Range Resources (RRC)
NYSEEnergyOil & Gas Exploration & ProductionSnapshot 2026-09-04
NYSEEnergyOil & Gas Exploration & ProductionSnapshot 2026-09-04
QuarterlyIQ Insights · RRC
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
No current thesis-health read is available for this company.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 20.0% |
| Our one-year growth estimate | diamond | 3.9% |
Growth built into the price is above our model estimate.
The price assumes 16.1 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Model as of 2026-09-04 · Compared with 37 industry peers
RRC — debt issuance
Dated 2026-01-05
Other Events. On December 31, 2025, Range Resources Corporation (the “Company”) issued a Notice of Full Redemption to the holders of the Company’s 8.25% senior notes due 2029 (“Notes”). The redemption of the Notes is permitted by, and in accordance with, the terms of the Indenture (dated January 8, 2021) securing such Notes. The aggregate principal amount of the Notes to be redeemed is $600,000,000. No Notes will remain outstanding as of January 15, 2026, which is the designated Redemption Da…
Why it matters: News on share buybacks can show management's trust in the company's finances.
Supportive ifManagement says they will increase share buyback to more than $1.5 billion.
Worry ifThere are no updates or a drop in share buyback authorization.
Why it matters: A better price difference means more money for Range. This shows good pricing plans in a tough market.
Supportive ifNatural gas prices improve to better than ($0.35) per mcf.
Worry ifNatural gas differential worsens to worse than ($0.45) per mcf.
Why it matters: Increasing cash flow is a top priority for management. It signals financial health and growth potential.
Supportive ifManagement says cash from operations will rise by over 15% next quarter.
Worry ifManagement says cash from operations will drop or stay the same.
Why it matters: Revenue growth is crucial for Range Resources to maintain its growth trajectory. Investors will focus on this.
Supportive ifQ2 revenue growth reported above 6% year over year.
Worry ifQ2 revenue growth reported below 3% year over year.
Why it matters: A better natural gas differential means Range can charge more and earn higher margins.
Supportive ifThe natural gas difference is better than -$0.35 per mcf when compared to NYMEX.
Worry ifNatural gas differential is worse than -$0.45 per mcf compared to NYMEX.
Why it matters: Going over budget may show inefficiencies or plans for aggressive growth.
Worry ifTotal capital spending is above $700 million for 2026.
Less concerning ifTotal capital spending is within the $650-$700 million budget.
Why it matters: Production levels are key to Range's growth plan. Lower production could signal issues with execution.
Worry ifQ3 production averages at or above 2.35 Bcfe per day.
Less concerning ifQ3 production averages below 2.35 Bcfe per day.
Why it matters: If sector revenue growth picks up, it could signal a positive shift for Range Resources. This would help improve investor sentiment.
Supportive ifSector revenue growth is speeding up. It is going back to over 6%.
Worry ifSector revenue growth continues to decline or stays flat below 6%.
Why it matters: More buybacks show strong cash flow. It also shows management wants to return money to shareholders.
Supportive ifTotal share buybacks go over $100 million by the end of 2026.
Worry ifTotal share repurchases are below $80 million by year-end 2026.
Why it matters: More cash flow helps Range invest and return money to shareholders.
Supportive ifCash flow from operations exceeds $619 million in Q2 2026.
Worry ifCash flow from operations is below $619 million in Q2 2026.
Why it matters: Higher NGL prices show better market access and pricing. This boosts total revenue.
Supportive ifNGL prices are above $29.10 per barrel.
Worry ifNGL prices are below $26.62 per barrel.
Why it matters: Higher net income shows that Range is doing well with its growth plans.
Supportive ifQ2 net income reported above $350 million.
Worry ifQ2 net income reported below $350 million.
Why it matters: Meeting or beating production goals shows Range's strength. It also shows its growth potential.
Supportive ifProduction guidance confirmed at 2.35 Bcfe per day or higher for 2026.
Worry ifProduction guidance revised down below 2.35 Bcfe per day for 2026.
Why it matters: Higher spending on capital may show growth plans. It can also hurt cash flow.
Watch forQ3 capital spending exceeds $222 million.
Also watch forCapital spending is below $200 million.
Why it matters: More share buybacks show strong cash flow. This shows a commitment to shareholders.
Supportive ifShare buybacks are above $78 million for Q3.
Worry ifShare buybacks are below $27 million for Q3.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$112 on $10,000 · ±1.1% | How much price usually moves either way. |
| Bad day | $307 loss on $10,000 · 3.1% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,552 loss on $10,000 · 25.5% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.