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LB · LandBridge Co LLC · Earnings Call Transcripts & Audio

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$86.38 -0.53 (-0.61%) At close · Sep 10
Rebalance outlook locked
Market Cap
$6.66B
Shares
77.09M

LandBridge Co LLC Earnings Call Transcripts

Quarterly earnings calls for LandBridge Co LLC (LB), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.

Pull transcripts and briefs through the earnings call transcript API or MCP →

Revenue & result across quarters

Revenue Net income YoY up YoY down artefacts
▲19.5% $25.95M −$57.65M '24 Q2 24-08-08 ▲60% $28.49M $2.66M '24 Q3 24-11-07 · $36.50M $49.33M '24 Q4 25-03-06 ▲131.2% $43.95M $6.46M '25 Q1 25-05-08 ▲83.2% $47.53M $7.50M '25 Q2 25-08-07 ▲78.4% $50.83M $8.11M '25 Q3 25-11-13 ▲55.6% $56.78M $8.05M '25 Q4 26-02-26 ▲16% $51.01M $8.71M '26 Q1 26-05-07 LATEST ▲40.6% $66.84M $12.29M '26 Q2 26-08-06
Earnings call
FY26 · Q2
2026-08-06
LandBridge Co LLC (LB) Q2 2026 Earnings Call Transcript
Confident tone Revenue and growth performance Digital infrastructure / data center opportunity Power and grid constraints
Revenue
$66.84M
▲ 40.6% YoY
Diluted EPS
$0.40
▲ 66.7% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY26 · Q1
2026-05-07
LandBridge Co LLC (LB) Q1 2026 Earnings Call Transcript
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q4
2026-02-26
LandBridge Co LLC (LB) Q4 2025 Earnings Call Transcript
Confident tone Financial Performance & Margins 2026 Guidance & Outlook Data Center & Digital Infrastructure
Revenue
$56.78M*
▲ 55.6% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY25 · Q3
2025-11-13
LandBridge Co LLC (LB) Q3 2025 Earnings Call Transcript
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q2
2025-08-07
LandBridge Co LLC (LB) Q2 2025 Earnings Call Transcript
Confident tone Financial Performance Data Center / Digital Infrastructure WaterBridge Relationship / Pore Space
Revenue
$47.53M
▲ 83.2% YoY
Diluted EPS
$0.24
Rev · 7q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q1
2025-05-08
LandBridge Co LLC (LB) Q1 2025 Earnings Call Transcript
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q4
2025-03-06
LandBridge Co LLC (LB) Q4 2024 Earnings Call Transcript
Confident tone Revenue and EBITDA Growth Digital Infrastructure and Data Centers Produced Water Handling and Royalties
Revenue
$36.50M*
Rev · 5q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY24 · Q3
2024-11-07
LandBridge Co LLC (LB) Q3 2024 Earnings Call Transcript
Confident tone Data Center Development Land Acquisitions Deleveraging and Capital Allocation
Revenue
$28.49M
▲ 60% YoY
Diluted EPS
$-0.04
Rev · 5q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q2
2024-08-08
LandBridge Co LLC (LB) Q2 2024 Earnings Call
Revenue
$25.95M
▲ 19.5% YoY
Rev · 4q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Showing 1–9 of 9 earnings calls
Key facts CIK 1995807 CUSIP 514952100 13F (30d) 95 filings 95 filers Visit website Investor relations