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Phoenix Energy One, LLC

NYSE:PHXE-P
US$25.66Close 7 Oct 2026 · delayed

Past year: ▲ 27%(20.18 – 26.65 USD)

Market cap
A$3.63bn
Shares on issue
100m
Story beats
6 since 2025
Last event
8 July 2026

Announcements, explained

Each one in plain English, with the numbers worked through for a shareholder.

10 Aug 2026securities registration● Neutral

Phoenix Energy One, LLC filed the final prospectus for a registered offering.

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10 Aug 2026quarterly activities report● Neutral

Phoenix Energy One, LLC reported quarterly revenue of $405.9 million and net income of $106.0 million for the period ended 2026-06-30.

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10 Aug 2026securities registration● Neutral

Phoenix Energy One, LLC filed the final prospectus for a registered offering.

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20 July 2026securities registration● Neutral

Phoenix Energy One, LLC filed the final prospectus for a registered offering.

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20 July 2026securities registration● Neutral

Phoenix Energy One, LLC filed the final prospectus for a registered offering.

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8 July 2026securities registration● Neutral

Phoenix Energy One, LLC filed the final prospectus for a registered offering.

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8 July 2026securities registration● Neutral

Phoenix Energy One, LLC filed the final prospectus for a registered offering.

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8 July 2026material agreement● NeutralMajor

On July 7, 2026, the company signed an indenture with Odyssey Transfer and Trust Company allowing up to $100,000,000 of Senior Subordinated Junior Lien Notes, registered on a continuous basis under an S-1 declared effective that day. The 10-year notes pay 6.00% to 7.00% interest depending on how often holders can request redemption, are secured behind Fortress's first lien, are unguaranteed by subsidiaries, and require a 1.00 to 1.00 Loan-to-Value Ratio. Holders can ask for redemption at set intervals, and under an intercreditor agreement Fortress alone controls remedies on shared collateral until its debt is discharged.

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7 July 2026securities registration● Neutral

Phoenix Energy One, LLC filed the final prospectus for a registered offering.

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25 June 2026securities registration● Neutral

Phoenix Energy One, LLC amended a filing by which it registered a securities offering with the SEC.

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18 June 2026securities registration● Neutral

Phoenix Energy One, LLC filed the final prospectus for a registered offering.

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2 June 2026securities registration● Neutral

Phoenix Energy One, LLC filed the final prospectus for a registered offering.

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2 June 2026securities registration● Neutral

Phoenix Energy One, LLC registered a securities offering with the SEC.

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2 June 2026material agreement● Neutral

On June 1, 2026, the company signed a Limited Waiver and Amendment No. 9 to the Fortress credit agreement, which, among other things, permits it to issue certain junior lien notes within the credit agreement's conditions. The filing does not give amounts or further waiver details; this opens the way for the junior lien notes issued the following month.

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28 May 2026director interest notice● Neutral

Robert Richard Kaplan Jr. became a Phoenix Energy One, LLC General Counsel and company insider (initial ownership filing).

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14 May 2026securities registration● Neutral

Phoenix Energy One, LLC filed the final prospectus for a registered offering.

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13 May 2026quarterly activities report● Neutral

Phoenix Energy One, LLC reported quarterly revenue of $405.9 million and net income of $106.0 million for the period ended 2026-06-30.

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4 May 2026securities registration● Neutral

Phoenix Energy One, LLC filed the final prospectus for a registered offering.

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3 Apr 2026securities registration● Neutral

Phoenix Energy One, LLC amended an already-effective registration statement.

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2 Apr 2026securities registration● Neutral

Phoenix Energy One, LLC amended a filing by which it filed notice of an exempt private placement.

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17 Mar 2026securities registration● Neutral

Phoenix Energy One, LLC amended an already-effective registration statement.

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17 Mar 2026securities registration● Neutral

Phoenix Energy One, LLC filed the final prospectus for a registered offering.

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13 Feb 2026material agreement▼ BadMajor

On February 12, 2026, Amendment No. 8 to the Fortress credit agreement set up $75 million of discretionary delayed draw term loans, all drawn immediately, cutting the remaining discretionary amount from $300 million to $225 million; these carry 3.00% original issue discount. Lenders also waived three covenant requirements: Total Secured Leverage Ratio as of December 31, 2025, the Current Ratio of 0.80 to 1.00 for November 30, 2025 through January 31, 2026, and the Asset Coverage Ratio as of December 31, 2025. This is the second waiver in successive amendments (after the September 2025 Current Ratio waiver), and the filing does not say why the covenants were not met.

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13 Feb 2026securities registration● Neutral

Phoenix Energy One, LLC filed the final prospectus for a registered offering.

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21 Jan 2026securities registration● Neutral

Phoenix Energy One, LLC filed the final prospectus for a registered offering.

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21 Nov 2025director interest notice● Neutral

Phoenix Energy One, LLC insider Allen Brandon K. sold 2,500 shares.

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13 Nov 2025securities registration● Neutral

Phoenix Energy One, LLC filed the final prospectus for a registered offering.

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13 Nov 2025director interest notice● Neutral

Scadden David Lawrence became a Phoenix Energy One, LLC Chief Operating Officer and company insider (initial ownership filing).

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12 Nov 2025quarterly activities report● Neutral

Phoenix Energy One, LLC reported quarterly revenue of $189.0 million and net income of $8.5 million for the period ended 2025-09-30.

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6 Nov 2025securities registration● Neutral

Phoenix Energy One, LLC filed the final prospectus for a registered offering.

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