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LandBridge Company LLC Class A (LB)
NYSE:LB
Earnings Data
Report Date
Nov 05, 2025After Close (Confirmed)
Period Ending
2025 (Q3)Consensus EPS Forecast
0.49Last Year’s EPS
0.23Same Quarter Last Year
Moderate Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call presented a strong financial performance with significant revenue and EBITDA growth, strategic partnerships, and supportive regulatory developments. However, there were some challenges with declines in specific revenue streams and delayed revenue from a solar project. Overall, the positive aspects significantly outweigh the challenges.Company Guidance
Significant Revenue and EBITDA Growth
LandBridge reported a year-over-year revenue growth of 83% and adjusted EBITDA growth of 81%, with an adjusted EBITDA margin of 89%.
Strategic Partnerships and Agreements
Executed a 10-year surface use and pore space reservation agreement with Devon Energy and an option agreement for a natural gas-fired CCGT plant development.
Diversified Revenue Streams
Shifted revenue mix in favor of fee-based arrangements, accounting for 94% of total revenues.
Strong Free Cash Flow and Liquidity
Generated free cash flow of approximately $36.1 million with a free cash flow margin of 76%, and ended the quarter with total liquidity of $95.3 million.
Supportive Regulatory Developments
Texas regulatory changes beneficial for produced water handling align with LandBridge's sustainable pore space management strategy.
LB Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
LB Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Aug 07, 2025 | $59.24 | $50.74 | -14.35% |
May 07, 2025 | $77.74 | $68.89 | -11.38% |
Mar 05, 2025 | $65.19 | $61.31 | -5.95% |
Nov 06, 2024 | $60.18 | $61.16 | +1.63% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does LandBridge Company LLC Class A (LB) report earnings?
LandBridge Company LLC Class A (LB) is schdueled to report earning on Nov 05, 2025, After Close (Confirmed).
What is LandBridge Company LLC Class A (LB) earnings time?
LandBridge Company LLC Class A (LB) earnings time is at Nov 05, 2025, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is LB EPS forecast?
LB EPS forecast for the fiscal quarter 2025 (Q3) is 0.49.