Energy
LandBridge Company LLC(LB)
Live Price
Offline$65.12
+6.91% today
1Y Change
-5.37%
Window
Jun 27, 2025 โ Jun 18, 2026
- Market Cap
- $5.31B
- Revenue Growth
- +81.1%
- EPS Growth
- +306.9%
- Dividend Yield
- 0.6%
Coverage: 245 bars ยท Jun 27, 2025 โ Jun 18, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
LandBridge Company LLC (LB) is a Energy stock with a market cap of $5.31B and listed on NYSE. The stock last traded around $65.12 and down 5.4% across the available one-year price window (Jun 27, 2025 โ Jun 18, 2026). Baseline metrics include revenue growth of +81.1%, EPS growth of +306.9%, a dividend yield of 0.6%. What stands out right now is revenue +81.1%, EPS +306.9%, free cash flow +83.1% with operating margin 31.4% and ROIC 4.1%. The dividend is present but secondary, with a yield around 0.6%. Valuation already assumes a fairly strong business story at P/E 62.1 and price/sales 26.7. Stock Foundry combines LB price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Energy peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Above sector median
+81.1% vs +11.2% peer median
Operating Margin
Above sector median
+31.4% vs +8.6% peer median
P/E
Above sector median
62.1 vs 7.9 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on May 6, 2026, but the surprise data is still limited.
The operating story is still moving forward
Revenue is running at +81.1% and EPS at +306.9%, with operating margin around 31.4%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 0.6%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged -1.6% over the next 5 trading days and finished higher after 2 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 May 6, 2026 | โ | -3.1% | +2.1% | +12.5% |
2026 Feb 25, 2026 | -61.3% | +13.7% | +13.8% | +10.0% |
2025 Nov 12, 2025 | -45.7% | -10.3% | -20.7% | -30.7% |
Benchmark Edge
LB vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
LB
โ
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
LB Max Drawdown
-48.33%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for LB and SPY.
Company Overview
LandBridge Company LLC
New York Stock Exchange
LandBridge Company LLC owns and manages land and resources to support and enhance oil and natural gas development in the United States. It owns surface acres in and around the Delaware Basin in Texas and New Mexico. The company holds a portfolio of oil and gas royalties. It also sells brackish water and other surface composite materials. The company was founded in 2021 and is based in Houston, Texas. LandBridge Company LLC operates as a subsidiary of LandBridge Holdings LLC.
- Leadership
- Jason Long
- IPO Date
- Jun 28, 2024
- Employees
- 4
- Street Address
- 5555 San Felipe Street
- Mailing
- Houston, TX, 77056
- Region
- Houston, TX, US
- Reporting Currency
- USD
- Investor Line
- 713-230-8864
- Last Updated
- May 1, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 62.1
- EV/EBITDA
- 38.8
- Price/Sales
- 26.7
- Price/Book
- 5.5
Growth
- Revenue
- +81.1%
- EPS
- +306.9%
- Free Cash Flow
- +83.1%
Profitability
- Gross Margin
- 92.1%
- Operating Margin
- 31.4%
- Net Margin
- 15.0%
- ROE
- 9.1%
- ROIC
- 4.1%
Balance Sheet
- Debt/Equity
- 0.00
- Current Ratio
- 4.87
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.