Stock AnalizTexas Pacific Land (TPL) earnings for the quarter ended September 2026: EPS beats estimates
Texas Pacific Land reported results for the quarter ended September 2026 on November 4, 2026. Adjusted earnings per share came in at $2.42 against the analysts’ average forecast of $2.33, a beat of 4.0%.
Revenue for the quarter was $273 million, up 34.6% from $203 million in the same quarter a year earlier.
The market’s verdict: the stock fell 18.0% on the first trading day after the report.
The last four quarters
Texas Pacific Land has beaten the analysts’ EPS forecast in 3 of the last 4 quarters.
| Quarter | EPS | Forecast | Surprise | Revenue growth | Price reaction |
|---|---|---|---|---|---|
| Sep 2026 | $2.42 | $2.33 | +4.0% | +35% | −18.0% |
| Jun 2026 | $2.23 | $2.18 | +2.1% | +31% | −10.1% |
| Mar 2026 | $2.07 | $2.02 | +2.5% | +21% | −7.3% |
| Dec 2025 | $1.79 | $3.60 | −50.2% | +14% | +14.1% |
What comes next
Analysts expect EPS of $2.55 for the next quarter on average and $9.28 for the fiscal year ending December 31, 2026.
The average analyst price target is $444.50, 52% above the current price of $291.91.
Valuation and score
Texas Pacific Land scores 2.8 out of 5 overall on Stock Analiz (average), trades at a trailing P/E of about 34.3, and its intrinsic value under moderate assumptions is about 37% below the current market value. Full Texas Pacific Land analysis with 10 years of financials
Frequently asked questions
What was Texas Pacific Land’s EPS for the quarter ended September 2026?
$2.42 adjusted per share, against an analyst consensus of $2.33.
How much revenue did Texas Pacific Land report?
$273 million, up 34.6% year over year.
More
This report was written automatically from the published numbers within hours of the release. It is information, not investment advice.