TPL Earnings

TPL reported its earnings on 2026-02-18, showcasing a revenue of 211.58M against an estimate of 204.00M, resulting in a 3.72% surprise. The EPS was 1.79, surpassing the expected 1.73 by 3.47%. The stock experienced a 10.4% price change on the earnings day and a 20.7% change over the next five days, reflecting market reactions to the results.

Following TPL's earnings announcement on 2026-02-18, the stock price moved by 10.4% on the day of the release. Over the subsequent five days, it saw a 20.7% change. Historically, TPL's stock price tends to shift by an average of -2.15% in the 10 days leading up to earnings and 4.21% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate TPL's annual revenue to reach 227.00M, while the EPS is projected at 5.90. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between TPL's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, TPL's stock price typically moves by -2.15% in the 10 days before its earnings and 4.21% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 5.90 and revenue of 227.00M.

The earnings call summary and Q&A session reveal strong financial performance with record revenue, net income, and free cash flow, despite lower oil prices. Positive developments include growth in water sales and produced water royalty volumes. The Q&A highlights promising opportunities in data centers and rare earth exploration, though some details remain confidential. The strategic plan's stock split and secured credit facility further enhance prospects. Overall, the financial strength, strategic initiatives, and market opportunities suggest a positive stock price movement over the next two weeks.