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LandBridge Company LLC Class A (LB)
NYSE:LB
US Market
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LandBridge Company LLC Class A (LB) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Mar 11, 2026
After Close (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
0.46
Last Year’s EPS
0.25
Same Quarter Last Year
Moderate Buy
Based on 5 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Nov 12, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call presented a strong performance in revenue and EBITDA growth, with strategic land acquisitions and partnerships enhancing future growth prospects. However, uncertainties in the commercialization timeline of new projects and limited commodity price exposure pose challenges.
Company Guidance
During the LandBridge Third Quarter 2025 Results Call, the company provided robust guidance and updates on its financial performance and strategic initiatives. The company reported a 7% sequential increase in revenue to $50.8 million and a 6% rise in adjusted EBITDA to $44.9 million, marking the sixth consecutive quarter of growth. Key metrics included a net leverage ratio reduction from 2.4x to 2.1x and a strong adjusted EBITDA margin of 88%. LandBridge also highlighted its strategic acquisition of 37,500 acres from Mike's 1918 Ranch & Royalty, expected to contribute approximately $20 million in EBITDA by 2026. Additionally, the company reaffirmed its full-year 2025 guidance for adjusted EBITDA between $165 million and $175 million. The call emphasized the company's focus on accretive M&A opportunities, balance sheet strength, and capital returns, including a declared quarterly dividend of $0.10 per share.
Consecutive Revenue and EBITDA Growth
LandBridge reported its sixth consecutive quarter of revenue and EBITDA growth. Revenue increased 7% sequentially, and adjusted EBITDA rose 6%.
Significant Year-over-Year Revenue Growth
Total revenue reached $50.8 million, up 78% year-over-year, with broad-based growth across all revenue streams.
Strategic Land Acquisitions
The acquisition of approximately 37,500 acres from Mike's 1918 Ranch & Royalty is expected to contribute $20 million in EBITDA starting in 2026.
Partnerships and Commercial Developments
Finalized the sale of a 3,000-acre solar project and entered into a lease with ONEOK for a natural gas processing facility.
Improvement in Leverage Ratio
Net leverage ratio improved from 2.4x to 2.1x in the third quarter.

LandBridge Company LLC Class A (LB) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

LB Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Mar 11, 2026
2025 (Q4)
0.46 / -
0.251
Nov 12, 2025
2025 (Q3)
0.48 / 0.41
0.23375.97% (+0.18)
Aug 07, 2025
2025 (Q2)
0.37 / 0.24
0.220.00% (+0.04)
May 07, 2025
2025 (Q1)
0.35 / 0.31
0.1874.44% (+0.13)
Mar 05, 2025
2024 (Q4)
0.33 / 0.25
Nov 06, 2024
2024 (Q3)
0.25 / 0.23
0.955-75.60% (-0.72)
Aug 07, 2024
2024 (Q2)
0.21 / 0.20
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
Nov 12, 2025
$81.51$73.11-10.31%
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%
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 Mar 11, 2026, After Close (Confirmed).
    What is LandBridge Company LLC Class A (LB) earnings time?
    LandBridge Company LLC Class A (LB) earnings time is at Mar 11, 2026, 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 (Q4) is 0.46.
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