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Friday 6 November 2026
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Tamboran Resources Corporation
TBN Energy Oil & Gas E&P
- EPS
- +90.4%
- Free cash flow
- −72.1%
- Total debt
- +607.7%
Quarter to June 2026, against a year earlier
29.05
0.98
+3.49%
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Target Price Range
Analyst price targets
Free accountTen years at a glance
| Ten-year view | Analyst estimates Powerpack | ||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Group | Line | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Trend | 10 yrs | 2027e | 2028e | 2029e | Next 3/yr |
| Income, $m | |||||||||||||||||
| Income, $m | Revenue | — | — | — | — | — | — | — | — | — | — | — | 53 | 77 | 112 | +45.5% | |
| Gross margin, % | — | — | — | — | — | — | — | — | — | — | — | ||||||
| EBT | — | — | — | — | — | (10) | (32) | (24) | (40) | (30) | +33.4% | ||||||
| EBT margin, % | — | — | — | — | — | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.0 pt | ||||||
| Net income | — | — | — | — | — | (10) | (32) | (24) | (40) | (30) | +33.4% | ||||||
| Per share, $ | |||||||||||||||||
| Per share, $ | Revenue | — | — | — | — | — | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | n/m | |||||
| Earnings | — | — | — | — | — | (2.72) | (5.32) | (2.32) | (2.52) | (1.16) | (19.2%) | ||||||
| Cash flow | — | — | — | — | — | (2.83) | (2.12) | (1.21) | (2.02) | (1.54) | (14.1%) | ||||||
| Capex | — | — | — | — | — | (10.90) | (18.32) | (6.74) | (7.51) | (6.67) | (11.6%) | ||||||
| Free cash flow | — | — | — | — | — | (13.73) | (20.44) | (7.95) | (9.53) | (8.21) | (12.1%) | ||||||
| Book value | — | — | — | — | — | 23.91 | 26.53 | 32.56 | 26.56 | 43.08 | +15.9% | ||||||
| Shares, m | — | — | — | — | — | 4 | 6 | 9 | 15 | 22 | +58.7% | ||||||
| Valuation, × | |||||||||||||||||
| Valuation, × | P/E | — | — | — | — | — | — | — | — | — | — | — | |||||
| P/S | — | — | — | — | — | — | — | — | — | — | — | ||||||
| P/B | — | — | — | — | — | — | — | — | — | — | — | ||||||
| EV/Sales | — | — | — | — | — | — | — | — | — | — | — | ||||||
| EV/FCF | — | — | — | — | — | — | — | — | — | — | — | ||||||
| Cash, $m | |||||||||||||||||
| Cash, $m | Operating cash flow | — | — | — | — | — | (10) | (13) | (11) | (30) | (35) | +36.3% | |||||
| Capex | — | — | — | — | — | (39) | (111) | (64) | (110) | (150) | +40.3% | ||||||
| Free cash flow | — | — | — | — | — | (49) | (124) | (75) | (140) | (184) | +39.5% | ||||||
| Balance, $m | |||||||||||||||||
| Balance, $m | Working capital | — | — | — | — | — | 18 | 2 | 69 | 20 | 150 | +69.7% | |||||
| Net debt | — | — | — | — | — | (18) | (7) | (61) | (36) | (164) | +72.5% | ||||||
| Shareholders’ equity | — | — | — | — | — | 85 | 161 | 308 | 389 | 968 | +83.9% | ||||||
| Returns, % | |||||||||||||||||
| Returns, % | ROA | — | — | — | — | — | 0.00 | (23.54) | (8.10) | (9.17) | (3.26) | (3.3) pt | |||||
| ROIC | — | — | — | — | — | (9.39) | (13.04) | (5.19) | (6.95) | (2.54) | +6.9 pt | ||||||
| ROE | — | — | — | — | — | 0.00 | (26.12) | (9.36) | (10.59) | (3.84) | (3.8) pt | ||||||
| People | |||||||||||||||||
| People | Employees | — | — | — | — | — | — | 30 | 39 | 47 | 47 | +16.1% | |||||
| Revenue/emp, $m | — | — | — | — | — | — | 0.00 | 0.00 | 0.00 | 0.00 | n/m | ||||||
Negative figures in brackets.
estimates
Fundamentals updated 26 Oct 2026
Tamboran Resources Corporation vs peers in Oil & Gas E&P (Q) = latest quarter vs a year earlier
| Company | Market cap | P/E | Fwd P/E | Revenue growth (Q) | EPS growth (Q) | FCF growth (Q) | Gross margin (Q) | EBIT margin (Q) | Compare |
|---|---|---|---|---|---|---|---|---|---|
| DMLP Dorchester Minerals, L.P. | $1.3B | 13.2× | — | +45.16% (above 0%: growing) | +134.78% (above 0%: growing) | +25.38% (above 0%: growing) | 100.00% | 53.65% | Compare |
| GFR Greenfire Resources Ltd. | $1.3B | — (loss-making) | 46.7× | +21.83% (above 0%: growing) | −38.00% (below 0%: shrinking) | −386.50% (below 0%: shrinking) | 93.25% | 38.51% | Compare |
| KOS Kosmos Energy Ltd. | $1.3B | — (loss-making) | 21.6× | +31.70% (above 0%: growing) | n/m | +200.53% (above 0%: growing) | 74.14% | 42.20% | Compare |
| TBN Tamboran Resources Corporation | $981.3M | — (loss-making) | — | — | n/m | −72.13% (below 0%: shrinking) | — | 0.00% | |
| HPK HighPeak Energy, Inc. | $902.9M | — (loss-making) | — (loss-making) | +25.84% (above 0%: growing) | +215.79% (above 0%: growing) | +41.01% (above 0%: growing) | 76.83% | 29.46% | Compare |
| REPX Riley Exploration Permian, Inc. | $888.8M | 8.5× | 8.5× | +88.30% (above 0%: growing) | n/m | +221.68% (above 0%: growing) | 100.00% | 53.04% | Compare |
| INR Infinity Natural Resources Inc. | $776.9M | 4.0× | 6.1× | +129.63% (above 0%: growing) | +14.41% (above 0%: growing) | +3,802.98% (above 0%: growing) | 82.81% | 41.23% | Compare |
| TXO TXO Partners LP | $703.1M | — (loss-making) | 175× | −45.39% (below 0%: shrinking) | n/m | +116.23% (above 0%: growing) | 20.37% | (70.05%) | Compare |
| VTS Vitesse Energy, Inc. | $632.0M | — (loss-making) | — (loss-making) | +23.00% (above 0%: growing) | n/m | −177.32% (below 0%: shrinking) | 100.00% | 19.69% | Compare |
| Median of peers | $895.8M | 8.5× | 21.6× | +28.77% | +74.60% | +78.62% | 88.03% | 39.87% |
Pay and ownership Proxy statement filed 30 October 2026
Ownership
Directors and executive officers, together
4.00%
Sheffield Holdings, LP
10.40%
HITE Hedge Asset Management
8.20%
Ownership is the proxy’s own table: the directors and officers as a group, and every holder of 5% or more.
Read the proxy statement