Unit Corporation — Cyborg Score 6/10

Solid
Onshore Oil and Gas Exploration & Production

Strategic Profile

Operations are principally located in the Mid-Continent region, including the Anadarko Basin. The company underwent a significant transition in 2025, selling its drilling division to refocus on upstream oil and gas production. In 2025, revenue was $102.28 million with earnings of $98.29 million, an increase of 108% compared to prior year.

Cyborg Score Rationale

Unit Corporation demonstrates solid fundamentals with strong 2025 earnings growth and improving cash generation following strategic asset sales. However, as a small-cap OTC-traded company with limited market capitalization, it faces scale and liquidity challenges typical of mid-sized independent producers in the energy sector.

Top Insights

  • (October 2025) Sold drilling division to Cactus Drilling for approximately $120 million, shifting focus to pure-play oil and gas production
  • (December 2025) Generated $98.29 million in net earnings, representing 108% year-over-year growth driven by operational efficiency
  • Currently maintains substantial quarterly dividend of $1.25 per share ($5 annualized), supported by strong cash generation
  • Small-cap operator (~516 employees, ~$285M market cap as of mid-2025) competing against larger independents in Mid-Continent and Anadarko Basin production

Named Competitors

  • Upstream Oil & Gas Production — Mid-sized independent E&P with diversified global portfolio
  • Crude Oil & Natural Gas Production — Leading Permian Basin producer (acquired by ExxonMobil in 2024)
  • Onshore Exploration & Production — Small-cap OTC E&P focused on Gulf Coast and Mid-Continent assets

Recent Developments

  • (March 2026) Filed FY2025 consolidated financial statements showing $102.28M revenue and significant earnings improvement
  • (October 2025) Divested Unit Drilling Company to Cactus Drilling for $120 million
  • (December 2025) Announced Q4 2025 quarterly dividend of $1.25 per share

Open the full interactive Unit Corporation report

Strategic research, analyst-debate audio, full Cyborg Score breakdown across 11 dimensions, and saved-company audio playlists.

Open report →