NYSE$TBN

Tamboran Resources Corporation · Q3 2026 earnings

Q3 2026 earnings · · After market close · Investor relations

Briefing

Tamboran Resources reported fiscal Q3 2026 revenue of $0 with a net loss from operations of $8.4M.

For the quarter ended March 31, 2026, Tamboran Resources had no revenue and reported a net loss from operations of approximately $8.4 million as the Australian shale-gas developer advanced drilling and appraisal in the Beetaloo Basin. Net loss attributable to shareholders was wider after financing and fair-value items. The company remains pre-revenue with capital directed to EP 161/EP 162 appraisal wells and infrastructure planning.

  • No revenue; net loss from operations about $8.4M in the quarter.
  • Beetaloo Basin drilling and appraisal activities continued.
  • Pre-revenue explorer with significant capital needs.
  • U.S. listing supports access to equity markets for funding.
  • Operational focus on proving commercial gas volumes.

Headline financials

Total Revenue

$0.00

Previous: $0.00
EPS

-$0.42

Previous: -$0.46+8.3%
Capital Expenditures

-$104M

Previous: -$74.3M-40.5%
Free Cash Flow

-$131M

Previous: -$81M-62.3%
Net Income

-$9.41M

Previous: -$6.66M-41.3%
Operating Income

-$8.37M

Previous: -$8.8M+4.9%
Gross Profit

$0.00

Previous: $0.00
Cash & Equivalents

$88.2M

Previous: $25.6M+243.9%
Total Assets

$672M

Previous: $382M+76.2%

Revenue & EPS history

Tamboran Resources Corporation · Revenue · Quarterly

$0

Q3 2026

Forward guidance

Tamboran does not issue quantitative revenue or EPS guidance in the 10-Q. MD&A outlines drilling schedules, capital expenditure plans, and pathways to first commercial gas sales.

Tailwinds

  • Appraisal drilling progresses toward proving Beetaloo resource scale.
  • Strategic focus on low-cost gas supply for domestic and export markets.

Headwinds

  • No revenue and ongoing cash burn from exploration activities.
  • Commercial production timing and funding needs remain key risks.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 7 quarterly earnings reports · overlaid with Q3 2026

Historical avgQ3 2026

-0.2%

Avg return

Earnings day

+4.1%

Avg return

5 days after

+3.4%

Avg return

30 days after

33%

3 / 9 earnings

Positive

+7.8%

Q3 2024

Best reaction

-4.1%

Q3 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026-4.1%-0.6%+8.0%
Q2 2026-0.5%-2.4%-0.3%
Q1 2026+0.1%+1.7%+5.3%
Q4 2025+3.1%+38.6%+29.8%
Q3 2025-1.2%-1.3%+13.2%
Q2 2025-2.4%-2.8%-6.6%
Q1 2025-2.2%-1.4%-13.6%
Q1 2024-2.2%-1.4%-13.6%
Q3 2024+7.8%+6.1%+8.0%
Q2 2024
Q3 2023
Q2 2023
Q4 2022
Q3 2022
Q2 2022
Q1 2022
Q4 2021
Q3 2021
Q2 2021
Q1 2021
Q4 2020
Q3 2020
Q2 2020
Q1 2020
Q4 2019

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