LandBridge Company LLC (LB)

NYQ – Real Time Price. Currency in USD

68.00

+0.76 (1.13%)

At close: May 12, 2026, 4:00 PM EDT

11.05.2026

LandBridge Q1 Earnings Call Highlights

LandBridge NYSE: LB reported higher first-quarter revenue and adjusted EBITDA and raised its full-year 2026 outlook, citing improved visibility into commercial activity, stronger basin conditions and momentum tied to surface-use opportunities in the Delaware Basin.

08.05.2026

LandBridge: The Market Still Has No Idea What This Company Is Becoming

LandBridge Company LLC remains my largest holding and highest-conviction Strong Buy, driven by strategic Permian land ownership and a hyper-efficient, royalty-based business model. Despite sequential revenue and EBITDA declines in 1Q26, LB raised full-year EBITDA guidance to $210–$230M, with 16% year-over-year growth and an 80% free cash flow margin. Surface use royalties surged 41%, now comprising 72% of revenue, while data center and produced water projects like Speedway offer significant embedded growth optionality.

08.05.2026

LandBridge: Valuation, Fundamentals Bridge The Gap Between Target And Current Price

LandBridge maintains robust growth and margins through strategic surface acreage acquisitions and a low-cost, diversified business model. Q1 2026 revenue rose 16% YoY to $51M, with operating margin expanding to 57.4%, demonstrating strong operational leverage despite increased expenses. LB's royalty-based model and expanding surface acreage position it to benefit from higher oil prices and potential demand influx in the US energy sector.

07.05.2026

LandBridge Company LLC (LB) Q1 2026 Earnings Call Transcript

06.05.2026

LandBridge Announces First Quarter 2026 Results

HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB; NYSE TX: LB) (the “Company,” or “LandBridge”) today announced its financial and operating results for the first quarter ended March 31, 2026. First Quarter 2026 Financial Highlights Revenues of $51.0 million, representing an increase of 16% year-over-year Net income(1) of $17.9 million, representing an increase of 16% year-over-year Net income margin(1) of 35% Adjusted EBITDA(2) of $44.9 million, representing an increase of 16% year-ov.

13.04.2026

LandBridge Schedules First Quarter Earnings Release and Conference Call

HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB; NYSE TX: LB) ("LandBridge") today announced that it will release its financial results for the first quarter of 2026 after market close on Wednesday, May 6, 2026. LandBridge will host a webcast and conference call to discuss its results on Thursday, May 7, 2026, at 10 a.m. Central Time / 11:00 a.m. Eastern Time. Webcast Instructions: To listen to the live webcast, please visit the Events and Presentations section of the LandBridge Inve.

02.04.2026

LandBridge Announces Agreement with PowerBridge for the Development of a 2 GW Powered Data Center Campus

HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB) (“LandBridge”) today announced that it has entered into a lease development agreement with PowerBridge LLC (“PowerBridge”) providing the option to lease up to ~3,400 acres in Reeves County, Texas from LandBridge for a giga-scale data center campus with up to 2 GW of initial co-located power generation under development by PowerBridge and its power partners (the “Alpha Digital Campus”). The lease development agreement grants PowerBridge.

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06.05.2026

LandBridge Announces First Quarter 2026 Results

02.04.2026

LandBridge Announces Agreement with PowerBridge for the Development of a 2 GW Powered Data Center Campus

25.02.2026

LandBridge Announces Fourth Quarter and Fiscal Year 2025 Results

HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB) (the “Company,” or “LandBridge”) today announced its financial and operating results for the fourth quarter and fiscal year ended December 31, 2025. Fourth Quarter 2025 Financial Highlights Revenues of $56.8 million, up 56% year-over-year and 12% quarter-over-quarter Net income(1) of $18.2 million Net income margin(1) of 32% Adjusted EBITDA(2) of $51.1 million, up 61% year-over-year and 14% quarter-over-quarter Adjusted EBITDA Margin(2.

22.01.2026

LandBridge Announces Upcoming Investor Day

HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB) (“LandBridge”) today announced that it will hold an Investor Day on March 19, 2026 at 1:00 pm ET in New York City, NY. The meeting will feature presentations by Chief Executive Officer Jason Long and other members of the LandBridge leadership team. Those interested in attending the event in person may contact [email protected]. About LandBridge LandBridge owns more than 300,000 surface acres across Texas and New Mexico, located prima.

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LandBridge Company LLC (LB)

LandBridge Q1 Earnings Call Highlights

LandBridge: The Market Still Has No Idea What This Company Is Becoming

LandBridge: Valuation, Fundamentals Bridge The Gap Between Target And Current Price

LandBridge Company LLC (LB) Q1 2026 Earnings Call Transcript

LandBridge Announces First Quarter 2026 Results

LandBridge Schedules First Quarter Earnings Release and Conference Call

LandBridge Announces Agreement with PowerBridge for the Development of a 2 GW Powered Data Center Campus

Videos

No Data

Press releases

LandBridge Announces First Quarter 2026 Results

LandBridge Announces Agreement with PowerBridge for the Development of a 2 GW Powered Data Center Campus

LandBridge Announces Fourth Quarter and Fiscal Year 2025 Results

LandBridge Announces Upcoming Investor Day

LandBridge Q1 Earnings Call Highlights

LandBridge: The Market Still Has No Idea What This Company Is Becoming

LandBridge: Valuation, Fundamentals Bridge The Gap Between Target And Current Price

LandBridge Company LLC (LB) Q1 2026 Earnings Call Transcript

LandBridge Announces First Quarter 2026 Results

LandBridge Schedules First Quarter Earnings Release and Conference Call

LandBridge Announces Agreement with PowerBridge for the Development of a 2 GW Powered Data Center Campus

Videos

No Data

Press releases

LandBridge Announces First Quarter 2026 Results

LandBridge Announces Agreement with PowerBridge for the Development of a 2 GW Powered Data Center Campus

LandBridge Announces Fourth Quarter and Fiscal Year 2025 Results

LandBridge Announces Upcoming Investor Day

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LandBridge Company LLC (LB)

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LandBridge Company LLC (LB)

LandBridge Q1 Earnings Call Highlights

LandBridge: The Market Still Has No Idea What This Company Is Becoming

LandBridge: Valuation, Fundamentals Bridge The Gap Between Target And Current Price

LandBridge Company LLC (LB) Q1 2026 Earnings Call Transcript

LandBridge Announces First Quarter 2026 Results

LandBridge Schedules First Quarter Earnings Release and Conference Call

LandBridge Announces Agreement with PowerBridge for the Development of a 2 GW Powered Data Center Campus

Videos

No Data

Press releases

LandBridge Announces First Quarter 2026 Results

LandBridge Announces Agreement with PowerBridge for the Development of a 2 GW Powered Data Center Campus

LandBridge Announces Fourth Quarter and Fiscal Year 2025 Results

LandBridge Announces Upcoming Investor Day

LandBridge Q1 Earnings Call Highlights

LandBridge: The Market Still Has No Idea What This Company Is Becoming

LandBridge: Valuation, Fundamentals Bridge The Gap Between Target And Current Price

LandBridge Company LLC (LB) Q1 2026 Earnings Call Transcript

LandBridge Announces First Quarter 2026 Results

LandBridge Schedules First Quarter Earnings Release and Conference Call

LandBridge Announces Agreement with PowerBridge for the Development of a 2 GW Powered Data Center Campus

Videos

No Data

Press releases

LandBridge Announces First Quarter 2026 Results

LandBridge Announces Agreement with PowerBridge for the Development of a 2 GW Powered Data Center Campus

LandBridge Announces Fourth Quarter and Fiscal Year 2025 Results

LandBridge Announces Upcoming Investor Day