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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Derrick Whitfield | Texas Capital Securities | 22 questions · 0% challenging |
| Oliver Huang | Tudor, Pickering, Holt | 10 questions · 10% challenging |
| Tim Rezvan | KeyBanc Capital Markets | 8 questions · 13% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Texas Capital Securities | 1 analyst | 22 questions · 0% challenging |
| Tudor, Pickering, Holt | 1 analyst | 10 questions · 10% challenging |
| KeyBanc Capital Markets | 1 analyst | 8 questions · 13% challenging |
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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.
Cloud & AI | Demand | Innovation & R&D | Revenue Growth | Competitive Dynamics | M&A | Capex Investment | Regulation Policy | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 1 | 1 | 2 | 1 | 1 | 1 | 1 | |
| 2025Q1 | 1 | 1 | 2 | 1 | ||||
| 2025Q2 | 2 | 2 | 1 | 1 | 1 | 1 | ||
| 2025Q3 | 1 | 1 | 1 | 2 | 2 | 2 | 1 | |
| 2025Q4 | 5 | 2 | 4 | 2 | 1 | 1 | ||
| 2026Q1 | 4 | 2 | 1 | 1 | 1 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Cloud & AI | 1 | 2 | 1 | 5 | 4 | |
| Demand | 1 | 1 | 2 | 1 | 2 | 2 |
| Innovation & R&D | 2 | 1 | 1 | 4 | 1 | |
| Revenue Growth | 1 | 1 | 1 | 2 | 2 | 1 |
| Competitive Dynamics | 1 | 2 | 1 | 2 | 1 | 1 |
| M&A | 1 | 1 | 1 | 2 | ||
| Capex Investment | 1 | 2 | ||||
| Regulation Policy | 1 | 1 |
Calendar quarter Q1 2026Earnings call May 7, 2026
FY2026 Q1 in brief
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%.
Newest quarter is part of Pro ·
Sources. Tellvest earnings-call sentiment score for Texas Pacific Land Corporation (TPL), FY2026 Q1: 8/10. Scores: Texas Pacific Land Corporation’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: TPL daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
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| 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 Q1Selected | $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 |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
GAAP revenue YoY +20.8% → base 8. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
What TPL and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“We have several projects that we are working with BOLT on, but we also have several that are not BOLT-related.”
TPL is advancing several power/data-center development projects with partner BOLT on its Permian acreage.
“strong completion activity in the Delaware Basin by Occidental, BP, and Devon in Loving and northern Reeves counties, and in the Midland Basin by Exxon in Martin County.”
ExxonMobil drove strong completion activity on TPL's Midland Basin acreage in Martin County, a positive signal on Exxon's Permian development.
“strong completion activity in the Delaware Basin by Occidental, BP, and Devon in Loving and northern Reeves counties, and in the Midland Basin by Exxon in Martin County.”
Devon Energy contributed to strong completion activity on TPL's Delaware Basin acreage, a positive signal on Devon's Permian development pace.
“strong completion activity in the Delaware Basin by Occidental, BP, and Devon in Loving and northern Reeves counties, and in the Midland Basin by Exxon in Martin County.”
BP was among the operators driving strong completion activity on TPL's Delaware Basin acreage, a positive signal on BP's Permian development.
“strong completion activity in the Delaware Basin by Occidental, BP, and Devon in Loving and northern Reeves counties, and in the Midland Basin by Exxon in Martin County.”
Occidental drove strong completion activity on TPL's Delaware Basin royalty acreage, a positive signal on Occidental's Permian development pace.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
TPL Texas Pacific Land Corporation | 8 | +20.8% | |
| APA APA Corporation | 5 | -11.7% | |
| COP ConocoPhillips | 6 | -2.5% | |
| CTRA Coterra | · | n/a | |
| DVN Devon Energy | 5 | -13.0% | |
| EOG EOG Resources | 9 | +15.7% | |
| EQT EQT Corporation | 9 | +39.7% | |
| EXE Expand Energy | 7 | +100.2% | |
| FANG Diamondback Energy | 6 | +5.2% | |
| OXY Occidental Petroleum | 6 | -23.1% |