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May 13, 2026·SEC
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Tamboran Resources Corp(TBN)Earnings, Financials & Key Ratios
TBN•NYSE
$32.00
Price updated Jun 27, 2026
AboutTamboran Resources Corporation, a natural gas company, focuses on developing unconventional gas resources in the northern territory of Australia. Its assets include a 25% non-operated working interest in EP 161; a 38.75% working interest in EPs 76, 98, and 117; and a 100% working interest in EPs 136 and 143, as well as EP (A) 197, located in the Betaloo Basin. Tamboran Resources Corporation was founded in 2009 and is headquartered in Sydney, Australia.Show more
- Revenue$0
- EBITDA-$39M-92.3%
- Net Income-$37M-68.4%
- EPS (Diluted)-2516.94-14465072.4%
- ROE-10.59%-13.1%
TBN Price & Volume
Tamboran Resources Corp (TBN) stock price & volume — 10-year historical chart
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Frontier Exploration Costs Drive Persistent Capital Burn
Investment Thesis • Updated 2026Q3
VerdictNegative
Growth:Mixed
Profitability:Negative
Financial:Vulnerable
Cash Flow:Burning
Primary Risk:Frontier project funding dependency
Key Thesis Takeaways
- Tamboran Resources remains a pre-revenue exploration entity focused on de-risking unconventional gas assets in the Beetaloo Basin, necessitating a high-risk, capital-intensive strategy.
- While the company maintains a $101.9 million cash position to support its appraisal phase, the reliance on equity dilution and rising debt levels to offset $191.5 million in accumulated losses warrants caution.
- Investors should monitor the company's ability to transition from frontier appraisal to commercial production, as current operating losses of $8.4 million per quarter highlight significant execution risks.
Verdict Logic
the company's persistent cash burn, evidenced by a $28.7 million free cash flow deficit in 2026Q3, combined with a total lack of revenue, presents significant long-term solvency risks for investors.
TBN Growth Metrics
Tamboran Resources Corp (TBN) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-
5 Years-
3 Years-
TTM-
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM-5.43%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM-291.38%
Return on Capital
10 Years-40.53%
5 Years-13.31%
3 Years-10.64%
Last Year-10.62%
TBN Recent Earnings
Tamboran Resources Corp (TBN) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 1/12 qtrs (13%)
Q2 2026Latest
May 13, 2026Metric
Actual
Est
EPS
$0.42-16.7%
$0.36
Rev
—
$2M
Q1 2026
Feb 11, 2026Metric
Actual
Est
EPS
$0.33+0.0%
$0.33
Rev
—
$2M
Q4 2025
Nov 13, 2025Metric
Actual
Est
EPS
$0.47-80.8%
$0.26
Rev
—
$512,670
Q4 2025
Sep 25, 2025Metric
Actual
Est
EPS
$0.59-20.4%
$0.49
Rev
—
—
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 13, 2026 | $0.42vs $0.36-16.7% | —vs $2M |
| Q1 2026 | Feb 11, 2026 | $0.33vs $0.33+0.0% | —vs $2M |
| Q4 2025 | Nov 13, 2025 | $0.47vs $0.26-80.8% | —vs $512,670 |
| Q4 2025 | Sep 25, 2025 | $0.59vs $0.49-20.4% | — |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for Tamboran Resources Corp (TBN)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $32.00 | $906.18M | -0.01 | — | — | -10.59% | — | |
| $17.92 | $693.32M | -3.78 | 26.15% | -69.28% | -74.84% | — | |
| $27.38 | $2.34B | 3.24 | 49.76% | 13.56% | 9.55% | — | |
| $1.23 | $20.54M | -0.55 | -14.92% | -32.13% | -38.74% | — | |
| $37.37 | $8.81B | 13.64 | 27.56% | 28.41% | 20.93% | — | |
| $35.17 | $10.9B | 17.33 | 21.73% | 17.54% | 12.43% | — |
Compare TBN vs Peers
Tamboran Resources Corp (TBN) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
TBN SEC Filings & Documents
Tamboran Resources Corp (TBN) SEC filings — annual & quarterly reports (10-K, 10-Q)
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TBN Frequently Asked Questions
Tamboran Resources Corp (TBN) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
Is TBN profitable?
Tamboran Resources Corp (TBN) reported a net loss of $34.4M for fiscal year 2025.
Dividend & Returns
What is TBN's return on equity?
Tamboran Resources Corp (TBN) has a return on equity (ROE) of -10.6%. Negative ROE indicates the company is unprofitable.
What is Tamboran Resources Corp's free cash flow?
Tamboran Resources Corp (TBN) had negative free cash flow of $73.9M in fiscal year 2025, likely due to heavy capital investments.