---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-26-209075"
form_type: "8-K"
ticker: "LB"
cik: "0001995807"
company_name: "LandBridge Co LLC"
filed_at: "2026-05-06T23:59:59+00:00"
generated_at: "2026-05-14T22:57:56.320746+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001193125-26-209075
- form_type: 8-K
- ticker: LB
- cik: 0001995807
- company_name: LandBridge Co LLC
- filed_at: 2026-05-06T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1995807/000119312526209075/0001193125-26-209075-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1995807/000119312526209075/lb-20260506.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-26-209075
- JSON: https://secwatch.observer/filing/0001193125-26-209075.json
- Plain text: https://secwatch.observer/filing/0001193125-26-209075.txt

## Source-grounded claims
- claim_id: f59826f498e95172a658c80c68f0aa01fb5aaff7
  claim: LandBridge Co LLC reported first quarter 2026 results: revenue $51.0 million, net income $17.9 million. Guidance raised.
  evidence_excerpt: 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
  evidence_url: https://www.sec.gov/Archives/edgar/data/1995807/000119312526209075/0001193125-26-209075-index.htm

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