Tejon Ranch Co. (TRC) Q3 2026 Earnings Call Transcript

Tejon Ranch Co. presents a complex investment profile where massive, long-term land holdings are currently offset by structural operational deficits and inconsistent revenue streams.
Price trend, volume and key moving averages
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 5, 2026 | $0.12+500.0% vs $0.02 | $23M+88.6% vs $12M |
Q3 2026 Aug 6, 2026 | $0.10+400.0% vs $0.02 | $14M+65.0% vs $9M |
Q2 2026 May 7, 2026 | $0.01+150.0% vs -$0.02 | $10M+8.6% vs $9M |
Q2 2026 Mar 19, 2026 | $0.06+20.0% vs $0.05 | $21M+51.8% vs $14M |
Tejon Ranch Co. (TRC) Q3 2026 Earnings Call Transcript

Tejon Ranch is trading a sprawling conglomerate model for a land-focused one, and whether cost cuts can sustain that shift is still unanswered.
TEJON RANCH, Calif., Nov. 05, 2026 (GLOBE NEWSWIRE) -- Tejon Ranch Co. (NYSE: TRC), ("Tejon" or the "Company"), a diversified real estate, land and agribusiness company, today announced financial results for the third quarter ended September 30, 2026.
Tejon Ranch (NYSE: TRC - Get Free Report) and Exp World (NASDAQ: AGNT - Get Free Report) are both small-cap real estate companies, but which is the better business? We will compare the two companies based on the strength of their dividends, valuation, earnings, analyst recommendations, profitability, institutional ownership and risk. Volatility and Risk Tejon Ranch has
Benchmark TRC against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Tejon Ranch Co. (TRC)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $17.04 | $460.15M | 61.14 | 18.4% | 11.36% | 1.56% | — | |
| $37.09 | $275.07M | 180.05 | -5.52% | 8.98% | 1.44% | 0.54% | |
| $20.20 | $757.21M | 17.09 | 20.1% | 26.13% | 7.15% | 7.52% | |
| $2.64 | $190.87M | -1.59 | 70.87% | -33.11% | -22.7% | — | |
| $23.70 | $1.21B | 8.53 | -1.64% | 8.72% | 7.72% | — | |
| $20.98 | $15.13B | 33.41 | -3.07% | 6.47% | 4.81% | 4% |
Tejon Ranch Co. (TRC) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Tejon Ranch Co. (TRC) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 6, 2026·SEC
Jul 30, 2026·SEC
May 15, 2026·SEC
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Tejon Ranch Co. (TRC) stock FAQ — growth, dividends, profitability & financials explained
Tejon Ranch Co. (TRC) reported $67.5M in revenue over the trailing twelve months. Revenue was $49.6M in fiscal year 2025. That is 182% more than the $17.6M of fiscal year 1996.
Tejon Ranch Co. (TRC) grew revenue by 45.4% over the trailing twelve months, compared with the twelve months before.
Yes. Tejon Ranch Co. (TRC) earned $7.7M in net income over the trailing twelve months (a 11.4% net margin).
Tejon Ranch Co. (TRC) had a return on equity (ROE) of 1.6% over the trailing twelve months. That is below the market's typical 10-15%.
Tejon Ranch Co. (TRC) had negative free cash flow of $9.1M over the trailing twelve months.