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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Texas Pacific Land Corporation (TPL) is 8/10.
Texas Pacific Land delivered record quarterly revenue, net income, and free cash flow in Q1, with revenue up 21% year-over-year and royalty production averaging approximately 37,001 barrels of oil equivalent per day, up 19%. Elevated oil prices and the company's unhedged commodity position maximized the revenue impact of strong well inventory and operator activity momentum. Data center and power generation opportunities continued advancing while the desalination facility progressed.
Scored from Texas Pacific Land Corporation’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $186M | +11.5% | $1.71 | +4.7% | 76.7% | 63.7% | $113M |
| FY2025 Q1 | $196M | +12.5% | $1.75 | +5.4% | 76.6% | 61.6% | $148M |
| FY2025 Q2 | $188M | +8.8% | $1.68 | +1.4% | 76.6% | 61.9% | $118M |
| FY2025 Q3 | $203M | +17.0% | $1.76 | +14.0% | 73.4% | 59.7% | $136M |
| FY2025 Q4 | $212M | +13.9% | $1.78 | +3.9% | 70.5% | 58.3% | $85M |
| FY2026 Q1 | $237M | +20.8% | $2.07 | +18.5% | 77.0% | 60.3% | $155M |
| FY2026 Q2 | $246M | +31.2% | $2.23 | +32.5% | 78.0% | 62.6% | $306M |
All prior quarters are free.
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