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TXO Partners, L.P. (TXO) Fundamental Analysis & AI Grade 2026

TXO NYSE Crude Petroleum & Natural Gas X1 CIK: 0001559432
Updated This Month • Analysis: May 9, 2026 • SEC Data: 2026-03-31
Combined AI Grade
D
88% Confidence
N/A
D
88% Conf
Pending
Analysis scheduled

📊 TXO Key Takeaways

Revenue: $28.3M
Net Margin: -262.9%
Free Cash Flow: $33.4M
Current Ratio: 0.43x
Debt/Equity: N/A
EPS: $-1.35
AI Grade: D with 88% confidence
TXO Partners, L.P. (TXO) receives a D fundamental grade with 88% confidence from our AI analysis based on SEC 10-K filings. With revenue of $28.3M, net profit margin of -262.9%, TXO Partners, L.P. demonstrates mixed fundamentals in the Energy sector. Below is our complete TXO stock analysis for 2026.

Is TXO Partners, L.P. (TXO) a Good Investment?

Claude

TXO Partners is in severe financial distress with massive operating losses (-$77.6M on $28.3M revenue) and a critical liquidity crisis (current ratio 0.43x). The company cannot service its $277.1M debt burden from operations (interest coverage -79.5x) and holds only $7.9M cash against substantial liabilities, indicating acute solvency risk.

TXO Partners, L.P. Key Strengths (TXO)

Claude
  • + Positive operating cash flow of $33.4M despite net losses
  • + Positive free cash flow of $33.4M indicating some cash generation ability
  • + Total asset base of $1.3B provides tangible collateral value

TXO Stock Risks: TXO Partners, L.P. Investment Risks

Claude
  • ! Severe liquidity crisis with current ratio of 0.43x indicating inability to meet short-term obligations
  • ! Operating margin of -274.3% shows fundamental business unprofitability at operations level
  • ! Negative interest coverage ratio of -79.5x demonstrates inability to service debt from operations
  • ! Minimal cash position ($7.9M) relative to long-term debt ($277.1M) creates refinancing risk
  • ! Persistent operating losses suggest structural business challenges in current commodity environment

Key Metrics to Watch

Claude
  • * Quarterly operating cash flow trend and sustainability
  • * Debt refinancing schedule and covenant compliance status
  • * Cash balance and working capital adequacy
  • * Operating losses and path to breakeven
  • * Commodity price sensitivity and realized well economics

TXO Partners, L.P. (TXO) Financial Metrics & Key Ratios

Revenue
$28.3M
Net Income
$-74.3M
EPS (Diluted)
$-1.35
Free Cash Flow
$33.4M
Total Assets
$1.3B
Cash Position
$7.9M

💡 AI Analyst Insight

The 118.1% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. The current ratio below 1.0x warrants monitoring of short-term liquidity.

TXO Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin -274.3%
Net Margin -262.9%
ROE N/A
ROA -5.6%
FCF Margin 118.1%

TXO vs Energy Sector: How TXO Partners, L.P. Compares

How TXO Partners, L.P. compares to Energy sector averages

Net Margin
TXO -262.9%
vs
Sector Avg 12.0%
TXO Sector
ROE
TXO 0.0%
vs
Sector Avg 14.0%
TXO Sector
Current Ratio
TXO 0.4x
vs
Sector Avg 1.3x
TXO Sector
Debt/Equity
TXO 0.0x
vs
Sector Avg 0.6x
TXO Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is TXO Partners, L.P. Stock Overvalued? TXO Valuation Analysis 2026

Based on fundamental analysis, TXO Partners, L.P. has mixed fundamental signals relative to the Energy sector in 2026.

Return on Equity
N/A
Sector avg: 14%
Net Profit Margin
-262.9%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
N/A
Sector avg: 0.6x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

TXO Partners, L.P. Balance Sheet: TXO Debt, Cash & Liquidity

Current Ratio
0.43x
Quick Ratio
0.43x
Debt/Equity
N/A
Debt/Assets
0.0%
Interest Coverage
-79.46x
Long-term Debt
$277.1M

TXO Revenue & Earnings Growth: 5-Year Financial Trend

TXO 5-year financial data: Year 2023: Revenue $449.6M, Net Income $52.5M, EPS $2.10. Year 2024: Revenue $449.6M, Net Income -$7.7M, EPS $-0.31. Year 2025: Revenue $363.1M, Net Income -$104.0M, EPS $-3.44.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: TXO Partners, L.P.'s revenue has declined by 19% over the 5-year period, indicating business contraction. The most recent EPS of $-3.44 indicates the company is currently unprofitable.

TXO Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
118.1%
Free cash flow / Revenue

TXO Quarterly Earnings & Performance

Quarterly financial performance data for TXO Partners, L.P. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $93.8M $2.4M $0.06
Q3 2025 $69.3M $203.0K $0.01
Q2 2025 $57.0M -$135.0K $0.00
Q1 2025 $68.5M $2.4M $0.06
Q3 2024 $69.3M $203.0K $0.01
Q2 2024 $57.0M -$2.5M $-0.08
Q1 2024 $68.5M $10.3M $0.33
Q3 2023 $74.9M $8.5M $0.27

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

TXO Partners, L.P. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$33.4M
Cash generated from operations
Dividends
None
No dividend program

TXO SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for TXO Partners, L.P. (CIK: 0001559432)

📋 Recent SEC Filings

Date Form Document Action
May 28, 2026 8-K txo-20260528.htm View →
May 27, 2026 4 xslF345X06/ownership.xml View →
May 26, 2026 4 xslF345X06/ownership.xml View →
May 20, 2026 4 xslF345X06/ownership.xml View →
May 15, 2026 4 xslF345X06/ownership.xml View →

Frequently Asked Questions about TXO

What is the AI rating for TXO?

TXO Partners, L.P. (TXO) has an AI grade of D with 88% confidence, based on fundamental analysis of SEC EDGAR filings.

What are TXO's key strengths?

Claude: Positive operating cash flow of $33.4M despite net losses. Positive free cash flow of $33.4M indicating some cash generation ability.

What are the risks of investing in TXO?

Claude: Severe liquidity crisis with current ratio of 0.43x indicating inability to meet short-term obligations. Operating margin of -274.3% shows fundamental business unprofitability at operations level.

What is TXO's revenue and growth?

TXO Partners, L.P. reported revenue of $28.3M.

Does TXO pay dividends?

TXO Partners, L.P. does not currently pay dividends.

Where can I find TXO SEC filings?

Official SEC filings for TXO Partners, L.P. (CIK: 0001559432) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is TXO's EPS?

TXO Partners, L.P. has a diluted EPS of $-1.35.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is TXO's fundamental grade?

Based on our AI fundamental analysis in June 2026, TXO Partners, L.P. has a D grade with 88% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is TXO stock overvalued or undervalued?

Valuation metrics for TXO: ROE of N/A (sector avg: 14%), net margin of -262.9% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

What is TXO's AI grade for 2026?

Our dual AI analysis gives TXO Partners, L.P. a combined D grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is TXO's free cash flow?

TXO Partners, L.P.'s operating cash flow is $33.4M, with capital expenditures of N/A. FCF margin is 118.1%.

How does TXO compare to other Energy stocks?

Vs Energy sector averages: Net margin -262.9% (avg: 12%), ROE N/A (avg: 14%), current ratio 0.43 (avg: 1.3).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 9, 2026 | Data as of: 2026-03-31 | Powered by Claude AI