{"filings":[{"id":1230880,"accession_number":"0001193125-26-280008","cik":2104882,"company_name":"EagleRock Land, LLC","ticker":"EROK","form_type":"8-K","filed_at":"2026-06-24T00:28:05+00:00","items":["2.02","9.01"],"status":"ready","headline":"EagleRock files Q1 2026 10-Q; preliminary pro forma rev $29.6M-$36.1M, net inc $13.3M-$16.2M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Completed IPO on May 15, 2026; repaid ~$269M predecessor credit facility.","Preliminary pro forma Q1 2026: revenue $29.6M-$36.1M, net income $13.3M-$16.2M, Adj. EBITDA $25.7M-$31.5M.","Liquidity >$200M with no outstanding debt; capacity to pursue organic/inorganic opportunities.","Expects to file pro forma financial statements by July 31, 2026; first earnings call for Q2 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":641770000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1204677,"accession_number":"0001193125-26-278555","cik":2104882,"company_name":"EagleRock Land, LLC","ticker":"EROK","form_type":"8-K","filed_at":"2026-06-23T12:16:15+00:00","items":["7.01"],"status":"ready","headline":"EagleRock Land posts June 2026 investor presentation; no details provided","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Presentation posted on company website on June 23, 2026.","Filing does not include the content of the presentation.","No new financial or operational information disclosed in the 8-K.","Investors are directed to the company's IR webpage for the presentation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.0,"calibrated_materiality_score":0.0,"market_cap_usd":641770000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":583719,"accession_number":"0001193125-26-234739","cik":2104882,"company_name":"EagleRock Land, LLC","ticker":"EROK","form_type":"8-K","filed_at":"2026-05-21T20:53:44+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"EagleRock Land closes IPO, enters $200M revolver to repay $270M prior debt","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Predecessor facility had $263.3M outstanding at May 4, 2026; ~$270M payoff; IPO proceeds will repay and terminate.","New $200M revolving credit facility with JPMorgan, secured, with $100M accordion and $10M LC sublimit; 5-year maturity.","New facility interest margins 2.25%-3.00% based on leverage vs prior 8.0%-8.5%; lower cost expected.","Covenants: max net total leverage 3.50x (step-up to 4.00x for acquisitions), min interest coverage 2.75x, liquidity ≥$50M for restricted payments."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":641770000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":529196,"accession_number":"0001193125-26-231118","cik":2104882,"company_name":"EagleRock Land, LLC","ticker":"EROK","form_type":"8-K","filed_at":"2026-05-19T21:17:15+00:00","items":["1.01","2.01","5.03","3.02","3.03","5.02","7.01","9.01"],"status":"ready","headline":"EagleRock Land completes IPO and reorganization; raises $333.1M net from 19.9M Class A shares at $18.50","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Sold 17.3M shares (plus 2.595M option) at $18.50; closed May 15 and May 19; net proceeds ~$333.1M used to repay credit facility and for general corporate purposes.","Reorganization: contributors exchanged cash for Class B shares and assets for OpCo Units; company now sole managing member of OpCo with all operating assets.","Board expanded to 7 directors: Richard H. Coats chairman; Raj Kumar, Jeff Lott, James Nelson, Stephanie Reed, Michael Wallace appointed; Audit committee formed.","Adopted Long Term Incentive Plan (13,012,499 Class A shares reserved) and Employee Share Purchase Plan (1,377,784 shares reserved) effective May 15, 2026.","Registration rights granted to certain holders; 180-day lock-up; special lock-up until $300M gross proceeds sold or 18 months; indemnification agreements signed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":641770000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}