LB · LandBridge Co LLC
$75.69
-0.65 (-0.85%)
At close · Jul 27
Market Cap
$5.88B
Shares
77.02M
LandBridge Co LLC Earnings Call Transcripts
Every quarterly earnings call for LandBridge Co LLC (LB) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲19.5%
$25.95M
−$57.65M
'24 Q2
24-08-07
▲60%
$28.49M
$2.66M
'24 Q3
24-11-07
·
$36.50M
$5.11M
'24 Q4
25-03-05
▲131.2%
$43.95M
$6.46M
'25 Q1
25-05-07
▲83.2%
$47.53M
$7.50M
'25 Q2
25-08-07
▲78.4%
$50.83M
$8.11M
'25 Q3
25-11-12
▲55.6%
$56.78M
$8.05M
'25 Q4
26-02-25
LATEST
▲16%
$51.01M
$8.71M
'26 Q1
26-05-06
Earnings call
FY26 · Q1
2026-05-06
LandBridge Co LLC Q1 FY2026 Earnings Call
Confident tone
Operator activity and oil & gas exposure
Data center / PowerBridge (Alpha Digital)
Produced water and WaterBridge relationship
Revenue
$51.01M
▲ 16% YoY Diluted EPS
$0.23
▲ 15% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-25
LandBridge Co LLC Q4 FY2025 Earnings Call
Confident tone
Financial Performance & Margins
2026 Guidance & Outlook
Data Center & Digital Infrastructure
Revenue
$56.78M*
▲ 55.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-11-12
LandBridge Co LLC Q3 FY2025 Earnings Call
Confident tone
Pore space and produced water strategy
Power, data centers, and AI infrastructure
Financial performance and margins
Revenue
$50.83M
▲ 78.4% YoY Diluted EPS
$0.26
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-08-07
LandBridge Co LLC Q2 FY2025 Earnings Call
Confident tone
Financial Performance
Data Center / Digital Infrastructure
WaterBridge Relationship / Pore Space
Revenue
$47.53M
▲ 83.2% YoY Diluted EPS
$0.24
Rev · 7q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-07
LandBridge Co LLC Q1 FY2025 Earnings Call
Confident tone
WaterBridge and produced water handling
Business model resilience and macro backdrop
Surface use royalties and resource sales growth
Revenue
$43.95M
▲ 131.2% YoY Diluted EPS
$0.20
Rev · 6q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-03-05
LandBridge Co LLC Q4 FY2024 Earnings Call
Confident tone
Revenue and EBITDA Growth
Digital Infrastructure and Data Centers
Produced Water Handling and Royalties
Revenue
$36.50M*
Rev · 5q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-11-07
LandBridge Co LLC Q3 FY2024 Earnings Call
Confident tone
Data Center Development
Land Acquisitions
Deleveraging and Capital Allocation
Revenue
$28.49M
▲ 60% YoY Diluted EPS
$-0.04
Rev · 5q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-08-07
LandBridge Co LLC Q2 FY2024 Earnings Call
Revenue
$25.95M
▲ 19.5% YoY
Rev · 4q
Audio
Transcript
Slides
8-K10-Q
Showing 1–8 of 8 earnings calls
Key facts
CIK
1995807
CUSIP
514952100
13F (30d)
30 filings
30 filers
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