secwatch.observer — SEC 8-K summary
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Issuer:     LandBridge Co LLC (LB)
CIK:        0001995807
Form:       8-K
Filed at:   2026-05-06T23:59:59+00:00
Accession:  0001193125-26-209075
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1995807/000119312526209075/0001193125-26-209075-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1995807/000119312526209075/lb-20260506.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-209075

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer