GoAI
Get started
EagleRock Land LLC logo

EagleRock Land LLC

EROK

NYSEEnergyOil & Gas Equipment & Services

Open in GoAI

Previous close

$26.60

+$0.44 · +1.68%

Aug 21, 4:00 PM ET

EROK company overview

Regular session · ET · Market data may be delayed.

GoAI snapshot

AI-powered factor overview

Jul 10, 2026

GoAI score

Hold

Wait — insufficient conviction to act

Valuation

65

Undervalued

Momentum

36

Weakening

Sentiment

53

Mixed

Risk resilience

59

Elevated Risk

Full GoAI research

Thesis, catalysts, evidence, and risk analysis.

View full GoAI research

AI-generated, informational only, and not investment advice.

Company profile

Company website

EagleRock Land, LLC functions as a specialized land management firm. The company oversees a significant portfolio of surface acres within the Permian Basin, comprising roughly 236,000 acres either directly owned or controlled. Additionally, it holds a vested interest in approximately 70,000 acres dedicated to water infrastructure assets in the Midland Basin, as stipulated by an acreage dedication. Founded in 2023, the firm's operations are headquartered in Houston, Texas.

Industry
Oil & Gas Equipment & Services
Sector
Energy
Headquarters
US
CEO
Gregory Phillip Pipkin Jr.
Listed since
May 14, 2026
Employees
28

Market position

Day range

Current $26.60

52-week range

Current $26.60

Open
$26.52
Previous close
$26.16
Volume
153.9K
0.43× average
Average volume
361.96K
Average daily volume
Market cap
2.89B USD
Beta
0.67
Market reference 1
50-day average
$22.1222
+20.24% above average
200-day average
$22.1351
+20.17% above average

Financials

Financial snapshot

Latest / TTM

Valuation & yield

Enterprise value
838.28M USD
P/E (TTM)
-91.72×
P/B (TTM)
2.14×
P/S (TTM)
44.75×
EV / EBITDA
46.79×
Earnings yield
0.07%
Free cash flow yield
1.63%
Dividend yield
0.00%

Profitability & efficiency

Gross margin
67.52%
Operating margin
-72.78%
Net margin
-6.50%
Return on equity
0.00%
Return on assets
0.13%
Return on invested capital
1.43%

Financial health

Debt / equity
0×
Current ratio
1.82×

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin
Gross, operating, and net margin trends55%33%10%-12%Gross margin, FY2024: 30.77%Gross margin, FY2025: 49.10%Operating margin, FY2024: 14.96%Operating margin, FY2025: 2.90%Net margin, FY2024: -6.07%Net margin, FY2025: 0.25%FY2024FY2025
Gross margin FY2024 30.77%. Gross margin FY2025 49.10%. Operating margin FY2024 14.96%. Operating margin FY2025 2.90%. Net margin FY2024 -6.07%. Net margin FY2025 0.25%.

Income trends

Revenue

141.44M USD+699.04%

Operating income

4.1M USD+54.76%

Net income

357K USD+1.43M USD
Income trends across reported periods155.69M USD98.68M USD41.68M USD−15.33M USDRevenue, FY2024: 17.7M USDRevenue, FY2025: 141.44M USDOperating income, FY2024: 2.65M USDOperating income, FY2025: 4.1M USDNet income, FY2024: −1.08M USDNet income, FY2025: 357K USDFY2024FY2025
Revenue FY2024 17.7M USD. Revenue FY2025 141.44M USD. Operating income FY2024 2.65M USD. Operating income FY2025 4.1M USD. Net income FY2024 −1.08M USD. Net income FY2025 357K USD.
Metric (USD)FY2025FY2024
Revenue141.44M USD17.7M USD
Cost of goods sold71.99M USD12.26M USD
Gross profit69.45M USD5.45M USD
Selling, general, and administrative65.35M USD2.8M USD
Operating expenses65.35M USD2.8M USD
Interest income109K USD—
Interest expense385K USD8.7M USD
Depreciation and amortization15M USD4M USD
Operating income4.1M USD2.65M USD
Net income357K USD−1.08M USD

Company facts updated Aug 24, 2026.

Earnings

Latest fiscal-year EPS
0.01
FY2025
Latest fiscal-year revenue
141.44M USD
FY2025 · +699.04% year over year
Next fiscal-year EPS consensus
1.79
FY2027 · 3 analysts
Next fiscal-year revenue consensus
172.14M USD
FY2026 · 4 analysts

Annual EPS trend

Reported history and fiscal-year consensus

ReportedConsensus forecast
Annual EPS trend4.532.861.2-0.46FY24FY25FY27FY28

Annual revenue trend

Reported history and fiscal-year consensus

ReportedConsensus forecast
Annual revenue trend287.53M189.41M91.29M-6.83MFY24FY25FY26FY27FY28

Analyst ratings

Third-party consensus; not a GoAI recommendation.

Analyst price target

Average target

$27.00

1.50% upside
Past 12 months12-month forecastHigh $28.00Average $27.00Low $25.00

Recent analyst actions

2 institutions
Goldman SachsmaintainNeutral
BarclaysmaintainOverweight

EROK news

seekingalpha.com

EagleRock Land, LLC (EROK) Q2 2026 Earnings Call Transcript

EagleRock Land, LLC (EROK) Q2 2026 Earnings Call Transcript

Read source
marketbeat.com

EagleRock Land Q2 Earnings Call Highlights

EagleRock Land NYSE: EROK reported second-quarter results that management said exceeded its internal forecast, as the recently public land and resource management company benefited from higher water-related activity,…

Read source
businesswire.com

EagleRock Announces Second Quarter 2026 Results

HOUSTON--(BUSINESS WIRE)--EagleRock Land, LLC (“EagleRock” or the “Company”) (NYSE: EROK) today announced its financial and operating results for the second quarter ended June 30, 2026. Second Quarter and Recent…

Read source
businesswire.com

EagleRock Acquires Intrepid Ranch

HOUSTON--(BUSINESS WIRE)--EagleRock Land, LLC (“EagleRock”), a surface land management company that controls surface acreage in the core of the Permian Basin, acquired the Intrepid Ranch, which is comprised of…

Read source
businesswire.com

EagleRock Announces Filing of Quarterly Report on Form 10-Q

HOUSTON--(BUSINESS WIRE)--EagleRock Land, LLC (“EagleRock” or the “Company”) (NYSE: EROK) today filed its Quarterly Report on Form 10-Q for the quarter ended March 31, 2026 (the “Quarterly Report”) with the U.S.…

Read source

EROK peers

Exxon Mobil Corporation logo

XOM

Exxon Mobil Corporation

$165.11

-0.63%

Chevron Corporation logo

CVX

Chevron Corporation

$205.24

-0.26%

Shell plc logo

SHEL

Shell plc

$93.33

-0.34%

TotalEnergies SE logo

TTE

TotalEnergies SE

$89.89

-1.11%

ConocoPhillips logo

COP

ConocoPhillips

$134.87

-0.01%

Petróleo Brasileiro S.A. - Petrobras logo

PBR

Petróleo Brasileiro S.A. - Petrobras

$19.15

+0.74%

ETFs holding EROK

Funds reporting this stock among their holdings, ordered by reported position size.

Horizon Kinetics Inflation Beneficiaries ETF logoHorizon Kinetics Inflation Beneficiaries ETFINFL
Market value
34.33M
Weight
2.08%
AUM
1.48B USD
Expense ratio
0.85%
Price / 1D
$55.64+1.53%
T. Rowe Price Natural Resources ETF logoT. Rowe Price Natural Resources ETFTURF
Market value
1.28M
Weight
0.39%
AUM
333.32M USD
Expense ratio
0.44%
Price / 1D
$36.29+2.17%
Vanguard Russell 2000 ETF logoVanguard Russell 2000 ETFVTWO
Market value
266.35K
Weight
0.00%
AUM
17.4B USD
Expense ratio
0.06%
Price / 1D
$121.25+0.74%
Horizon Kinetics Energy Remediation ETF logoHorizon Kinetics Energy Remediation ETFNVIR
Market value
74.05K
Weight
1.46%
AUM
5.78M USD
Expense ratio
0.85%
Price / 1D
$40.538-0.08%
Listed Funds Trust - Horizon Kinetics Texas ETF logoListed Funds Trust - Horizon Kinetics Texas ETFTEXX
Market value
53.2K
Weight
1.73%
AUM
2.93M USD
Expense ratio
0.85%
Price / 1D
$30.7639-0.18%
Vanguard Russell 2000 Growth ETF logoVanguard Russell 2000 Growth ETFVTWG
Market value
25.91K
Weight
0.00%
AUM
1.7B USD
Expense ratio
0.06%
Price / 1D
$282.73+1.21%
Vanguard Russell 2000 Value ETF logoVanguard Russell 2000 Value ETFVTWV
Market value
9.78K
Weight
0.00%
AUM
1.4B USD
Expense ratio
0.06%
Price / 1D
$198.38+0.34%
Vanguard Russell 3000 ETF logoVanguard Russell 3000 ETFVTHR
Market value
4.41K
Weight
0.00%
AUM
6.1B USD
Expense ratio
0.06%
Price / 1D
$338.91+0.49%

Continue in GoAI

Research EROK

research.disclaimer