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    L

    LandBridge Company LLC (LB)

    Official site

    ENERGY • OIL & GAS EQUIPMENT & SERVICES • NYSE

    $79.44
    +0.30 (+0.38%)

    Market Cap: $6.20B

    Last updated: Oct 27, 2026 at 10:40 AM ET

    Earnings

    Performance (10Y)

    Beat Rate
    11%(1/9)
    Avg Surprise
    -223.40%
    Streak
    1 Q

    Upcoming Estimates

    Period ending Sep 30, 2026
    EPS Consensus$0.42
    Range$0.42 - $0.42
    1 analysts
    EPS Revisions
    1
    0
    7d
    1
    0
    30d
    EPS Estimate DriftChange to current
    90d ago$0.41+2.4%
    60d ago$0.41+2.4%
    30d ago$0.43-2.3%
    7d ago$0.43-2.3%
    Current$0.42
    Revenue Consensus
    $66M
    Range$64M - $69M
    5 analysts
    Period ending Dec 31, 2026
    EPS Consensus$0.35
    Range$0.35 - $0.35
    1 analysts
    Revenue Consensus
    $71M
    Range$67M - $80M
    4 analysts
    PeriodReportedEst.SurpriseB/MYoY
    Dec 26EST
    		-$0.35---
    Sep 26EST
    		-$0.42---
    Jun 26
    Reported Aug 5
    		$0.40$0.37+8.11%Beat+73.9%
    Mar 26
    Reported May 6
    		$0.23$0.31-25.81%Miss+4.5%
    Dec 25
    Reported Feb 25
    		$0.23$0.32-26.69%Miss-6.2%
    Sep 25
    Reported Nov 12
    		$0.24N/A-52.94%Miss+60.0%
    Jun 25
    Reported Aug 6
    		$0.23$0.38-39.47%Miss+107.0%
    Mar 25
    Reported May 7
    		$0.22$0.36-38.89%Miss+22.2%
    Dec 24
    Reported Mar 5
    		$0.25N/A-65.75%Miss-
    Sep 24
    Reported Nov 6
    		$0.15N/A-93.64%Miss-
    Jun 24
    Reported Aug 7
    		$-3.31$0.21-1675.52%Miss-
    Mar 24
    Reported Jun 28
    		$0.18$0.00N/ABeat-

    Dividends

    Dividend Metrics

    Forward Yield0.60%
    Forward Annual Dividend$0.48
    Payout Ratio14.72%
    FrequencyQuarterly
    Pay MonthsMar, Jun, Sep, Dec
    LB dividend history and ex-dividend datesRun LB in the free DRIP calculator

    Key Metrics

    Valuation
    P/E Ratio71.92EV/EBITDA17.96x
    Price/FCF14.68xFCF Yield6.81%
    Profitability
    Profit Margin16.50%Operating Margin66.10%
    ROE11.50%ROIC13.35%
    Financial Health
    Debt/Equity1.51xInterest Coverage3.77x
    Current Ratio7.27xQuick Ratio7.27x
    Trading Statistics
    Beta0.18Avg Volume243.28K
    52-Week High$91.5752-Week Low$43.55

    Technical Indicators Dashboard

    Moving Averages

    SMA 10$80.86
    SMA 20$82.55
    SMA 50$84.33
    SMA 200$72.78
    EMA 10$80.59
    EMA 20$81.92
    EMA 50$82.13
    EMA 200$74.62

    MACD

    Line: -1.34Signal: -0.74Hist: -0.60

    ADX

    ADX: 20.3+DI: 17.3-DI: 28.5

    Aroon & PSAR

    Aroon Up60.0
    Aroon Down92.0
    PSAR$87.56

    Bollinger Bands

    Upper Band$88.89
    Lower Band$76.21
    %B Position1536%(Upper)
    Band Width0.25

    RSI (14-Day)

    Neutral
    42.4

    Momentum Oscillators

    Stoch %K22.5
    Stoch %D18.9
    Williams %R-71.1
    ROC (10d)-9.2%
    Momentum-8.05
    CCI (20d)-78.2
    MFI (14d)37.2

    Volatility Measures

    ATR (14d)$3.31(4.2%)
    StdDev (20d)3.17
    Hist Vol35.6%(Moderate)

    Volume Flow

    VWAP$79.45
    OBV1.8M
    AD Line-32.9M
    CMF (20d)-0.101

    Volume Metrics

    Avg Vol (20d)245.4K
    Vol Ratio0.8x
    VWMA (20d)$82.13

    Pivot Points

    R3$83.37
    R2$81.68
    R1$80.41
    Pivot Point$78.72
    S1$77.45
    S2$75.76
    S3$74.49

    Advanced Oscillators

    TSI-13.08
    Ultimate Osc44.6
    KST-38.83

    Financial Data

    QuarterJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024Jun 2024Mar 2024Dec 2023Sep 2023
    Total Revenue$66.84M$51.01M$56.78M$50.83M$47.53M$43.95M$36.50M$28.49M$25.95M$19.01M$37.49M$17.80M
    Cost of Revenue$1.13M$397,000$641,000$438,000$489,000$458,000$374,000$423,000$643,000$673,000$2.79M$1.00M
    Gross Profit$65.71M$50.61M$56.14M$50.39M$47.04M$43.49M$36.13M$28.06M$25.31M$18.34M$34.70M$16.80M
    Operating Expenses$21.55M$21.43M$22.06M$19.51M$18.54M$18.46M$18.11M$24.88M$76.55M$4.82M$9.78M$-2,308,000
    R&D$0$0$0$0$0$0$0$0$0$0$0$0
    SG&A$17.23M$17.00M$18.22M$17.02M$15.87M$15.86M$15.53M$22.84M$74.43M$2.68M$8.76M$-5,571,000
    Operating Income$44.16M$29.18M$34.08M$30.89M$28.50M$25.04M$18.02M$3.19M$-51,236,000$13.52M$24.93M$19.10M
    Interest Income$0$0$0$0$0$0$0$0$0$0$0$0
    Interest Expense$9.19M$9.51M$8.96M$7.89M$7.88M$7.98M$7.10M$7.07M$6.28M$2.88M$25.25M$2.89M
    Income Before Tax$34.95M$19.66M$20.79M$23.00M$20.62M$17.06M$10.92M$-3,884,000$-57,516,000$10.88M$-314,000$16.74M
    Income Tax Expense$3.90M$1.79M$2.61M$2.71M$2.15M$1.60M$2.77M$-1,128,000$137,000$101,000$3.06M$104,000
    Net Income$31.05M$17.87M$18.17M$20.29M$18.48M$15.46M$13.26M$-2,756,000$-57,653,000$10.78M$-49,298,000$16.63M
    EBITDA$49.10M$34.14M$34.06M$34.01M$31.59M$28.18M$21.11M$5.68M$-48,596,000$16.10M$27.30M$22.39M
    EBIT$44.14M$29.17M$29.75M$30.89M$28.50M$25.04M$18.02M$3.19M$-51,236,000$13.76M$24.93M$19.63M
    * Some calculated fields are derived from available data when not provided by source

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    News

    LandBridge Corp SEC Filing (Oct 26, 2026)

    LandBridge Corporation filed a Form 15 with the SEC on October 26, 2026, to terminate registration under Section 12(g) and suspend the duty to file reports under Sections 13 and 15(d) for its Class A Shares...

    Stock Titan•10/27/26•Neutral

    LandBridge completes conversion to Texas corporation By Investing.com

    LandBridge Corporation has successfully converted from a Delaware limited liability company to a Texas corporation...

    Investing.com Canada•10/14/26•Somewhat-Bullish

    LandBridge converts from Delaware LLC to Texas corporation

    LandBridge Corporation has converted from a Delaware limited liability company to a Texas corporation, a move approved by its board and majority shareholders. This conversion means its Class A and Class B shares are now...

    StreetInsider•10/14/26•Somewhat-Bullish

    LandBridge Company schedules Q3FY26 earnings release for November 4

    LandBridge Company LLC announced it will release its Q3FY26 financial results after market close on November 4, 2026. A webcast and conference call to discuss these results will be held on November 5, 2026...

    scanx.trade•10/5/26•Neutral

    LandBridge Upsizes DBR Senior Notes Private Placement

    LandBridge Company LLC's subsidiary, DBR Land Holdings LLC, has upsized its private placement of 6.250% senior notes due 2030 to $125 million from $100 million. The proceeds from this offering...

    The Globe and Mail•9/24/26•Bullish

    LB Valuation and Fair Value

    P/E
    71.9x
    Forward P/E
    21.6x
    EV/EBITDA
    18.0x
    P/FCF
    14.7x
    P/B
    6.2x
    See GNG's fair value

    LB Profitability: Margins, ROIC and FCF

    Gross margin
    98.8%
    Operating margin
    66.1%
    Net margin
    16.5%
    ROIC
    13.3%
    ROE
    11.5%
    FCF margin
    67.1%
    FCF yield
    6.8%

    LB Competitors

    CompanyTicker
    Weatherford International plcWFRD
    Solaris Energy Infrastructure, Inc.SEI
    Hess Midstream Partners LPHESM
    CVR Energy IncCVI
    Murphy Oil CorporationMUR
    International Seaways IncINSW
    Plains GP Holdings LPPAGP
    NexGen Energy Ltd.NXE

    Sector: Energy

    LB Analyst Ratings

    Consensus
    Buy
    Analysts
    7
    Strong Buy
    2
    Buy
    2
    Hold
    3
    Sell
    0
    Strong Sell
    0

    LB Bull Case vs Bear Case

    Bull case

    • LB converts 67.1% of revenue into free cash flow.
    • LB grew quarterly revenue 40.6% year over year.

    Bear case

    • LB trades at 71.9x trailing earnings.
    • LB beat EPS estimates in 12.5% of its last 8 reported quarters.

    LB Earnings: Beat Rate and Next Report

    Beat rate
    1 of 8 quarters (12.5%)
    Average surprise
    -41.9%
    EPS estimate (fiscal period ending Sep 30, 2026)
    $0.42
    Estimate revisions (30 days, fiscal period ending Sep 30, 2026)
    1 up, 0 down

    LB Dividend

    Forward yield
    0.6%
    Payout ratio
    14.7%
    Pay months
    Mar, Jun, Sep, Dec
    LB dividend history

    Frequently Asked Questions About LB

    What is LB's current dividend yield?

    LandBridge Company LLC (LB) has a forward dividend yield of 0.60%.

    Does LB pay dividends?

    Yes, LandBridge Company LLC pays dividends with a forward dividend yield of 0.60%.

    What is LB's P/E ratio?

    LandBridge Company LLC has a price-to-earnings (P/E) ratio of 71.92.

    What is LB's market cap?

    LandBridge Company LLC (LB) has a market capitalization of $6.20B with a current stock price of $79.44.

    Related stocks

    Sector: Energy

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