Price
$75.40-3.81%Social Signal Score
Analyst Ratings
52 analystsRevenue
$66.84M+312.21%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Jason Long
- Sector
- Energy
- Industry
- Oil & Gas Exploration & Production
- Employees
- 4
- Beta
- 0.07
- Country
- US
- Piotroski score
- 7 / 9 (Strong)
- Altman Z-score
- 7.42
Financials
Revenue
$66.84M+312.2%Net Income
$12.29M+399.9%EBITDA
$48.52M+916.4%Free Cash Flow
$42.23M+280.8%EPS (diluted)
$0.40+135.3%Shares Outstanding (diluted)
27.84M+92.0%Operating Expenses
$15.90MCash & Debt
$39.80MReturn of Capital
$18.59MRevenue by Segment (annual)
$7.29BDividend per Share
$0.12Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $199.09M | $30.13M | $1.18 |
| 2024 | $109.95M | $5.11M | $0.29 |
| 2023 | $72.86M | $63.17M | $4.36 |
| 2022 | $51.78M | $-6.36M | $-0.44 |
Valuation
Project earnings forward and see what return today's price implies.
EPS was negative in at least one boundary year, so a compound growth rate can't be computed from it. Set your own assumption.
- EPS in 5 years
- $1.59
- Implied price
- $77.91
- Return from $83.79
- -1.4% a year
To earn 15.0% a year on these assumptions you'd need to buy at $38.74 — -53.8% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 35 | 42 | 49 | 56 | 63 |
|---|---|---|---|---|---|
| -2.0% | -16.4% | -13.3% | -10.6% | -8.1% | -6.0% |
| 3.0% | -12.1% | -8.9% | -6.0% | -3.5% | -1.2% |
| 8.0% | -7.9% | -4.4% | -1.4% | 1.2% | 3.6% |
| 13.0% | -3.6% | -0.0% | 3.1% | 5.9% | 8.4% |
| 18.0% | 0.7% | 4.4% | 7.7% | 10.6% | 13.2% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
50+0.00%Social Signal Score
Mentions (12)
- Newsbusinesswire.com·17h ago·Neutral
LandBridge Schedules Third Quarter Earnings Release and Conference Call HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB; NYSE TX: LB) ("LandBridge") today announced that it will release its financial results for the third quarter of 2026 after market close on Wednesday, November 4, 2026. LandBridge will host a webcast and conference call to discuss its results on Thursday, November 5, 2026, at 10 a.m. Central Time / 11:00 a.m. Eastern Time.Webcast Instructions:To listen to the live we…
View source ↗ - News (RSS)hellenicshipping·14d ago·Positive
Rail-destined container dwell times at LA/LB ports reach 2026 high amid resilient demand Dwell times for rail-destined shipping containers from the ports of Los Angeles and Long Beach (LA/LB) are at the longest of the year amid resilient consumer demand, early holiday shipments, and a broad cargo mix. According to data from the Pacific Merchant Shipping Association (PMSA), rail dwell climbed to 6.75 days, up slightly from July’s ...
View source ↗ - News (RSS)seekingalpha·18d ago·Positive
LandBridge: I'd Love To Buy, But I Don't Like The Valuation
View source ↗ - Newsseekingalpha.com·18d ago·Positive
LandBridge: I'd Love To Buy, But I Don't Like The Valuation LandBridge Company LLC's water royalty volumes are rising despite slower well drilling. This is due to increasing wastewater volumes from maturing Delaware Basin wells. A projected Delaware Basin disposal-capacity shortfall over the next 10 years should support higher royalty rates. LandBridge is pursuing data-center leases for up to 10 GW, creating meaningful long-term optionality that I estimate can lead to a 6% uplift on TTM revenues…
View source ↗ - 4chan /biz/biz·25d ago·Positive
>>62679159 >ty anon too late for TPL, but look at TPL's price history. After TPL LB was formed now EROK is a new similar business model that recently IPO's. Note the big holders in TPL and LB and some of the others is Horizon Kinnetics. WBI was spun off by LB, it appears they both have the same CEO. WTTR seems to be the bigger better business with a CEO with a long proven history.
View source ↗ - 4chan /biz/biz·25d ago·Neutral
Adjacent oil/gas I am looking at companies that own land to provide leases for drilling, pipelines, water disposal and companies that provide produced water services: LB WBI WTTR EROK TPL These are all located in norther and western Texas. West Texas is where the permian is.
View source ↗ - News (RSS)yahoo·26d ago·Positive
IPO Stock LB Pharma Has Tripled In Under A Year. Is It A Takeover Target?
View source ↗ - Newsseekingalpha.com·40d ago·Neutral
LandBridge: The AI Data Center Thesis Is Real, But The Valuation Is Already Pricing It In LandBridge Company LLC delivers exceptional margin and growth via its unique land-licensing model in the Permian Basin. Q2 results highlight 41% revenue and EBITDA growth, with EBITDA margins near 90% and robust free cash flow. LB is pursuing data center and power generation projects, including a 2 GW PowerBridge agreement, but revenue realization remains uncertain.
View source ↗ - 4chan /biz/biz·50d ago·Positive
If west texas is the best place for increasing oil, gas, and water production, why not invest in companies that have massive surface land holdings and make money passively collecting rent and fees from tenants and utilities and getting paid to take water away? Vast amounst of open land with few people seems like a good place for data centers, gas turbines, and BloomEnergy boom boxes. TPL EROK LB WBI WTTR
View source ↗ - Newsseekingalpha.com·51d ago·Neutral
…ting Started LandBridge is my largest holding, driven by its unique Permian Basin land portfolio and strategic positioning for data center and produced water growth. LB's latest quarter confirmed real progress: seven counterparties are in late-stage negotiations for over 10 GW of power/data center projects, with revenue expected before the end of next year. Produced water remains a robust growth engine, with sequential disposal volumes up 15% and pricing expected to reach $0.15 per barrel, suppo…
View source ↗ - News (RSS)seekingalpha·55d ago·Negative
LB Pharmaceuticals Inc GAAP EPS of -$1.71 misses by $0.90
View source ↗ - Newsmarketbeat.com·58d ago·Neutral
LandBridge Q2 Earnings Call Highlights LandBridge NYSE: LB reported record second-quarter revenue of $66.8 million, up 41% from a year earlier and 31% sequentially, as produced-water activity and commercial development across its Delaware Basin acreage increased. The company reaffirmed its full-year 2026 adjusted EBITDA guidance of $210 million to $230 million.
View source ↗
Earnings
Wed, Nov 11(in 5 weeks)
Consensus estimate $0.53 per share
Typical surprise -38.5% (median, so one quarter with a near-zero estimate can't distort it)
- Wed, Aug 5$0.50 vs $0.53miss
- Wed, May 6$0.23 vs $0.70miss
- Wed, Feb 25$0.24 vs $0.62miss
- Wed, Nov 12$0.26 vs $0.48miss
- Wed, Aug 6$0.24 vs $0.39miss
- Wed, May 7$0.27 vs $0.34miss
Estimates and results for LB via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by LB officers and directors.
- Bought
- $2.4m
- Sold
- $1.0bn
6 trades
10 trades
- Landbridge Holdings Llcsold
- Capobianco David Nsold
- Watson Charles L.sold
- Watson Charles L.sold
- Watson Charles L.sold
- Mcneely Scott Lloydbought
- Bolling Harrison Fennerbought
- Long Jason Thomasbought
78 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Gilbert Ray Cisneroshouse · CA31 · disclosed Dec 15, 2025 (24d later)Buy$15,001 - $50,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Dec 15, 2025 (25d later)Buy$50,001 - $100,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Sep 12, 2025 (37d later)Buy$50,001 - $100,000
- Chris Jacobshouse · NY27 · disclosed Feb 17, 2021 (44d later)Sell$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Apr 16, 2020 (29d later)Sell$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Mar 10, 2020 (32d later)Buy$1,001 - $15,000
- Dean Phillipshouse · MN03 · disclosed Sep 16, 2019 (34d later)Sell$1,001 - $15,000
- Dean Phillipshouse · MN03 · disclosed Jul 11, 2019 (21d later)Buy$1,001 - $15,000
- Sheldon Whitehousesenate · RI · disclosed Jun 8, 2017 (23d later)Sell$1,001 - $15,000
- Sheldon Whitehousesenate · RI · disclosed May 10, 2017 (35d later)Sell$1,001 - $15,000
- Sheldon Whitehousesenate · RI · disclosed May 10, 2017 (35d later)Sell$15,001 - $50,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.