Tamboran Resources Corporation

TBN Energy Oil & Gas E&P

In the quarter to June 2026, EPS grew 101.7%, free cash flow fell 72.1% and total debt rose 607.7%, each against the same quarter a year earlier. Insiders bought in the last twelve months.

31.33 0.54 −1.69%
Market cap
$1.1B
P/E
0.0×
Fwd P/E
—
Dividend yield
—
F-score
n/a
Altman Z
n/a
Beneish M
n/a
Dividend safety
n/a

Insider Decisions trades per month

Total buys 0.67
Totals in millions of $.
Dec 25 Mar 26 Jun 26 Sep 26
Buy 1 — — — — 2 — — — — — —
Sell — — — — — — — — — — — —
Insider Ownership 0.00%

Capital & Financial Ratios $m

Market Cap 1,110.00
Revenue —
Net Income (30.50)
Free Cash Flow (184.33)
Net Debt (163.70)
Current Ratio 2.61 (at or above 1.5: strong)
Debt/Equity 0.07 (at or below 0.5: strong)
P/E ratio 0.00
Fwd P/E —
P/S ratio 0.00
P/B ratio 0.73
Past 5Y EPS Growth —
This Y EPS Growth 93.17% (at or above 15%: strong)
Next Y EPS Growth (322.45%) (below 0%: weak)
Next Y revenue growth —
Next 5Y EPS Growth 44.33% (at or above 15%: strong)

Green and red mark values outside typical ranges. How we judge →

Valuation vs history

Dividends

Payout Ratio —
Annual Dividend Rate —
Annual Dividend Yield —

Assets vs Liabilities $m

2023 2024 2025 2026
Cash 7 75 45 231
Receivables 1 11 10 6
Inventory — — — —
Other — — — —
17 97 57 243
2023 2024 2025 2026
Payables 14 15 20 74
ST’ Debt — — — —
Other — — 0 3
15 28 37 93

Compound Annual Growth %

10y 5y 3y
Sales — — —
Cash Flow — — 0.00%
Earnings — — 0.00%
Book Value — — 81.98%

Revenue $m

Year
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Sep Dec Mar Jun Year
’26 — — — — —
’26 (14) (1) (13) (8) (35)
’25 (4) (5) (14) (6) (30)
’24 (3) (7) 0 (1) (11)
’23 — — — (13) (13)
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Sep Dec Mar Jun Year
’26 — — — — —
’26 (41) (35) (55) (53) (184)
’25 (19) (39) (51) (31) (140)
’24 (22) (15) (17) (20) (75)
’23 — — — (124) (124)
Fiscal quarters ending in the months shown.

EPS $

Sep Dec Mar Jun Year
’26 — — — — —
’26 (0.47) (0.33) (0.42) 0.01 (1.16)
’25 (0.42) (0.99) (0.46) (0.65) (2.52)
’24 (0.44) (0.86) — (0.96) (2.32)
’23 — — — — (5.32)
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

1
1Buy 2 3Hold 4 5Sell

Ten years at a glance

Group Line 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 Trend 2027e 2028e 2029e
Price, $
Price, $ Low — — — — — — — 15.75 17.29 25.02

Analyst estimates 2027–2029

Powerpack
High — — — — — — — 25.99 34.50 52.21
People
People Employees — — — — — — 30 39 47 47
Revenue/emp, $m — — — — — — 0.00 0.00 0.00 0.00
Income, $m
Income, $m Revenue — — — — — — — — — —
Gross margin, % — — — — — — — — — —
EBT — — — — — (10) (32) (24) (40) (30)
EBT margin, % — — — — — 0.00 0.00 0.00 0.00 0.00
Net income — — — — — (10) (32) (24) (40) (30)
Depreciation — — — — — 0 0 0 0 0
Per share, $
Per share, $ Revenue — — — — — 0.00 0.00 0.00 0.00 0.00
Earnings — — — — — (2.72) (5.32) (2.32) (2.52) (1.16)
Cash flow — — — — — (2.83) (2.12) (1.21) (2.02) (1.54)
Capex — — — — — (10.90) (18.32) (6.74) (7.51) (6.67)
Free cash flow — — — — — (13.73) (20.44) (7.95) (9.53) (8.21)
Book value — — — — — 23.91 26.53 32.56 26.56 43.08
Shares, m — — — — — 4 6 9 15 22
Valuation, ×
Valuation, × P/E — — — — — — — — — —
P/S — — — — — — — — — —
P/B — — — — — — — — — —
EV/Sales — — — — — — — — — —
EV/FCF — — — — — — — — — —
Cash, $m
Cash, $m Operating cash flow — — — — — (10) (13) (11) (30) (35)
Capex — — — — — (39) (111) (64) (110) (150)
Free cash flow — — — — — (49) (124) (75) (140) (184)
Balance, $m
Balance, $m Working capital — — — — — 18 2 69 20 150
Total debt — — — — — — — 14 10 67
Net debt — — — — — (18) (7) (61) (36) (164)
Shareholders’ equity — — — — — 85 161 308 389 968
Returns, %
Returns, % ROA — — — — — 0.00 (23.54) (8.10) (9.17) (3.26)
ROIC — — — — — (9.39) (13.04) (5.19) (6.95) (2.54)
ROE — — — — — 0.00 (26.12) (9.36) (10.59) (3.84)
Negative figures in brackets.

All 10 years →

Fundamentals updated 7 Oct 2026

Charts ten years each

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
KOS Kosmos Energy Ltd. $1.6B — (loss-making) — (loss-making) +56.80% (above 0%: growing) n/m +405.33% (above 0%: growing) 70.40% 47.75% Compare
GFR Greenfire Resources Ltd. $1.6B — (loss-making) — +21.83% (above 0%: growing) −38.00% (below 0%: shrinking) −386.50% (below 0%: shrinking) 93.25% 38.51% Compare
DMLP Dorchester Minerals, L.P. $1.5B 17.3× — +73.10% (above 0%: growing) +148.00% (above 0%: growing) +110.38% (above 0%: growing) 100.00% 55.05% Compare
HPK HighPeak Energy, Inc. $1.3B — (loss-making) — (loss-making) +25.84% (above 0%: growing) +215.79% (above 0%: growing) +41.01% (above 0%: growing) 76.83% 29.46% Compare
TBN Tamboran Resources Corporation $1.1B — (loss-making) — — n/m −72.13% (below 0%: shrinking) — 0.00%
REPX Riley Exploration Permian, Inc. $1.0B 8.7× 14.6× +94.22% (above 0%: growing) +189.58% (above 0%: growing) −366.95% (below 0%: shrinking) 100.00% 52.60% Compare
INR Infinity Natural Resources Inc. $824.5M 4.5× 4.4× +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 $786.8M — (loss-making) 22.0× +67.86% (above 0%: growing) n/m +1,641.19% (above 0%: growing) 72.44% 38.22% Compare
OBE Obsidian Energy $765.4M 38.6× 9.9× +58.90% (above 0%: growing) +187.50% (above 0%: growing) −143.71% (below 0%: shrinking) 71.83% 32.07% Compare
Median of peers $1.2B 13.0× 12.3× +63.38% +167.75% +75.70% 79.82% 39.87%

All 73 Oil & Gas E&P stocks →

Tamboran Resources Corporation (TBN) key facts

  • Tamboran Resources Corporation (TBN) is an Oil & Gas E&P company in the Energy sector, listed on the New York Stock Exchange.
  • As of October 16, 2026, TBN traded at $31.33, a market capitalization of $1.1 billion.
  • Return on equity was −3.84% and debt-to-equity 0.07.

Source: company filings (standardised) and stockrow calculations · fundamentals updated Oct 7, 2026.

Tamboran Resources Corporation (TBN) Latest News

stockrow.com/TBN · Data as of Oct 7, 2026 · For information only; not investment advice. · © 2026 stockrow.com