TPL Earnings Date: Nov 4, 2026 (Estimated) — Texas Pacific Land Corporation
NYSE · Energy · Oil & Gas Exploration & Production
Updated
When is TPL's next earnings date?
Texas Pacific Land Corporation (TPL) is expected to report Q3 2026 earnings on Wednesday, November 4, 2026 at 4:00 PM ET (after market close); the date is an estimate and has not been confirmed by the company. The consensus estimate is EPS of $2.33 on revenue of $251.0M.
How did TPL do in its last earnings report?
In its most recent report on Aug 5, 2026 (Q2 2026), Texas Pacific Land Corporation posted EPS of $2.23 versus the $2.18 estimate, a beat of 0.9%. Revenue was $246.1M against a $249.5M estimate. The stock's 1-day post-earnings move was -6.9%.
How much does TPL stock move after earnings?
TPL beat EPS estimates in 4 of its last 7 reported quarters. Over the last 8 reports the stock moved an average of 7.2% (up or down) in the day after earnings.
About Texas Pacific Land Corporation
Texas Pacific Land Corporation (TPL) operates in two core business segments: land and resource management, and water services. Its Land and Resource Management division oversees a vast land portfolio, spanning nearly 880,000 acres. This segment also holds significant oil and gas royalty interests. These include perpetual non-participating royalty interests (NPRIs) covering approximately 85,000 acres (at a 1/128th rate) and about 371,000 acres (at a 1/16th rate). Furthermore, it possesses around 4,000 additional net royalty acres, primarily located in West Texas. The segment grants various easements and commercial leases for purposes such as oil, gas, and hydrocarbon infrastructure, power and utility lines, and subsurface wellbores. It also leases its land for facilities like processing, storage, and compression plants, as well as roads, and sells materials such as caliche. The Water Services and Operations division provides comprehensive water solutions to energy operators throughout the Permian Basin. Its services encompass water sourcing, the gathering and treatment of produced water, infrastructure development, disposal solutions, water tracking, analytics, and well testing. This segment also generates royalty income from water extracted from its own lands. Founded in 1888, Texas Pacific Land Corporation maintains its headquarters in Dallas, Texas.
Earnings History
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-08-05 | Q2 2026 | 2.18 | 2.23 | -0.89% | $246.1M | ✅ Beat | -6.87% | -10.24% | -3.87% |
| 2026-05-06 | Q1 2026 | 2.02 | 2.07 | +2.48% | $236.8M | ✅ Beat | -4.93% | -7.92% | -7.00% |
| 2026-02-18 | Q4 2025 | 1.77 | 1.79 | +1.13% | $211.6M | ✅ Beat | +10.40% | +15.79% | +20.97% |
| 2025-11-05 | Q3 2025 | 5.77 | 5.27 | -8.67% | $203.1M | ❌ Miss | +10.02% | +9.50% | +0.84% |
| 2025-08-06 | Q2 2025 | — | 5.05 | — | $187.5M | — | -8.75% | -7.18% | -6.30% |
| 2024-11-06 | Q3 2024 | 5.35 | 4.63 | -13.46% | $173.6M | ❌ Miss | +0.43% | +2.77% | +0.76% |
| 2024-08-07 | Q2 2024 | 5.36 | 4.98 | -7.09% | $172.3M | ❌ Miss | +7.09% | +5.99% | +3.44% |
| 2024-05-08 | Q1 2024 | 4.82 | 4.97 | +3.11% | $174.1M | ✅ Beat | +9.18% | +6.75% | +3.49% |
Showing last 8 quarters.
Revenue by segment & region
By segment
Q2 FY26 · $246.1M total
| Segment | Share | Revenue | YoY | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 |
|---|---|---|---|---|---|---|---|
| Oil And Gas Royalties | 59.2% | $145.6M | +53.2% | $186.8M | $111.2M | $95.0M | $108.7M |
| Water Sales | 16.1% | $39.7M | — | — | — | — | — |
| Produced Water Royalties | 15.1% | $37.1M | +20.6% | $53.4M | $27.7M | $30.7M | $32.3M |
| Easement and Sundry | 9.6% | $23.7M | -34.7% | $38.3M | $18.2M | $36.2M | $16.7M |
Source: company filings via FMP. YoY compares the same fiscal period a year earlier.