TRC Tejon Ranch Co

BULLISH Impact: 7/10 PRESS-RELEASE
Horizon days Filed May 7, 2026 Processed 14d 3h ago Wire GlobeNewswire
Press release: earnings
Latest settled — T+5d ⚠ clustered
TRC ▼ -5.81% at T+5d
LONG call ✗ call lost -5.81% · α vs SPY -7.32% · entry $20.48 → $19.29
Next anchor: T+20d in 15d
Currently $19.22 · -6.15% from $20.48 entry
Entry anchored
May 6, 03:59 PM ET
via Databento tick
T+1d
-1.56%
call -1.56% · α -2.39%
$20.16
settled 13d ago
T+5d
-5.81%
call -5.81% · α -7.32%
$19.29
settled 7d ago
T+20d
call — · α —
in 15d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Tejon Ranch reported a strong Q1 2026 beat, with EPS of $0.01 versus consensus -$0.02 (150% beat) and revenue of $9.5M beating the $8.8M estimate (8% beat). The turnaround from a net loss to net income was driven by growth in mineral resources and cost reductions, with Adjusted EBITDA up 69% YoY.

Actionable Insight

Strong quarterly results with a clear earnings and revenue beat signal improved fundamentals. Watch for continued leasing progress at TRCC and mineral resources momentum; the stock likely reacts positively in the near term.

Key Facts

  • EPS of $0.01 vs consensus -$0.02 (150% beat)
  • Revenue of $9.5M vs consensus $8.8M (8% beat)
  • Net income of $0.2M vs net loss of $1.5M in Q1 2025
  • Adjusted EBITDA increased 69% to $4.8M
  • Mineral resources revenue rose 36% YoY to $3.5M
  • Total liquidity of $83.9M as of March 31, 2026

Financial Impact

Revenue beat by $0.7M; EPS beat by $0.03; net income swing of $1.6M vs prior year

revenueepsebitda

Risk Factors

  • Real estate development subject to California regulatory and entitlement delays
  • Agricultural segment remains volatile with weather and commodity price risk

Market Snapshot

Exchange
NYSE
Sector
Real Estate

Documents Analyzed

This report is based on 1 press release from GlobeNewswire.

DocumentAccession Number
PRESS-RELEASE Data (Synthetic)press-3290057
6 reports for TRC
Performance horizon
Filters
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Reports for TRC — sortable, filterable
Type Now
May 7, 2026
14d ago
8-K
NEUTRAL ★ 5/10
$20.48 $19.29▼ −5.81%▼ −7.32%$19.22 (−6.15%)
May 7, 2026
14d ago
Press Release
BULLISH ★ 7/10
$20.48 $19.29▼ −5.81%▼ −7.32%$19.22 (−6.15%)
Apr 3, 2026
6w ago
DEFA14A
NEUTRAL ★ 4/10
$19.22 $19.43▲ +1.09%▼ −3.04%$19.22 (−0.00%)
Mar 19, 2026
9w ago
Press Release
MIXED ★ 6/10
$18.69 $19.11▲ +2.25%▲ +4.46%$19.22 (+2.84%)
Mar 5, 2026
10w ago
8-K
NEUTRAL ★ 3/10
$17.92 $18.80▲ +4.91%▲ +6.44%$19.22 (+7.25%)
Mar 5, 2026
10w ago
Press Release
NEUTRAL ★ 3/10
$17.92 $18.80▲ +4.91%▲ +6.44%$19.22 (+7.25%)
Showing 6 of 6

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