Education
About Us
Working with TipRanks
Follow Us
LandBridge Company LLC Class A (LB)
:LB
RESEARCH TOOLSreports
Earnings Data
Report Date
Aug 06, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.33Last Year’s EPS
0.21Same Quarter Last Year
Moderate Buy
Based on 5 Analysts Ratings
---
Earnings Call Summary
Earnings Call Date:Mar 05, 2025
|% Change Since: 17.81%
|Next Earnings Date:Aug 06, 2025
Earnings Call Sentiment|Positive
LandBridge reported strong revenue and EBITDA growth, significant land acquisitions, and new commercial agreements, particularly in renewable energy and data centers. However, there were challenges such as a decline in resource sales and increased debt levels. Overall, the positive aspects of the company's strategic growth and financial performance outweigh the lowlights.Company Guidance
In their fourth quarter 2024 call, LandBridge reported impressive financial growth, with revenues increasing by 109% year-over-year to $36.5 million and adjusted EBITDA rising by 108% year-over-year, culminating in an 87% adjusted EBITDA margin. For the full fiscal year, revenues grew by 51% year-over-year to $110 million, and adjusted EBITDA rose by 55% year-over-year, achieving an 88% adjusted EBITDA margin. The company expanded its land holdings significantly, acquiring approximately 273,000 surface acres by the end of 2024, including strategic acquisitions like the 46,000-acre Wolf Bone Ranch. LandBridge secured a minimum annual revenue commitment of $25 million from VTX for the next five years and executed significant agreements with Western Midstream Partners and DESRI for water handling and solar energy projects, respectively. The company also received an $8 million nonrefundable deposit for a data center development agreement. Looking ahead to 2025, LandBridge reaffirmed its guidance, expecting adjusted EBITDA between $170 million and $190 million, driven by recent acquisitions and growth in surface use royalties.Strong Revenue and EBITDA Growth
In Q4 2024, revenue grew 109% year-over-year to $36.5 million, and adjusted EBITDA grew 108% with an 87% margin. For the full year, revenue increased by 51% and adjusted EBITDA by 55% with an 88% margin.
Significant Land Acquisition
LandBridge expanded its land holdings from 72,000 to 273,000 surface acres, acquiring 53,000 acres in Q4 2024, including the strategic Wolf Bone Ranch acquisition.
New Commercial Agreements
Executed agreements with Western Midstream Partners LP and DESRI for development projects, including a solar energy project covering 6,700 acres.
Data Center Development
Signed the first data center lease development agreement and received an $8 million nonrefundable deposit in December 2024.
Strong Free Cash Flow
Generated $26.7 million of free cash flow in Q4 with a 73% margin, and $66.7 million for the full year.
---
LB Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
---
LB Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Mar 05, 2025 | $65.40 | $61.51 | -5.95% |
| Nov 06, 2024 | $60.38 | $61.36 | +1.62% |
| Aug 07, 2024 | $32.18 | $32.02 | -0.50% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
---
FAQ
When does LandBridge Company LLC Class A (LB) report earnings?
LandBridge Company LLC Class A (LB) is schdueled to report earning on Aug 06, 2025, TBA Not Confirmed.
What is LandBridge Company LLC Class A (LB) earnings time?
LandBridge Company LLC Class A (LB) earnings time is at Aug 06, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is LB EPS forecast?
LB EPS forecast for the fiscal quarter 2025 (Q2) is 0.33.
---