TPL
Texas Pacific Land·NYSE
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TPL fundamentals
Texas Pacific Land (TPL) released its earnings on Feb 18, 2026: revenue was 211.58M (YoY +13.88%), beat estimates; EPS was 1.79 (YoY +4.48%), missed estimates.
Revenue / YoY
211.58M
+13.88%
EPS / YoY
1.79
+4.48%
Report date
Feb 18, 2026
TPL Earnings Call Summary for Q4,2025
- Revenue Records and Growth: Q4 2025 set records for oil (+23% YoY), water sales (1M+ barrels/day), and produced water royalties (+22% YoY). Full-year 2025 achieved 17% CAGR in oil production.
- Strategic Investments: $20M allocated to desalination-waste heat co-location. Partnership with Bolt Energy targets 10-gigawatt data centers with potential $125M+ water revenue per gigawatt.
- Financial Resilience: $498M free cash flow, $500M undrawn credit facility, and no debt. Dividend increased 12.5% to $0.60/share.
- Operational Efficiency: 84% EBITDA margin, 29% royalty production growth offset by 15% oil price decline. Permian DUC drawdown supports production despite rig count down 26% YoY.
EPS
Actual | 0.8222 | 0.3956 | 0.6633 | 0.6411 | 0.7167 | 0.8178 | 1.2022 | 1.1344 | 1.4044 | 1.7078 | 1.8689 | 1.4378 | 1.2489 | 1.45 | 1.5267 | 1.6367 | 1.6567 | 1.66 | 1.5433 | 1.7133 | 1.7467 | 1.6833 | 1.7567 | 1.79 | |||||
Forecast | 0.7989 | 0.6933 | 0.3989 | 0.5042 | 0.6413 | 0.8188 | 1.0141 | 1.2374 | 1.5347 | 1.6993 | 1.7201 | 1.6348 | 1.4669 | 1.2338 | 1.6135 | 1.4421 | 1.5268 | 1.787 | 1.784 | 1.6117 | 1.7567 | 1.8267 | 1.9241 | 1.7923 | |||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +2.92% | -42.94% | +66.28% | +27.15% | +11.76% | -0.12% | +18.55% | -8.32% | -8.49% | +0.50% | +8.65% | -12.05% | -14.86% | +17.52% | -5.38% | +13.49% | +8.51% | -7.11% | -13.49% | +6.30% | -0.57% | -7.85% | -8.70% | -0.13% |
Revenue
Actual | -- | -- | -- | -- | -- | 96.59M | 54.57M | 74.38M | 74.30M | 84.16M | 95.93M | 123.69M | 147.18M | 147.34M | 176.27M | 191.11M | 152.71M | 146.36M | 160.61M | 157.97M | 166.66M | 174.14M | 172.33M | 173.56M | 185.78M | 195.98M | 187.54M | 203.09M | 211.58M |
Forecast | -- | -- | -- | -- | -- | 93.00M | 83.00M | 55.00M | 64.65M | 75.22M | 94.22M | 109.92M | 129.23M | 156.25M | 174.79M | 175.67M | 171.71M | 154.53M | 143.24M | 173.84M | 152.20M | 158.21M | 182.34M | 180.75M | 185.00M | 211.00M | 198.00M | 175.00M | 207.50M |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +3.86% | -34.26% | +35.24% | +14.94% | +11.88% | +1.82% | +12.53% | +13.88% | -5.71% | +0.85% | +8.79% | -11.07% | -5.29% | +12.12% | -9.13% | +9.50% | +10.07% | -5.49% | -3.98% | +0.42% | -7.12% | -5.28% | +16.05% | +1.97% |
Earnings Call
You can ask Aime
What does Texas Pacific Land do and what are its main business segments?What guidance did Texas Pacific Land's management provide for the next earnings period?What factors drove the changes in Texas Pacific Land's revenue and profit?What is the market's earnings forecast for Texas Pacific Land next quarter?What is Texas Pacific Land's gross profit margin?Did Texas Pacific Land beat or miss consensus estimates last quarter?What is the revenue and EPS growth rate for Texas Pacific Land year over year?What were the key takeaways from Texas Pacific Land’s earnings call?
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