LandBridge Company LLC (NYSE: LB) is a Energy company in the Oil & Gas Equipment & Services industry. QuoTrend tracks its price, financials, earnings, analyst ratings and insider trades.
| Index | - | P/E | 48.47 | EPS (ttm) | 1.52 | Insider Own | - | Shs Outstand | 77.02M | Perf Week | -1.79% |
| Market Cap | 5.67B | Forward P/E | 24.16 | EPS next Y | 3.05 | Insider Trans | -0.03% | Shs Float | 75.87M | Perf Month | -1.63% |
| Enterprise Value | 6.18B | PEG | 1.02 | EPS next Q | - | Inst Own | - | Short Float | 5.02% | Perf Quarter | 13.23% |
| Income | 41.00M | P/S | 27.41 | EPS this Y | 44.75% | Inst Trans | - | Short Ratio | 10.82 | Perf Half Y | 35.69% |
| Sales | 207.00M | P/B | 7.02 | EPS next Y | 38.60% | ROA | 3.03% | Short Interest | 3.81M | Perf YTD | 50.40% |
| Book/sh | 10.49 | P/C | 189.17 | EPS next 5Y | 47.66% | ROE | 13.51% | 52W High | 85.60 -13.93% | Perf Year | 33.02% |
| Cash/sh | 0.39 | P/FCF | 36.43 | EPS past 3/5Y | - | ROIC | 8.51% | 52W Low | 43.75 68.41% | Perf 3Y | - |
| Dividend Est. | 0.48 (0.65%) | EV/EBITDA | 47.17 | Sales past 3/5Y | 56.42% - | Gross Margin | 90.90% | Volatility | 3.31% 3.71% | Perf 5Y | - |
| Dividend TTM | 0.44 (0.60%) | EV/Sales | 29.85 | EPS Y/Y TTM | 2008.18% | Oper. Margin | 62.34% | ATR (14) | 3.22 | Perf 10Y | - |
| Dividend Ex-Date | Jun 04, 2026 | Quick Ratio | 3.15 | Sales Y/Y TTM | 88.18% | Profit Margin | 20.04% | RSI (14) | 47.05 | Recom | 2.50 |
| Dividend Gr. 3/5Y | - | Current Ratio | 3.15 | EPS Q/Q | 15.00% | SMA20 | -3.94% | Beta | 0.83 | Target Price | 82.00 |
| Payout | 2.83% | Debt/Eq | 0.71 | Sales Q/Q | 15.91% | SMA50 | 1.50% | Rel Volume | 0.75 | Prev Close | 75.06 |
| Employees | 4 | LT Debt/Eq | 0.71 | Earnings | Aug 05 | SMA200 | 12.52% | Avg Volume | 349.33K | Price | 73.68 |
| IPO Date | Jun 28, 2024 | Option/Short | Yes / Yes | EPS/Sales Surpr. | -58.03% -13.14% | Net Debt/EBITDA | 3.84 | Volume | 263,390 | Change | -1.84% |
| Date | Action | Analyst | Rating | Target |
|---|---|---|---|---|
| Jul-21-26 | Reiterated | Piper Sandler | Neutral | $66 → $80 |
| May-28-26 | Reiterated | Goldman Sachs | Buy | $85 → $84 |
| May-08-26 | Reiterated | Piper Sandler | Neutral | $65 → $66 |
| Nov-26-25 | Reiterated | Wells Fargo | Overweight | $82 → $90 |
| Nov-24-25 | Reiterated | Piper Sandler | Neutral | $55 → $65 |
| Nov-24-25 | Reiterated | UBS | Buy | $55 → $65 |
| Oct-14-25 | Reiterated | Barclays | Equal Weight | $66 → $57 |
| Aug-15-25 | Reiterated | Piper Sandler | Neutral | $39 → $55 |
| Jul-10-25 | Reiterated | Barclays | Equal Weight | $80 → $66 |
| Mar-21-25 | Reiterated | Barclays | Equal Weight | $38 → $80 |
LandBridge Company LLC focuses on overseeing land and natural assets to bolster and optimize oil and natural gas production across the United States. The company possesses substantial surface acreage, specifically within and adjacent to the Delaware Basin, spanning both Texas and New Mexico. Furthermore, LandBridge holds a collection of oil and gas royalty interests. It also generates income by selling brackish water and various other surface-related materials. Established in 2021, its corporate headquarters are situated in Houston, Texas, functioning as a subsidiary of LandBridge Holdings LLC.
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| Line Item (USD, M) | TTM — | FY 2025 1/31/2026 | FY 2024 12/31/2024 | FY 2023 12/31/2023 | FY 2022 12/31/2022 | |
|---|---|---|---|---|---|---|
| Total Revenue | 207 | 199 | 110 | 73 | 52 | |
| Cost of Goods Sold Incl. D&A | 19 | 18 | 11 | 12 | 11 | |
| Gross Profit | 187 | 181 | 99 | 61 | 41 | |
| Selling, General and Administrative Excl. Other | 58 | 62 | 112 | -12 | 42 | |
| Research and Development | 0 | 0 | 0 | 0 | 0 | |
| Other Operating Expense | 1 | 0 | 3 | 3 | 2 | |
| Operating Income | 129 | 119 | -17 | 70 | -3 | |
| Interest Expense | 35 | 33 | 23 | 7 | 3 | |
| Unusual Expense | — | — | — | — | — | |
| Non-Operating Income (Expense) | -10 | -4 | 0 | 1 | 0 | |
| Net Income Before Taxes | 85 | 81 | -40 | 64 | -6 | |
| Income Taxes | 10 | 9 | 2 | 0 | 0 | |
| Consolidated Net Income | 41 | 30 | 5 | 63 | -6 | |
| Net Income From Continuing Operations | 74 | 72 | -41 | 63 | -6 | |
| Net Income | 41 | 30 | 5 | 63 | -6 | |
| EPS (Recurring) | 1.55 | 1.18 | 0.29 | 4.36 | -0.44 | |
| EPS (Basic, Before Extraordinaries) | 1.55 | 1.18 | 0.29 | 4.36 | -0.44 | |
| EPS (Diluted) | 1.52 | 1.08 | 0.07 | 4.36 | -0.44 | |
| EBITDA | 131 | 126 | -7 | 79 | 4 | |
| Other After Tax Adjustments | — | — | — | — | — | |
| Stock Option Compensation Expense | — | — | — | — | — | |
| Price To Earnings Ratio | 48.47 | 53.20 | 895.98 | — | — | |
| Price To Sales Ratio | 9.97 | 8.08 | 10.57 | — | — | |
| Gross Margin | 90.34 | 90.95 | 90.00 | 83.56 | 78.85 | |
| Operating Margin | 62.32 | 59.80 | -15.45 | 95.89 | -5.77 | |
| Net Margin | 19.81 | 15.08 | 4.55 | 86.30 | -11.54 | |
| Shares Outstanding | 28 | 28 | 18 | 15 | 15 | |
| Market Capitalization | 2,063 | 1,609 | 1,163 | — | — | |
| Operating Lease Expense | — | — | — | — | — |
| Insider | Relationship | Date | Transaction | Cost | #Shares | Value ($) | #Shares Total | SEC Form 4 |
|---|---|---|---|---|---|---|---|---|
| WATSON CHARLES L. | Director | Mar 06 '26 | Sale | 75.00 | 13,000 | 975,056 | 64,250 | Mar 06 |
| WATSON CHARLES L. | Director | Mar 04 '26 | Sale | 75.19 | 9,670 | 727,072 | 77,250 | Mar 06 |
| WATSON CHARLES L. | Director | Mar 02 '26 | Sale | 74.07 | 30,680 | 2,272,348 | 86,920 | Mar 06 |
| McNeely Scott Lloyd | See Remarks | Jan 06 '26 | Buy | 45.49 | 549 | 24,974 | 81,276 | Jan 07 |
| Bolling Harrison Fenner | See Remarks | Jan 05 '26 | Buy | 46.84 | 850 | 39,814 | 66,874 | Jan 07 |
| Long Jason Thomas | See Remarks | Jan 05 '26 | Buy | 46.59 | 2,143 | 99,842 | 223,546 | Jan 07 |
| Five Point Energy Fund II AIV-VII LP | director, 10 percent owner: | Nov 18 '25 | Sale | 70.00 | 2,500,000 | 175,000,000 | 0 | Nov 21 |
| LandBridge Holdings LLC | director, 10 percent owner: | Nov 18 '25 | Sale | 70.00 | 2,500,000 | 175,000,000 | 0 | Nov 21 |
| Capobianco David N | director, 10 percent owner: | Nov 18 '25 | Sale | 70.00 | 2,500,000 | 175,000,000 | 0 | Nov 20 |
| LandBridge Holdings LLC | director, 10 percent owner: | May 23 '25 | Sale | 75.25 | 1,900,000 | 142,975,000 | 0 | May 28 |
| Capobianco David N | director, 10 percent owner: | May 23 '25 | Sale | 75.25 | 1,900,000 | 142,975,000 | 0 | May 28 |