secwatch / observer
8-K filed May 6, 2026, 7:59 PM ET ticker LB CIK 0001995807
earnings confidence high sentiment positive materiality 0.85

LandBridge Q1 revenue up 16% to $51M; raises 2026 EBITDA guidance to $210M-$230M

LandBridge Co LLC

2026-Q1 EPS reported $0.23 revenue$51,005,000
item 2.02item 7.01item 9.01

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JSON Markdown Plain text

Source-grounded claims

f59826f498e95172a658c80c68f0aa01fb5aaff7

LandBridge Co LLC reported first quarter 2026 results: revenue $51.0 million, net income $17.9 million. Guidance raised.

LandBridge Announces First Quarter 2026 Results Increases full-year 2026 Adjusted EBITDA outlook to $210 million to $230 million Delivers first quarter revenues of $51.0 million, up 16% year-over-year Declares quarterly cash dividend of $0.12 per share Adds ~5,700 acres via strategic bolt-on acquisitions

SEC 8-K Item 2.02 confidence 0.95 SEC evidence

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LandBridge Announces First Quarter 2026 Results Increases full-year 2026 Adjusted EBITDA outlook to $210 million to $230 million Delivers first quarter revenues of $51.0 million, up 16% year-over-year Declares quarterly cash dividend of $0.12 per share Adds ~5,700 acres via strategic bolt-on acquisitions

Comparable filing

The Company reported net sales of $1.560 billion for the first quarter of 2026, an increase of 15% compared to net sales of $1.353 billion for the first quarter of 2025 and above the previously communicated guidance range of $1.490 billion to $1.525 billion. Total comparable sales for the first quarter of 2026 increased 13%. The Company reported operating income for the first quarter of 2026 of $76 million compared to operating income of $20 million in the first quarter of 2025. Net income was $48 million, or $0.56 per diluted share, for the first quarter of 2026 compared to net loss of $2 million, or $0.02 per diluted share, for the first quarter of 2025.

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LandBridge Announces First Quarter 2026 Results Increases full-year 2026 Adjusted EBITDA outlook to $210 million to $230 million Delivers first quarter revenues of $51.0 million, up 16% year-over-year Declares quarterly cash dividend of $0.12 per share Adds ~5,700 acres via strategic bolt-on acquisitions

Comparable filing

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LandBridge Announces First Quarter 2026 Results Increases full-year 2026 Adjusted EBITDA outlook to $210 million to $230 million Delivers first quarter revenues of $51.0 million, up 16% year-over-year Declares quarterly cash dividend of $0.12 per share Adds ~5,700 acres via strategic bolt-on acquisitions

Comparable filing

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LandBridge Announces First Quarter 2026 Results Increases full-year 2026 Adjusted EBITDA outlook to $210 million to $230 million Delivers first quarter revenues of $51.0 million, up 16% year-over-year Declares quarterly cash dividend of $0.12 per share Adds ~5,700 acres via strategic bolt-on acquisitions

Comparable filing

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LandBridge Announces First Quarter 2026 Results Increases full-year 2026 Adjusted EBITDA outlook to $210 million to $230 million Delivers first quarter revenues of $51.0 million, up 16% year-over-year Declares quarterly cash dividend of $0.12 per share Adds ~5,700 acres via strategic bolt-on acquisitions

Comparable filing

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Filing page SEC filing

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LandBridge Announces First Quarter 2026 Results Increases full-year 2026 Adjusted EBITDA outlook to $210 million to $230 million Delivers first quarter revenues of $51.0 million, up 16% year-over-year Declares quarterly cash dividend of $0.12 per share Adds ~5,700 acres via strategic bolt-on acquisitions

Comparable filing

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Filing page SEC filing

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LandBridge Announces First Quarter 2026 Results Increases full-year 2026 Adjusted EBITDA outlook to $210 million to $230 million Delivers first quarter revenues of $51.0 million, up 16% year-over-year Declares quarterly cash dividend of $0.12 per share Adds ~5,700 acres via strategic bolt-on acquisitions

Comparable filing

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LandBridge Announces First Quarter 2026 Results Increases full-year 2026 Adjusted EBITDA outlook to $210 million to $230 million Delivers first quarter revenues of $51.0 million, up 16% year-over-year Declares quarterly cash dividend of $0.12 per share Adds ~5,700 acres via strategic bolt-on acquisitions

Comparable filing

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Filing page SEC filing

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