{"filings":[{"id":97104,"accession_number":"0001193125-26-209075","cik":1995807,"company_name":"LandBridge Co LLC","ticker":"LB","form_type":"8-K","filed_at":"2026-05-06T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"LandBridge Q1 revenue up 16% to $51M; raises 2026 EBITDA guidance to $210M-$230M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 revenues $51.0M (+16% YoY), net income $17.9M (+16% YoY), adj. EBITDA $44.9M (+16% YoY).","Full-year 2026 adj. EBITDA guidance raised to $210M-$230M (midpoint ~24% YoY growth).","Declared $0.12/share quarterly dividend, payable June 18, 2026.","Entered lease agreement with PowerBridge for up to ~3,400 acres for a giga-scale data center campus (up to 2 GW).","Acquired ~5,700 acres via bolt-on acquisitions, total surface acreage now >320,000."],"consensus_eps_estimate":null,"consensus_eps_actual":0.23,"consensus_revenue_estimate":null,"consensus_revenue_actual":51005000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":5787827750.746714,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":111607,"accession_number":"0001193125-26-115164","cik":1995807,"company_name":"LandBridge Co LLC","ticker":"LB","form_type":"8-K","filed_at":"2026-03-19T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"LandBridge posts 2026 Investor Day presentation; no specifics in 8-K","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Investor presentation for 2026 Investor Day posted on company website.","Available at https://www.landbridgeco.com in Events & Presentations section.","No financial results or material updates contained in the 8-K filing itself."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":5787827750.746714,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":111606,"accession_number":"0001193125-26-071867","cik":1995807,"company_name":"LandBridge Co LLC","ticker":"LB","form_type":"8-K","filed_at":"2026-02-25T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"LandBridge Q4 revenue $56.8M (+56% YoY), Adj. EBITDA $51.1M; guides 2026 EBITDA $205-225M, raises dividend 20%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $56.8M (+56% YoY, +12% QoQ); net income $18.2M; Adj. EBITDA $51.1M (90% margin).","FY2025 revenue $199.1M (+81% YoY); Adj. EBITDA $177.2M (+83% YoY); free cash flow $122.0M.","2026 Adj. EBITDA guidance $205-225M, representing >20% YoY growth at midpoint.","Dividend increased 20% to $0.12/share; $50M share repurchase authorization approved.","Closed $500M senior notes (6.25% due 2030) and new $275M revolver; entered Samsung BESS agreements for 350 MW."],"consensus_eps_estimate":null,"consensus_eps_actual":0.94,"consensus_revenue_estimate":null,"consensus_revenue_actual":199093000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5787827750.746714,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":128251,"accession_number":"0001193125-25-297002","cik":1995807,"company_name":"LandBridge Co LLC","ticker":"LB","form_type":"8-K","filed_at":"2025-11-25T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"LandBridge subsidiary closes $500M 6.25% senior notes due 2030, to refinance existing debt","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["DBR Land Holdings issued $500M of 6.250% Senior Notes due 2030 in a private placement.","Net proceeds plus revolver borrowings will repay existing credit facility ($370.2M outstanding as of Sep 30, 2025).","Notes are senior unsecured, guaranteed by existing subsidiaries, redeemable at 106.25% before Dec 2027.","Notes sold under Rule 144A/Reg S; not registered under Securities Act.","Change-of-control put at 101% if downgrade by two rating agencies occurs."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":5787827750.746714,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":128250,"accession_number":"0001193125-25-288213","cik":1995807,"company_name":"LandBridge Co LLC","ticker":"LB","form_type":"8-K","filed_at":"2025-11-19T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"LandBridge subsidiary prices $500M 6.250% senior notes due 2030","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["DBR Land Holdings LLC priced $500M aggregate principal of 6.250% senior notes due 2030 at par.","Offering expected to close Nov 25, 2025, subject to customary conditions.","Proceeds with new credit facility to repay and terminate existing credit facility.","Notes offered in private placement under Rule 144A and Regulation S."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":5787827750.746714,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":128249,"accession_number":"0001193125-25-287019","cik":1995807,"company_name":"LandBridge Co LLC","ticker":"LB","form_type":"8-K","filed_at":"2025-11-19T23:59:59+00:00","items":["1.01","2.02","8.01","2.03","7.01","9.01"],"status":"ready","headline":"LandBridge subsidiary enters $275M revolver and launches $500M senior notes offering; pro forma DSCR of 5.0x","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["DBR Land entered $275M revolving credit facility maturing June 2030; secured by all assets, used to repay existing facility.","Launched $500M senior notes private placement under Rule 144A/Reg S; proceeds plus revolver borrowings to repay existing credit facility.","Pro forma Debt Service Coverage Ratio after offering and 1918 Ranch Acquisition is 5.0x, up from 3.0x LTM Dec 2024 actual.","Covenant EBITDA LTM Sep 30, 2025 as further adjusted is $179.6M; material project EBITDA adjustments of $21.6M included.","Credit agreement covenants: min interest coverage 2.50x, max total net leverage 5.00x (step-up to 5.25x after permitted acquisition), max senior secured net leverage 3.50x."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":5787827750.746714,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":128248,"accession_number":"0001193125-25-286628","cik":1995807,"company_name":"LandBridge Co LLC","ticker":"LB","form_type":"8-K","filed_at":"2025-11-19T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"LandBridge announces secondary public offering of 2.5M Class A shares at $70 per share by Selling Shareholder","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["LandBridge Holdings LLC, the Selling Shareholder, sold 2,500,000 Class A shares at $70.00 per share, total proceeds $175 million.","The Company received no proceeds from the offering; the offering closed on November 18, 2025.","Goldman Sachs & Co. LLC served as sole book-running manager for the underwritten offering.","The Selling Shareholder granted the underwriter a 30-day option to purchase up to an additional 375,000 Class A shares.","Lock-up agreements restrict the Company, executives, directors, and Selling Shareholder from selling shares for 60 days."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":5787827750.746714,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":128247,"accession_number":"0001193125-25-277972","cik":1995807,"company_name":"LandBridge Co LLC","ticker":"LB","form_type":"8-K","filed_at":"2025-11-12T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"LandBridge Q3 revenue $50.8M (+78% YoY); declares $0.10 dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $50.8M, up 78% YoY and 7% QoQ; net income $20.3M (40% margin).","Adjusted EBITDA $44.9M, up 79% YoY, margin 88%; Free Cash Flow $33.7M.","Closed ~37,500-acre acquisition; total surface acres now >300,000.","Declared quarterly cash dividend of $0.10 per share.","Sixth consecutive public quarter of revenue and Adjusted EBITDA growth."],"consensus_eps_estimate":null,"consensus_eps_actual":0.7,"consensus_revenue_estimate":null,"consensus_revenue_actual":142315000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":5787827750.746714,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":128246,"accession_number":"0001193125-25-232630","cik":1995807,"company_name":"LandBridge Co LLC","ticker":"LB","form_type":"8-K","filed_at":"2025-10-07T23:59:59+00:00","items":["1.01","2.03","3.02","7.01","9.01"],"status":"ready","headline":"LandBridge to acquire ~37,500 Delaware Basin acres for $250M ($208M cash + $42M equity)","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Purchase price: $250M, consisting of $208.3M cash and ~$41.7M in OpCo units/Class B shares.","Acreage: ~22,000 fee simple, ~3,500 managed surface, ~12,000 leasehold across Reeves, Loving, Winkler, Ward counties.","New $200M delayed draw term loan facility added to credit agreement to partially finance the deal.","Closing expected in Q4 2025, subject to antitrust waiting period and other customary conditions.","Post-acquisition total holdings will increase to ~300,000 surface acres."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":5787827750.746714,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":145033,"accession_number":"0000950170-25-104333","cik":1995807,"company_name":"LandBridge Co LLC","ticker":"LB","form_type":"8-K","filed_at":"2025-08-07T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"LandBridge Q2 revenue up 83% YoY to $47.5M; declares $0.10 dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 revenue $47.5M (+83% YoY, +8% QoQ); net income $18.5M (39% margin).","Record $34.2M surface use royalties/revenue; quarterly high.","Adjusted EBITDA $42.5M (89% margin; +81% YoY); Free Cash Flow $36.1M (76% margin).","Declared quarterly cash dividend of $0.10 per share.","Momentum from new commercial agreements and active land management strategy."],"consensus_eps_estimate":null,"consensus_eps_actual":0.44,"consensus_revenue_estimate":null,"consensus_revenue_actual":91484000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":5787827750.746714,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":163419,"accession_number":"0000950170-25-085522","cik":1995807,"company_name":"LandBridge Co LLC","ticker":"LB","form_type":"8-K","filed_at":"2025-06-12T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"LandBridge shareholders elect all 11 director nominees and ratify Deloitte & Touche as auditor for FY2025","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All 11 director nominees elected; Andrea Nicolás received highest votes (67.5M for, 0.8M withheld).","Deloitte & Touche ratified as independent auditor with 72.4M votes for, 21.6K against, 9.6K abstentions.","Quorum of 72.4M shares (94.8% of total voting power) present at June 10, 2025 annual meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":5787827750.746714,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":163418,"accession_number":"0000950170-25-065886","cik":1995807,"company_name":"LandBridge Co LLC","ticker":"LB","form_type":"8-K","filed_at":"2025-05-07T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"LandBridge Q1 revenue $44M (+131% YoY), Adj EBITDA $38.8M, declares $0.10 dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $44.0M (+131% YoY, +20% QoQ); Adjusted EBITDA $38.8M (+129% YoY, +22% QoQ).","Net income $15.5M (includes $11.1M non-cash share-based comp); Adj EBITDA margin 88%.","Quarterly cash dividend of $0.10 per share declared; FY25 EBITDA outlook reaffirmed at $170-190M.","Free Cash Flow $15.8M, FCF margin 36%."],"consensus_eps_estimate":null,"consensus_eps_actual":0.2,"consensus_revenue_estimate":null,"consensus_revenue_actual":43951000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":5787827750.746714,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":181344,"accession_number":"0001193125-25-052158","cik":1995807,"company_name":"LandBridge Co LLC","ticker":"LB","form_type":"8-K/A","filed_at":"2025-03-12T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"LandBridge files amended 8-K with pro forma financials for 2024 acquisitions","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Combined pro forma net income attributable to LandBridge of $17.6M for FY 2024.","Pro forma basic EPS of $0.73; diluted EPS of $0.45 on 76.5M diluted shares.","Pro forma total revenues of $148.2M, reflecting East Stateline and Wolf Bone acquisitions.","Management adjustments add $2.8M in revenue, raising pro forma net income to $18.0M ($0.75 basic).","Acquisition of ~46,000 surface acres in Reeves and Pecos Counties, Texas closed Dec. 19, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":5787827750.746714,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":181345,"accession_number":"0000950170-25-033854","cik":1995807,"company_name":"LandBridge Co LLC","ticker":"LB","form_type":"8-K","filed_at":"2025-03-05T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"LandBridge Q4 revenue up 109% YoY to $36.5M; reaffirms FY25 EBITDA outlook $170-190M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2024 revenue $36.5M, up 109% YoY; net income $8.2M (includes $11.1M non-cash share-based comp).","Adjusted EBITDA $31.7M, up 108% YoY; Adjusted EBITDA margin 87%; Free Cash Flow $26.7M, margin 73%.","Fiscal year 2024 revenue growth of 51% YoY; reaffirms FY25 EBITDA outlook of $170M-$190M.","Added approximately 53,000 acres through previously announced acquisitions during the quarter."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5787827750.746714,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":198149,"accession_number":"0001193125-24-286986","cik":1995807,"company_name":"LandBridge Co LLC","ticker":"LB","form_type":"8-K/A","filed_at":"2024-12-31T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"LandBridge completes $245M acquisition of 46,000-acre Wolf Bone Ranch in Permian Basin","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquired ~46,000 surface acres in Reeves and Pecos Counties, Texas for $245M.","Wolf Bone Ranch reported $24.4M revenue and $20.4M net income (nine months ended Sep 30, 2024).","Revenues: $12.2M saltwater disposal royalties, $10.3M freshwater sales, $2.0M right of way.","Acquisition closed Dec 19, 2024; this 8-K/A adds audited historical and pro forma financials.","Total assets of Wolf Bone Ranch at Sep 30, 2024 were $89.4M; net investment $84.3M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5787827750.746714,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":198153,"accession_number":"0001193125-24-284426","cik":1995807,"company_name":"LandBridge Co LLC","ticker":"LB","form_type":"8-K","filed_at":"2024-12-26T23:59:59+00:00","items":["1.01","2.01","7.01","8.01","9.01"],"status":"ready","headline":"LandBridge closes ~46K-acre Wolf Bone Ranch acquisition for $245M; raises $350M equity","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquired ~46,000 surface acres in Reeves and Pecos Counties, Texas for $245M cash; funded by $200M private placement and $45M term loan draw.","Private placement of 5,830,419 Class A shares at $60.03/sh raised gross proceeds of $350M; $150M used to repurchase OpCo units from sponsor with no shareholder dilution.","VTX Energy provided a minimum annual revenue commitment of $25M for each of the next five years on the acquired land.","Total Delaware Basin holdings now ~273,000 surface acres; company reaffirms 2025 Adjusted EBITDA guidance of $170M–$190M.","Registration rights agreement filed covering resale of the 5,830,419 Class A shares issued in the private placement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":5787827750.746714,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":198152,"accession_number":"0000950170-24-129975","cik":1995807,"company_name":"LandBridge Co LLC","ticker":"LB","form_type":"8-K","filed_at":"2024-11-22T23:59:59+00:00","items":["1.01","3.02","7.01","9.01"],"status":"ready","headline":"LandBridge acquires 46,000 acres for $245M, raises $350M via private placement, ups 2025 EBITDA guidance to $170-190M","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquires 46,000 surface acres in Reeves/Pecos, Texas for $245M; seller VTX Energy commits $25M/year revenue for 5 years.","Private placement of 5.83M Class A shares at $60.03 raises ~$350M; $200M funds acquisition, balance used for share repurchase/cancellation.","Closes Lea County, NM acquisition (~5,800 acres); total holdings to ~272,000 acres after Wolf Bone closing.","Raises 2025 Adjusted EBITDA guidance to $170-190M; expects >20% FCF per share accretion.","Pro forma LQA net leverage 2.7x, liquidity ~$113M; management and Five Point own ~70% post-placement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":5787827750.746714,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":198151,"accession_number":"0000950170-24-122698","cik":1995807,"company_name":"LandBridge Co LLC","ticker":"LB","form_type":"8-K","filed_at":"2024-11-07T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"LandBridge Q3 revenue up 60% to $28.5M; declares first $0.10/share dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $28.5M (+60% YoY); Adjusted EBITDA $25.0M (+62% YoY); Adjusted EBITDA margin 88%.","Net loss $2.8M includes $11.6M non-cash share-based comp; operating cash flow $7.5M.","Initiated initial quarterly cash dividend of $0.10 per share.","Initiated financial outlook for FY2024 and FY2025 (no specific figures provided)."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.04,"consensus_revenue_estimate":null,"consensus_revenue_actual":73455000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":5787827750.746714,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":198150,"accession_number":"0000950170-24-112967","cik":1995807,"company_name":"LandBridge Co LLC","ticker":"LB","form_type":"8-K","filed_at":"2024-10-04T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"LandBridge amends OpCo LLC agreement restricting cash redemption unless equity is issued","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Cash redemption or Call Right cash election requires PubCo to issue equity securities equal to redeemed Units.","Applies when Redeeming Member and affiliates hold ≥40% voting power of LandBridge (NYSE: LB).","Redeeming Member may revoke redemption notice if PubCo fails to complete equity issuance or other conditions.","Amendment effective September 30, 2024, executed by LandBridge Company LLC and LandBridge Holdings LLC."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":5787827750.746714,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":214282,"accession_number":"0001193125-24-219704","cik":1995807,"company_name":"LandBridge Co LLC","ticker":"LB","form_type":"8-K","filed_at":"2024-09-16T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"LandBridge appoints former Skadden partner Andrea Nicolás to Board","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Andrea Nicolás appointed to board effective Sept 12, 2024; term expires at 2025 annual meeting.","Nicolás spent 14 years as a Skadden partner specializing in capital markets and corporate/securities law.","Received 7,353 RSUs under Long Term Incentive Plan and $100,000 annual cash retainer.","Company entered into standard indemnification agreement with Nicolás.","No arrangements or related-party transactions requiring disclosure under Reg S-K Item 404(a)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":5787827750.746714,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":214281,"accession_number":"0000950170-24-092892","cik":1995807,"company_name":"LandBridge Co LLC","ticker":"LB","form_type":"8-K","filed_at":"2024-08-07T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"LandBridge Q2 2024: Revenue $26M (+20% YoY), Adj EBITDA $23.4M (+24%); net loss $57.7M due to $71.8M non-cash item","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue of $26.0M, up 20% year-over-year.","Net loss of $57.7M includes a $71.8M non-cash expense from WaterBridge NDB LLC incentive units.","Adjusted EBITDA of $23.4M, up 24% YoY; Adjusted EBITDA margin of 90%.","Free Cash Flow of $15.7M; Free Cash Flow margin of 60%.","Cash from operations of $16.0M; operating cash flow margin of 62%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":44968000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":5787827750.746714,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":214280,"accession_number":"0001193125-24-179719","cik":1995807,"company_name":"LandBridge Co LLC","ticker":"LB","form_type":"8-K","filed_at":"2024-07-16T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"LandBridge awards 496,521 RSUs and $3.45M cash bonuses to NEOs post-IPO","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["CEO Jason Long receives 254,827 RSUs; CFO Scott McNeely 92,914; EVPs Bolling & Williams 74,390 each.","RSUs vest in three equal annual installments starting July 1, 2025.","Transaction bonuses paid July 11, 2024: Long $1M, McNeely $850K, Bolling & Williams $800K each.","Grants made under LTIP adopted June 16, 2024; full vesting on qualifying termination or change in control."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":5787827750.746714,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":214279,"accession_number":"0001193125-24-175094","cik":1995807,"company_name":"LandBridge Co LLC","ticker":"LB","form_type":"8-K","filed_at":"2024-07-03T23:59:59+00:00","items":["1.01","5.03","5.02","3.02","3.03","7.01","9.01"],"status":"ready","headline":"LandBridge completes IPO of 14.5M Class A shares at $17.00, raises $258.4M net","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["IPO priced at $17.00/share; 14.5M shares sold plus 2.175M overallotment; net proceeds $258.4M after underwriting discounts.","Concurrent private placement of 750,000 Class A shares to accredited investor for gross proceeds of $12.8M.","Proceeds used to repay credit facility and make distribution to LandBridge Holdings following reorganization.","Board of directors appointed: 10 members, including 3 independent directors; Audit Committee formed with chair Valerie P. Chase.","Shareholder's agreement grants LandBridge Holdings board designation rights while owning ≥10% of shares; LTIP adopted with 3.6M shares reserved."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":5787827750.746714,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}