TPL compared with LB: revenue, margins and what each company keeps, and the suppliers and customers both name

TPLTexas Pacific Land Corp

Mkt capRevenueRevenue

LBLandBridge Co LLC

Mkt capRevenueRevenue

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TPLTexas Pacific Land Corp

LBLandBridge Co LLC

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Earnings history

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

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Earnings history

last 4 reports each · paired by recencyMethod ›

TPL

2 of 4at or beyond implied

Reportimpliedrealized× implied

Q2 FY26±7.5%▼−6.87%×0.92

Q1 FY26±6.0%▼−4.92%×0.82

Feb 19 '26±5.0%▲+10.40%×2.08

Q3 FY25±7.0%▲+10.02%×1.43

LB1 of 4 reports

Reportimpliedrealized× implied

Q2 FY26—▲+6.31%—

= impliedTPL realized, solidLB realized, hatchedOne scale, both sides: full bar = 11%× = |realized| ÷ impliedSource: market data

TPLTexas Pacific Land Corp

330.33· pre 331.99

Mkt cap$22.9BRevenue$246MQ2 FY26Revenue$798MFY25

LBLandBridge Co LLC

83.29· pre 82.42· delayed

Pre-marketSep 2 '83

Mkt cap$6.4BRevenue$67MQ2 FY26Revenue$199MFY25

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Pre-marketSep 2 '83

TPLTexas Pacific Land Corp

LBLandBridge Co LLC

330.33pre 331.99

Price

83.29pre 82.42delayed

$22.9B

Mkt cap

$6.4B

Q2 FY26$246M

Revenue

$67MQ2 FY26

FY25$798M

Revenue

$199MFY25

TPL330.33vsLB83.29Pre-marketSep 2 '83