TPL · Texas Pacific Land Corp
$358.52
+11.48 (+3.31%)
At close · Aug 14
Market Cap
$23.64B
Shares
68.97M
Texas Pacific Land Corp Earnings Call Transcripts
Every quarterly earnings call for Texas Pacific Land Corp (TPL) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲54.5%
$191.11M
$129.84M
'22 Q3
22-11-02
▲3.8%
$152.71M
$99.73M
'22 Q4
23-02-22
▼0.7%
$146.36M
$86.57M
'23 Q1
23-05-03
▼8.9%
$160.61M
$100.39M
'23 Q2
23-08-02
▼17.3%
$157.97M
$105.57M
'23 Q3
23-11-01
▲9.1%
$166.66M
$113.11M
'23 Q4
24-02-21
▲19%
$174.14M
$114.42M
'24 Q1
24-05-08
▲7.3%
$172.33M
$114.59M
'24 Q2
24-08-07
▲9.9%
$173.56M
$106.59M
'24 Q3
24-11-06
▲11.5%
$185.78M
$118.36M
'24 Q4
25-02-19
▲12.5%
$195.98M
$120.65M
'25 Q1
25-05-07
▲8.8%
$187.54M
$116.14M
'25 Q2
25-08-06
▲17%
$203.09M
$121.24M
'25 Q3
25-11-05
▲13.9%
$211.58M
$123.35M
'25 Q4
26-02-19
▲20.8%
$236.82M
$142.90M
'26 Q1
26-05-07
LATEST
▲31.2%
$246.06M
$153.93M
'26 Q2
26-08-06
Earnings call
FY26 · Q2
2026-08-06
Second Quarter 2026 Earnings Conference Call
Positive tone
Capital allocation and buybacks
Water sourcing infrastructure build-out
Data center / compute opportunity
Revenue
$246.06M
▲ 31.2% YoY Diluted EPS
$2.23
▲ 32.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-05-07
Texas Pacific Land Corp Q1 FY2026 Earnings Call
Confident tone
Murray Stahl tribute
Produced water desalination
Power and data centers
Revenue
$236.82M
▲ 20.8% YoY Diluted EPS
$2.07
▲ 18.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-19
Texas Pacific Land Corp Q4 FY2025 Earnings Call
Confident tone
Desalination and freeze technology
Data centers and AI infrastructure (Bolt Data and Energy)
Land and acreage positioning
Revenue
$211.58M*
▲ 13.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-11-05
Texas Pacific Land Corp Q3 FY2025 Earnings Call
Confident tone
Desalination and next-generation water tech
Water sales and produced water royalties
Oil and gas royalty production
Revenue
$203.09M
▲ 17% YoY Diluted EPS
$1.76
▲ 13.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-08-06
Texas Pacific Land Corp Q2 FY2025 Earnings Call
Confident tone
Water Resources Business
Operational Efficiency and Innovation
Desalination and Beneficial Reuse
Revenue
$187.54M
▲ 8.8% YoY Diluted EPS
$1.68
▲ 1.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-07
Texas Pacific Land Corp Q1 FY2025 Earnings Call
Confident tone
Oil and gas royalty production records
Desalination initiative
Water segment growth and produced water
Revenue
$195.98M
▲ 12.5% YoY Diluted EPS
$1.75
▲ 5.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-19
Texas Pacific Land Corp Q4 FY2024 Earnings Call
Confident tone
Permian basin outlook and activity
Acquisitions and consolidation
Produced water desalination (Phase 2b)
Revenue
$185.78M*
▲ 11.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-11-06
Texas Pacific Land Corp Q3 FY2024 Earnings Call
Confident tone
Acquisitions and M&A
Produced water royalties
Surface acreage optionality
Revenue
$173.56M
▲ 9.9% YoY Diluted EPS
$1.54
▲ 1.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-08-07
Texas Pacific Land Corp Q2 FY2024 Earnings Call
Confident tone
Permian Basin Operations
Water Services and Operations
Oil and Gas Royalties
Revenue
$172.33M
▲ 7.3% YoY Diluted EPS
$1.66
▲ 14.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-08
Texas Pacific Land Corp Q1 FY2024 Earnings Call
Confident tone
Beneficial reuse and end markets
Water sales and source water volumes
Regulatory and scaling hurdles
Revenue
$174.14M
▲ 19% YoY Diluted EPS
$1.66
▲ 32.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-21
Texas Pacific Land Corp Q4 FY2023 Earnings Call
Confident tone
Capital allocation
Water business
Commodity price environment
Revenue
$166.66M*
▲ 9.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-01
Texas Pacific Land Corp Q3 FY2023 Earnings Call
Revenue
$157.97M
▼ 17.3% YoY Diluted EPS
$1.53
▼ 18.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-02
Texas Pacific Land Corp Q2 FY2023 Earnings Call
Revenue
$160.61M
▼ 8.9% YoY Diluted EPS
$1.45
▼ 15.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-03
Texas Pacific Land Corp Q1 FY2023 Earnings Call
Revenue
$146.36M
▼ 0.7% YoY Diluted EPS
$1.25
▼ 11% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-22
Texas Pacific Land Corp Q4 FY2022 Earnings Call
Revenue
$152.71M*
▲ 3.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-11-02
Texas Pacific Land Corp Q3 FY2022 Earnings Call
Revenue
$191.11M
▲ 54.5% YoY Diluted EPS
$1.87
▲ 55.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-03
Texas Pacific Land Corp Q2 FY2022 Earnings Call
Revenue
$176.27M
▲ 83.7% YoY Diluted EPS
$1.71
▲ 108.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-04
Texas Pacific Land Corp Q1 FY2022 Earnings Call
Revenue
$147.34M
▲ 75.1% YoY Diluted EPS
$1.40
▲ 96% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-23
Texas Pacific Land Corp Q4 FY2021 Earnings Call
Revenue
$147.18M*
▲ 98.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-04
Texas Pacific Land Corp Q3 FY2021 Earnings Call
Revenue
$123.69M
▲ 66.3% YoY Diluted EPS
$1.20
▲ 81.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-08-05
Texas Pacific Land Corp Q2 FY2021 Earnings Call
Revenue
$95.93M
▲ 67.5% YoY Diluted EPS
$0.82
▲ 106.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-05-06
Texas Pacific Land Corp Q1 FY2021 Earnings Call
Revenue
$84.16M
▼ 12.9% YoY Diluted EPS
$0.72
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Showing 1–22 of 22 earnings calls
Key facts
CIK
1811074
CUSIP
88262P102
13F (30d)
788 filings
772 filers
Visit website
Investor relations