LandBridge Company LLC
LB
NYSE·Energy·Oil & Gas Equipment & Services·Mkt cap $6.6B
$85.69
▼ -0.17%
P/E
68.55
Mkt Cap
$6.6B
52-Wk Range
$43.75–$91.69
52-Week Range
$43.75 - $91.69
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 55.9% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Strategic surface acreage position in high-producing Delaware Basin
- Diversified revenue streams from royalties and water sales
- Essential infrastructure supporting major E&P operators
- Recurring cash flow model with long-term contracts
Bear Case
2 risks
- Low volatility (beta 0.1).
- Growth premium of 3.4x vs sector peers. Significant premium - requires sustained high growth to justify.
Growth
Moderate growth ahead
Increased drilling activity and production in the Delaware Basin
Value
Growth premium of 3.4x vs sector peers. Significant premium - requires sustained high growth to justify.
Momentum
Strong
+17.3% over 3m
Quality
Excellent
High-growth business (44% revenue growth, 92% gross margin). Profitable with strong growth momentum.
Dividend
Modest
0.54% yield
Smart-money signal
Who's buying LB right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 11, 2026
AUG 5, 2026
Reported EPS of $0.49 vs $0.53 consensus (-7.2% surprise). Revenue of $66.8M vs $60.0M expected (+11.3%).
EPS surprise · last 4Q
0 of 1 beats
Estimate
Actual
Q3 26
-7.2%
Revenue trend · last 8Q
—
—
+131%
+83%
+78%
+56%
+16%
+41%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 26
Q1 26
Q2 26
$28.5M
$36.5M
$44.0M
$47.5M
$50.8M
$56.8M
$51.0M
$66.8M
Margins · last 8Q
Gross
0.0%
Operating
66.1%
Profit
46.5%
Wall Street consensus
4 analysts · 50% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
50%
Hold
50%
Sell
0%
Median Price Target
—
Latest: Piper Sandler · Sep 1, 2026
vs Industry
How LB stacks vs Oil & Gas Equipment & Services
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.