Tamboran Resources

Q4 FY2026 EarningsQ4 FY26 was marked by the successful delivery of first gas to the Northern Territory market in September 2026, transitioning the company to a producer. While specific revenue figures were not explicitly broken down in the result presentation, the SPCF project was delivered ~$9M below budget, and the pro forma cash balance of $240M provides significant liquidity for upcoming drilling. Management's successful 178-stage stimulation campaign and the record lateral drilling speeds on the SS1 pad demonstrate significant operational efficiency gains, though EPS GAAP of -$0.17 beat the consensus mean of -$0.1733 slightly but remained within the analyst range.