Texas Pacific Land (TPL) official guidance

Texas Pacific Land (TPL) official earnings guidance and management outlook. Each figure management stated is shown with its revisions and the source quote.

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TPLTexas Pacific Land CorpFY2026 · ends 2026-12-31
1 metric1 maintained
earnings call · 2026-08-07 04:00:34 UTC
2026-08-07 04:00:34 UTC$65M – $75Mmaintained9.2% – 26% vs FY2025
This spend was embedded in our original CapEx guidance at the beginning of the year, and we reaffirm the fiscal year guide of $65 million-$75 million.
TPL · transcript · Q2 FY2026
2026-08-07 04:00:00 UTCOpen source
2026-02-20 05:00:53 UTC$65M – $75Mnew9.2% – 26% vs FY2025
For fiscal year 2026, we anticipate capital expenditures to be approximately $65 million-$75 million, and as Ty mentioned, $20 million will be allocated towards investigating waste heat capture and data center and power generation co-location potential for our freeze desalination facility.
TPL · transcript · Q4 FY2025
2026-02-20 05:00:00 UTCOpen source
TPLTexas Pacific Land CorpFY2026
1 metric
earnings call · 2026-05-08 04:00:40 UTC
2026-05-08 04:00:40 UTCin the coming weeks
We expect to begin flowing inlet water bbl in the coming weeks.
TPL · transcript · Q1 FY2026
2026-05-08 04:00:00 UTCOpen source
2026-05-06 20:18:46 UTCon track to receive its first inlet barrels in the coming weeks
In addition, our 10,000 barrel per day produced water desalination R&D test facility in Orla, Texas is nearing completion and is on track to receive its first inlet barrels in the coming weeks.
TPL · EX-99.1 · Q1 FY2026
2026-05-06 20:18:21 UTCOpen source
2026-02-20 05:00:53 UTCbegin taking produced water in the coming monthsnew
We had originally expected this facility to commence operations by the end of 2025, and we now expect the facility to begin taking produced water in the coming months.
TPL · transcript · Q4 FY2025
2026-02-20 05:00:00 UTCOpen source
TPLTexas Pacific Land CorpFY2026 · ends 2026-12-31
2 metrics2 new
earnings call · 2026-02-20 05:00:53 UTC
2026-02-20 05:00:53 UTC$20Mnew
In addition, we plan to invest approximately $20 million on installing co-location equipment at the Orla facility to evaluate the feasibility of waste heat capture and data center cooling.
TPL · transcript · Q4 FY2025
2026-02-20 05:00:00 UTCOpen source
2026-02-20 05:00:53 UTCcommencing operations and ramping volumesnew
For 2026, we look forward to commencing operations and ramping volumes on our Orla desalination facility, evaluating the potential to bring large-scale freeze desalination to the Permian.
TPL · transcript · Q4 FY2025
2026-02-20 05:00:00 UTCOpen source