US · Energy · Oil & Gas E&P
EPS came in at 0.44 against a street estimate of 0.42 — a beat of 4.8%.
Analysts rate LandBridge Company LLC a buy (4 buy, 3 hold, 0 sell out of 7) with an average price target of $89.57.
CONFIDENT LandBridge posted record Q2 revenue of $66.8M (+41% YoY), adjusted EBITDA of $59.8M (89% margin), and free cash flow of $40.2M. Digital infrastructure pipeline expanded to 7 counterparties representing 10+ gigawatts. Board approved Texas redomicile for index eligibility. Q2 2026 Call focused on Delaware Basin/West Texas footprint; no regional breakdown provided. Analysts pressed timeline/depth of 7 data center deals (all signed/in final docs, not casual); ERCOT audit impact (none—behind-meter projects aligned with governor priorities); water royalty ceiling ($0.15 baseline, room to rise as pore space scarcity increases). Management conveyed deal momentum real, timeline realistic, regulatory headwinds manageable. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| First Manhattan Co. LLC | 23.88% |
| Horizon Asset Management Inc/ny | 19.63% |
| FMR Inc | 5.99% |
| T. Rowe Price Investment Management,Inc. | 4.31% |
| Vanguard Portfolio Management, LLC | 4.27% |
| William Blair Investment Management, LLC | 4.17% |
| Morgan Stanley - Brokerage Accounts | 2.47% |
| Schwartz Investment Counsel Inc | 2.17% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • For the nine months ended September 30, 2026, revenue was $188,735 thousand, up from $142,315 thousand in the same period of 2025. | 2026-11-05 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 revenue was $70.9 million, up 39% year-over-year and 6% quarter-over-quarter. • Net income was $34.0 million, up 68% year- | 2026-11-04 |
| Material agreement · Q4 2026 HEADLINE NUMBERS • LandBridge Company LLC’s subsidiary, DBR Land Holdings LLC, issued an additional $125,000,000 of 6.250% Senior Notes due 2030 on O | 2026-10-01 |
| Reg FD disclosure · Q3 2026 LANDBRIDGE COMPANY LLC – 8-K SUMMARY HEADLINE NUMBERS • Company issued private placement of $125,000,000 aggregate principal amount of 6.250% Senior | 2026-09-22 |
| Reg FD disclosure · Q3 2026 LANDBRIDGE COMPANY LLC (NYSE: LB) – 8-K SUMMARY HEADLINE NUMBERS • Company announced intention to offer $100,000,000 in aggregate principal amount o | 2026-09-22 |
| Board / officer change · Q3 2026 LANDBRIDGE COMPANY LLC - 8-K SUMMARY OTHER NOTABLE POINTS • Executive Transition: Jason Williams, Executive Vice President and Chief Administrative | 2026-09-21 |
| Quarterly report · Q2 2026 LANDBRIDGE COMPANY LLC - Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Total revenues (six months): $117.8 million, up 29% from $91.5 million in same peri | 2026-08-06 |
| Results announced · Q3 2026 LANDBRIDGE Q2 2026 RESULTS SUMMARY HEADLINE NUMBERS • Revenue: $66.8 million in Q2 2026, up 41% year-over-year and 31% quarter-over-quarter • Net In | 2026-08-05 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.12 / share ex-date Aug 27, 2026 · pay Sep 10, 2026 | 2026-08-27 |
| Dividend | $0.12 / share ex-date Jun 4, 2026 · pay Jun 18, 2026 | 2026-06-04 |
| Dividend | $0.12 / share ex-date Mar 5, 2026 · pay Mar 19, 2026 | 2026-03-05 |
| Dividend | $0.10 / share ex-date Dec 4, 2025 · pay Dec 18, 2025 | 2025-12-04 |
| Announcement | Date |
|---|---|
| Full-year 2026 Adjusted EBITDA guidance increased to $220–$235 million LandBridge reported a strong third quarter of 2026. Revenue rose 39% year over year to $70.9 million and 6% from the prior quarter. Net income increased 68% year over year to $34.0 million, | 2026-11-04 |
| Raises full-year 2026 Adjusted EBITDA outlook to $210-230 million LandBridge, a land management company, reported strong Q1 2026 results with revenues of $51.0 million (up 16% year-over-year), net income of $17.9 million (up 16% YoY), and impressive profit | 2026-05-06 |
| Full year 2026 EBITDA outlook of $205M-$225M announced LandBridge delivered strong financial results for Q4 2025 and full year 2025, with revenues up 56% year-over-year in Q4 and 81% for the full year. The company reported Q4 revenues of $56.8 m | 2026-02-25 |
| Closed ~37,500 acre acquisition in Texas, increasing total holdings to 300,000 acres LandBridge Company LLC, a surface land company, reported strong Q3 2025 results with revenue of $50.8 million, up 78% year-over-year and 7% sequentially. This marks the sixth consecutive qua | 2025-11-12 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for LandBridge Company LLC — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.