Texas Pacific Land Corporation

TPL · NYSE · USD

Historical Earnings

Quarter	Reported	EPS est	EPS act	Surprise	Rev est	Rev act	Surprise	Reaction
Q2 2026	Aug 5, 2026	2.18	2.23	+2.3%	$249.5M	$246.1M	−1.4%	−6.87%
Q1 2026	May 6, 2026	2.02	2.07	+2.5%	$233.0M	$236.8M	+1.6%	−4.92%
Q4 2025	Feb 18, 2026	1.79	1.79	+0.0%	$207.5M	$211.6M	+2.0%	+10.40%
Q3 2025	Nov 5, 2025	1.92	1.76	−8.3%	$175.0M	$203.1M	+16.0%	+10.02%
Q2 2025	Aug 6, 2025	1.83	1.68	−8.2%	$198.0M	$187.5M	−5.3%	−8.75%
Q1 2025	May 7, 2025	1.76	1.75	−0.6%	$211.0M	$196.0M	−7.1%	−4.16%
Q4 2024	Feb 19, 2025	1.61	1.71	+6.2%	$185.0M	$185.8M	+0.4%	+1.86%
Q3 2024	Nov 6, 2024	1.78	1.54	−13.5%	$180.8M	$173.6M	−4.0%	+0.43%

Detailed View

Q3 2026Nov 4, 2026Q2 2026Aug 5, 2026−6.87%Q1 2026May 6, 2026−4.92%Q4 2025Feb 18, 2026+10.40%Q3 2025Nov 5, 2025+10.02%Q2 2025Aug 6, 2025−8.75%Q1 2025May 7, 2025−4.16%Q4 2024Feb 19, 2025+1.86%Q3 2024Nov 6, 2024+0.43%Q2 2024Aug 7, 2024Q1 2024May 8, 2024Q4 2023Feb 21, 2024

2026 Q2 Metrics

Metric	Estimate	Actual	Surprise	Y/Y
Revenue	$249.5M	$246.1M	Miss −1.38%	+31.2%
EPS	2.18	2.23	Beat +2.29%	+32.7%
Diluted EPS (GAAP)	—	2.23	—	+32.7%

Documents

Earnings call transcript — Q2 2026
Transcript · Aug 6, 2026 · 27 speaker turns

Analyst consensus

Buy5 analysts

Bearish · 1 · Hold · 1 · Bullish · 3

Earnings history

	EPS	Estimate
Q3 2024	$1.54	$1.78	Miss
Q4 2024	$1.71	$1.61	Beat
Q1 2025	$1.75	$1.76	Miss
Q2 2025	$1.68	$1.83	Miss
Q3 2025	$1.76	$1.92	Miss
Q4 2025	$1.79	$1.79	Match
Q1 2026	$2.07	$2.02	Beat
Q2 2026	$2.23	$2.18	Beat

Peers

Company overview

IPO dateMar 17, 1980

CEOTyler Glover

Employees114

SectorEnergy

IndustryOil & Gas Exploration & Production

CountryUS

ExchangeNew York Stock Exchange

Websitewww.texaspacific.com

Texas Pacific Land Corporation (TPL) operates in two core business segments: land and resource management, and water services. Its Land and Resource Management division oversees a vast land portfolio, spanning nearly 880,000 acres. This segment also holds significant oil and gas royalty interests. These include perpetual non-participating royalty interests (NPRIs) covering approximately 85,000 acres (at a 1/128th rate) and about 371,000 acres (at a 1/16th rate). Furthermore, it possesses around 4,000 additional net royalty acres, primarily located in West Texas. The segment grants various easements and commercial leases for purposes such as oil, gas, and hydrocarbon infrastructure, power and utility lines, and subsurface wellbores. It also leases its land for facilities like processing, storage, and compression plants, as well as roads, and sells materials such as caliche. The Water Services and Operations division provides comprehensive water solutions to energy operators throughout the Permian Basin. Its services encompass water sourcing, the gathering and treatment of produced water, infrastructure development, disposal solutions, water tracking, analytics, and well testing. This segment also generates royalty income from water extracted from its own lands. Founded in 1888, Texas Pacific Land Corporation maintains its headquarters in Dallas, Texas.

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