LandBridge's 96.5% gross margin and 68.1% operating margin in 2026Q3 point to a royalty-style cost base, and quarterly revenue grew from $26.0M in 2024Q2 to $70.9M in 2026Q3. However, year-over-year growth of 39.5% in the latest quarter trails the 81.1% trailing rate, suggesting the growth curve is flattening.
Price trend, volume and key moving averages
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 4, 2026 | $0.44-16.2% vs $0.53 | $71M+7.5% vs $66M |
Q3 2026 Aug 5, 2026 | $0.50-5.1% vs $0.53 | $67M+11.3% vs $60M |
Q2 2026 May 6, 2026 | $0.23-67.1% vs $0.70 | $51M-13.1% vs $59M |
Q1 2026 Feb 25, 2026 | $0.24-61.3% vs $0.62 | $57M+9.4% vs $52M |
Main Street Alpha's Leo Nelissen discusses why AI data center investment remains a dominant growth driver, with market fears of a slowdown likely overblown and continued capital deployment expected from hyperscalers. Favoring infrastructure, energy, and engineering companies such as Comfort Systems (FIX), Vertiv (VRT), Quanta Services (PWR), and LandBridge (LB).
HOUSTON--(BUSINESS WIRE)--LandBridge Corporation (NYSE: LB; NYSE TX: LB) (the “Company,” or “LandBridge”) today announced its financial and operating results for the third quarter ended September 30, 2026. Third Quarter 2026 Highlights Revenues of $70.9 million, representing an increase of 39% year-over-year and 6% quarter-over-quarter Net income(1) of $34.0 million, representing an increase of 68% year-over-year and 10% quarter-over-quarter Net income margin(1) of 48% Adjusted EBITDA(2) of $63.
Laurentian Bank of Canada (TSE: LB - Get Free Report) shares crossed above its 200-day moving average during trading on Thursday. The stock has a 200-day moving average of C$40.35 and traded as high as C$40.42. Laurentian Bank of Canada shares last traded at C$40.40, with a volume of 69,268 shares changing hands. Wall Street Analyst
HOUSTON--(BUSINESS WIRE)--LandBridge Corporation (NYSE: LB; NYSE Texas: LB) (“LandBridge” or the “Company”) today announced that it has completed its previously announced conversion and redomestication from a Delaware limited liability company with the name of LandBridge Company LLC to a Texas corporation with the name of LandBridge Corporation (the “Conversion and Redomestication”). The Conversion and Redomestication was approved by the Company's Board of Directors (the “Board”) upon the recom.
Benchmark LB against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for LandBridge Company LLC (LB)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $65.10 | $5.01B | 60.28 | 81.07% | 15.13% | 4.3% | 3.52% | |
| $272.36 | $18.79B | 32.00 | 13.09% | 60.71% | 36.22% | 0.79% | |
| $3.16 | $883.41M | -2.50 | 17.18% | -22.33% | -26.38% | — | |
| $40.62 | $14.62B | 28.55 | 56.56% | 12.34% | 2.66% | 5.67% | |
| $13.98 | $2.97B | 12.18 | -3.89% | 48.31% | 22.18% | 9.65% | |
| $27.53 | $1.33B | 12.85 | -5.38% | 50.25% | 35.01% | 10.06% |
LandBridge Company LLC (LB) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
LandBridge Company LLC (LB) SEC filings — annual & quarterly reports (10-K, 10-Q)
Nov 4, 2026·SEC
Aug 5, 2026·SEC
Jul 20, 2026·SEC
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LandBridge Company LLC (LB) stock FAQ — growth, dividends, profitability & financials explained
LandBridge Company LLC (LB) reported $199.1M in revenue in fiscal year 2025. That is 285% more than the $51.8M of fiscal year 2022.
LandBridge Company LLC (LB) grew revenue by 81.1% in fiscal year 2025, compared with the prior fiscal year.
Yes. LandBridge Company LLC (LB) earned $30.1M in net income in fiscal year 2025 (a 15.1% net margin).
Yes. LandBridge Company LLC (LB) pays a dividend that yields 3.52% at the current price, a moderate yield.
LandBridge Company LLC (LB) had a return on equity (ROE) of 4.3% in fiscal year 2025. That is below the market's typical 10-15%.
LandBridge Company LLC (LB) generated $122.0M in free cash flow in fiscal year 2025.
