Jun 2026 (Q2 FY26) — Aug 11, 2026
Eagle Rock Q2 FY26 — Strong Post-IPO Performance, Intrepid Ranch Acquisition, and Raised FY26 EBITDA Guidance
Read the full callEagleRock Land earnings: last reported Tue, 11 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 41.5 | +74.0% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | -128.0 | −150.1 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | -7.6 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
YTD: $21.84 on 14 May 2026 → $18.3. High $26.6 (21 Aug 2026), low $18.3 (15 Oct 2026).
Overview
Call summaries
Eagle Rock Q2 FY26 — Strong Post-IPO Performance, Intrepid Ranch Acquisition, and Raised FY26 EBITDA Guidance
Read the full callEvery analysed call
Financials
| Line item | Jun 2025 | Jun 2026 |
|---|---|---|
| Sales | 24 | 42 |
| Expenses | 19 | 95 |
| Operating profit | 5 | -53 |
| Operating margin | 22.1% | −128.0% |
| Other income | -76 | 16 |
| Interest | 6 | 5 |
| Profit before tax | -71 | -38 |
| Tax rate | 0.0% | 0.2% |
| Net profit | — | -8 |
22 filings between May 15, 2026 and Sep 10, 2026.
Purchases
$11.45M
6 purchases by 5 insiders
Sales
None
No insider sold shares.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Lott Jeff Slaughter | $4.63M | — | May 15, 2026 |
| Wallace Michael Wayne | $4.63M | — | May 15, 2026 |
| Nelson James Carl | $1.85M | — | May 15, 2026 |
| Reed Stephanie L | $250.0K | — | May 15, 2026 |
| Kumar Raj | $100.0K | — | May 15, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 10, 2026 | Kumar Raj Director | Award | 7,824 | $0 |
| Sep 10, 2026 | Shah Neal H See Remarks | Award | 47,619 | $0 |
| Sep 10, 2026 | Hunt Robert W JR General Counsel | Award | 27,473 | $0 |
| Sep 10, 2026 | Reed Stephanie L Director | Award | 7,534 | $0 |
| Sep 10, 2026 | Coats Richard Harlan Director | Award | 7,244 | $0 |
| Sep 10, 2026 | Nelson James Carl Director | Award | 7,534 | $0 |
| Sep 10, 2026 | Lott Jeff Slaughter Director | Award | 7,244 | $0 |
| Sep 10, 2026 | Wallace Michael Wayne Director | Award | 7,244 | $0 |
| Jul 24, 2026 | Shah Neal H See Remarks | Award | 1,283,244 | $0 |
| Jul 24, 2026 | Shah Neal H See Remarks | Tax withheld | 498,470 | $11.13M |
| Jul 24, 2026 | Pipkin Gregory Phillip Jr. Chief Executive Officer | Award | 1,283,244 | $0 |
| Jul 24, 2026 | Pipkin Gregory Phillip Jr. Chief Executive Officer | Tax withheld | 498,469 | $11.13M |
| Jul 24, 2026 | Hunt Robert W JR General Counsel | Award | 533,513 | $0 |
| Jul 24, 2026 | Hunt Robert W JR General Counsel | Tax withheld | 203,491 | $4.54M |
| May 15, 2026 | Nelson James Carl Director | Purchase | 50,000 | $925.0K |
| May 15, 2026 | Nelson James Carl Director | Purchase | 50,000 | $925.0K |
| May 15, 2026 | Wallace Michael Wayne Director | Purchase | 250,000 | $4.63M |
| May 15, 2026 | Reed Stephanie L Director | Purchase | 13,513 | $250.0K |
| May 15, 2026 | Kumar Raj Director | Purchase | 5,405 | $100.0K |
| May 15, 2026 | Coats Richard Harlan Director | Award | 743,745 | — |
| May 15, 2026 | Coats Richard Harlan Director | Award | 8,770,275 | — |
| May 15, 2026 | Lott Jeff Slaughter Director | Purchase | 250,000 | $4.63M |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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