Texas Pacific Land (9WY) Stock Price & Analysis
9WY Stock Chart & Stats
- Day’s Range
- N/A
- 52-Week Range
- N/A
- Previous Close
- N/A
- Volume
- N/A
- Average Volume (3M)
- N/A
- Market Cap
- CHF 18.85B
- Enterprise Value
- CHF 29.98B
- Total Cash (Recent Filing)
- CHF 248.61M
- Total Debt (Recent Filing)
- CHF 15.51M
- Price to Earnings (P/E)
- 42.3
- Beta
- N/A
- Next Earnings
- Nov 04, 2026 (Est.)
- EPS Estimate
- 1.92
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
Profitability And Cash Generation
TPL combines exceptionally high profitability with strong cash conversion, creating substantial internally generated funding. This supports investment in land, water and infrastructure opportunities while providing resilience and flexibility through normal commodity and operating cycles.
Royalty And Water Growth
Growing royalty production and produced-water volumes expand revenue without requiring TPL to operate the underlying wells. This asset-light model can scale with third-party development and gives the company durable participation in Permian activity while limiting direct operating exposure.
Strategic Infrastructure Expansion
The land acquisition and large pipeline of power and data-center opportunities broaden TPL beyond traditional royalties. If converted into agreements, these assets could create additional long-duration surface, water and infrastructure revenue streams across a larger addressable footprint.
Bears Say
Commodity-linked Earnings Volatility
TPL’s royalty and water activity remains tied to commodity prices, production and operator development decisions. That exposure can create uneven revenue and cash-flow performance across cycles, making sustained growth less predictable even when the underlying land position remains valuable.
Infrastructure Execution Risk
The planned infrastructure expansion has meaningful execution and timing dependencies before it can produce recurring revenue. Delays in diligence, contracting or construction could defer returns on invested capital and leave near-term growth reliant on the established royalty and water businesses.
Revenue Mix Sensitivity
Different water-related royalty applications generate different pricing, so changes in activity mix can reduce revenue per barrel even when aggregate volumes remain healthy. This creates a structural margin and revenue-composition risk as TPL expands its water platform.
Texas Pacific Land News
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Company Description
Texas Pacific Land
Texas Pacific Land Corporation (TPL) operates in two core business segments: land and resource management, and water services. Its Land and Resource Management division oversees a vast land portfolio, spanning nearly 880,000 acres. This segment also holds significant oil and gas royalty interests. These include perpetual non-participating royalty interests (NPRIs) covering approximately 85,000 acres (at a 1/128th rate) and about 371,000 acres (at a 1/16th rate). Furthermore, it possesses around 4,000 additional net royalty acres, primarily located in West Texas. The segment grants various easements and commercial leases for purposes such as oil, gas, and hydrocarbon infrastructure, power and utility lines, and subsurface wellbores. It also leases its land for facilities like processing, storage, and compression plants, as well as roads, and sells materials such as caliche. The Water Services and Operations division provides comprehensive water solutions to energy operators throughout the Permian Basin. Its services encompass water sourcing, the gathering and treatment of produced water, infrastructure development, disposal solutions, water tracking, analytics, and well testing. This segment also generates royalty income from water extracted from its own lands. Founded in 1888, Texas Pacific Land Corporation maintains its headquarters in Dallas, Texas.
- Sector
- Energy
- Industry
- Oil & Gas Exploration & Production
- CEO
- Tyler Glover
- Employees
- 114
- Website
- www.texaspacific.com
- Address
- 2699 Howell Street, Dallas, TX, 75204, US
Texas Pacific Land (9WY) Earnings & Revenues
9WY Company Deck
9WY Earnings Call
Earnings Call SentimentPositive
The call emphasized multiple record financial metrics (revenue, adjusted EBITDA, free cash flow) and strong operational growth in royalty production and produced-water volumes, along with strategic milestones: a completed desalination facility, a significant land acquisition for data center/power expansion, and a large pipeline of potential data center/power projects (~25 GW). Challenges include a sequential decline in water sales volumes due to localized gas-price-driven activity shifts, a one-quarter dip in oil mix, paused buybacks while capital is redeployed to growth initiatives, and typical execution/timing uncertainty for large infrastructure and commercial agreements. On balance, the positive operational and financial momentum combined with tangible project progress outweigh the transitory and execution-related headwinds.
View all CH:9WY earnings summaries9WY Net sales Breakdown
- 68.41% Land and resource management
- 31.59% Water services and operations
