EagleRock Land (EROK) Q2 FY26 earnings call

Eagle Rock delivered strong Q2 FY26 results, building on its recent IPO momentum with significant revenue and adjusted EBITDA growth. The company successfully integrated new assets, expanded its strategic relationship with Double Eagle, and acquired Intrepid Ranch to further strengthen its Permian Basin footprint. Management initiated full-year EBITDA guidance above initial expectations, highlighting the capital-light business model's ability to generate substantial free cash flow and fund accretive M&A without shareholder dilution.