---
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"
generated_at: "2026-05-16T00:29:57.938727+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# LandBridge Q4 revenue $56.8M (+56% YoY), Adj. EBITDA $51.1M; guides 2026 EBITDA $205-225M, raises dividend 20%

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-26-071867
- JSON: https://secwatch.observer/filing/0001193125-26-071867.json
- Plain text: https://secwatch.observer/filing/0001193125-26-071867.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.