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
Q4 2023———
Q4 2026———
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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