{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-26-071867","form_type":"8-K","ticker":"LB","cik":"0001995807","company_name":"LandBridge Co LLC","filed_at":"2026-02-25T23:59:59+00:00","discovered_at":"2026-05-14T18:02:36.951540+00:00","generated_at":"2026-05-16T00:29:57.938727+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"LandBridge Q4 revenue $56.8M (+56% YoY), Adj. EBITDA $51.1M; guides 2026 EBITDA $205-225M, raises dividend 20%","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-071867","json":"https://secwatch.observer/filing/0001193125-26-071867.json","markdown":"https://secwatch.observer/filing/0001193125-26-071867.md","text":"https://secwatch.observer/filing/0001193125-26-071867.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1995807/000119312526071867/0001193125-26-071867-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1995807/000119312526071867/lb-20260225.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-16T00:29:57.938727+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}