Recent 8-K filings for LB

• May 6, 2026, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 7.01item 9.01 ◈ Earnings Releases

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

  Q1 revenues $51.0M (+16% YoY), net income $17.9M (+16% YoY), adj. EBITDA $44.9M (+16% YoY).

• February 25, 2026, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01

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

  Q4 revenue $56.8M (+56% YoY, +12% QoQ); net income $18.2M; Adj. EBITDA $51.1M (90% margin).

• November 19, 2025, 6:59 PM ET other material materiality 0.60 neutral item 7.01item 8.01item 9.01

  LandBridge announces secondary public offering of 2.5M Class A shares at $70 per share by Selling Shareholder

  LandBridge Holdings LLC, the Selling Shareholder, sold 2,500,000 Class A shares at $70.00 per share, total proceeds $175 million.

• November 19, 2025, 6:59 PM ET debt materiality 0.70 neutral item 1.01item 2.02item 8.01item 2.03item 7.01item 9.01 ◈ Debt Financings

  LandBridge subsidiary enters $275M revolver and launches $500M senior notes offering; pro forma DSCR of 5.0x

  DBR Land entered $275M revolving credit facility maturing June 2030; secured by all assets, used to repay existing facility.

• November 12, 2025, 6:59 PM ET earnings materiality 0.65 positive item 2.02item 7.01item 9.01

  LandBridge Q3 revenue $50.8M (+78% YoY); declares $0.10 dividend

  Revenue $50.8M, up 78% YoY and 7% QoQ; net income $20.3M (40% margin).

• October 7, 2025, 7:59 PM ET M&A materiality 0.70 neutral item 1.01item 2.03item 3.02item 7.01item 9.01 ◈ Debt Financings

  LandBridge to acquire ~37,500 Delaware Basin acres for $250M ($208M cash + $42M equity)

  Purchase price: $250M, consisting of $208.3M cash and ~$41.7M in OpCo units/Class B shares.

• August 7, 2025, 7:59 PM ET earnings materiality 0.65 positive item 2.02item 7.01item 9.01

  LandBridge Q2 revenue up 83% YoY to $47.5M; declares $0.10 dividend

  Q2 revenue $47.5M (+83% YoY, +8% QoQ); net income $18.5M (39% margin).

• May 7, 2025, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 7.01item 9.01

  LandBridge Q1 revenue $44M (+131% YoY), Adj EBITDA $38.8M, declares $0.10 dividend

  Revenue $44.0M (+131% YoY, +20% QoQ); Adjusted EBITDA $38.8M (+129% YoY, +22% QoQ).

• March 5, 2025, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01

  LandBridge Q4 revenue up 109% YoY to $36.5M; reaffirms FY25 EBITDA outlook $170-190M

  Q4 2024 revenue $36.5M, up 109% YoY; net income $8.2M (includes $11.1M non-cash share-based comp).

• December 31, 2024, 6:59 PM ET M&A materiality 0.75 positive item 9.01

  LandBridge completes $245M acquisition of 46,000-acre Wolf Bone Ranch in Permian Basin

  Acquired ~46,000 surface acres in Reeves and Pecos Counties, Texas for $245M.

• December 26, 2024, 6:59 PM ET M&A materiality 0.85 positive item 1.01item 2.01item 7.01item 8.01item 9.01

  LandBridge closes ~46K-acre Wolf Bone Ranch acquisition for $245M; raises $350M equity

  Acquired ~46,000 surface acres in Reeves and Pecos Counties, Texas for $245M cash; funded by $200M private placement and $45M term loan draw.

• November 22, 2024, 6:59 PM ET M&A materiality 0.80 positive item 1.01item 3.02item 7.01item 9.01

  LandBridge acquires 46,000 acres for $245M, raises $350M via private placement, ups 2025 EBITDA guidance to $170-190M

  Acquires 46,000 surface acres in Reeves/Pecos, Texas for $245M; seller VTX Energy commits $25M/year revenue for 5 years.

• November 7, 2024, 6:59 PM ET earnings materiality 0.70 positive item 2.02item 7.01item 9.01

  LandBridge Q3 revenue up 60% to $28.5M; declares first $0.10/share dividend

  Revenue $28.5M (+60% YoY); Adjusted EBITDA $25.0M (+62% YoY); Adjusted EBITDA margin 88%.

• August 7, 2024, 7:59 PM ET earnings materiality 0.65 neutral item 2.02item 7.01item 9.01

  LandBridge Q2 2024: Revenue $26M (+20% YoY), Adj EBITDA $23.4M (+24%); net loss $57.7M due to $71.8M non-cash item

  Revenue of $26.0M, up 20% year-over-year.

• July 16, 2024, 7:59 PM ET other material materiality 0.60 neutral item 5.02item 9.01

  LandBridge awards 496,521 RSUs and $3.45M cash bonuses to NEOs post-IPO

  CEO Jason Long receives 254,827 RSUs; CFO Scott McNeely 92,914; EVPs Bolling & Williams 74,390 each.

• July 3, 2024, 7:59 PM ET other material materiality 0.85 neutral item 1.01item 5.03item 5.02item 3.02item 3.03item 7.01item 9.01 ◈ executive_change ×10

  LandBridge completes IPO of 14.5M Class A shares at $17.00, raises $258.4M net

  IPO priced at $17.00/share; 14.5M shares sold plus 2.175M overallotment; net proceeds $258.4M after underwriting discounts.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.65 · Most common event earnings

10 positive 0 negative 13 neutral

source · LB on sec.gov