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TRC

Tejon Ranch Co.

TRC

NYSE·Industrials·Conglomerates·Mkt cap $443.7M

$16.43

+1.61%

P/E

72.63

Mkt Cap

$443.7M

52-Wk Range

$15.31–$21.31

52-Week Range

$15.31 - $21.31

P/E

72.63

Fwd P/E

91.28

Beta

0.57

Div Yield

0.00%

Avg Vol

123.0K

Shares Out

27.0M

Mkt Cap

$443.7M

Price action

Price chart

Down 3.1% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

6 reasons

  • Substantial land portfolio of 270,000+ acres in strategically located California properties
  • Diversified revenue streams reducing dependence on single business segment
  • Long-term lease agreements with established retailers and service operators
  • Mineral royalty rights providing passive income from oil, gas, and aggregate extraction
  • Agricultural operations with permanent crop investments in high-value commodities
  • Real estate development rights with significant appreciation potential

Bear Case

2 risks

  • Low volatility (beta 0.6).
  • Extreme premium - high expectations embedded

Growth

Stable outlook

Steady revenue growth (18% YoY)

Value

Extreme premium - high expectations embedded

Momentum

Weak

-14.3% over 3m

Quality

Thin

Solid business

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Nov 5, 2026

Q3 26 RECAP

AUG 6, 2026

Reported EPS of $0.10 vs $0.02 consensus (+400.0% surprise). Revenue of $14.3M vs $8.6M expected (+65.0%). Beat on both top and bottom lines.

EPS beat +400.0%
Rev beat +65.0%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+400.0%

Revenue trend · last 8Q

+11%

+11%

+46%

+10%

+18%

+16%

+72%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$10.9M

$17.9M

$8.2M

$8.3M

$12.0M

$21.1M

$9.5M

$14.3M

Margins · last 8Q

Gross

22.4%

Operating

2.4%

Profit

18.5%

Wall Street consensus

Analyst coverage

Live ratings and price targets aggregated across covering analysts.

vs Industry

How TRC stacks vs Conglomerates

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.