secwatch.observer — SEC 8-K summary
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Issuer:     EagleRock Land, LLC (EROK)
CIK:        0002104882
Form:       8-K
Filed at:   2026-08-11T01:34:44+00:00
Accession:  0001193125-26-343071
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

EagleRock Q2 normalized rev up 32% QoQ, net loss $37.5M; buys Intrepid Ranch for $78.2M
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- Q2 revenue $41.5M, net loss $37.5M; normalized revenue $46.8M (+32.3% QoQ).
- Normalized Adjusted EBITDA $36.2M (+31.7% QoQ), margin 77.5%.
- IPO closed May 15, 2026: 19.9M Class A shares at $18.50, ~$368M gross proceeds.
- Acquired Intrepid Ranch (50k acres, 22k fee acres) from Hydrosource for $78.2M, cash and credit.
- Initiated FY2026 guidance above company forecast.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/2104882/000119312526343071/0001193125-26-343071-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/2104882/000119312526343071/d179725d8k.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-343071

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer