Every 8-K that Cnx Res Corp (CNX) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow CNX and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full CNX filings page.
CNX Resources Corporation reported Q2 2026 net income of $202.9 million on total revenue and other operating income of $618.5 million. Natural gas, NGL and oil revenue was $389.4 million, supported by a $176.3 million gain on commodity derivative instruments. Total production was 151.5 Bcfe, or 1,664.8 MMcfe per day, and diluted earnings per share were $1.32.
Operating cash flow was $279.5 million, yielding Q2 2026 free cash flow of $138 million. Management’s 2026 outlook calls for production of 605–620 Bcfe, Adjusted EBITDAX of $1,265–$1,315 million, total capital expenditures of $556–$586 million, and free cash flow of about $525 million, or roughly $3.41–$3.55 per share, with about 81% of 2026 natural gas volumes hedged.
CNX Resources Corporation held its Annual Meeting of Shareholders on May 7, 2026, where investors voted on three key proposals. Shareholders elected eight directors to one-year terms, with each nominee receiving over 115 million votes in favor and additional broker non-votes recorded.
Shareholders ratified the anticipated appointment of Ernst & Young LLP as independent auditor for the fiscal year ending December 31, 2026, with 133,829,532 votes for, 551,378 against, and 172,925 abstentions. They also approved the Company’s named executive officer compensation on an advisory basis, with 122,031,352 votes for, 2,839,939 against, 503,642 abstentions, and 9,178,902 broker non-votes.
CNX Resources reported strong first-quarter 2026 results, driven by higher commodity revenue and hedging gains. Natural gas, NGL and oil revenue reached $722.0 million, with total revenue and other operating income of $786.7 million.
Net income was $348.1 million, or $2.18 per diluted share, compared with a loss a year earlier. Production totaled 152.4 Bcfe, or 1,693 MMcfe per day, and the average realized sales price including cash settlements was $3.28 per Mcfe, supporting a fully burdened cash margin before DD&A of $2.33 per Mcfe.
CNX generated $277.5 million in operating cash flow and $139 million of free cash flow in Q1 2026 while holding base 2026 capital guidance at $540–$570 million. The company modestly reduced 2026 adjusted EBITDAX guidance and now forecasts 2026 free cash flow of about $525–$550 million.
CNX Resources Corporation completed a private offering of $500,000,000 of 5.875% senior notes due 2034, guaranteed by its restricted subsidiaries that back its revolving credit facility. The notes pay 5.875% interest semi-annually starting September 1, 2026 and mature on March 1, 2034.
CNX intends to use the net proceeds to purchase its outstanding 6.000% senior notes due 2029 through a tender offer and, if any remain, redeem the rest, with its revolving credit facility available to cover any shortfall. The notes are callable at specified premiums beginning in 2029 and are subject to covenants and customary default provisions.
CNX Resources Corporation is buying back most of its 6.000% senior notes due 2029 through a cash tender offer. Holders tendered $420.2 million of the $500 million notes, or 84.04% of the amount outstanding, by the February 23, 2026 expiration.
CNX will pay $1,016.10 per $1,000 of notes tendered, plus accrued interest, with settlement scheduled for February 26, 2026. The company has also issued a conditional notice to redeem any remaining 2029 notes on March 19, 2026 at 101.50% of principal, plus accrued interest, funded by a contemporaneous new senior notes offering.
CNX Resources Corporation is privately offering $500 million of 5.875% senior notes due 2034, priced at 100% of face value. The notes are expected to close on February 26, 2026 and will be guaranteed by the company’s restricted subsidiaries that back its revolving credit facility.
CNX plans to use the net proceeds to buy any and all of its outstanding 6.000% senior notes due 2029 through a concurrent tender offer and, if needed, to redeem any remaining 2029 notes. It may temporarily use excess proceeds to reduce borrowings under its revolving credit facility.
CNX Resources Corporation plans a private offering of $500 million in senior notes due 2034, guaranteed by its restricted subsidiaries. The notes will be sold to qualified institutional buyers under Rule 144A and to non-U.S. investors under Regulation S.
CNX intends to use the net proceeds to fund a cash tender offer for any and all of its outstanding 6.000% senior notes due 2029, of which $500,000,000 principal is outstanding, and to redeem any remaining 2029 notes. The tender offer price is $1,016.10 per $1,000 principal amount, plus accrued interest, with expiration at 5:00 p.m. New York City time on February 23, 2026 and payment currently expected on February 26, 2026.
CNX has also issued a conditional notice to redeem any 2029 notes not purchased in the tender offer at 101.50% of principal, plus accrued interest, with a redemption date of March 19, 2026. Both the tender offer and redemption are conditioned on completion of the new notes offering on terms satisfactory to CNX.
CNX Resources Corporation released its fourth-quarter and full-year 2025 financial and operational results by posting them on its website and attaching the materials as Exhibit 99.1.
The Board of Directors also approved a $2.0 billion increase to the company’s existing stock repurchase program, bringing the total dollar amount of common stock currently available for repurchase to approximately $2.4 billion as of January 27, 2026. The program has no termination or expiration date, and repurchases may occur from time to time through various methods such as open market purchases, privately negotiated transactions, Rule 10b5-1 plans, accelerated stock repurchases, block trades, derivative contracts or other methods permitted under Rule 10b-18. The company states that repurchase timing will depend on factors including available liquidity, stock price, financial outlook, and alternative investment options, and the Board may modify, suspend, or discontinue the program while continuing to evaluate its size based on free cash flow, leverage, and capital plans.
CNX Resources Corporation outlines compensation packages for its incoming leaders as Alan Shepard becomes President and CEO and joins the Board, and Everett Good becomes Chief Financial Officer, effective January 1, 2026. Shepard’s package includes a $600,000 base salary, a short‑term incentive target of 120% of salary (a $720,000 target), and starting in 2026, long‑term equity incentives with a target grant value of $3,000,000. He will also receive enhanced change‑in‑control protections, including cash severance of 2.5 times salary plus bonus potential, extended health and retirement‑related benefits, and accelerated equity vesting in a change in control.
Good’s package includes a $310,000 base salary, a short‑term incentive target of 60% of salary (a $186,000 target), and, beginning in 2026, long‑term equity incentives targeted at $1,700,000 per year. He is also granted 191,667 target performance share units that vest based on absolute stock price performance over two periods running from the January 5, 2026 grant date through July 31, 2030. Good will enter into the company’s standard indemnification and change‑in‑control severance agreements, which provide severance of 1.5 times salary plus bonus potential, health coverage continuity, pension‑related cash payments, outplacement assistance, and accelerated equity vesting upon a qualifying change in control.
CNX Resources Corporation disclosed that it entered into privately negotiated exchange agreements with a limited number of holders of its 2.25% Convertible Senior Notes due 2026. The company exchanged approximately $122.1 million principal amount of these notes for total consideration of about $0.8 million in cash, including accrued interest, and 9,509,188 shares of common stock. The exchanges were completed on December 17, 2025.
The common shares issued in these exchanges were sold as unregistered securities in private placements relying on Section 4(a)(2) of the Securities Act, meaning they were issued in transactions not involving a public offering. This transaction reduces the amount of these notes outstanding and increases the number of common shares, changing how CNX is financed between debt and equity.
CNX Resources Corporation entered into a privately negotiated exchange agreement with certain holders of its 2.25% Convertible Senior Notes due 2026 to swap approximately $122.1 million principal amount of notes for equity and cash. The company will issue 9,509,188 shares of common stock and pay about $0.8 million in cash, including accrued interest, in exchanges expected to be consummated on or about December 17, 2025.
The exchanges are being conducted as private placements, and any common shares issued will rely on the exemption from Securities Act registration provided by Section 4(a)(2) in transactions not involving any public offering.
CNX Resources appointed Everett Good, its current Vice President of Finance and Treasury, as Chief Financial Officer effective January 1, 2026. He will succeed Alan Shepard, who will become the Company’s President and Chief Executive Officer and join the Board on the same date.
The appointment is contingent on Mr. Good remaining an employee through the Appointment Date. The Compensation Committee will determine any changes to his compensation at a later date. Mr. Good has served as VP of Finance and Treasury since April 2021 and previously held finance and investor relations roles at CNX Midstream Partners LP. The filing states there are no arrangements or understandings pursuant to which he was selected and no related‑party transactions requiring disclosure under Item 404(a) of Regulation S‑K.
CNX Resources Corporation furnished an update on its business by posting third quarter 2025 financial and operational results on its website and attaching them as Exhibit 99.1 to a current report. The disclosure is provided under Item 2.02 (Results of Operations and Financial Condition) and incorporated into Item 7.01 (Regulation FD).
The company states the information in Items 2.02 and 7.01, including Exhibit 99.1, is being furnished, not filed under the Exchange Act, and therefore is not subject to Section 18 liabilities and will not be incorporated by reference into Securities Act filings unless specifically identified.
CNX Resources Corporation announced a planned CEO transition: on September 17, 2025 Chief Executive Officer Nicholas J. DeIuliis informed the company he will retire as CEO effective December 31, 2025 and will remain a non-executive employee through February 2, 2026, when he intends to retire as an employee. The board appointed Alan K. Shepard, the company’s current President and Chief Financial Officer, to become President and Chief Executive Officer effective January 1, 2026, and expanded the board from seven to eight directors to add him as a director on that date.
Mr. Shepard, age 44, joined the company in 2020, served as Vice President—Accounting and Chief Accounting Officer through June 2022, became Chief Financial Officer in June 2022, and President and CFO in June 2025. The Compensation Committee will set his CEO compensation later; he will not receive board fees. No related-party transactions or special arrangements were disclosed.