Texas Pacific Land Corporation is engaged in land and resource management, and water operations and services businesses. The company is headquartered in Dallas, Texas.
| Revenue (TTM) | $967.85M |
| Gross Profit (TTM) | $910.65M |
| EBITDA | $808.47M |
| Operating Margin | 76.20% |
| Return on Equity | 37.10% |
| Return on Assets | 26.10% |
| Revenue/Share (TTM) | $14.04 |
| Book Value | $21.16 |
| Price-to-Book | 11.86 |
| Price-to-Sales (TTM) | 19.40 |
| EV/Revenue | 20.13 |
| EV/EBITDA | 23.81 |
| Quarterly Earnings Growth (YoY) | 37.60% |
| Quarterly Revenue Growth (YoY) | 34.60% |
| Shares Outstanding | $68.97M |
| Float | $58.87M |
| % Insiders | 0.40% |
| % Institutions | 75.21% |
Volatility is currently expanding
Texas Pacific Land eyes Permian growth and data center expansion as record royalty production, stronger gas prices and water projects support its outlook.
Record royalty production and rising water disposal demand may boost TPL's Q3 results, but weaker water sales could offset some gains.
TPL's $42.5 million land sale, long-term payments and exclusive water rights offer fresh revenue potential as the company explores opportunities beyond oilfields.
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Texas Pacific Land (TPL) is upgraded from Hold to Buy, reflecting a compelling intersection of oil, AI infrastructure, and hard asset narratives. TPL posted record Q2 2026 results: $246.1M revenue, $153.9M net income, 88% EBITDA margin, and nearly 50% higher net income per quarter versus 2023. Despite a 35% pullback from its 52-week high, TPL's per-acre valuation is now attractive relative to LandBridge, even after adjusting for royalty assumptions.
LandBridge and Texas Pacific Land comprise 31% of my portfolio, capturing the AI buildout and U.S. oil/water megatrends. Both LB and TPL own vast West Texas acreage, positioning them to benefit from data center expansion and critical water infrastructure bottlenecks. TPL and LB are progressing on multi-gigawatt data center deals, with behind-the-meter solutions and growing water royalties driving future upside.
Grand Cayman, Cayman Islands--(Newsfile Corp. - August 24, 2026) - Tethys Petroleum Limited (TSXV: TPL) ("Tethys" or the "Company") today announced that it has filed its interim results for the three months ended June 30, 2026 with the Canadian securities regulatory authorities comprising its Unaudited Financial Statements together with Management's Discussion and Analysis and other required forms. Copies of the filed documents may be obtained via SEDAR+ at www.sedarplus.ca or on Tethys' website at www.tethys-group.com.
Texas Pacific Land Corporation delivered record Q2 2026 revenue, net income, and free cash flow, driven by robust oil, gas, and water royalties. A recent Texas moratorium on new data center grid connections threatens up to 20% of the U.S. pipeline, impacting land and infrastructure demand. The Company's strategic positioning in the Midland region and its water royalty and desalination operations provide diversified exposure to energy and data center trends.
Texas Pacific Land Corporation delivered a record quarter, but results were driven by a transitory oil price spike rather than sustainable volume growth. TPL maintains industry-leading margins, free cash flow, and return metrics, but its valuation is elevated with a GAAP P/E of 44.7 and EV/EBITDA of 32.28. The company is fully unhedged, highly sensitive to oil price swings, and concentrated in the Permian Basin, amplifying both upside and downside risks.
Texas Pacific Land Corporation (TPL) Q2 2026 Earnings Call Transcript
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