Texas Pacific Land Corporation · TPL · Next earnings

Texas Pacific Land Corporation reports Wednesday, Feb 17, 2027

TPL reports after market close with consensus EPS at $2.61 and revenue at $282.0M. Last quarter: TPL Q2: Royalty growth meets expanding compute ambitions

Reports After market close104 days awayDate estimated Energy

What the street expects

Consensus for the coming report
Consensus EPS $2.61 Calendar consensus
Consensus revenue $282.0M Calendar consensus
Report date Feb 17, 2027 Wednesday, date estimated
Session After market close 104 days away

Where TPL left off: FY2026 Q2

Full report

TPL Q2: Royalty growth meets expanding compute ambitions

EPS surprise +2.3% Reported $2.23 vs $2.18
Revenue surprise -1.4% Reported $246.1M vs $249.5M
Stock move -6.9% Event window
Subsequent drift +3.1% Up to 20 sessions

FY 2026 capital-expenditure guidance was maintained at $65 million to $75 million.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Weak in-basin natural-gas prices could reduce water-sale volumes.
  • Hyperscaler interest may not translate into commercial projects.
  • Desalination and cooling initiatives face execution risk as they scale.
  • New land and water projects may require regulatory approvals and community permitting.

Questions analysts left open

  • Timeline and revenue visibility for new land acquisitions and compute projects.
  • Commercial traction and pricing for produced-water royalties.
  • Effect of a lower oil-percentage mix on royalty revenue.
  • Future balance between share buybacks and reinvestment.

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Recent TPL quarters

All TPL earnings
-6.9%FY2026 Q2-4.9%FY2026 Q1+10.4%FY2025 Q4+10.0%FY2025 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.