55M119.81M118.53M106.66M76.04M79.5M60.15M38.87M32.76M22M33.43M21.66M12.18M17.46M19.77M29.04M12.8M8M
SG&A % of Revenue-5.1%5.18%5.12%3.42%4.31%8.8%8.37%7.1%9.31%10.58%10.41%6.63%6.6%7.82%8.45%11.67%9.14%6.11%6.08%4.93%4.43%5.08%8.49%11.04%5.87%8.92%26.39%36.52%14.07%13.42%
Research & Development0000000000000000000000000000000
R&D % of Revenue-------------------------------
Other Operating Expenses022M10.97M1.9M427.18M997.04M919.77M198.41M-465.37M241.9M724.28M290.41M-319.13M270.03M264.99M34.98M-129.28M560.38M646.96M291.15M218.08M273.04M120.87M93.14M58.84M58.86M40.13M22.57M33.41M18.4M12.7M
Operating Income247.71M822M1.08B986.91M1.58B209.12M-1.07B-69.97M836.34M-163.72M-1.06B-578.78M1.17B368.25M-20.02M384.38M338.77M-130.84M171.2M319.41M302.27M245.99M151.91M153.31M45.69M61.91M89.99M1.4M-12.42M35.6M16.3M
Operating Margin %6.53%26.06%40.27%41.75%47.21%8.05%-94.92%-4.41%50.99%-12.99%-89.55%-38.23%46.23%16.26%-1.31%27.39%37.06%-15.72%13.16%32.26%38.37%33.26%35.08%38.94%23.27%29.84%45.99%1.87%-15.62%39.12%27.35%
Operating Income Growth %--23.58%9%-37.52%655.29%119.56%-1427.77%-108.37%610.83%84.51%-82.63%-149.65%216.58%1939.71%-105.21%13.46%358.93%-176.42%-46.4%5.67%22.88%61.93%-0.91%235.55%-26.2%-31.2%6313.9%111.3%-134.88%118.4%579.17%
EBITDA1.62B2.03B1.89B1.68B2.18B983.51M-283.96M753.83M1.5B393.31M-266.3M342.23M1.93B1.19B707.86M895.49M674.91M173.37M485.53M547.01M456.79M378.75M244.14M235.27M100.12M113.26M130.12M23.98M12.49M54M29M
EBITDA Margin %42.62%64.33%70.57%70.96%65.25%37.86%-25.21%47.54%91.56%31.21%-22.56%22.61%76.67%52.58%46.2%63.81%73.83%20.83%37.31%55.25%57.99%51.21%56.37%59.76%51%54.59%66.5%32.01%15.72%59.34%48.66%
EBITDA Growth %-22.51%7.64%12.38%-23.17%121.99%446.35%-137.67%-49.8%281.79%247.7%-177.81%-82.3%62.31%68.27%-20.95%32.68%289.3%-64.29%-11.24%19.75%20.6%55.14%3.77%134.99%-11.6%-12.96%442.67%91.89%-76.86%86.21%130.16%
D&A (Non-Cash Add-back)1.37B1.21B809.3M690.48M603.78M774.39M784.99M823.8M665.31M557.04M790.75M921.01M767.53M822.87M727.88M511.1M336.14M304.2M314.33M227.6M154.52M132.76M92.22M81.96M54.43M51.35M40.13M22.57M24.91M18.4M12.7M
EBIT688.37M1B1.11B1.01B1.52B206.52M-792.81M-71.94M812.68M-164.56M-1.04B-594.71M1.16B368.32M-19.8M384.85M339.09M-130.61M171.69M320.16M309.5M245.99M151.91M153.31M45.69M61.91M89.99M1.4M-3.92M35.6M16.3M
Net Interest Income-498.48M-170M-108.76M-71.78M-114.57M-158.64M-163.89M-159.1M-160.91M-179.26M-158.69M-128.15M-98.55M-89.71M-63.72M-45.38M-23.88M-28.63M-26.46M-19.15M00000000000
Interest Income2.89M3M31.9M19.85M5.77M1.72M000000000466K321K227K485K746K00000000000
Interest Expense501.37M173M140.66M91.63M120.35M160.35M163.89M159.1M160.91M179.26M158.69M128.15M98.55M89.71M63.72M45.85M24.2M28.86M20.27M19.89M00000000000
Other Income/Expense-59.71M8M-109.47M-72.7M-183.71M-162.96M112.25M-161.08M-184.56M-180.09M-144.87M-144.08M-101.11M-89.64M-63.5M-45.38M-23.88M-28.63M-26.46M-19.15M-6.95M-7.76M-5.69M-7.24M-3.11M376K-700K-1.73M-1.83M-700K-800K
Pretax Income188M830M966.22M914.2M1.4B46.17M-956.71M-231.04M651.78M-343.81M-1.2B-722.86M1.06B278.61M-83.52M339M314.9M-159.46M144.74M300.26M295.32M238.24M146.23M146.07M42.58M62.29M89.29M-324K-14.25M34.9M15.5M
Pretax Margin %4.96%26.32%36.17%38.67%41.72%1.78%-84.95%-14.57%39.74%-27.28%-101.82%-47.75%42.22%12.3%-5.45%24.16%34.45%-19.16%11.12%30.33%37.49%32.21%33.76%37.1%21.69%30.02%45.63%-0.43%-17.92%38.35%26.01%
Income Tax57.27M182M195.93M96.32M283.82M9.94M-192.09M-44.04M143.37M-182.97M-444.17M-275.15M398.65M107.68M-29.27M123.58M118.06M-60.09M57.39M110.55M105.31M86.3M53.75M55.93M15.02M21.83M33.67M-406K-5.42M12.3M5.3M
Effective Tax Rate %30.46%21.93%20.28%10.54%20.33%21.53%20.08%19.06%22%53.22%36.96%38.06%37.44%38.65%35.04%36.46%37.49%37.68%39.65%36.82%35.66%36.22%36.76%38.29%35.27%35.05%37.71%125.31%38.01%35.24%34.19%
Net Income130.73M648M770.29M817.88M1.11B36.23M-764.61M-187M508.41M-160.84M-757.74M-447.71M666.05M170.94M-54.25M215.42M196.84M-99.37M87.35M189.71M190.01M151.94M92.48M95.58M27.56M40.46M55.62M82K-8.8M23.1M10.4M
Net Margin %3.45%20.55%28.84%34.6%33.23%1.39%-67.89%-11.79%31%-12.76%-64.2%-29.57%26.41%7.55%-3.54%15.35%21.53%-11.94%6.71%19.16%24.12%20.54%21.35%24.28%14.04%19.5%28.43%0.11%-11.06%25.38%17.45%
Net Income Growth %-84.08%-15.88%-5.82%-26.45%2969.23%104.74%-308.88%-136.78%416.09%78.77%-69.25%-167.22%289.65%415.09%-125.18%9.44%298.08%-213.76%-53.96%-0.16%25.06%64.29%-3.24%246.79%-31.88%-27.26%67729.27%100.93%-138.08%122.12%511.76%
Net Income (Continuing)130.73M648M770.29M817.88M1.11B36.23M-764.61M-187M508.41M-160.84M-757.74M-447.71M666.05M170.94M-54.25M215.42M196.84M-99.37M87.35M189.71M190.01M151.94M92.48M90.14M27.56M40.46M55.62M82K-8.83M22.6M10.2M
Discontinued Operations000000000000000000000000000034K500K200K
Minority Interest000000000000000000000000645K711K607K300K000
EPS (Diluted)1.145.646.676.868.960.29-6.72-1.664.48-1.44-9.90-6.619.792.51-0.833.193.04-1.591.452.942.942.331.441.400.490.710.990.00-0.200.540.30
EPS Growth %-83.87%-15.44%-2.77%-23.44%2989.66%104.32%-304.82%-137.05%411.11%85.45%-49.77%-167.52%290.04%402.41%-126.02%4.93%291.19%-209.66%-50.68%0%26.18%61.81%2.86%185.71%-30.99%-28.28%-101.25%-137.04%80%500%
EPS (Basic)-5.656.716.899.090.30-6.72-1.664.54-1.44-9.90-6.619.912.57-0.833.383.13-1.591.473.073.382.671.601.530.500.731.000.00-0.200.550.30
Diluted Shares Outstanding115M115M115.53M119.24M124.08M123.69M113.73M112.54M113.5M111.43M76.57M67.72M68.04M68M65.14M67.56M64.69M62.46M63.13M64.85M65.96M66.89M66.89M71.07M56.78M57.11M56.54M44.66M43.75M42.78M35.29M
Basic Shares Outstanding115M115M114.76M118.68M122.35M119.04M113.73M112.54M111.91M111.43M76.54M67.72M67.23M66.61M65.14M63.76M62.97M62.46M62.24M61.85M56.29M56.91M57.7M62.47M55.71M55.95M55.56M44.4M43.75M42M35.04M
Dividend Payout Ratio-14.2%11.04%8.76%1.77%6.61%--2.2%---1.01%3.9%-2.96%3.2%-7.08%3.31%2.95%3.75%3.08%3.3%10.11%6.91%4.99%2682.93%-9.09%13.46%

Key Metrics

Growth RegimeMixed
ProfitabilityStrained
Balance SheetHealthy
Cash FlowMixed
Top Statement Risk

Commodity price volatility exposure

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q1)

Revenue Volatility Masks Underlying Trends

According to recent financial disclosures, SM's revenue growth has exhibited extreme variance, peaking at 76.2% in 2026Q1 before experiencing significant fluctuations, suggesting that top-line performance remains heavily tethered to volatile commodity price realizations rather than consistent, organic production volume expansion across its Midland Basin assets.

The sharp revenue spike in 2026Q1 appears to be an outlier that masks the more moderate growth profile observed in preceding quarters. Investors should monitor whether this volatility reflects genuine production scaling or merely the impact of regional price differentials on realized revenue.

Structural Margin Compression Remains Evident

As reported in quarterly filings, SM's gross margin experienced a dramatic contraction to 18.9% in 2025Q4, down from historical levels exceeding 45%, which indicates that rising lifting costs or unfavorable commodity price realizations may be eroding the profitability of the company's core Permian acreage.

The significant degradation in gross margins suggests that the company's cost structure is highly sensitive to operational inefficiencies or potential depletion of Tier 1 inventory. This trend warrants further investigation into whether the current margin profile is a temporary cyclical trough or a permanent shift in asset economics.

SG&A Discipline Faces Scaling Challenges

Based on the provided income statement data, SM's SG&A expenses surged to $174.0M in 2026Q1, representing a substantial increase from the $30M-$40M range maintained throughout 2024 and 2025, which may indicate rising overhead costs or non-recurring charges impacting the company's overall operational expense discipline.

The sudden escalation in SG&A suggests that management's ability to maintain lean operations is being tested by current development activities. Analysts should scrutinize whether this cost inflation is a structural change or a transient impact related to recent co-development initiatives in the Midland Basin.

Earnings Volatility Driven by Non-Operating Items

Financial statements reveal that SM's net income swung from a $247.1M profit in 2023Q4 to a $335.0M loss in 2026Q1, a trend that appears heavily influenced by non-operating factors such as derivative hedge settlements and potential asset impairments inherent in successful efforts accounting.

The disconnect between operating income and net income suggests that reported EPS may not accurately reflect the underlying cash-generating capability of the business. Investors should adjust for these non-cash items to better understand the true economic performance of the company's exploration and production activities.

Inventory Quality and Margin Sustainability

While management emphasizes the strength of its Midland Basin position, the recent collapse in operating margins to -20.1% in 2026Q1 provides a strong counter-narrative, suggesting that the company's inventory may be less resilient to price downturns than the current valuation might otherwise imply.

Short-sellers would likely focus on the rapid deterioration of operating margins as evidence that the company's high-return inventory is being exhausted faster than anticipated. This raises questions about the long-term sustainability of the current production model if commodity prices remain under pressure.

SM — Frequently Asked Questions

Quick answers to the most common questions about buying SM stock.

What was SM Energy Company's (SM) revenue in 2025?

For fiscal year 2025, SM Energy Company (SM) reported total revenue of $3.15B. This represents a 5191.9% increase compared to $59.6M in 1996.

Is SM Energy Company (SM) profitable?

SM Energy Company (SM) is profitable, generating $648.0M in net income for the fiscal year ending 2025 with a net profit margin of 20.5%.

What is SM Energy Company's operating profit margin?

SM Energy Company (SM) reported an operating income of $822.0M, resulting in an operating profit margin of 26.1%. This margin reflects the operational efficiency of the business before interest and taxes.

What is SM Energy Company's gross profit and gross margin?

SM Energy Company (SM) generated $1.00B in gross profit for the year, representing a gross profit margin of 31.9%. This demonstrates the company's core pricing power and production efficiency.