Earning Analysis
Welcome to our in-depth analysis of Texas Pacific Land Corp(TPL) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of Texas Pacific Land Corp earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.
Earnings Forecast
Revenue
EPS
Currency: USD
Actual
Estimate
Surprise Analysis
| FY2025Q3 | 2025-11-05 | After Hours | 5.77 | 5.27 | -8.67 | 195.00M | 203.09M | +4.15 | +10.02 | +7.63 |
| - | 2025-08-06 | After Hours | - | 5.05 | - | 196.00M | 187.54M | -4.31 | -8.75 | -9.87 |
| - | 2025-05-07 | After Hours | - | 5.24 | - | - | 195.98M | - | -4.16 | +2.62 |
| - | 2025-02-19 | After Hours | - | 5.14 | - | - | 185.78M | - | +1.86 | -3.80 |
| FY2024Q2 | 2024-08-07 | After Hours | 5.36 | - | - | 182.35M | 172.30M | -5.51 | +7.09 | +5.99 |
| FY2024Q1 | 2024-05-08 | - | 4.58 | 4.97 | +8.52 | 158.21M | 174.14M | +10.07 | -1.09 | +6.66 |
| FY2023Q4 | 2024-02-21 | - | 12.46 | 14.73 | +18.22 | 152.20M | 166.66M | +9.50 | +2.11 | +6.45 |
| FY2023Q3 | 2023-11-01 | - | 14.52 | 13.74 | -5.37 | 173.84M | 157.97M | -9.13 | -0.17 | -8.08 |
| FY2023Q2 | 2023-08-02 | - | 11.11 | 13.05 | +17.46 | 143.24M | 160.61M | +12.12 | -1.36 | +18.83 |
| - | 2023-05-03 | - | 13.21 | 11.24 | -14.91 | - | - | - | -0.20 | -2.95 |
TPL Earnings Analysis
Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, Texas Pacific Land Corp reported performance for FY2025Q3, announced on 2025-11-05. The company achieved an EPS of 5.27, compared to analyst estimates of 5.77 by -8.67% . Revenue for the quarter reached 203.09M compared to expectations of 195.00M by 4.15% .
The stock price reacted with a 10.02% one-day change and a 7.63% five-day change following the earnings release. These movements reflect market reaction in Texas Pacific Land Corp growth trajectory and strategic initiatives.
TPL Earnings Forecast
Looking ahead, Texas Pacific Land Corp(TPL) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2025/Q4 project quarter revenue of 199.00M and an EPS of 5.56.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2025 have been No Change by 0%, while EPS estimates have been Revise Downward by -3.03%. For the upcoming Q4 2025, revenue estimates have been adjusted No Change by 0% . These revisions correlate with a 3.44% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in Texas Pacific Land Corp long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.
Estimate Revision
The chart shows the correlation between TPL's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2025
No Change
0.00%
In Past 3 Month
EPS Estimates for FY2025
Revise Downward
-3.03%
In Past 3 Month
Revenue Estimates for Q4 2025
No Change
0.00%
In Past 3 Month
Stock Price
Go Up
+3.44%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2025
Currency: USD
1Y
3Y
5Y
--
Revenue Estimate-Annual FY 2025:694.88M
--
EPS Estimate-Annual FY 2025:21.12
—
Stock Price919.75
TPL Revenue and EPS Performance: A Historical Perspective
Texas Pacific Land Corp revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
FY2025Q3 (2025-11-05,After Hours):
EPS: 5.27 (Actual) vs.5.77 (Estimate) (-8.67%)
Revenue: 203.09M (Actual) vs. 195.00M (Estimate) (4.15%)
Price Reaction: 10.02%(1-Day), 7.63%(5-Day)
(2025-08-06,After Hours):
EPS: 5.05 (Actual) vs. (Estimate) (%)
Revenue: 187.54M (Actual) vs. 196.00M (Estimate) (-4.31%)
Price Reaction: -8.75%(1-Day), -9.87%(5-Day)
(2025-05-07,After Hours):
EPS: 5.24 (Actual) vs. (Estimate) (%)
Revenue: 195.98M (Actual) vs. 0.00 (Estimate) (%)
Price Reaction: -4.16%(1-Day), 2.62%(5-Day)
Earnings Reaction
The chart below shows how TPL performed 10 days before and after its earnings report, based on data from the past quarters. Typically, TPL sees a +1.24% change in stock price 10 days leading up to the earnings, and a +1.54% change 10 days following the report. On the earnings day itself, the stock moves by -0.08%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in SEP/2025, the stock changed 10.02% on the day following the earnings release and then changed by -1.45% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.
Transcript Summary
Texas Pacific Land Corp (TPL) Q3 2025 Earnings Call Summary
Positive
2025-11-06
The earnings call highlights record financial performance with strong growth in oil and water revenues. The strategic focus on technological advancements and the desalination facility indicates future growth potential. The 3-for-1 stock split is a positive shareholder return move. While some competitive pressures and environmental challenges exist, the company is well-positioned in the market. The Q&A section reveals optimism about future opportunities, although some details remain unclear. Overall, the financial strength and strategic initiatives suggest a positive stock price movement.
Texas Pacific Land Corp (TPL) Q2 2025 Earnings Call Summary
Neutral
2025-08-07
The earnings call shows a mixed outlook. While there are positive elements like record high revenues in SLEM and produced water royalties, and strong royalty production, there are also significant challenges. These include regulatory and environmental risks, tariff uncertainty, and macroeconomic factors impacting oil prices. The Q&A section did not provide decisive positive or negative insights, and no specific dividend or buyback plans were announced. Hence, the overall sentiment remains neutral, with no strong catalysts for a significant stock price movement.
Texas Pacific Land Corp (TPL) Q1 2025 Earnings Call Summary
Positive
2025-05-08
The earnings call indicates strong financial performance with a 25% increase in royalty production and an 11% increase in free cash flow. The company maintains a robust net cash position and strategic flexibility with a potential ramp-up in share buybacks. Despite risks like commodity price volatility, the optimistic outlook on produced water growth and high well inventory are positive indicators. The Q&A session revealed positive analyst sentiment, reinforcing the positive outlook. However, the absence of specific growth data and potential regulatory complexities introduce some caution.
Texas Pacific Land Corporation (TPL) Q3 2024 Earnings Call Summary
Positive
2024-11-07
The earnings report shows strong financial performance with increased revenues, EBITDA, and EPS, alongside a significant dividend increase. The acquisition strategy appears promising with expected double-digit cash flow yields. However, risks related to commodity price volatility and regulatory issues are noted. The Q&A highlighted growth opportunities in AI and renewables, but some responses lacked clarity. Overall, the positive financial metrics and strategic moves outweigh the concerns, suggesting a likely stock price increase in the next two weeks.
Texas Pacific Land Corporation (TPL) Q2 2024 Earnings Call Summary
Positive
2024-08-08
The earnings call summary highlights strong financial performance with a 14% EPS growth and high EBITDA margin, alongside a significant special dividend and share repurchase program. While risks such as commodity price volatility and regulatory challenges exist, the company's strategic initiatives in desalination and royalty production, coupled with encouraging Q&A insights on water sales and activity outlook, suggest positive sentiment. The absence of market cap data limits precise impact prediction, but overall indicators point towards a positive stock price movement.
People Also Watch
FAQ
What were the key highlights of TPL’s latest earnings report for FY2025Q3?
How did TPL’s stock price react after the FY2025Q3 earnings release?
What are the revenue and EPS estimates for TPL for 2025/Q4?
How does TPL’s stock price correlate with earnings forecast revisions?
What should investors expect from TPL’s next earnings report?