LandBridge Company LLC se enfoca en supervisar tierras y activos naturales para apoyar y optimizar la producción de petróleo y gas natural ...
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$0.44 por acción
BPA est. $0.53 · Ingresos $65.54M · 1 analistas
BPA est. $0.57 · Ingresos $68.31M · 1 analistas
BPA est. $1.88 · Ingresos $250.84M · 1 analistas
$0.44 por acción
BPA $1.08 · Ingresos $199.09M
| Métrica | Último | InteranualYoY significa Year-over-Year (interanual). Compara el último valor anual con el valor anual anterior para mostrar la fortaleza de la tendencia a largo plazo. | TrimestralQoQ significa Quarter-over-Quarter (intertrimestral). Compara el último trimestre con el trimestre inmediatamente anterior para mostrar cambios de impulso a corto plazo. |
|---|---|---|---|
| IngresosEl dinero total que entró por la puerta principal al vender cosas, antes de pagar una sola factura. Piensa en esto como el gran total de cada compra con tarjeta de los clientes. (YoY compara el rendimiento de este año con el del año pasado, mientras que QoQ compara los tres meses actuales con los tres anteriores). | $199.1M | +81.1% | +31.0% |
| Beneficio netoEl resultado final absoluto. Si la empresa pagara a cada proveedor, empleado, banquero y recaudador de impuestos, este es el dinero real que queda en su bolsillo al final del día. | $30.1M | +489.6% | -31.2% |
| Margen brutoEl margen básico. Si venden unas zapatillas de 100 dólares, este porcentaje indica cuánto de ese precio es ganancia justo después de pagar el caucho y los cordones, pero antes de pagar el alquiler de la tienda o los anuncios de televisión. | +91.0% | +1.1% | +9.4% |
| Margen operativoLa puntuación de eficiencia del 'trabajo diario'. De cada dólar que gasta un cliente, esto muestra cuántos centavos mantiene la empresa después de fabricar el producto Y pagar todos los gastos generales corporativos (como salarios, marketing y mantener las luces encendidas). | +59.5% | +496.4% | +15.5% |
| Margen netoEl porcentaje final que se lleva a casa. Cuando se eliminan todos los costos concebibles, impuestos y pagos de intereses, este es el número exacto de centavos que la empresa realmente se queda de cada dólar en ventas. | +15.1% | +225.6% | -47.5% |
| Flujo de caja libreEl santo grial del efectivo corporativo. Es el dinero físico gastable que queda después de que el negocio paga sus operaciones diarias Y compra las actualizaciones grandes y costosas (como nuevas fábricas o servidores) que necesita para sobrevivir. Este es el dinero 'libre' que pueden usar para pagar dividendos o recomprar acciones. | $122.0M | +83.1% | +8.4% |
| Margen FCFLa tasa definitiva de conversión de efectivo. Muestra qué tan buena es la empresa para convertir ventas regulares directamente en efectivo frío, duro y gastable. Un porcentaje alto significa que el negocio es una auténtica máquina de imprimir dinero. | +61.3% | +1.1% | -17.2% |
| Deuda/PatrimonioEl indicador de riesgo financiero. Compara cuánto del imperio de la empresa se construyó con dinero prestado (préstamos) frente al dinero propio de los propietarios (accionistas). Un número alto significa que están muy apalancados y juegan un juego más arriesgado; un número bajo significa que juegan a lo seguro. | 164.6% | +88.3% | -3.1% |
| Ratio corrienteLa verificación de supervivencia de 12 meses. Simplemente compara el efectivo que tienen ahora mismo (más cosas que pueden convertirse rápidamente en efectivo) con las facturas inmediatas que absolutamente deben pagar este año. Una puntuación superior a 1 significa que tienen suficiente en la billetera para cubrir las próximas facturas sin entrar en pánico. | 4.87x | +32.8% | +130.9% |
| Activos totalesEl tamaño absoluto del imperio de la empresa. Agrupa absolutamente todo lo valioso que poseen, desde el efectivo en la caja registradora y el inventario en el almacén, hasta las patentes de software en la bóveda y las fábricas en el suelo. | $1.4B | +36.1% | +1.1% |
| Métrica | Anual (real vs estimado) | Sorpresa anual | Trimestral (real vs estimado) | Sorpresa trimestral |
|---|---|---|---|---|
| EPS Surprise | 1.08 vs 1.40 | -22.8% | 0.40 vs 0.53 | -24.9% |
| Revenue Surprise | $199.1M vs $194.3M | +2.5% | $66.8M vs $65.5M | +2.0% |
| Fecha | Ejecutivo | Cargo | Valor | Lado | Acciones | Precio |
|---|---|---|---|---|---|---|
| Aug 7, 2026 | LandBridge Holdings LLC | director, 10 percent owner: | Class B shares | D | 1,250,000 | — |
| Aug 7, 2026 | LandBridge Holdings LLC | director, 10 percent owner: | DBR Land Holdings LLC Units | D | 1,250,000 | — |
| Aug 7, 2026 | LandBridge Holdings LLC | director, 10 percent owner: | Class A shares | A | 1,250,000 | — |
| Aug 7, 2026 | LandBridge Holdings LLC | director, 10 percent owner: | Class A shares | D | 1,250,000 | $75.05 |
| Aug 7, 2026 | Capobianco David N | director, 10 percent owner: | DBR Land Holdings LLC Units | D | 1,250,000 | — |
Operator: Ladies and gentlemen, thank you for joining us and welcome to the LandBridge second quarter 2026 results call. [Operator Instructions] I will now hand the conference over to Mae Herrington, Director of Investor Relations. Mae, please go ahead. Mae Herrington: Good morning and thank you for joining LandBridge's second quarter 2026 earnings call. I'm joined today by our Chief Executive Officer, Jason Long, and our Chief Financial Officer, Scott McNeely. Before we begin, I'd like to remind you that in this call and the related presentation, we will make forward-looking statements, current beliefs, plans, and expectations, which are not guarantees of future performance and are subject to a number of known and unknown risks and uncertainties that could cause actual results to differ materially from results and events contemplated by such forward-looking statements. You're cautioned not to place undue reliance on forward-looking statements. Please refer to the risk factors and other cautionary statements included in our filings with the SEC. I would also like to point out that our investor presentation and today's conference call will contain discussions of non-GAAP financial measures, which we believe are useful in evaluating our performance. These supplemental measures should not be considered in isolation or as a substitute for financial measures prepared in accordance with GAAP. Reconciliations to the most directly comparable GAAP measures are included in our earnings release and the appendix of today's accompanying presentation. I'll now turn the call over to our CEO, Jason Long. Jason Long: Thanks, Mae, and good morning, everyone. We are pleased to have delivered another strong quarter of operational and fiscal performance, featuring record-setting revenues and growth across key business categories. Our results reinforce the durability of our business model and the commercial execution we bring to bear across over 325,000 surface acres, strategically located in the heart of the Delaware Basin. Our differentiated strategy remains centered on maximizing the economic output of our surface position through active land management with a diversified revenue stream that drives long-term value and substantial free cash flow. We actively seek and capitalize on opportunities to collaborate with companies across oil and gas development, produced water handling and disposal, and a host of other critical industrial uses, including the long-term digital infrastructure opportunity where momentum is building quickly. Since well before our initial public offering in 2024, we've been focused on West Texas as a future hub of digital infrastructure in the U.S. LandBridge uniquely aggregates the critical elements of data center development that hyperscalers need. Namely, large contiguous sites with favorable permitting, proximity to power, including high-voltage transmission infrastructure, and reliable low-cost natural gas, access to current and planned …
| Nombre | Cargo | Remuneración | Género | Año de nacimiento | Estado |
|---|---|---|---|---|---|
Jason Long | President, Chief Executive Officer & Director | USD 1,000,000 | Male | 1982 | Active |
Scott McNeely | Executive Vice President & Chief Financial Officer | USD 850,000 | Male | 1985 | Active |
Harrison F. Bolling | Executive Vice President & General Counsel | USD 800,000 | Male | 1983 | Active |
Jason Williams | Executive Vice President & Chief Administrative Officer | USD 800,000 | Male | 1980 | Active |
Mae Herrington | Director of Investor Relations | — | Male | — | Active |
On July 24, 2026, Murray Stahl (Trades, Portfolio), through Horizon Kinetics, increased the firm's position in RENN Fund Inc (NYSE: RCG) by purchasing 756 additi
LandBridge and WaterBridge Infrastructure stocks have formed promising technical setups as energy-sector strength supports two relatively new public companies.
I prioritize a TOLL+M investment model—tangible assets, oligopoly advantages, low incremental CapEx, durable cash flows, and macro tailwinds—to build resilient portfolios. Jamie Dimon highlights that even with 2% inflation, 10-year yields should remain above 4.0-4.5% due to risk premiums, supporting my 'run-it-hot' thesis. The S&P 500 prices in a 'good outcome' with little margin of safety; I see greater opportunity in selective stock picking over broad index exposure.
HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB; NYSE TX: LB) ("LandBridge") today announced that it will release its financial results for the second quarter of 2026 after market close on Wednesday, August 5, 2026. LandBridge will host a webcast and conference call to discuss its results on Thursday, August 6, 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 LandBrid.
Texas Pacific Land is now primarily an AI infrastructure and data center land play, not just an oil royalty company. TPL's valuation implies an excessive amount of GW of future data center capacity. I rate TPL a SELL with a $250 price target, as its premium bakes in excessive data center growth; LandBridge is a BUY at $75, reflecting more realistic expectations.
| Fecha del informe | Empleados | Tipo de formulario | Fecha de presentación | Archivo SEC |
|---|---|---|---|---|
| 31 dic 2024 | 0 | 10-K | 6 mar 2025 | Ver |
