earnings
confidence high
sentiment positive
materiality 0.75
LandBridge Q4 revenue $56.8M (+56% YoY), Adj. EBITDA $51.1M; guides 2026 EBITDA $205-225M, raises dividend 20%
LandBridge Co LLC
2025-FY EPS reported
$0.94
revenue$199,093,000
- 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.