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Texas Pacific Land (TPL) investor relations material
Texas Pacific Land Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary6 Nov, 2025
Executive summary
Achieved record quarterly revenue and net income for Q3 2025, driven by strong oil and gas royalty production, record water sales, and significant acquisitions in the Midland Basin and Martin County.
Oil and gas royalty production reached 36,300 BOE/d, up 9% sequentially and 28% year-over-year, offsetting lower realized commodity prices.
Closed major acquisitions of 17,306 net royalty acres and 8,147 surface acres for $505 million, funded entirely by cash.
Completed a $500 million revolving credit facility, undrawn as of November 5, 2025, and announced a three-for-one stock split expected in December 2025.
Maintained a robust balance sheet with significant cash reserves and no debt at quarter-end.
Financial highlights
Q3 2025 consolidated revenue was $203.1 million, with net income of $121.2 million ($5.27 per diluted share), and adjusted EBITDA of $174 million (85% margin).
Free cash flow for Q3 was $123 million, up 15% year-over-year; nine-month free cash flow was $379.5 million.
Nine-month 2025 revenues reached $586.6 million, with net income of $358.0 million.
Declared a quarterly dividend of $1.60 per share and paid $111.0 million in dividends through September 30, 2025.
Ended the quarter with $532 million in cash and no debt.
Outlook and guidance
Management expects continued growth from recent royalty and surface acquisitions, targeting double-digit pre-tax cash flow yields at $60/bbl oil and $2/mcf gas.
Construction of a 10,000 barrel/day produced water desalination facility in Orla, Texas is underway, with commissioning expected by year-end 2025.
Business model is designed to succeed throughout commodity cycles without hedging, preserving upside potential.
Management targets a cash balance of $700 million, with excess cash to be returned to shareholders via dividends and share repurchases.
Remain focused on maximizing shareholder returns and capitalizing on countercyclical opportunities.
Impact of new royalty acreage on future growth
Desalination facility's future revenue contribution
Future use of the new $500M credit facility
Desalination: What are 2026 key synergies
Characterize Permian M&A competitive landscape
Outlook for power/data center opportunities
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Next Texas Pacific Land earnings date
Q4 202519 Feb, 2026
Next Texas Pacific Land earnings date
Q4 202519 Feb, 2026
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Frequently asked questions
Texas Pacific Land Corporation engages in the land and resource management, and water services and operations businesses. It primarily owns, leases, or accesses real estate properties and resources. The company's portfolio of mineral interests comprises brine disposal plants, oil and gas tracts, water injection wells associated with oil production, oil and gas royalties, coal bed methane leases, and disposal wells for produced water from natural gas reserves. Texas Pacific Land Corporation was founded in 1888 and is headquartered in Dallas, Texas.
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