LandBridge Company LLC

LandBridge Company LLC

LB
LandBridge Company LLCUS flagNew York Stock Exchange
73.19
USD
+2.83
- -
5.64BMarket Cap
LandBridge Company LLC
LB
(New York Stock Exchange)

Recent

price

73.19

P/E

ratio

- -

div

yld

- -

ROIC.AI

2022
2023
2024
2025
TTM
FRC
3.57
5.03
4.73
7.15
7.77
Revenue per Share
-0.44
4.36
0.22
1.08
1.22
Basic EPS, GAAP
1.41
3.66
2.91
4.54
5.71
Free Cash Flow per Basic Share
0.08
7.25
7.66
2.29
2.44
Dividend per Share
- -
- -
0.14
0.83
1.08
Book Value per Share
12.35
8.42
25.45
23.6
25.39
Tangible Book Value per Share
14
14
23
28
27
Basic Weighted Avg Shares
52
73
110
199
206
Sales/Revenue/Turnover
-6.24
96.08
-15.02
59.52
59.49
Operating Margin (%)
7
9
9
11
13
Depreciation Expense
-6
63
5
30
32
Net Income, GAAP
- -
0.58
- -
11.13
11.01
Effective Tax Rate (%)
-12.29
86.7
4.65
15.13
15.71
Profit Margin (%)
20
25
39
48
40
Working Capital
46
108
381
560
535
LT Debt
210
151
637
794
808
Total Equity
- -
25.39
- -
8.86
9.31
Return on Invested Capital (%)
- -
26.01
- -
1.83
2.63
Return on Capital (%)
- -
- -
305.17
226.68
179.65
Return on Common Equity (%)

Capital Structure

FRC

in mil. unless spec.
Sep'25
Dec'25
Mar'26
ST Debt
1
1
- -
LT Borrowings
366
560
535
LT Finance Leases
- -
- -
- -
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
25
28
28
Market Capitalization
1,294
1,244
1,833

Working Capital

FRC

in mil. unless spec.
Sep'25
Dec'25
Mar'26
Total Current Assets
57
60
59
Cash, Cash Equivalents & STI
28
31
30
Accounts Receivable, Net
20
19
18
Inventories
- -
- -
- -
Total Current Liabilities
14
12
19
Payables & Accruals
10
10
17
ST Debt
1
1
- -
Deferred Revenue
2
1
1

Growth Rates

FRC

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
- -
- -
24.63%
Free Cash Flow
- -
- -
86.69%
Net Income, GAAP
- -
- -
489.59%
Sales/Revenue/Turnover
- -
- -
81.07%
Total Cash Common Dividend
- -
- -
-64.26%

Quarterly Revenue

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
19
26
28
36
110
2025
44
48
51
57
199
2026
51
- -
- -
- -
- -

Quarterly Earnings Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
0.74
-3.31
0.15
0.11
0.22
2025
0.28
0.3
0.32
0.29
1.08
2026
0.31
- -
- -
- -
- -

Quarterly Dividends Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
- -
- -
9.81
0.32
7.66
2025
0.58
0.97
0.59
0.39
2.29
2026
0.53
- -
- -
- -
- -
Business
LandBridge Company LLC (NYSE:LB) owns and actively manages expansive surface acreage and subsurface resources primarily in the Delaware Basin of the Permian region across Texas and New Mexico to support oil and natural gas development, industrial uses, and emerging energy projects such as solar power generation, data centers, power storage facilities, and non-hazardous oilfield waste disposal; core revenue streams derive from surface leases and use rights for energy infrastructure and drilling pads, sales of brackish groundwater and surface composite materials including sand and caliche, a diversified portfolio of oil and gas royalties from approximately 220,000 net royalty acres overlying Tier 1 acreage, and related resource monetization. Headquartered in Houston, Texas, the company was formed in 2021 as a subsidiary of LandBridge Holdings LLC and operates approximately 300,000 surface acres in total following strategic acquisitions, serving upstream energy producers, midstream operators, renewables developers, and industrial clients throughout the United States with a focus on the prolific Permian Basin. Recent developments include the June 2024 initial public offering of Class A shares raising gross proceeds of about $172 million, a November 2024 agreement to acquire approximately 46,000 contiguous surface acres known as Wolf Bone Ranch in the Southern Delaware Basin from a Vitol subsidiary for $245 million funded in part by a concurrent $250 million private placement of Class A shares led by Goldman Sachs and Barclays, an October 2025 announcement of intent to acquire an additional 37,500 acres in the Delaware Basin, revisions to its foundational operating agreement to adjust internal financial structure, and the appointment of Andrea Nicolás to its board of directors.

Company News

APIChat
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  • 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 Company LLC (NYSE:LB) Given Consensus Rating of “Hold” by Analysts

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

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  • Most Investors Think They Understand Value - They Don't

  • The Better Trade In Permian Water: Pairing WaterBridge With LandBridge

  • Oil Equipment Stocks Look to Rebound. What the Charts of Helmrich Payne and Landbridge Say.

  • LandBridge Company LLC (NYSE:LB) Receives $76.33 Consensus Target Price from Analysts

  • LandBridge Announces Webcast of Upcoming Investor Day

  • LandBridge: The Permian's Best Kept Secret

  • Laurentian Bank of Canada (TSE:LB) Shares Cross Above 200-Day Moving Average – Here’s What Happened