TXO
TXO Partners, L.P.11.09
-0.21-1.86%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
No earnings call transcript available
Key Stats
Market Cap
607.56MP/E (TTM)
27.73Basic EPS (TTM)
0.40Dividend Yield
0.18%Recent Filings
8-K
TXO JV sells assets for $200M
Cross Timbers Energy, TXO Partners' 50%-owned JV, signed deals on March 10, 2026, to sell substantially all its oil and gas properties for $200 million total, including $123.5 million to CTOC, owned by Bob R. Simpson's family. TXO expects $100 million net proceeds to fund its $70 million deferred White Rock payment due July 31, 2026. Deals close Q2 2026, if conditions met. Operations sharpen on key basins.
8-K
TXO declares $0.30 Q4 distribution
10-K
FY2025 results
TXO Partners posted FY2025 production of 28,268 Boe/d, up 21% y/y from 23,452 Boe/d, fueled by the July WRE Acquisition adding Williston Basin assets while San Juan volumes declined naturally. Revenues climbed 42% to $401M despite 16% lower oil prices, with Q4 momentum from new drilling (31 gross wells) offsetting Permian impairments tied to pending Cross Timbers sales. Williston drove growth (8 MBoe/d average), Permian held steady (7 MBoe/d), San Juan dipped (13 MBoe/d); DD&A jumped to $9.36/Boe on higher-cost assets. Debt hit $284M post-acquisitions (1-2x net debt/EBITDAX), $126M revolver availability; $70M development slated for 2026 from ops cash flow. Q4 accelerated nicely. Reserves hinge on volatile prices.
8-K
TXO declares $0.35 Q3 distribution
TXO Partners declared a $0.35 per common unit distribution for Q3 2025, payable November 21 to holders of record on November 14. The firm integrated its Williston Basin acquisition while drilling prolific horizontal wells in Elm Coulee. Execution drives future visibility. Forward-looking statements note risks from commodity prices and operations.
10-Q
Q3 FY2025 results
TXO Partners swung to $3.8M operating income in Q3 2025 ended September 30 (from $5.0M loss y/y, derived), fueled by 47% revenue growth to $100.9M on Williston Basin acquisitions while natural gas surged. Production costs held steady at $18.23/Boe despite volume jump; DD&A climbed to $9.02/Boe from added proved properties. July 2025 closed WRE Acquisition for $338.6M cash (including $70M deferred due July 2026), recognizing $349.8M proved properties; funded via $189.5M public offering and Credit Facility borrowings to $271.1M (8.0% rate, $146M available, covenants met). Operating cash flow hit $85.7M YTD. Commodity price volatility looms large.
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