Phoenix Energy (NYSE American: PHXE) will host a public earnings call on Wednesday, March 18, 2026 at 1:30 PM PST / 4:30 PM EST to review Q4 2025 and full-year 2025 operating and financial results from its Form 10-K for year ended December 31, 2025.
Chief Financial Officer Curtis Allen will present an overview of the oil and gas portfolio and financial performance. The company intends to file its Form 10-K on EDGAR after market close on March 17, 2026 and before market open on March 18, 2026. Call replay will be available through April 13, 2026.
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Market Context
This announcement sets the timeline for Phoenix Energy’s Q4 2025 and full-year 2025 earnings call an...
Analysis
This announcement sets the timeline for Phoenix Energy’s Q4 2025 and full-year 2025 earnings call and Form 10-K filing, giving investors a clear date to review operating and financial performance. Recent regulatory filings noted a $75 million delayed draw term loan, changes to executive compensation structures, and a $1,000,000 separation payment. Investors may focus on leverage, covenant waivers, and how 2025 performance supports ongoing development plans.
Key Figures
Delayed draw term loan:$75 millionPrior discretionary availability:$300 millionRevised discretionary availability:$225 million+5 more
8 metrics
Delayed draw term loan$75 millionAmendment No. 8 discretionary delayed draw term loan commitments
Prior discretionary availability$300 millionAggregate principal amount available before reduction under Amendment No. 7
Revised discretionary availability$225 millionAggregate principal available on a discretionary basis after amendment
Original issue discount3.00%Discount on Amendment No. 8 delayed draw term loan commitments
CEO variable compensation0.9%Assumed gross revenue-based compensation for fiscal year 2026
CFO variable compensation0.45%Assumed gross revenue-based compensation for fiscal year 2026
Chief Business Officer salary$575,000Base salary for fiscal year 2026 under new employment agreement
Separation payment$1,000,000Installment payments over 12 months under Transition and Separation Agreement
Key Terms
form 10-k, edgar, securities and exchange commission, delayed draw term loan, +4 more
8 terms
form 10-kregulatory
"results from its annual report on Form 10-K for the fiscal year ended"
A Form 10-K is a comprehensive report that publicly traded companies are required to file annually with regulators. It provides a detailed overview of a company's financial health, operations, and risks, similar to a detailed health report. Investors use this information to assess the company's performance and make informed decisions about buying or selling its stock.
edgarregulatory
"intends to file its Form 10-K ... on EDGAR with the Securities"
EDGAR is a system used by companies to share important financial and business information with the public. It functions like an online filing cabinet where investors can access official reports and documents that help them understand a company's financial health and operations. This transparency allows investors to make more informed decisions, much like checking a company's report card before investing.
securities and exchange commissionregulatory
"Form 10-K ... on EDGAR with the Securities and Exchange Commission"
A national government agency that enforces rules for buying, selling and disclosing information about stocks and other investments, acting like a referee and scorekeeper for financial markets. It requires companies to share clear, regular financial and business information and investigates fraud or rule-breaking, which matters to investors because those rules and disclosures help ensure fair prices, reduce hidden risks and make it easier to compare investment choices.
delayed draw term loanfinancial
"discretionary delayed draw term loan commitments, all of which were drawn"
A delayed draw term loan is a financing agreement that lets a borrower take one or more lump-sum loans from a lender at agreed future dates within a set time window instead of receiving all funds up front. It matters to investors because it changes when and how much debt a company will carry, affecting cash flexibility, interest costs and risk exposure—think of it like an approved credit line you only tap when you need cash for a project.
original issue discountfinancial
"availability period from $300 million to $225 million and carries an original issue discount"
Original issue discount (OID) is the difference between a debt security’s face value and the lower price at which it is first sold, treated as additional interest that accrues over the life of the instrument. For investors it matters because OID raises the effective yield and changes taxable income and the holding’s cost basis over time — think of buying a $100 voucher for $90 and recognizing the $10 gain as earned interest as the voucher approaches maturity.
transition and separation agreementregulatory
"reported that it entered into a Transition and Separation Agreement with"
A transition and separation agreement is a written contract that spells out the responsibilities, timeline and financial terms when an employee—often a senior executive—leaves a company and helps hand over their duties. It covers things like pay or severance, any short-term support to train successors, confidentiality and return of company property; investors care because these deals affect cash costs, leadership continuity and legal or operational risks during a change, much like a detailed handoff note that keeps a project running smoothly.
series a cumulative redeemable preferred sharesfinancial
"sold a total of 2,500 Series A Cumulative Redeemable Preferred Shares in two trades"
Series A cumulative redeemable preferred shares are a class of preferred stock that pays a fixed dividend which accumulates if not paid, and can be bought back by the issuer under agreed terms. Think of them as a loan-like share that sits ahead of common stock for dividend payments and in any company wind-up, giving holders more predictable income and clearer exit options; that affects a company’s cash obligations and investors’ priority.
section 16(b)regulatory
"These sales were matchable under Section 16(b) against a prior purchase"
A federal rule that requires company insiders—like officers, directors and large shareholders—to return any profits made from buying and selling the company’s stock within a six-month window. It matters to investors because it discourages short-term trades that could exploit non-public information and helps protect outside shareholders by creating a simple, enforceable way to recover unfair gains, much like a rule stopping someone from flipping a limited-edition item for quick profit after getting early access.
IRVINE, Calif., March 12, 2026 (GLOBE NEWSWIRE) -- Phoenix Energy One, LLC, (“Phoenix Energy” or the “Company”), an energy company (NYSE American: PHXE.P) focused on oil and gas exploration and production across key U.S. basins, with a primary footprint in the Williston Basin in North Dakota and Montana, will hold a public earnings call on Wednesday, March 18, 2026 at 1:30 PM PST to review Q4 2025 and full-year 2025 operating and financial results from its annual report on Form 10-K for the fiscal year ended December 31, 2025. Curtis Allen, Chief Financial Officer, will present an overview of the Company’s oil and gas portfolio, along with a detailed review of the financial performance and more noteworthy accomplishments of the fourth quarter and fiscal year 2025.
The earnings call replay will be available until Monday, April 13, 2026 at 2 pm PST. The audio replay will be posted to the Investors page of the Phoenix Energy website at https://phoenixenergy.com/investors/ within 24 hours of the call.
Phoenix Energy intends to file its Form 10-K for the fiscal year ended December 31, 2025 on EDGAR with the Securities and Exchange Commission after market close on Tuesday, March 17, 2026 and prior to market opening on Wednesday, March 18, 2026.
About Phoenix Energy One, LLC (NYSE American: PHXE.P)
Phoenix Energy One, LLC, doing business as Phoenix Energy, is an energy company formed in 2019. The company is focused on oil and gas exploration and production across key U.S. basins, with a primary footprint in the Williston Basin of North Dakota and Montana. Phoenix Energy operates under a differentiated three-pronged strategy of direct drilling, royalty acquisition, and non-operated working interests. For more information on Phoenix Energy, please visit our website at https://phoenixenergy.com/.
Forward Looking Statements
This press release contains “forward-looking statements” within the meaning of the “safe harbor” provisions of the United States Private Securities Litigation Reform Act of 1995, which are statements regarding all matters that are not historical facts. Forward-looking statements may be identified using words such as “estimate,” “plan,” “project,” “forecast,” “intend,” “will,” “expect,” “anticipate,” “believe,” “seek,” “target” or other similar expressions that predict or indicate future events or trends or that are not statements of historical facts.
Forward-looking statements are based on Phoenix Energy’s beliefs, assumptions, and expectations, taking into account currently known market conditions and other factors. Phoenix Energy’s ability to predict results or the actual effect of future events, actions, plans, or strategies is inherently uncertain and involves certain risks and uncertainties, many of which are beyond its control. Phoenix Energy’s actual results and performance could differ materially from those set forth or anticipated in its forward-looking statements. You are cautioned that the forward-looking statements contained in this press release are not guarantees of future performance, and we cannot assure you that such statements will be realized or that the forward-looking events and circumstances will occur. All forward-looking statements in this press release are made only as of the date of this press release, based on information available to Phoenix Energy as of the date of this press release, and you are cautioned not to place undue reliance on forward-looking statements considering the risks and uncertainties associated with them.
Actual results may differ materially from these expectations due to changes in global, regional, or local economic, business, competitive, market, regulatory, and other factors, many of which are beyond our control. Management believes that these factors include but are not limited to the risk factors the Company has identified in our quarterly report(s) filed on Form 10-Q under “Risk Factors.” Risk Factors or events that could cause our actual results to differ may emerge from time to time, and it is not possible for us to predict all of them. The Company may not actually achieve the plans, intentions or expectations disclosed in such forward-looking statements and you should not place undue reliance on the Company’s forward-looking statements. The Company undertakes no obligation to publicly update or revise any forward-looking statement, whether because of new information, future developments or otherwise, except as may be required by any applicable securities laws.
Contact
Company: Phoenix Energy One, LLC Email: InvestorRelations@phoenixenergy.com Address: 18575 Jamboree Road, Suite 830, Irvine, CA 92612 Phone: 949-416-5037
FAQ
When is Phoenix Energy (PHXE) holding the Q4 2025 and full-year 2025 earnings call?
The call is scheduled for Wednesday, March 18, 2026 at 1:30 PM PST / 4:30 PM EST. According to Phoenix Energy, the session will review Q4 2025 and full-year 2025 operating and financial results from the Form 10-K.
How can investors join the Phoenix Energy (PHXE) earnings call on March 18, 2026?
Investors can join via the provided Zoom link or toll-free dial-in number. According to Phoenix Energy, join options include PC, Mac, iPad, Android (audio only) and listed international numbers.
When will Phoenix Energy (PHXE) file its Form 10-K for the year ended December 31, 2025?
Phoenix Energy intends to file the Form 10-K after market close on Tuesday, March 17, 2026 and before market open on March 18. According to Phoenix Energy, the filing will be submitted to EDGAR prior to the call.
Who will present Phoenix Energy's (PHXE) Q4 2025 results during the earnings call?
Curtis Allen, Chief Financial Officer, will present an overview of the company’s oil and gas portfolio and financial performance. According to Phoenix Energy, he will review key accomplishments from Q4 and fiscal 2025.
Will a replay of the Phoenix Energy (PHXE) earnings call be available after March 18, 2026?
Yes. The audio replay will be available on the company investors page for listeners through Monday, April 13, 2026 at 2 PM PST. According to Phoenix Energy, the replay will be posted within 24 hours of the live call.
Where will Phoenix Energy (PHXE) post the earnings call replay and related investor materials?
The replay and materials will be posted on Phoenix Energy’s investor relations webpage. According to Phoenix Energy, the audio replay will appear on the Investors page and linked within 24 hours after the call.
