Texas Pacific Land Tidigare resultatutveckling
Tidigare kriterier kontrolleras 3/6
Texas Pacific Land har ökat intäkterna med en genomsnittlig årlig takt på 12%, medan Oil and Gas -branschen såg intäkterna växer på 5.7% årligen. Intäkterna har varit växande med en genomsnittlig takt på 12.7% per år. Texas Pacific Land s avkastning på eget kapital är 32.4% och den har en nettomarginal på 60.3%.
Viktig information
11.99%
Tillväxttakt i vinsten
12.25%
Tillväxttakt för EPS
| Oil and Gas Tillväxt i branschen | 33.67% |
| Intäkternas tillväxttakt | 12.72% |
| Avkastning på eget kapital | 32.37% |
| Nettomarginal | 60.32% |
| Senaste uppdateringen av resultatet | 30 Jun 2026 |
Senaste uppdateringar av tidigare prestationer
Recent updates
Seeking Alpha • Aug 20
Buy Texas Pacific Land - They're Not Making It Any More
Summary 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. Land scarcity and regulatory shifts are catalyzing a new land rush, reinforcing the company's long-term asset value and optionality. Read the full article on Seeking Alpha
Uppdatering av berättelse • Aug 16
TPL: Water-Supply Deal Will Sustain Rich Permian Royalty Repricing Risk
Analysts trimmed their price target on Texas Pacific Land by $6 to $245, reflecting updated assumptions for slightly lower revenue growth and a marginally higher discount rate, partly balanced by a small uplift in expected profit margins and future P/E. What's in the News for Texas Pacific Land Texas Pacific Land announced an agreement with Chevron U.S.A. Inc., a subsidiary of Chevron Corporation, to provide land and brackish water resources for Chevron’s Project Kilby power generation facility in Reeves County, Texas.Analysartikel • Aug 12
Texas Pacific Land (NYSE:TPL) Strong Profits May Be Masking Some Underlying Issues
The market shrugged off Texas Pacific Land Corporation's ( NYSE:TPL ) solid earnings report. Our analysis showed that...Uppdatering av berättelse • Jun 26
TPL: Rich Permian Royalty Profile Will Face Continued Repricing Risk
The analyst price target for Texas Pacific Land has been reset from $635 to $251, with analysts attributing the change to revised assumptions regarding fair value, discount rate, revenue growth, profit margin, and future P/E. What's in the News for Texas Pacific Land Texas Pacific Land remains one of the largest private landowners in the Permian Basin with about 868,000 acres and diversified revenue streams from oil and gas royalties, water services, and land leases, according to recent coverage from GuruFocus.Analysartikel • Jun 16
Texas Pacific Land (TPL) Stock Could Be 18.5% Undervalued After U.S. Iran Peace Deal
Sector shock from U.S. Iran peace deal The U.S. Iran peace agreement pushed oil prices lower, and Texas Pacific Land (TPL) dropped 2.1% as investors weighed the prospect of Iranian supply returning and putting pressure on U.S. shale-focused businesses. See our latest analysis for Texas Pacific Land. Beyond today’s reaction to the U.S. Iran peace deal, Texas Pacific Land’s recent trading has been weak, with the share price showing a 31.44% decline over 90 days but a 148.31% total shareholder...
Uppdatering av berättelse • Jun 11
TPL: Future Upside Will Rely On Elevated Oil And Robust Margins
Analysts have kept the price target for Texas Pacific Land broadly in line around $445, citing largely unchanged assumptions for discount rate, profit margin, revenue growth and future P/E as the key drivers behind the steady view. What's in the News Exxon senior vice president flagged the possibility of Brent crude moving to a range of $150 to $160 per barrel in the coming weeks, with Texas Pacific Land, as a pure Permian Basin royalty company, positioned to fully capture any commodity price upside without operating costs tied to drilling or production.Uppdatering av berättelse • May 28
TPL: Future Payouts Will Rely On Steady Production And Robust Margins
Analysts have slightly adjusted their price target for Texas Pacific Land from $445.50 to $445.00, reflecting updated assumptions around slower revenue growth, a higher future P/E of about 45x, and modestly stronger profit margins. What's in the News Texas Pacific Land reported unaudited consolidated production results for the three months ended March 31, 2026, covering oil, natural gas and NGL output (Key Developments).Uppdatering av berättelse • May 10
TPL: Higher Dividend Payout Will Support Attractive Future Share Returns
Analysts have maintained their $445.50 price target on Texas Pacific Land, citing updated assumptions that include stable fair value, a higher discount rate, adjusted revenue growth and profit margin estimates, and a lower future P/E expectation. What's in the News On February 10, 2026, Texas Pacific Land's Board of Directors declared a quarterly cash dividend of $0.60 per share, payable on March 16, 2026 to stockholders of record as of March 2, 2026 (company announcement).Uppdatering av berättelse • Apr 24
TPL: Steady Dividend Policy And Rich P/E Will Support Fair Share Price
Analysts kept their $445.50 price target for Texas Pacific Land unchanged. This reflects a view that the company’s fair value, discount rate, revenue growth, profit margin and future P/E assumptions remain consistent with prior expectations.Uppdatering av berättelse • Apr 09
TPL: Higher Dividend And Rich P/E Will Keep Shares Fairly Valued
Analysts have raised their price target for Texas Pacific Land by about $1 to $445.50, citing updated assumptions that include revenue growth of 20.45%, a profit margin of 60.67%, and a forward P/E of 43.82x. What's in the News The Board of Directors declared a quarterly cash dividend of $0.60 per share, payable on March 16, 2026, to stockholders of record as of March 2, 2026 (Key Developments).Uppdatering av berättelse • Mar 25
TPL: Overvaluation Will Persist Despite Higher Dividend And Rich Future P/E
Analysts kept their price target for Texas Pacific Land steady at $444.50. This reflects unchanged views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions that continue to underpin their valuation framework.Uppdatering av berättelse • Mar 10
TPL: Overvaluation Will Persist Despite Higher Dividend And Rich Future P/E
Analysts maintained their fair value estimate for Texas Pacific Land at $444.50, reflecting unchanged views on the discount rate, revenue growth, profit margins, and future P/E assumptions that support their price target rationale. What's in the News Texas Pacific Land's Board of Directors declared a quarterly cash dividend of $0.60 per share on February 10, 2026, with payment scheduled for March 16, 2026, to stockholders of record as of March 2, 2026 (Key Developments).Uppdatering av berättelse • Feb 24
TPL: Overvaluation Will Persist Despite Stock Split And Higher Future P/E
Analysts have lifted their price target on Texas Pacific Land from about $281 to roughly $445, reflecting updated views on fair value, revenue growth assumptions, profit margins and future P/E expectations. What's in the News On February 10, 2026, Texas Pacific Land's board declared a quarterly cash dividend of $0.60 per share, payable on March 16, 2026 to stockholders of record on March 2, 2026, which is described as a 12.5% increase from the prior quarter regular dividend (company filing).Uppdatering av berättelse • Feb 10
TPL: Overvaluation Will Persist Despite Stock Split And Higher Assumed Future P/E
Analysts have nudged their price target on Texas Pacific Land slightly higher to about US$281 per share, reflecting updated views on discount rates, long term revenue growth, profit margins and future P/E assumptions. What's in the News Texas Pacific Land plans a 3-for-1 stock split or significant stock dividend, scheduled for December 23, 2025 (Key Developments).Analysartikel • Feb 07
What Texas Pacific Land Corporation's (NYSE:TPL) 30% Share Price Gain Is Not Telling You
Texas Pacific Land Corporation ( NYSE:TPL ) shares have had a really impressive month, gaining 30% after a shaky period...Uppdatering av berättelse • Jan 26
TPL: Overvaluation Is Expected To Persist Despite Stock Split And Buybacks
Analysts have maintained their fair value estimate for Texas Pacific Land at about US$280.83 per share, making only minor adjustments to inputs such as the discount rate, revenue growth, profit margin and future P/E assumptions that support this unchanged target. What's in the News Texas Pacific Land Corporation plans a 3 for 1 stock split or significant stock dividend, scheduled for December 23, 2025 (Key Developments).Uppdatering av berättelse • Jan 11
TPL: Future Returns Will Be Pressured By Overvaluation Despite Rising Production
Analysts have reduced their price target for Texas Pacific Land from about US$842.50 to roughly US$280.83, citing updates to fair value estimates, discount rate assumptions, and a slightly higher future P/E. What's in the News Planned 3 for 1 stock split or significant stock dividend is scheduled for December 23, 2025, affecting Texas Pacific Land Corporation shares (company filing).Uppdatering av berättelse • Dec 17
TPL: Future Returns Will Reflect Higher Volumes And Stable Premium Multiples
Analysts have modestly lifted their price target for Texas Pacific Land to $842.50 from $842.50, reflecting steady expectations for strong revenue, resilient profit margins, and a sustained premium future P/E multiple. What's in the News Texas Pacific Land filed an amendment to its Certificate of Incorporation to implement a stock split and increase authorized common shares from 46,536,936 to 139,610,808, effective December 22, 2025, at 5:00 p.m. Eastern Time (company filing).Uppdatering av berättelse • Dec 03
TPL: Future Returns Will Reflect Higher Production And Moderating Profit Margins
Narrative Update Analysts have trimmed their price target for Texas Pacific Land from approximately $921.93 to $842.50, reflecting expectations for faster top line growth, but lower long term margins and a more conservative valuation multiple. What's in the News Texas Pacific Land completed a share repurchase tranche, buying back 9,000 shares, or 0.04 percent of outstanding stock, for 8.28 million dollars between July 1 and September 30, 2025.Ny berättelse • Jul 06
Permian Risks And Water Services Will Shape Future Prospects
Reliance on oil royalties and Permian Basin activity faces long-term risks from decarbonization, reserve declines, and regulatory challenges, threatening growth and margin stability.Seeking Alpha • Apr 01
Decoding Texas Pacific Land: Underfollowed S&P 500 Name With Hidden Optionality
Summary Texas Pacific Land combines its established, high-margin oil and gas royalty business with significant investment in a rapidly growing water segment. Major optionality lies in TPL's initiative to commercialize freeze-thaw desalination for produced water. TPL appears underfollowed and potentially misclassified, suggesting the market may underestimate the long-term value potential. Read the full article on Seeking AlphaSeeking Alpha • Feb 20
Texas Pacific Land: Good Results That Don't Justify The Premium
Summary Texas Pacific Land has increased revenues and net income by almost 12% in 2024, mainly driven by the 33% revenue growth in the water segment. The shift in the capital allocation has cost $105M in shareholder value creation so far. TPL is spending 93% of its cash flow on acquisitions, with a double-digit expected rate of return. Changes in the U.S. energy policy could increase production, but a decline in oil prices could limit growth. Despite the good financial performance, TPL is at its historically high valuation multiples, and I consider the stock to be overvalued. Read the full article on Seeking AlphaSeeking Alpha • Jan 27
Texas Pacific Land Needs Massive Growth To Justify Its Valuation
Summary Texas Pacific Land is overvalued with a $30 billion market cap and only $700 million in annual revenue, yielding a mere 1.5% FCF. Despite substantial land assets and no debt, the company needs to multiply its FCF by 5-6x to justify its valuation. The company's limited acreage and declining oil production hinder its ability to generate future shareholder returns. Without access to additional land or significant resource increases, TPL remains a poor long-term investment. Read the full article on Seeking AlphaSeeking Alpha • Jan 14
Texas Pacific Land Corporation: Buy And Hold Long-Term Position With High-Growth Potential
Summary The stock of Texas Pacific Land is experiencing aggressive upward momentum, delivering strong gains of +260% over the past two years. Its rally has seen minimal pullbacks, indicating a solid shareholder base. At current levels, the stock is trading 35% below its trend peak, presenting a re-entry opportunity. The Company demonstrates robust cash flow and a solid net income margin, with significant growth potential in the near future. Read the full article on Seeking AlphaSeeking Alpha • Dec 30
Texas Pacific Land Has High Growth Prospects That May Be Priced In
Summary Texas Pacific Land Corporation is expanding its water recycling business through acquisitions, positioning the segment for growth on multiple fronts. Future growth may come from digital infrastructure development, including data centers and Bitcoin mining, leveraging TPL's water and land assets in West Texas. TPL's strong financial position, with $534mm in cash and no debt, supports continued asset acquisitions. Read the full article on Seeking AlphaSeeking Alpha • Dec 09
Texas Pacific: 70% Down To Fair Value
Summary TPL's recent stock surge was driven by two major factors. Both will have more influence at this point. Valuation metrics suggest a 70% downside is conservative. Read the full article on Seeking AlphaSeeking Alpha • Nov 22
Texas Pacific Land: Robust Performance In Q3 - Still Bullish
Summary TPL's unique business model, focusing on land ownership and royalties, has driven its 63% stock surge and strong Q3 performance, making it a standout energy stock. The company's diversified revenue streams from oil and gas royalties, water sales, and surface leases, combined with its debt-free status, ensure robust growth potential. Despite the high valuation, investor confidence remains strong due to TPL's strategic acquisitions, consistent revenue growth, and potential for future oil price rebounds. While dependent on commodity prices, TPL's resilience and untapped revenue potential make it a compelling "BUY" for long-term growth-oriented investors. Read the full article on Seeking AlphaSeeking Alpha • Nov 07
My Best Investment Ever - Why I Remain Bullish On Texas Pacific Land
Summary Texas Pacific Land Corporation has become my largest investment due to its unique business model and significant long-term potential in the Permian Basin. TPL profits from oil, gas, and water rights without incurring exploration costs, making it a high-margin, debt-free company with impressive results. Despite a high P/E ratio of 67x, TPL's innovative contracts, sustainable water solutions, and strategic acquisitions justify continued bullishness. I recommend buying TPL on pullbacks, believing it's one of the best long-term investments, despite its modest dividend yield and high valuation. Read the full article on Seeking AlphaSeeking Alpha • Sep 25
Texas Pacific Land: One-Of-A-Kind Energy Stock
Summary Texas Pacific Land Corporation benefits from a diverse revenue stream, including royalties, water services, and land sales, making it a stable investment. Despite missing Q2 2024 EPS projections, TPL's strong operational margins and significant land holdings in the Permian Basin ensure its attractiveness. TPL's unique business model, focusing on land and water rights rather than drilling, offers lower risk and higher predictability compared to traditional energy firms. TPL's high valuation multiples reflect its efficient, capital-light strategy and consistent income growth, making it a reliable choice for investors seeking stability. Read the full article on Seeking AlphaFördelning av intäkter och kostnader
Fördelning av intäkter och kostnader
Hur Texas Pacific Land tjänar och spenderar pengar. Baserat på senast rapporterade resultat, på rullande tolvmånadersbasis.
Resultat- och intäktshistorik
| Datum | Intäkter | Intäkter | G+A Kostnader | FoU-kostnader |
|---|---|---|---|---|
| 30 Jun 26 | 898 | 541 | 87 | 0 |
| 31 Mar 26 | 839 | 504 | 83 | 0 |
| 31 Dec 25 | 798 | 481 | 81 | 0 |
| 30 Sep 25 | 772 | 476 | 76 | 0 |
| 30 Jun 25 | 743 | 462 | 83 | 0 |
| 31 Mar 25 | 728 | 460 | 82 | 0 |
| 31 Dec 24 | 706 | 454 | 83 | 0 |
| 30 Sep 24 | 687 | 449 | 84 | 0 |
| 30 Jun 24 | 671 | 448 | 75 | 0 |
| 31 Mar 24 | 659 | 433 | 80 | 0 |
| 31 Dec 23 | 632 | 406 | 89 | 0 |
| 30 Sep 23 | 618 | 392 | 91 | 0 |
| 30 Jun 23 | 651 | 417 | 89 | 0 |
| 31 Mar 23 | 666 | 435 | 80 | 0 |
| 31 Dec 22 | 667 | 446 | 63 | 0 |
| 30 Sep 22 | 662 | 426 | 58 | 0 |
| 30 Jun 22 | 594 | 380 | 55 | 0 |
| 31 Mar 22 | 514 | 318 | 55 | 0 |
| 31 Dec 21 | 451 | 270 | 59 | 0 |
| 30 Sep 21 | 378 | 236 | 50 | 0 |
| 30 Jun 21 | 329 | 198 | 48 | 0 |
| 31 Mar 21 | 290 | 169 | 48 | 0 |
| 31 Dec 20 | 303 | 176 | 53 | 0 |
| 30 Sep 20 | 341 | 200 | 58 | 0 |
| 30 Jun 20 | 365 | 214 | 63 | 0 |
| 31 Mar 20 | 395 | 236 | 66 | 0 |
| 31 Dec 19 | 490 | 319 | 61 | 0 |
| 30 Sep 19 | 470 | 312 | 55 | 0 |
| 30 Jun 19 | 445 | 303 | 44 | 0 |
| 31 Mar 19 | 431 | 306 | 32 | 0 |
| 31 Dec 18 | 300 | 210 | 25 | 0 |
| 30 Sep 18 | 246 | 172 | 18 | 0 |
| 30 Jun 18 | 225 | 154 | 15 | 0 |
| 31 Mar 18 | 184 | 122 | 11 | 0 |
| 31 Dec 17 | 154 | 97 | 9 | 0 |
| 30 Sep 17 | 130 | 84 | 6 | 0 |
| 30 Jun 17 | 93 | 59 | 5 | 0 |
| 31 Mar 17 | 77 | 49 | 4 | 0 |
| 31 Dec 16 | 66 | 42 | 3 | 0 |
| 30 Sep 16 | 56 | 35 | 3 | 0 |
| 30 Jun 16 | 60 | 38 | 3 | 0 |
| 31 Mar 16 | 55 | 35 | 3 | 0 |
| 31 Dec 15 | 78 | 50 | 3 | 0 |
| 30 Sep 15 | 76 | 49 | 2 | 0 |
Kvalitetsintäkter: TPL har en hög nivå av icke-kontantintäkter.
Växande vinstmarginal: TPL s nuvarande netto vinstmarginaler (60.3%) är lägre än förra året (62.2%).
Fritt kassaflöde vs resultatanalys
Analys av tidigare vinsttillväxt
Resultatutveckling: TPL s intäkter har ökat med 12% per år under de senaste 5 åren.
Accelererande tillväxt: TPL s intäktstillväxt under det senaste året ( 17.3% ) överstiger sitt 5-åriga genomsnitt ( 12% per år).
Resultat vs industri: TPL vinsttillväxt under det senaste året ( 17.3% ) överträffade inte Oil and Gas branschen 28.1%.
Avkastning på eget kapital
Hög ROE: TPL s avkastning på eget kapital ( 32.4% ) anses vara hög.
Avkastning på tillgångar
Avkastning på sysselsatt kapital
Upptäck starka bolag som tidigare presterat bra
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/09/09 07:47 |
| Aktiekurs vid dagens slut | 2026/09/09 00:00 |
| Intäkter | 2026/06/30 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Texas Pacific Land Corporation bevakas av 3 analytiker. 1 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Hamed Khorsand | BWS Financial Inc. |
| Timothy Rezvan | KeyBanc Capital Markets Inc. |
| Michael Scialla | Stifel, Equities Research |