SM ENERGY CO (SM) Spending and interest coverage
- R&D / revenue · 12 months: Value (m); Formula and calculation Research and development expense / revenue. Period ending 2026-06-30..
- Stock-based compensation / revenue · 12 months: Value 0.95%; Formula and calculation Share-based compensation / revenue. Period ending 2026-06-30..
- Interest coverage · 12 months: Value 5.25×; Formula and calculation Operating income ÷ reported interest expense..
Spending and interest coverage
Overview →Financial period ending 2026-06-30; current quote (m). Amounts retain their stated periods and units.
| Metric | Value | Formula and calculation |
|---|---|---|
| R&D / revenue · 12 months | (m) | Research and development expense / revenue. Period ending 2026-06-30. Calculation unavailable: missing inputs remain (m). |
| Stock-based compensation / revenue · 12 months | 0.95% | Share-based compensation / revenue. Period ending 2026-06-30. $52.00M ÷ $5.50B × 100 ≈ 0.95% |
| Interest coverage · 12 months | 5.25× | Operating income ÷ reported interest expense. $1.63B ÷ $310.00M ≈ 5.25× |
Calculation inputs
| Input | Amount with unit | Raw financial data |
|---|---|---|
| Research and development spending | (m) | |
| Revenue | 5.50B USD | |
| Stock-based compensation | 52.00M USD | Share-based Payment Arrangement, Noncash Expense |
| Operating income | 1.63B USD | Operating Income (Loss) |
| Interest expense · reported / estimated | 310.00M USD | Interest Expense · Estimated expense assumptions |
Latest interest expense basis: Reported. Estimated values carry *; expand each history row’s basis for its dated balances and rate assumptions.
Calculated history
Changes compare with the next older row (previous quarter), unless explicitly labeled otherwise. Rolling 12-month growth compares two successive quarter-end rolling totals; it is not year-over-year growth.
| Period ending | Research and development spending (USD) | Revenue (USD) | Stock-based compensation (USD) | Operating income (USD) | Interest expense · reported / estimated (USD) | R&D / revenue | SBC / revenue | Interest coverage | Interest expense basis |
|---|---|---|---|---|---|---|---|---|---|
| 2026-06-30 | (m) | $5.50B | $52.00M | $1.63B | $310.00M | (m) | 0.95% | 5.25× | Reported |
| 2026-03-31 | (m) | $3.79B | $47.00M | $426.00M | $242.00M | (m) | 1.24% | 1.76× | Reported |
| 2025-12-31 | (m) | $3.15B | $29.00M | $1.00B | $173.00M | (m) | 0.92% | 5.78× | Reported |
| 2025-09-30 | (m) | $3.30B | $28.59M | $1.10B | $176.17M | (m) | 0.87% | 6.27× | Reported |
| 2025-06-30 | (m) | $3.13B | $27.05M | $1.19B | $183.91M | (m) | 0.86% | 6.47× | Reported |
| 2025-03-31 | (m) | $2.97B | $27.09M | $1.17B | $163.16M | (m) | 0.91% | 7.19× | Reported |
| 2024-12-31 | (m) | $2.69B | $25.02M | $1.08B | $140.66M | (m) | 0.93% | 7.65× | Reported |
| 2024-09-30 | (m) | $2.45B | $23.12M | $1.10B | $118.28M | (m) | 0.95% | 9.29× | Reported |
| 2024-06-30 | (m) | $2.44B | $22.57M | $963.28M | $90.70M | (m) | 0.92% | 10.62× | Reported |
| 2024-03-31 | (m) | $2.36B | $20.95M | $893.25M | $91.04M | (m) | 0.89% | 9.81× | Reported |
| 2023-12-31 | (m) | $2.37B | $20.25M | $986.91M | $91.63M | (m) | 0.85% | 10.77× | Reported |
| 2023-09-30 | (m) | $2.44B | $19.43M | $1.02B | $90.35M | (m) | 0.80% | 11.29× | Reported |
| 2023-06-30 | (m) | $2.63B | $18.50M | $1.45B | $90.07M | (m) | 0.70% | 16.06× | Reported |
| 2023-03-31 | (m) | $3.07B | $18.82M | $1.75B | $103.42M | (m) | 0.61% | 16.92× | Reported |
| 2022-12-31 | (m) | $3.36B | $18.77M | $1.58B | $120.35M | (m) | 0.56% | 13.12× | Reported |
| 2022-09-30 | (m) | $3.54B | $18.49M | $1.71B | $137.79M | (m) | 0.52% | 12.42× | Reported |
| 2022-06-30 | (m) | $3.47B | $17.88M | $1.22B | $155.83M | (m) | 0.52% | 7.80× | Reported |
| 2022-03-31 | (m) | $3.04B | $17.36M | $521.78M | $159.87M | (m) | 0.57% | 3.26× | Reported |
| 2021-12-31 | (m) | $2.62B | $18.82M | $209.12M | $160.35M | (m) | 0.72% | 1.30× | Reported |
| 2021-09-30 | (m) | $2.09B | $13.75M | $-437.33M | $160.78M | (m) | 0.66% | -2.72× | Reported |
| 2021-06-30 | (m) | $1.61B | $13.42M | $-666.72M | $161.43M | (m) | 0.83% | -4.13× | Reported |
| 2021-03-31 | (m) | $1.21B | $15.18M | $-798.78M | $162.25M | (m) | 1.25% | -4.92× | Reported |
| 2020-12-31 | (m) | $1.13B | $15.00M | $-1.07B | $163.89M | (m) | 1.33% | -6.52× | Reported |
| 2020-09-30 | (m) | $1.26B | $21.00M | $-985.21M | $164.30M | (m) | 1.67% | -6.00× | Reported |
| 2020-06-30 | (m) | $1.37B | $23.60M | $-782.60M | $163.36M | (m) | 1.73% | -4.79× | Reported |
| 2020-03-31 | (m) | $1.60B | $24.04M | $-365.75M | $162.63M | (m) | 1.50% | -2.25× | Reported |
| 2019-12-31 | (m) | $1.59B | $24.32M | $-69.97M | $159.10M | (m) | 1.53% | -0.44× | Reported |
| 2019-09-30 | (m) | $1.53B | $24.99M | $448.10M | $156.25M | (m) | 1.63% | 2.87× | Reported |
| 2019-06-30 | (m) | $1.60B | $25.22M | $239.98M | $153.77M | (m) | 1.57% | 1.56× | Reported |
| 2019-03-31 | (m) | $1.64B | $24.33M | $191.96M | $155.80M | (m) | 1.49% | 1.23× | Reported |
| 2018-12-31 | (m) | $2.07B | $23.91M | $836.34M | $160.91M | (m) | 1.16% | 5.20× | Reported |
| 2018-09-30 | (m) | $2.01B | $24.22M | $304.40M | $166.47M | (m) | 1.20% | 1.83× | Reported |
| 2018-06-30 | (m) | $1.85B | $23.56M | $327.89M | $172.45M | (m) | 1.27% | 1.90× | Reported |
| 2018-03-31 | (m) | $1.53B | $22.66M | $124.42M | $175.39M | (m) | 1.48% | 0.71× | Reported |
| 2017-12-31 | (m) | $1.13B | $22.70M | $-168.49M | $179.26M | (m) | 2.01% | -0.94× | Reported |
| 2017-09-30 | (m) | $1.17B | (m) | $-352.02M | $182.00M | (m) | (m) | -1.93× | Reported |
| 2017-06-30 | (m) | $1.23B | (m) | $-284.09M | $185.11M | (m) | (m) | -1.53× | Reported |
| 2017-03-31 | (m) | $1.45B | (m) | $-367.00M | $174.55M | (m) | (m) | -2.10× | Reported |
| 2016-12-31 | (m) | $1.22B | (m) | $-1.06B | $158.69M | (m) | (m) | -6.68× | Reported |
| 2016-09-30 | (m) | $1.14B | (m) | $-1.28B | $143.90M | (m) | (m) | -8.90× | Reported |
| 2016-06-30 | (m) | $1.16B | (m) | $-1.23B | $129.85M | (m) | (m) | -9.48× | Reported |
| 2016-03-31 | (m) | $1.33B | (m) | $-1.05B | $126.59M | (m) | (m) | -8.30× | Reported |
| 2015-12-31 | (m) | $1.56B | $27.47M | $-578.78M | $128.15M | (m) | 1.76% | -4.52× | Reported |
| 2015-09-30 | (m) | $1.85B | (m) | $485.27M | $124.29M | (m) | (m) | 3.90× | Reported |
| 2015-06-30 | (m) | $2.10B | (m) | $810.15M | $113.75M | (m) | (m) | 7.12× | Reported |
| 2015-03-31 | (m) | $2.26B | (m) | $982.75M | $107.01M | (m) | (m) | 9.18× | Reported |
| 2014-12-31 | (m) | $2.52B | $32.69M | $1.17B | $98.55M | (m) | 1.30% | 11.83× | Reported |
| 2014-09-30 | (m) | $2.56B | (m) | $647.62M | $95.39M | (m) | (m) | 6.79× | Reported |
| 2014-06-30 | (m) | $2.56B | (m) | $428.12M | $97.26M | (m) | (m) | 4.40× | Reported |
| 2014-03-31 | (m) | $2.44B | (m) | $450.69M | $94.80M | (m) | (m) | 4.75× | Reported |
| 2013-12-31 | (m) | $2.29B | (m) | $368.25M | $89.71M | (m) | (m) | 4.10× | Reported |
| 2013-09-30 | (m) | $2.10B | (m) | $242.17M | $83.54M | (m) | (m) | 2.90× | Reported |
| 2013-06-30 | (m) | $1.87B | (m) | $61.85M | $77.41M | (m) | (m) | 0.80× | Reported |
| 2013-03-31 | (m) | $1.61B | (m) | $-30.04M | $68.54M | (m) | (m) | -0.44× | Reported |
| 2012-12-31 | (m) | $1.51B | (m) | $-20.02M | $63.72M | (m) | (m) | -0.31× | Reported |
| 2012-09-30 | (m) | $1.44B | (m) | $-114.36M | $57.56M | (m) | (m) | -1.99× | Reported |
| 2012-06-30 | (m) | $1.59B | (m) | $301.26M | $48.58M | (m) | (m) | 6.20× | Reported |
| 2012-03-31 | (m) | $1.67B | (m) | $460.58M | $50.41M | (m) | (m) | 9.14× | Reported |
| 2011-12-31 | (m) | $1.60B | (m) | $384.38M | $45.85M | (m) | (m) | 8.38× | Reported |
| 2011-09-30 | (m) | $1.52B | (m) | $627.70M | $38.36M | (m) | (m) | 16.36× | Reported |
| 2011-06-30 | (m) | $1.21B | (m) | $285.97M | $35.33M | (m) | (m) | 8.09× | Reported |
| 2011-03-31 | (m) | $1.05B | (m) | $111.05M | $27.12M | (m) | (m) | 4.09× | Reported |
| 2010-12-31 | (m) | $1.09B | (m) | $338.77M | $24.20M | (m) | (m) | 14.00× | Reported |
| 2010-09-30 | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2010-06-30 | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2010-03-31 | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2009-12-31 | (m) | $832.20M | (m) | $-130.84M | $28.86M | (m) | (m) | -4.53× | Reported |
| 2009-09-30 | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2009-06-30 | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2008-12-31 | (m) | $1.30B | (m) | $171.20M | $26.95M | (m) | (m) | 6.35× | Reported |
(m) means missing inputs. Historical market-based ratios use the saved close on or immediately before period ending and that period’s reported shares; current quotes are not substituted. Five-year projections repeat historical CAGR, not analyst forecasts.
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