LB · LandBridge Co LLC
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from its earnings releases, calls, and filings| Metric | Latest | Period | YoY |
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| Adjusted EBITDA non-GAAP | $44.9M | first quarter of 2026 | — |
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| Adjusted EBITDA Margin non-GAAP | 88% | first quarter of 2026 | — |
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| Free Cash Flow non-GAAP | $40.9M | first quarter of 2026 | — |
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| Free Cash Flow Margin non-GAAP | 80% | first quarter of 2026 | — |
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| Net royalty production | 815 | first quarter of 2026 | — |
| Operating cash flow margin | 81% | first quarter of 2026 | — |
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| 2024 acquired acreage SUEE per acre | $499 | Fiscal Year 2025 | — |
| Legacy SUEE per acre | $1,159 | Fiscal Year 2025 | — |
| Net income margin | 36% | Fiscal Year 2025 | — |
| Surface acres | 315,000 | Fiscal Year 2025 | — |
Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file
Versus peers
Oil & Gas Equipment & Services — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
LB
this stock
LandBridge Co LLC
|
$5.88B | +56.1% | +81.1% | 78.7 | 4.9% |
|
SLB
Slb Limited/Nv
|
$78.37B | +23.8% | -27.0% | 23.1 | 4.2% |
|
BKR
Baker Hughes Co
|
$56.80B | +23.6% | +20.6% | — | 2.7% |
|
FTI
TechnipFMC plc
|
$30.60B | +70.9% | +16.8% | 29.4 | 4.2% |
|
TS
Tenaris SA
|
$29.11B | +49.2% | — | — | 0.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| LB | -1.7% | +25.3% | +33.1% | -3.7% | +56.1% |
| SPY | -1.7% | +0.7% | +6.4% | -1.2% | +8.3% |
| vs SPY | -0.1% | +24.7% | +26.7% | -2.5% | +47.8% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.