LandBridge Company LLC
LB
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Bull / bear case
Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-08.
- LandBridge Company LLC is well-positioned in the oil and gas E&P sector, benefiting from a strong operating margin and revenue growth amidst a recovering industry cycle.
- In Q2 2026, LandBridge reported a revenue increase of 31% compared to the previous quarter, reaching $66.84 million.
- The company's gross margin improved to 91.8%, up from 90.5% in the prior quarter.
- Despite its strengths, LandBridge has a high trailing P/E ratio of 75.8, indicating potential overvaluation in a competitive market.
- The company experienced a significant drop in operating margin to -15% in 2024, highlighting volatility in its financial performance.
- With a debt-to-equity ratio of 64.4, LandBridge faces financial leverage risks that could impact its long-term stability.
Fundamentals
| Market cap | $6.85B | Enterprise value | $3.46B | Trailing P/E | 77.40 | Forward P/E | 37.64 |
| PEG | — | Price / book | 6.95 | Beta | 0.18 | Dividend yield | 0.55% |
| Revenue growth | 40.6% | Earnings growth | 67.5% | Gross margin | 98.8% | Operating margin | 66.1% |
| Profit margin | 16.5% | ROE | 11.5% | ROA | 7.1% | Debt / equity | 0.64 |
| Current ratio | 7.27 | Free cash flow | $114.92M | Analyst recommendation | none | Mean target | $88.57 |
| 52w high | $91.69 | 52w low | $43.75 |
Quarterly
| 2026-Q2 | 2026-Q1 | 2025-Q4 | 2025-Q3 | 2025-Q2 | 2025-Q1 | |
|---|---|---|---|---|---|---|
| Revenue | $66.8M | $51.0M | $56.8M | $50.8M | $47.5M | — |
| Op margin | 66.1% | 57.2% | 60.0% | 60.8% | 60.0% | — |
| Net income | $12.3M | $8.7M | $8.1M | $8.1M | $7.5M | — |
| Gross margin | 91.8% | 90.5% | 92.3% | 94.1% | 93.6% | — |
| Gross profit | $61.3M | $46.2M | $52.4M | $47.8M | $44.5M | — |
| Operating income | $44.2M | $29.2M | $34.1M | $30.9M | $28.5M | — |
- Revenue +31% vs prior quarter ($67M vs $51M).
- Gross margin 91.8% (was 90.5% prior quarter).
- Operating margin expanded to 66.1%.
Yearly (6y)
| 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| Revenue | $199M | $110M | $72.9M | $51.8M |
| Op margin | 59.5% | -15.0% | 96.1% | -6.2% |
| Net income | $30.1M | $5.1M | $63.2M | -$6.4M |
| Gross margin | 93.2% | 90.0% | 83.2% | 79.6% |
| Gross profit | $186M | $99.0M | $60.7M | $41.2M |
| Operating income | $119M | -$16.5M | $70.0M | -$3.2M |
No flags
• No distress or material-risk keywords in recent headlines (keyword scan only — not a guarantee).
News
2026-10-07 · LandBridge Vaults 75% Amid Oil Supply Shock
2026-10-05 · LandBridge Schedules Third Quarter Earnings Release and Conference Call
2026-09-22 · LandBridge Prices $125 Million Senior Notes Offering
2026-09-22 · LandBridge Announces Pricing of Upsized $125,000,000 Offering of Additional 6.250% Senior Notes due 2030
2026-09-22 · LandBridge Unit Plans $100 Million Senior Notes Offering
2026-09-22 · LandBridge Announces Launch of $100,000,000 Offering of Additional 6.250% Senior Notes due 2030
2026-08-31 · Final Key Regulatory Approvals Received for the Transactions involving Laurentian Bank
2026-08-16 · LandBridge (LB) In Focus As Record Q2 Fuels An Undervalued Narrative
2026-08-16 · Is LandBridge’s Texas Move and Infrastructure Pivot Altering The Investment Case For LandBridge (LB)?
2026-08-15 · LandBridge (LB) Stock May Be A Bargain On Cash Flow But Priced Fairly On Earnings
2026-08-13 · LandBridge (LB) Q2 2026 Earnings Call Transcript
Price (daily)
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