LandBridge Company LLC LB

81.38 (1.11) (1.35%) as of 25 Sep
Market cap
$6.4B
P/E
60.7×
Insider Buys alert about insiders buying in the last 12 month

Insider Decisions

Total buys 0.16
Total sells 716.60
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — 3 — — — — — — — —
Sell — 3 — — — 1 — — — — 2 —
Insider Ownership 0.00%

Capital & Financial Ratios

Market Cap 6,360.00
Revenue 225.45
Net Income 87.38
Free Cash Flow 151.42
Net Debt 495.93
Current Ratio 7.27
Debt/Equity 0.64
P/E ratio 60.73
P/S ratio 10.09
P/B ratio 2.74
Past 5Y EPS Growth (19.31%)
This Y EPS Growth 37.63%
Next Y EPS Growth 27.35%
Next 5Y EPS Growth 30.28%
in millions of $

Dividends

Payout Ratio —
Annual Dividend Rate —
Annual Dividend Yield —
total individual payouts
2028 Powerpack
2027 Powerpack
2026 Powerpack
2025 Powerpack
2024 Powerpack
2021 0.15
0.15
2020 0.30
0.30
2019 1.20
0.30
0.30
0.30
0.30
2018 2.40
0.60
0.60
0.60
0.60
2017 2.40
0.60
0.60
0.60
0.60
2016 1.80
2.00
0.60
0.60
0.60
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 38 37 31 40
Receivables 13 15 24 27
Inventory — — — —
Other — — — —
52 53 60 71
2023 2024 2025 Q'26
Payables 0 0 1 1
ST’ Debt 20 0 1 0
Other 1 3 1 1
27 14 12 10
in millions of $

Compound Annual Growth

10y 5y 3y
Sales — — —
Cash Flow — — —
Earnings — — —
Book Value — — —

Revenue

Mar Jun Sep Dec Year
’26 51 67 — — —
’25 44 48 51 57 199
’24 19 26 28 37 110
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Mar Jun Sep Dec Year
’26 41 41 — — —
’25 16 37 35 38 126
’24 17 16 7 27 68
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Mar Jun Sep Dec Year
’26 41 40 — — —
’25 16 36 34 36 122
’24 17 16 7 27 67
in millions of $ · fiscal quarters ending in the months shown

EPS

Mar Jun Sep Dec Year
’26 0.23 0.40 — — —
’25 0.20 0.24 0.26 0.24 0.94
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

1.9
1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
— — — — — — — — 18.75 48.10

Analyst estimates 2026–2028

Powerpack
Low Price
— — — — — — — — 80.82 87.60
High Price
— — — — — — — 6 6 4
Employees
— — — — — — — 12 18 50
Revenue/Emp
— — — — — — — 73 110 199
Revenue
— — — — — — — 95.27% 98.08% 98.98%
Gross Margin
— — — — — — — 64 (40) 81
EBT
— — — — — — — 87.21% (36.02%) 40.92%
EBT Margin
— — — — — — — 63 (41) 72
Net Income
— — — — — — — 9 11 14
Depreciation
— — — — — — — 0.00 6.17 8.02
Revenue/Sh
— — — — — — — — (2.33) 1.18
Earnings/Sh
— — — — — — — 0.00 3.80 5.09
Cash Flow/Sh
— — — — — — — 0.00 (0.06) (0.16)
Capex/Sh
— — — — — — — 0.00 3.74 4.93
Free CF/Sh
— — — — — — — 0.00 35.78 32.00
Book Value/Sh
— — — — — — — — 18 25
Shares
— — — — — — — 0.00 0.00 41.87
PE Ratio
— — — — — — — 7.47 10.46 6.11
PS Ratio
— — — — — — — 0.00 1.81 1.53
PB Ratio
— — — — — — — 0.00 13.59 8.77
EV/Sales
— — — — — — — 0.00 22.42 14.28
EV/FCF
— — — — — — — 53 68 126
Op' Cash Flow
— — — — — — — (3) (1) (4)
Capex
— — — — — — — 50 67 122
FCF
— — — — — — — 25 39 48
Working Cap'
— — — — — — — 129 381 560
Total Debt
— — — — — — — 91 344 530
Net Debt
— — — — — — — 151 637 794
Sh' Equity
— — — — — — — 0.00% 0.77% 2.51%
ROA
— — — — — — — 18.11% (1.05%) 5.60%
ROIC
— — — — — — — 0.00% 1.30% 4.21%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

LandBridge Company LLC peers in Oil & Gas Equipment & Services

All 46 Oil & Gas Equipment & Services stocks →

LandBridge Company LLC (LB) key facts

  • LandBridge Company LLC (LB) is an Oil & Gas Equipment & Services company in the Energy sector, listed on the New York Stock Exchange.
  • LandBridge Company LLC’s revenue for fiscal 2025 (year ended December 2025) was $199.1 million, up 81.1% from fiscal 2024.
  • As of September 25, 2026, LB traded at $81.38, a market capitalization of $6.4 billion.
  • Return on equity was 4.21% and debt-to-equity 0.64.

Source: company filings (standardised) and stockrow calculations.

LandBridge Company LLC (LB) Latest News

News by impact score

Fine-tune

22 Sep

3

LandBridge's unit priced an upsized $125 million offering of 6.250% senior notes due 2030 at 99.375% of par, up from $100 million. The new notes are issued under the same indenture as the existing $500 million of 6.250% notes due 2030, with identical terms aside from issue date and price, and will be treated as part of the same series. Net proceeds will repay a portion of revolving credit facility borrowings. The notes are not registered under the Securities Act and are offered in the US to qualified institutional buyers under Rule 144A and outside the US under Regulation S. Close is expected on October 1, 2026. LandBridge owns about 350,000 surface acres in Texas and New Mexico in the Permian Basin; the company is backed by Five Point Infrastructure. Forward-looking statements caution. Adds new debt to refinance revolver borrowings, modestly improving liquidity and leverage without altering core business dynamics.

3

LandBridge Company LLC announced that its subsidiary DBR Land Holdings LLC intends, subject to market conditions, to offer $100 million of 6.250% senior notes due 2030 as additional notes under the existing indenture, identical in terms to the $500 million of existing notes. The New Notes will be offered privately to qualified institutional buyers in the U.S. under Rule 144A and outside the U.S. under Regulation S, not registered under the Securities Act. Proceeds will repay a portion of borrowings under LandBridge's revolving credit facility. The release includes standard forward-looking statements and risk disclosures. LandBridge owns/manages over 350,000 surface acres in Texas and New Mexico, primarily in the Permian Basin, and was formed by Five Point Infrastructure. Issuing $100 million of new notes to repay part of the revolver improves near-term liquidity but raises long-term leverage and interest costs.

31 Aug

4

LandBridge Company LLC secured final key regulatory approvals for transactions involving Laurentian Bank. Final regulatory approvals remove major barriers to LandBridge transactions and can materially shift its strategic path and valuation.

16 Aug

4

LandBridge (LB) posted record Q2 results that reinforce views of the company as undervalued. Record Q2 results directly boost financial performance outlook and investor sentiment for LB.

15 Aug

4

LandBridge Company LLC advances a Texas operational shift and infrastructure pivot, prompting reevaluation of its investment profile and long-term positioning. Texas move combined with infrastructure pivot constitutes major strategic repositioning with potential to alter LB's trajectory and investor view.

13 Aug

4 transcript

LandBridge Company LLC held its Q2 2026 earnings call to discuss financial results and outlook. Quarterly earnings disclosure directly shapes investor views on financial trajectory and strategy.

11 Aug

4

Permian Basin landowners tied to LandBridge Company LLC shift land use toward data centers to capture AI infrastructure demand. Pivot to data centers creates major new revenue potential and alters LandBridge growth trajectory in AI market.

8 Aug

3 transcript

LandBridge Q2 earnings call highlighted financial results, operational updates and forward outlook for the company. Quarterly earnings details can shift near-term sentiment and operational views without guaranteeing structural change.

6 Aug

4

LandBridge Co LLC reported record revenue in Q2 2026 earnings call alongside digital initiatives. Record revenue and digital focus signal major positive shift in financial trajectory.

3 transcript

LandBridge Company LLC held its Q2 2026 earnings call covering financial results and business outlook. Quarterly earnings provide updates on financial performance that can influence short-term market views.

5 Aug

3 earnings

LandBridge Company LLC (LB) reported second quarter 2026 financial results. Quarterly earnings releases deliver financial updates that can moderately shift investor views and near-term valuation.

27 Jul

3

LandBridge and WaterBridge stocks are setting up for gains. Positive stock setup signals moderate gains potential for LandBridge.

26 Jun

4

Minister of Finance approves LandBridge Company LLC acquisition of Laurentian Bank shares. Acquisition approval enables LandBridge Company LLC to expand operations through ownership of Laurentian Bank.

15 Jun

3

LandBridge Company LLC formed a special committee to evaluate potential corporate conversion. Corporate conversion review may alter company structure and investor appeal with moderate long-term effects.

18 May

3

LandBridge Company LLC stock linked to WaterBridge has climbed 55% since IPO with one fund adding $12 million to its holdings last quarter. Post-IPO price surge and fresh institutional buying reflect positive sentiment that may lift near-term valuation and trading activity.

14 May

4

LandBridge Company LLC (NYSE:LB) reported high-quality earnings that will please shareholders. High-quality earnings indicate robust financial health, significantly boosting investor sentiment and stock trajectory.

11 May

4

LandBridge Company LLC (LB) Q1 earnings call highlights financial results, operational updates, strategic initiatives, and forward-looking guidance. Q1 earnings highlights signal significant financial performance and strategic shifts influencing LB's market trajectory and investor sentiment.

8 May

4 transcript

LandBridge Company LLC (LB) released its Q1 2026 earnings call transcript, detailing quarterly financial results, operational updates, and management's forward-looking guidance. Q1 2026 earnings transcript discloses key financial metrics, strategic initiatives, and outlook that could significantly sway LB's stock price and long-term trajectory.

6 May

4

LandBridge Company LLC announced first quarter 2026 results, highlighting financial performance, operational updates, and future outlook. Q1 2026 earnings release details financial metrics and strategic updates with potential to significantly sway investor sentiment and stock trajectory.

28 Apr

4

LandBridge (LB) stock's Composite Rating jumps to 96 amid ongoing consolidation. Composite Rating surge to 96 signals strong technical strength and breakout potential, significantly boosting investor sentiment and stock trajectory.

8 Apr

4

LandBridge Company LLC (LB) executed a strategic move poised to unlock massive potential for future growth and market performance. LandBridge's strategic move targets major enhancements in growth prospects and competitive positioning.

2 Apr

4

LandBridge Company LLC announced an agreement with PowerBridge to develop a 2 GW powered data center campus. The agreement for a 2 GW data center campus is a major strategic partnership enabling expansion into high-growth data infrastructure.

16 Mar

4

LandBridge Company LLC (LB), IPO leader, posts 180% growth while reenergizing its volatile base in breakout watch. 180% growth and base reenergization represent major strategic momentum likely to significantly boost trajectory and investor sentiment.

7 Mar

4

LandBridge Company LLC evaluates expanding battery storage operations against launching new share buybacks and dividends. Strategic choice between battery storage growth and shareholder returns via buybacks/dividends represents a major pivot potentially altering LandBridge's growth path and investor appeal.

3

LandBridge (LB) share price surges recently, prompting valuation assessment amid strong momentum. Strong recent share price momentum drives valuation reassessment, moderately influencing investor sentiment and market trajectory.

6 Mar

5

LandBridge Company LLC (LB), AI data center leader, approaches early buy point as earnings surge 180%. 180% earnings surge positions LandBridge as a transformative AI data center player with profound long-term growth prospects.

4

LandBridge Company LLC (LB) reported $199.1 million in FY2025 revenue and $177.2 million in adjusted EBITDA. Exceptional FY2025 revenue and near-90% EBITDA margin highlight strong financial performance, poised to significantly boost investor sentiment and market trajectory.

28 Feb

4

LandBridge (LB) shares climbed 8.7% following announcements of a dividend increase and share buyback program, sparking debate on whether the bull case has strengthened. Dividend hike and buyback plan demonstrate financial confidence, driving immediate stock gains and positive long-term investor sentiment.

3

LandBridge Company LLC (LB) released Q4 earnings call highlights detailing quarterly financial results, operational updates, and future outlook. Q4 earnings highlights impact financial performance and market sentiment moderately without fundamental trajectory changes.

26 Feb

4

LandBridge Co LLC (LB) reported record revenue growth and strategic initiatives in Q4 2025 earnings call highlights. Record revenue growth and strategic initiatives indicate significant positive momentum for future performance and investor sentiment.

stockrow.com/LB · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com