Presidio Production Co-A 2026年季度报告

(MARK ONE)☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarter ended June 30, 2026 ☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________ Commission file number: 001-43179 PRESIDIO PRODUCTION COMPANY(Exact Name of Registrant as Specified in Its Charter) (800) 461-1604(Issuer’s telephone number) Securities registered pursuant to Section 12(b) of the Act: Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the SecuritiesExchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports),and (2) has been subject to such filing requirements for the past 90 days. Yes☒No☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submittedpursuant to Rule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that theregistrant was required to submit such files). Yes☒No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smallerreporting company, or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smallerreporting company,” and “emerging growth company” in Rule 12b-2 of the Exchange Act. Accelerated filer☐Smaller reporting company☒Emerging growth company☒ Large accelerated filer☐Non-accelerated filer☒ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period forcomplying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act). Yes☐No☒ As of August 5, 2026, 29,652,058 shares of Class A common stock, $0.0001 par value per share, and 1,673,757 shares of Class Bcommon stock, $0.0001 par value per share, were issued and outstanding. PRESIDIO PRODUCTION COMPANYFORM 10-Q FOR THE QUARTER ENDED JUNE 30, 2026 TABLE OF CONTENTS PageCautionary Statement Regarding Forward-Looking StatementsiiGlossary of Oil and Natural Gas TermsivPart I - Financial Information1Item 1.Financial Statements1Condensed Consolidated Balance Sheets (Unaudited)1Condensed Consolidated Statements of Operations (Unaudited)2Condensed Consolidated Statements of Redeemable Preferred Stock and Stockholders’/Members’ Equity(Deficit) (Unaudited)3Condensed Consolidated Statements of Cash Flows (Unaudited)4Notes to Unaudited Condensed Consolidated Financial Statements5Item 2.Management’s Discussion and Analysis of Financial Condition and Results of Operations39Item 3.Quantitative and Qualitative Disclosures About Market Risk50Item 4.Controls and Procedures52Part II - Other Information53Item 1.Legal Proceedings53Item 1A.Risk Factors53Item 2.Unregistered Sales of Equity Securities and Use of Proceeds53Item 3.Defaults Upon Senior Securities53Item 4.Mine Safety Disclosures53Item 5.Other Information53Item 6.Exhibits54Signatures55i CAUTIONARY STATEMENT REGARDING FORWARD-LOOKING STATEMENTS Some of the information in this Quarterly Report on Form 10-Q (this “Quarterly Report”) may contain “forward-lookingstatements.” All statements, other than statements of historical fact included in this Quarterly Report regarding our strategy, futureoperations, financial position, estimated revenues and losses, projected costs, our ability to make share repurchases, prospects, plansand objectives of management are forward-looking statements. When used in this Quarterly Report, words such as “may,” “assume,”“forecast,” “could,” “should,” “will,” “plan,” “believe,” “anticipate,” “intend,” “estimate,” “expect,” “project,” “budget” and similarexpressions are used to identify forward-looking statements, although not all forward-looking statements contain such identifyingwords. These forward-looking statements are based on management’s current belief, based on currently available information, as to theoutcome and timing of future events at the time such statement was made. When considering forward-looking statements, you shouldkeep in mind the risk factors and other cautionary statements indicated in our proxy statement/prospectus contained in our RegistrationStatement on Form S-4 (File No. 333-290090), originally filed by the Company with the Securities and Exchange Commission(“SEC”) on September 8, 2025, as subsequently amended and declared effective by the SEC on January 30, 2026 (the “ProxyStatement/Prospectus”), and in this Quarterly Report. There are a number of important factors that could cause our actual results todiffer materially from the results contemplated by such forward-looking statements, which include, but are not limit