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Texas Pacific Land Corporation FY 2025 10-K, explained in plain English

TPL · 10-K for the period ending December 31, 2025, filed February 18, 2026 · Read the original on SEC.gov →

Key financials — as reported

Total revenue$798.2M
Gross margin— not reported
Operating income$592.2M
Net income$481.4M
Diluted EPS$6.97
Cash & equivalents$144.8M
Total assets$1.6B
Long-term debt— not reported

Key takeaway

Revenue and net income both grew year-over-year, driven by increased oil and gas production volumes, higher water sales, and produced water royalty growth despite lower average commodity prices.

🔒 4 more takeaways in the full analysis

Beneath the surface

Cash dropped to $144.8 million, far below the company's own stated $700 million target balance, due to $595.8 million in investing outflows including a $450.7 million royalty acquisition and $50 million Bolt investment, indicating the company is currently well under its self-defined liquidity buffer despite having no debt.

🔒 4 more insights a headline reader would miss

This is the free preview. The full analysis explains every line item above and includes 8 more findings — plus insider trades, activist stakes, and 8-K events for TPL.

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