Spoken Alpha
BSM
Black Stone Minerals, L.P.
Overview
Black Stone Minerals, L.P is a Energy company operating in Oil & Gas E&P with a $2.98B market cap.
Most recent reported earnings: Q2 FY2026 (Aug 2, 2026).
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from Unknown source, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2026-05-056 Q&A exchanges
- Q4 FY2025Earnings2026-02-246 Q&A exchanges
- Q3 FY2025Earnings2025-11-046 Q&A exchanges
- Q2 FY2025Earnings2025-08-056 Q&A exchanges
- Q1 FY2025Earnings2025-05-064 Q&A exchanges
- Q4 FY2024Earnings2025-02-256 Q&A exchanges
- Q3 FY2024Earnings2024-11-054 Q&A exchanges
- Q2 FY2024Earnings2024-08-064 Q&A exchanges
- Q1 FY2024Earnings2024-05-078 Q&A exchanges
- Q4 FY2023Earnings2024-02-2012 Q&A exchanges
- Q3 FY2023Earnings2023-10-3110 Q&A exchanges
- Q2 FY2023Earnings2023-08-0111 Q&A exchanges
- Q1 FY2023Earnings2023-05-028 Q&A exchanges
- Q4 FY2022Earnings2023-02-2213 Q&A exchanges
- Q3 FY2022Earnings2022-11-013 Q&A exchanges
- Q2 FY2022Earnings2022-08-029 Q&A exchanges
- Q1 FY2022Earnings2022-05-0319 Q&A exchanges
- Q4 FY2021Earnings2022-02-2211 Q&A exchanges
- Q3 FY2021Earnings2021-11-027 Q&A exchanges
- Q2 FY2021Earnings2021-08-034 Q&A exchanges
- Q1 FY2021Earnings2021-05-0413 Q&A exchanges
History
Earnings history
- Q2 FY20262026-08-02EPS— vs $0.25—Rev— vs ——EODHD
- Q1 FY20262026-05-03EPS$0.28 vs $0.29-3.8%Rev$188.5M vs ——EODHD
- Q4 FY20252026-02-22EPS$0.31 vs $0.26+19.2%Rev$95.2M vs ——EODHD
- Q3 FY20252025-11-02EPS$0.40 vs $0.30+33.3%Rev$77.9M vs ——EODHD
- Q2 FY20252025-08-03EPS$0.28 vs $0.32-13.6%Rev$106.7M vs ——EODHD
- Q1 FY20252025-05-04EPS$0.29 vs $0.35-17.1%Rev$115.3M vs ——EODHD
- Q4 FY20242025-02-16EPS$0.33 vs $0.33-1.5%Rev$104.3M vs ——EODHD
- Q3 FY20242024-11-03EPS$0.41 vs $0.35+17.1%Rev$103.2M vs ——EODHD
- Q2 FY20242024-08-04EPS$0.29 vs $0.36-19.4%Rev$115.2M vs ——EODHD
- Q1 FY20242024-05-05EPS$0.27 vs $0.35-22.9%Rev$116.8M vs ——EODHD
- Q4 FY20232024-02-18EPS$0.65 vs $0.49+32.6%Rev$136.4M vs ——EODHD
- Q3 FY20232023-10-29EPS$0.27 vs $0.43-37.2%Rev$136.7M vs ——EODHD
- Q2 FY20232023-07-30EPS$0.35 vs $0.39-10.3%Rev$105.7M vs ——EODHD
- Q1 FY20232023-04-30EPS$0.60 vs $0.45+33.3%Rev$122.3M vs ——EODHD
- Q4 FY20222023-02-20EPS$0.82 vs $0.41+100.0%Rev$199.0M vs ——EODHD
- Q3 FY20222022-10-30EPS$0.75 vs $0.40+87.5%Rev$221.2M vs ——EODHD
- Q2 FY20222022-07-31EPS$0.59 vs $0.38+55.3%Rev$207.7M vs ——EODHD
- Q1 FY20222022-05-01EPS$-0.06 vs $0.33-100.0%Rev$156.4M vs ——EODHD
- Q4 FY20212022-02-20EPS$0.60 vs $0.19+100.0%Rev$161.0M vs ——EODHD
- Q3 FY20212021-10-31EPS$0.05 vs $0.15-66.7%Rev$137.4M vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-08-02 | — | $0.25 | — | — | — | — | EODHD |
| Q1 FY2026 | 2026-05-03 | $0.28 | $0.29 | -3.8% | $188.5M | — | — | EODHD |
| Q4 FY2025 | 2026-02-22 | $0.31 | $0.26 | +19.2% | $95.2M | — | — | EODHD |
| Q3 FY2025 | 2025-11-02 | $0.40 | $0.30 | +33.3% | $77.9M | — | — | EODHD |
| Q2 FY2025 | 2025-08-03 | $0.28 | $0.32 | -13.6% | $106.7M | — | — | EODHD |
| Q1 FY2025 | 2025-05-04 | $0.29 | $0.35 | -17.1% | $115.3M | — | — | EODHD |
| Q4 FY2024 | 2025-02-16 | $0.33 | $0.33 | -1.5% | $104.3M | — | — | EODHD |
| Q3 FY2024 | 2024-11-03 | $0.41 | $0.35 | +17.1% | $103.2M | — | — | EODHD |
| Q2 FY2024 | 2024-08-04 | $0.29 | $0.36 | -19.4% | $115.2M | — | — | EODHD |
| Q1 FY2024 | 2024-05-05 | $0.27 | $0.35 | -22.9% | $116.8M | — | — | EODHD |
| Q4 FY2023 | 2024-02-18 | $0.65 | $0.49 | +32.6% | $136.4M | — | — | EODHD |
| Q3 FY2023 | 2023-10-29 | $0.27 | $0.43 | -37.2% | $136.7M | — | — | EODHD |
| Q2 FY2023 | 2023-07-30 | $0.35 | $0.39 | -10.3% | $105.7M | — | — | EODHD |
| Q1 FY2023 | 2023-04-30 | $0.60 | $0.45 | +33.3% | $122.3M | — | — | EODHD |
| Q4 FY2022 | 2023-02-20 | $0.82 | $0.41 | +100.0% | $199.0M | — | — | EODHD |
| Q3 FY2022 | 2022-10-30 | $0.75 | $0.40 | +87.5% | $221.2M | — | — | EODHD |
| Q2 FY2022 | 2022-07-31 | $0.59 | $0.38 | +55.3% | $207.7M | — | — | EODHD |
| Q1 FY2022 | 2022-05-01 | $-0.06 | $0.33 | -100.0% | $156.4M | — | — | EODHD |
| Q4 FY2021 | 2022-02-20 | $0.60 | $0.19 | +100.0% | $161.0M | — | — | EODHD |
| Q3 FY2021 | 2021-10-31 | $0.05 | $0.15 | -66.7% | $137.4M | — | — | EODHD |
Source: EODHD. BSM reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks BSM's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 10/10 quarters but stock falls 90% of the time
SampleWhen a company consistently beats but the stock doesn't react, consensus is usually set too low or the buy-side number is materially above sell-side. Watch for guidance walk-downs ahead of the print.
Raised guidance 8 quarters in a row
SampleConsecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $6.26 | $4.50 | +39.1% | -7.0% | -5.4% |
| Q4 FY2026 | $6.19 | $4.48 | +38.1% | -1.4% | -2.5% |
| Q3 FY2026 | $6.08 | $4.60 | +32.1% | -2.8% | -4.8% |
| Q2 FY2026 | $5.93 | $4.36 | +36.0% | -0.5% | -0.4% |
| Q1 FY2025 | $5.87 | $4.42 | +32.7% | -5.6% | -3.5% |
| Q4 FY2025 | $6.53 | $4.56 | +43.3% | -3.0% | -2.9% |
| Q3 FY2025 | $6.23 | $4.57 | +36.4% | -7.8% | -5.4% |
| Q2 FY2025 | $6.48 | $4.65 | +39.4% | +1.3% | -0.9% |
| Q1 FY2024 | $6.51 | $4.64 | +40.4% | -5.8% | -3.5% |
| Q4 FY2024 | $6.46 | $4.58 | +41.1% | -1.5% | -2.0% |
Guidance change history
Sample- Q1 FY2026Raised2026-04-15
- Q4 FY2026Raised2026-13-15
- Q3 FY2026Raised2026-10-15
- Q2 FY2026Raised2026-07-15
- Q1 FY2025Raised2025-04-15
- Q4 FY2025Raised2025-13-15
- Q3 FY2025Raised2025-10-15
- Q2 FY2025Raised2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Taylor DewalchCEO5 mo7 callsCurrentSample
CEO since 2026 • 1/2 beats (50%) • last guidance cut Q3 FY2026
- Fowler CarterCEO5 mo3 callsCurrentSample
CEO since 2026 • 1/2 beats (50%) • last call held guidance Q3 FY2026
- Chris BonnerCFO5 mo2 callsCurrentSample
CFO since 2026 • 1/2 beats (50%) • guidance suspended Q1 FY2026
- Luke Stevens PutmanSVP, General Counsel, and Sec5 mono recorded callsCurrentSample
DIVISION_HEAD since 2026 • 1/2 beats (50%) • guidance suspended Q2 FY2026
- Thomas L Carter JrExecutive Chairman5 mo18 callsCurrentSample
OTHER since 2026 • 1/2 beats (50%) • last guidance cut Q1 FY2026
- Erin Leah PhillipsController (PAO)5 mono recorded callsCurrentSample
OTHER since 2026 • 2/2 beats (100%) • last guidance cut Q2 FY2026
Peers
Other companies in Energy
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for BSM.
$ curl https://api.spokenalpha.com/v1/companies/BSMFAQ
Frequently asked about BSM
Where can I find Black Stone Minerals, L.P.'s (BSM) earnings call transcripts?
Spoken Alpha indexes BSM's earnings call transcripts at https://spokenalpha.com/companies/BSM. Each call links to attributed speakers and parsed analyst Q&A.
When was Black Stone Minerals, L.P.'s most recent earnings call?
Black Stone Minerals, L.P. (BSM) held its most recent earnings call on 2026-05-05, covering fiscal Q1 2026.
What sector is BSM in?
Black Stone Minerals, L.P. (BSM) operates in the Energy sector (Oil & Gas E&P industry).