This is a transitional filing with no comparable prior period or consensus estimates. The key catalyst will be the Q2 2026 earnings release and inaugural conference call, expected to provide the first comparable public-company financials. Monitor the pro forma financial statements due by July 31, 2026 for a clearer baseline.
Price Chart
Executive Summary
EagleRock Land filed its first quarterly report as a public company, covering the Predecessor's Q1 2026 results. The filing provides preliminary pro forma revenue of $29.6M-$36.1M and Adjusted EBITDA of $25.7M-$31.5M, with no outstanding debt and over $200M liquidity. No analyst consensus comparison is available, and the company will begin regular earnings calls in Q2 2026.
Key Financial Metrics
Key Facts
- Completed IPO on May 15, 2026
- Repaid predecessor credit facility of ~$269 million on June 3, 2026
- New $200M revolving credit facility (can be increased by $100M) with no borrowings outstanding
- Preliminary pro forma Q1 2026 revenue range: $29.6M-$36.1M
- Preliminary pro forma Q1 2026 net income range: $13.3M-$16.2M
- Preliminary pro forma Q1 2026 Adjusted EBITDA range: $25.7M-$31.5M
- Pro forma Adjusted EBITDA margin midpoint: 87.1%
- Pro forma net income margin midpoint: 44.9%
- Will file unaudited pro forma financials by July 31, 2026
- First quarterly earnings call expected for Q2 2026
Financial Impact
Preliminary pro forma Q1 2026 revenue $29.6M-$36.1M, net income $13.3M-$16.2M, Adjusted EBITDA $25.7M-$31.5M. No debt outstanding with $200M+ liquidity.
Risk Factors
- Preliminary financials are unaudited and subject to revision
- No comparable prior period or analyst consensus for Q1 2026
- Company is newly public with limited trading history
Market Snapshot
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-280008 |
| Document: d295987d8k.htm | 0001193125-26-280008 |
| Document: 0001193125-26-280008-index-headers.html | 0001193125-26-280008 |
| Document: 0001193125-26-280008-index.html | 0001193125-26-280008 |
| Document: 0001193125-26-280008.txt | 0001193125-26-280008 |
| 8-K Data (Synthetic) | 0001193125-26-280008 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 11, 2026 7w ago | 8-K | $25.85 $26.21 | ▲ +1.39% | ▲ +2.45% | $21.47 (−16.94%) |
Jun 24, 2026 14w ago | 8-K | $20.46 $22.18 | ▲ +8.41% | ▲ +6.47% | $21.47 (+4.94%) |
May 19, 2026 19w ago | Insider Cluster | $23.04 $20.65 | ▼ −10.37% | ▼ −11.11% | $21.47 (−6.81%) |
May 19, 2026 19w ago | 3 | $23.29 $19.99 | ▼ −14.17% | ▼ −15.15% | $21.47 (−7.81%) |
May 14, 2026 20w ago | 424B4 | $21.55 $21.25 | ▼ −1.39% | ▼ −3.51% | $21.47 (−0.37%) |
May 13, 2026 20w ago | 3 | $21.84 $21.25 | ▼ −2.70% | ▼ −1.84% | $21.47 (−1.69%) |
May 13, 2026 20w ago | 3 | $21.84 $21.25 | ▼ −2.70% | ▼ −1.84% | $21.47 (−1.69%) |
May 13, 2026 20w ago | 3 | $21.84 $21.25 | ▼ −2.70% | ▼ −1.84% | $21.47 (−1.69%) |
May 13, 2026 20w ago | 3 | $21.84 $21.25 | ▼ −2.70% | ▼ −1.84% | $21.47 (−1.69%) |
May 11, 2026 20w ago | S-1/A | — | awaiting T+20 | — | — |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access