Texas Pacific Land Corporation engages in the land and resource management, and water services and operations businesses.
$272.36+0.07%
报价 2026-11-06
市值
$18.79B
EV
$18.43B
PE (TTM)
32.0x
预期 PE (FY2026)
29.5x
52 周区间距高点 -49.5%
$272.18$539.79
筛选结果
pipeline · 2026-11-06Filter✗ 高增长✗ Cheap✗ GARP
excluded industry: Oil & Gas Exploration & Production
爆发潜力
2026-11-07不在筛选范围：industry: Oil & Gas Exploration & Production
电话会信号
辅助标签Q3 20262026-11-05
扩产需求加速AI 词频高积压订单词频高
指引 无
信心 4
分析师 4
“Given the activity ramp we're now seeing, it's looking increasingly certain that 2027 will also be another record production year.”
原文引用（2）
- 扩产：we expect to spend capital next year on water-related distribution and treatment infrastructure to serve the initial in-service of power and data center projects.
- 需求加速：Over the last few months, we have seen an acceleration in Permian activity levels, which we believe will support strong growth for TPL in the basin overall.
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研究结论
还没有研究记录。先生成 L2 基本面报告（约 1–3 分钟），结论会显示在这里。
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事件
0 条 · 随区间与图例筛选该区间内无事件。
同行对比
FMP 同行列表 · 2026-05-16| 公司 | 市值 | 今日 | 预期营收增速 | 毛利率 | PE | EV/EBITDA | P/FCF | 池 |
|---|---|---|---|---|---|---|---|---|
| TPLTexas Pacific Land Corporation | $18.79B | +0.1% | +28.0% | 86.6% | 32.0x | 22.1x | 33.0x | |
| DVNDevon Energy Corporation | $46.43B | -1.6% | +59.3% | 56% | 10.5x | 4.7x | 18.6x | |
| ECEcopetrol S.A. | $31.97B | +0.1% | – | 32.6% | 13.6x | 5.1x | – | |
| TSTenaris S.A. | $31.58B | +4.1% | – | 34.4% | 14.9x | 9.3x | – | |
| VGVenture Global, Inc. | $28.83B | +0.1% | +38.3% | 57.3% | 9.4x | 9.8x | – | 高增长 |
| PBAPembina Pipeline Corporation | $28.08B | +1.4% | – | 39.9% | 21.3x | 14.2x | – | |
| HALHalliburton Company | $26.34B | -0.3% | +0.9% | 15.8% | 24.5x | 11.4x | 15.7x | |
| FTITechnipFMC plc | $24.7B | +3.1% | – | 17.3% | 29.6x | 19.1x | – | |
| EXEExpand Energy Corporation | $19.54B | -0.9% | +23.6% | 50.1% | 14.1x | 5.7x | 11.4x | |
| 同行中位数 | – | – | +30.9% | 37.1% | 14.5x | 9.5x | 15.7x |
研究全文
L2 基本面 memo
尚无基本面 memo
点击「生成基本面报告」——基于最新 filings、电话会纪要与分析师共识生成 L2 memo。
财务报表
| Metric | 2026-09-30 Q3 2026 | 2026-06-30 Q2 2026 | 2026-03-31 Q1 2026 | 2025-12-31 Q4 2025 | 2025-09-30 Q3 2025 | 2025-06-30 Q2 2025 | 2025-03-31 Q1 2025 | 2024-12-31 Q4 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $273.4M | $246.1M | $236.8M | $211.6M | $203.1M | $187.5M | $196M | $185.8M |
| Gross Margin | 86.6% | 88.5% | 88% | 81.4% | 84.5% | 88.2% | 88.2% | 89% |
| Operating Margin | 76% | 78% | 77% | 70.5% | 73.4% | 76.6% | 76.6% | 76.7% |
| Net Income | $167.4M | $153.9M | $142.9M | $123.3M | $121.2M | $116.1M | $120.7M | $118.4M |
| Diluted EPS | 2.42 | 2.23 | 2.07 | 1.78 | 1.76 | 1.68 | 1.75 | 1.71 |
| Operating Cash Flow | $192.4M | $172.9M | $162M | $113.7M | $154.6M | $120.9M | $156.7M | $126.6M |