Subtext

Texas Pacific Land Corporation TPL

SectorEnergy
Transcripts17
Date range2021-05-07 – 2025-05-08
Calls charted17

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-19-9+0+9+192021 Q12021 Q42022 Q32023 Q22024 Q12024 Q42021 Q1 · Overall: +4.82021 Q2 · Overall: +12.22021 Q3 · Overall: +13.12021 Q4 · Overall: +4.32022 Q1 · Overall: +12.72022 Q2 · Overall: +10.42022 Q3 · Overall: +8.32022 Q4 · Overall: +6.72023 Q1 · Overall: +0.92023 Q2 · Overall: +16.42023 Q3 · Overall: +2.32023 Q4 · Overall: +11.22024 Q1 · Overall: +11.02024 Q2 · Overall: +11.42024 Q3 · Overall: +9.72024 Q4 · Overall: +16.52025 Q1 · Overall: +4.0
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-24-12+0+12+242021 Q12021 Q42022 Q32023 Q22024 Q12024 Q42021 Q1 · CEO: +7.92021 Q2 · CEO: +19.72021 Q4 · CEO: +9.32022 Q2 · CEO: +18.92022 Q3 · CEO: +18.72022 Q4 · CEO: +9.32023 Q1 · CEO: +9.72023 Q2 · CEO: +20.62023 Q3 · CEO: +5.32021 Q1 · CFO: +0.02021 Q2 · CFO: +8.62021 Q3 · CFO: +11.52021 Q4 · CFO: -1.52022 Q1 · CFO: +5.02022 Q2 · CFO: +0.02022 Q3 · CFO: +0.92022 Q4 · CFO: +4.52023 Q1 · CFO: +4.42023 Q2 · CFO: +9.82023 Q3 · CFO: +11.02023 Q4 · CFO: +13.72024 Q2 · CFO: +14.82024 Q3 · CFO: +0.02024 Q4 · CFO: +10.12025 Q1 · CFO: +14.4
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-32-16+0+16+322021 Q12021 Q42022 Q32023 Q22024 Q12024 Q42021 Q1 · Prepared remarks: +2.82021 Q2 · Prepared remarks: +6.02021 Q3 · Prepared remarks: +10.42021 Q4 · Prepared remarks: +10.12022 Q1 · Prepared remarks: +27.62022 Q2 · Prepared remarks: +15.42022 Q3 · Prepared remarks: +9.12022 Q4 · Prepared remarks: +2.82023 Q1 · Prepared remarks: +5.62023 Q2 · Prepared remarks: +13.72023 Q3 · Prepared remarks: +1.72023 Q4 · Prepared remarks: +12.62024 Q1 · Prepared remarks: +15.22024 Q2 · Prepared remarks: +11.92024 Q3 · Prepared remarks: +4.02024 Q4 · Prepared remarks: +14.42025 Q1 · Prepared remarks: +1.12021 Q1 · Q&A responses: +13.12021 Q2 · Q&A responses: +19.02021 Q3 · Q&A responses: +21.92021 Q4 · Q&A responses: -1.12022 Q1 · Q&A responses: +2.72022 Q2 · Q&A responses: +6.32022 Q3 · Q&A responses: +9.72022 Q4 · Q&A responses: +16.32023 Q1 · Q&A responses: +4.62023 Q2 · Q&A responses: +25.02023 Q3 · Q&A responses: +9.12023 Q4 · Q&A responses: +13.32024 Q1 · Q&A responses: +10.12024 Q2 · Q&A responses: +14.52024 Q3 · Q&A responses: +22.52024 Q4 · Q&A responses: +12.22025 Q1 · Q&A responses: +13.2
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$18.45$19.92$21.402021 Q12021 Q42022 Q32023 Q22024 Q12024 Q42024 Q1: $18.652024 Q2: $21.202024 Q3: $20.14

Forward P/E

27.5036.2444.992021 Q12021 Q42022 Q32023 Q22024 Q12024 Q42024 Q1: 28.712024 Q2: 36.212024 Q3: 43.78

No notable tone-vs-estimate divergences detected.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-05-08+4.0——View →
2024 Q42025-02-20+16.5——View →
2024 Q32024-11-07+9.7$20.1443.8View →
2024 Q22024-08-08+11.4$21.2036.2View →
2024 Q12024-05-09+11.0$18.6528.7View →
2023 Q42024-02-22+11.2——View →
2023 Q32023-11-02+2.3——View →
2023 Q22023-08-03+16.4——View →