What is the revenue and EPS growth rate for BKV year over year?

Did BKV beat or miss consensus estimates last quarter?

What guidance did BKV's management provide for the next earnings period?

What does BKV do and what are its main business segments?

What were the key takeaways from BKV's earnings call?

What is BKV's latest dividend and current dividend yield?

What is BKV's gross profit margin?

What factors drove the changes in BKV's revenue and profit?

- **Power JV Majority Stake**: 75% ownership in 1.1 GW ERCOT power assets, driving integrated energy solutions.
- **Upstream Efficiency**: Bedrock acquisition boosts production and cost savings, with 50+ new drilling locations.
- **CCUS Expansion**: 1 million mt/year CO2 injection by 2027, supported by CIP and Louisiana projects.
- **Financial Strength**: $500M bond issuance and RBL expansion, maintaining 1.3x leverage ratio.

**【CEO Summary Section】**
- Acquired 75% stake in Power JV, consolidating 1.1 GW of power generation in ERCOT, enhancing integration with gas and carbon capture solutions.
- Closed Bedrock Shale acquisition, boosting Barnett production and operational efficiency, with 50+ new drilling locations and 80 refrac opportunities.
- CCUS pipeline expanded to 1 million mt/year by 2027, supported by CIP partnership and Louisiana projects, driving long-term free cash flow.

**【CFO Financial Commentary】**
- Q3 2025 net income: $76.9M ($0.90 EPS), with upstream EBITDAX up 50% YoY to $91.8M.
- Issued $500M senior notes and expanded RBL to $800M, maintaining net leverage at 1.3x within 1.0x-1.5x target.
- Power JV EBITDA: $40.9M (pre-acquisition), with $376M purchase price ($231M equity, $145M debt), closing Q1 2026.

**【Q&A Key Highlights】**
- **Power JV Control**: Enables holistic energy solutions for hyperscalers, aligning capital allocation with commercial agreements.
- **SB6 Impact**: Streamlined interconnection process in Texas, positioning BKV to capitalize on data center demand.
- **CCUS Growth**: Louisiana projects (High West, Donaldsonville) and CIP partnership, targeting 16M mt/year by 2030.
- **Capital Allocation**: Free cash flow from upstream and power to fund CCUS, with flexibility to refinance power debt mid-2026.

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