LandBridge Company LLC focuses on overseeing land and natural assets to bolster and optimize oil and natural gas production across the United ...
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$0.44 per share
Est. EPS $0.53 · Revenue $65.54M · 1 analysts
Est. EPS $0.57 · Revenue $68.31M · 1 analysts
Est. EPS $1.88 · Revenue $250.84M · 1 analysts
$0.44 per share
EPS $1.08 · Revenue $199.09M
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $199.1M | +81.1% | +31.0% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $30.1M | +489.6% | -31.2% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +91.0% | +1.1% | +9.4% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +59.5% | +496.4% | +15.5% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +15.1% | +225.6% | -47.5% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $122.0M | +83.1% | +8.4% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +61.3% | +1.1% | -17.2% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 164.6% | +88.3% | -3.1% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 4.87x | +32.8% | +130.9% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $1.4B | +36.1% | +1.1% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| 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% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| 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 …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
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 |
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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.
| Report Date | Employees | Form Type | Filing Date | SEC Filing |
|---|---|---|---|---|
| Dec 31, 2024 | 0 | 10-K | Mar 6, 2025 | View |
