| TPL |
Report |
Diluted EPS |
BEAT |
pred ~$2.28 vs. cons $2.19 |
MEDIUM |
| TPL |
Report |
Total revenue |
BEAT |
pred ~$254.0M vs. cons $249.6M |
MEDIUM |
| TPL |
Report |
Royalty production |
MISS |
pred ~38.00 MBOE/d vs. cons 38.53 MBOE/d |
MEDIUM |
| TPL |
Guide |
FY2026 capex ($65M-$75M) |
UNCHANGED |
guide ~$65M-$75M vs. cons UNVERIFIED |
LOW |
| TPL |
Guide |
3Q26 royalty/activity commentary |
UNCHANGED |
guide ~39.8 MBOE/d equivalent vs. cons 39.64 MBOE/d |
LOW |
| TPL |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.0% |
— |
LOW |
| TPL |
Return |
5-day cumulative residual |
-5.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH - volume/forward mismatch pressures estimates |
LOW |