Form 8-K

8-K — INFINITY NATURAL RESOURCES, INC.

Accession: 0002029118-26-000036

Filed: 2026-04-20

Period: 2026-04-17

CIK: 0002029118

SIC: 1311 (CRUDE PETROLEUM & NATURAL GAS)

Item: Results of Operations and Financial Condition

Item: Financial Statements and Exhibits

Documents

8-K — inr-20260417.htm (Primary)

EX-99.1 (inr1q26impactofderivativec.htm)

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8-K

8-K (Primary)

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

__________________________

FORM 8-K

__________________________

CURRENT REPORT

Pursuant to Section 13 or 15(d)

of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): April 17, 2026

__________________________

INFINITY NATURAL RESOURCES, INC.

(Exact name of registrant as specified in its charter)

__________________________

Delaware 001-42499 99-3407012

(State or other jurisdiction

of incorporation) (Commission

File Number) (I.R.S. Employer

Identification No.)

2605 Cranberry Square

Morgantown, WV 26508

(Address of principal executive offices, including zip code)

(304) 212-2350

(Registrant’s telephone number, including area code)

__________________________

Check the appropriate box below if the Form 8-K is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

o Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

o Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

o Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

o Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class Trading

Symbol(s) Name of each exchange

on which registered

Class A common stock, par value $0.01 per share INR The New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company x

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. o

Item 2.02. Results of Operations and Financial Condition.

On April 17, 2026, Infinity Natural Resources, Inc. (the “Company”) issued a press release that includes preliminary financial and operating results for the first quarter of 2026. A copy of the press release is furnished as Exhibit 99.1 hereto and incorporated herein by reference.

The information furnished in this Current Report on Form 8-K pursuant to Item 2.02, including Exhibit 99.1, shall not be deemed “filed” for any purpose, including for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise be subject to the liabilities of that Section, nor shall it be deemed to be incorporated by reference in any filing of the Company under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such filing.

Item 9.01.

Financial Statements and Exhibits.

(d)Exhibits.

Exhibit

Number Description

99.1

Press Release, dated April 17, 2026.

104 Cover Page Interactive Data File (embedded within the Inline XBRL document).

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

INFINITY NATURAL RESOURCES, INC.

By: /s/ Zack Arnold

Zack Arnold

President and Chief Executive Officer

Dated: April 20, 2026

EX-99.1

Filename: inr1q26impactofderivativec.htm · Sequence: 2

Document

Exhibit 99.1

Infinity Natural Resources Announces First Quarter Impact of Derivative Contracts

April 17, 2026

MORGANTOWN, W.Va.-- Infinity Natural Resources, Inc. (“Infinity” or the “Company”) (NYSE: INR) today provided an update on the impact of derivative contracts for the first quarter 2026.

Impact of Derivative Contracts

For the quarter ended March 31, 2026, Infinity recognized realized losses associated with settled derivative contracts of approximately $18 million. These results reflect cash settlements tied to financial contracts referencing crude oil prices, natural gas prices, and regional basis differentials.

In addition to the cash settlements recorded during the quarter, the Company recorded non-cash unrealized losses in its outstanding derivative portfolio of approximately $47 million. These unrealized losses arise from the periodic revaluation of open derivative positions using prevailing forward commodity price curves at the end of the reporting period.

Because these unrealized adjustments reflect changes in the market value of contracts that remain open, they do not represent current-period cash inflows or outflows but instead reflect the accounting remeasurement of the Company’s derivative portfolio.

Overall, the combined effect of realized settlements and unrealized valuation changes resulted in estimated total derivative losses of approximately $65 million for the quarter. These derivative contracts were entered into pursuant to our board approved hedging strategy.

The following tables provide information about our derivative financial instruments as of March 31, 2026.

Swaps

Collars

Volume

Weighted Average Price

Fair Value as of

March 31, 2026

Volume

Weighted Average Ceiling Price

Weighted Average Floor Price

Fair Value as of

March 31, 2026

Oil (WTI)

(in MBbls)

($ per Bbl)

(in thousands)

(in MBbls)

($ per Bbl)

(in thousands)

2026

1,851

63.58

(32,059)

219

78.00

70.00

(1,255)

2027

1,597

63.22

(10,515)

78.00

70.00

(54)

2028

408

67.95

236

—

2029

68.37

—

2030

—

Total

3,880

(42,287)

254

(1,199)

Swaps

Volume

Weighted Average Price

Fair Value as of

March 31, 2026

Natural Gas (Fixed Price Swaps)

(in MMBtu)

($ per MMBtu)

(in thousands)

2026

44,756,000

3.64

27,448

2027

56,419,000

3.76

7,039

2028

36,647,000

3.77

(1,302)

2029

30,320,000

3.62

(981)

2030

26,580,000

3.57

(1,421)

2031

2,120,000

4.08

(372)

Total

196,842,000

30,411

Swaps

Volume

Weighted Average Price

Fair Value as of

March 31, 2026

Natural Gas (Basis)

(in MMBtu)

($ per MMBtu)

(in thousands)

2026

40,690,000

(0.93)

(3,835)

2027

31,629,000

(0.64)

(1,291)

2028

32,603,750

(0.52)

250

2029

2,607,500

(0.30)

234

2030

—

Total

107,530,250

(4,642)

Swaps

Volume

Weighted Average Price

Fair Value as of

March 31, 2026

NGLs

(in Mbbls)

($ per Bbl)

(in thousands)

2026

1,307,357

33.50

(5,040)

2027

1,729,476

33.97

(1,115)

2028

117,738

29.30

(16)

2029

—

2030

—

Total

3,154,571

(6,171)

About Infinity

Infinity (NYSE: INR) is a growth oriented, independent energy company focused on the acquisition, development, and production of hydrocarbons in the Appalachian Basin. Our operations are focused on the Utica Shale in eastern Ohio as well as our stacked dry gas assets in both the Marcellus and Utica Shales in southwestern Pennsylvania.

Preliminary Information

The information in this press release related to first quarter 2026 financial and operating information is preliminary and unaudited and is based on estimates and subject to completion of the Company’s financial closing procedures. Final amounts for the three months ended March 31, 2026 will be reported in the Company’s Quarterly Report on Form 10-Q for the period ended March 31, 2026 or in the corresponding earnings release. Such information has been prepared by management solely based on currently available information. The preliminary information does not represent and is not a substitute for a comprehensive statement of financial and operating results, and the Company’s actual results may differ materially from these estimates because of final adjustments, the completion of the Company’s financial closing procedures, and other developments after the date of this release.

Cautionary Statement Regarding Forward-Looking Statements

This release contains statements that express the Company’s opinions, expectations, beliefs, plans, objectives, assumptions or projections regarding future events or future results, in contrast with statements that reflect historical facts. All statements, other than statements of historical fact, included in this release regarding our strategy, future operations, financial position, estimated revenues and losses, projected costs, prospects, plans and objectives of management, future commodity prices, future production targets, leverage targets or debt repayment, hedging strategy, future capital spending plans, capital efficiency, our ability to make share repurchases, expected drilling and completions plans and projected well costs are forward-looking statements. When used in this release, words such as “may,” “assume,” “forecast,” “could,” “should,” “will,” “plan,” “believe,” “anticipate,” “intend,” “estimate,” “expect,” “project,” “budget” and similar expressions are used to identify forward-looking statements, although not all forward-looking statements contain such identifying words. These forward-looking statements are based on management’s current belief, based on currently available information, as to the outcome and timing of future events at the time such statement was made.

Such statements are subject to a number of assumptions, risks and uncertainties, including those incident to the development, production, gathering and sale of oil, natural gas and NGLs, most of which are difficult to predict and many of which are beyond the control of the Company. These include, but are not limited to, our failure to realize, in full or at all, the anticipated benefits of capital raising transactions and acquisitions, including synergies; commodity price volatility; inflation; lack of availability and cost of drilling, completion and production equipment and services; supply chain disruption; project construction delays; environmental risks; drilling, completion and other operating risks; lack of availability or capacity of midstream gathering and transportation infrastructure; regulatory changes; the uncertainty inherent in estimating reserves and in projecting future rates of production, cash flow and access to capital; the timing of development expenditures; the concentration of the Company’s operations in the Appalachian Basin; difficult and adverse conditions in the domestic and global capital and credit markets; impacts of geopolitical events and world health events, including trade wars; lack of transportation and storage capacity as a result of oversupply, government regulations or other factors; potential financial losses or earnings reductions resulting from the Company’s commodity price risk management program or any inability to manage its commodity risks; failure to realize expected value creation from property acquisitions and trades; weather related risks; competition in the oil and natural gas industry; loss of production and leasehold rights due to mechanical failure or depletion of wells and the Company’s inability to re-establish production; the Company’s ability to service its indebtedness; political and economic conditions and events in foreign oil and natural gas producing countries, including embargoes, armed conflict, political instability and civil unrest, including instability in the Middle East, Venezuela and Mexico and other sustained military campaigns, the armed conflict in Ukraine and associated economic sanctions on Russia, conditions in South America, Central America, China and Russia, and acts of terrorism or sabotage; evolving cybersecurity risks such as those involving unauthorized access, denial-of-service attacks, malicious software, data privacy breaches by employees, insiders or others with authorized access, cyber or phishing-attacks, ransomware, social engineering, physical breaches or other actions; risks related to the Company’s ability to expand its business, including through the recruitment and retention of qualified personnel; and the other risks described in our filings with the U.S. Securities

and Exchange Commission (the “SEC”), including our most recent Annual Report on Form 10-K and any subsequent Quarterly Reports on Form 10-Q or Current Reports on Form 8-K.

Please read the Company’s filings with the SEC, including “Risk Factors” in the Company’s most recent Annual Report on Form 10-K, and in other filings we make with the SEC, for a discussion of the risks and uncertainties that could cause actual results to differ from those in such forward-looking statements. As a result, actual outcomes and results could materially differ from what is expressed, implied or forecast in such statements. Therefore, these forward-looking statements are not a guarantee of our performance, and you should not place undue reliance on such statements. All forward-looking statements, expressed or implied, included in this press release are expressly qualified in their entirety by this cautionary statement. Any forward-looking statement speaks only as of the date on which such statement is made, and the Company undertakes no obligation to correct or update any forward-looking statement, whether as a result of new information, future events or otherwise, except to the extent required by law.

Contacts

Infinity Natural Resources, Inc.

Thomas Marchetti

Vice President, Investor Relations

Email: ir@infinitynr.com

Source: Infinity Natural Resources, Inc.

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