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Texas Pacific Land (TPL)
NYSE:TPL
Earnings Data
Report Date
Jul 30, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
―Last Year’s EPS
4.98Same Quarter Last Year
Based on 0 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 07, 2025
|% Change Since: 0.00%
|Next Earnings Date:Jul 30, 2025
Earnings Call Sentiment|Positive
The earnings call presented a largely positive outlook with record production levels and strong financial metrics. However, there are concerns about commodity price sensitivity and potential declines in Permian activity that could impact future performance. The company's strong financial position and strategic initiatives provide resilience against potential downturns.Company Guidance
During the Texas Pacific Land Corporation First Quarter 2025 Earnings Call, the company reported record performance in several key metrics. Oil and gas royalty production averaged approximately 31,100 barrels of oil equivalent per day, marking a 7% sequential increase and a 25% growth year-over-year. Water segment revenues reached $69 million, showing a 3% quarter-over-quarter growth and an 11% increase year-over-year. Consolidated revenues for the quarter were $196 million, with an adjusted EBITDA of $169 million and an impressive EBITDA margin of 86.4%. Free cash flow stood at $127 million, reflecting an 11% increase compared to the previous year. Additionally, the company highlighted a robust near-term well inventory, with 24.3 net wells, including 5.9 net permitted wells, 12.9 net drilled but uncompleted wells, and 5.4 net completed but not producing wells. Despite potential challenges from fluctuating oil prices, TPL emphasized its strong financial position, with a net cash position, zero debt, and $460 million in cash and cash equivalents as of March 31, 2025.Record Oil and Gas Royalty Production
TPL set a quarterly record with oil and gas royalty production averaging approximately 31,100 barrels of oil equivalent per day, representing 7% growth sequential quarter-over-quarter and 25% growth year-over-year.
Strong Water Segment Revenue
Water segment revenues totaled $69 million, showing a 3% sequential quarter-over-quarter growth and 11% growth year-over-year, driven by robust volume gains in water sales and produced water royalties.
High Adjusted EBITDA Margin
Consolidated adjusted EBITDA was $169 million with an adjusted EBITDA margin of 86.4%.
Robust Near-Term Well Inventory
TPL's near-term well inventory reached an all-time high with 24.3 net wells, which is 7% higher sequential quarter-over-quarter and 38% higher year-over-year.
Strong Financial Position
TPL maintains a net cash position with zero debt and $460 million in cash and cash equivalents.
Easement Renewal Payments
TPL anticipates benefiting from easement renewal payments with CPI escalators, expecting renewal payments of approximately $10 million in 2026, ramping up to $35 million per year in subsequent years.
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TPL Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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TPL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| May 07, 2025 | $1343.38 | $1287.49 | -4.16% |
| Feb 19, 2025 | $1403.30 | $1429.41 | +1.86% |
| Nov 06, 2024 | $1326.80 | $1332.48 | +0.43% |
| Aug 07, 2024 | $770.31 | $824.91 | +7.09% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Texas Pacific Land (TPL) report earnings?
Texas Pacific Land (TPL) is schdueled to report earning on Jul 30, 2025, TBA Not Confirmed.
What is Texas Pacific Land (TPL) earnings time?
Texas Pacific Land (TPL) earnings time is at Jul 30, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is TPL EPS forecast?
Currently, no data Available
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