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LandBridge Company LLC Class A (LB)
NYSE:LB
RESEARCH TOOLSreports
Earnings Data
Report Date
Aug 06, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.38Last Year’s EPS
0.2Same Quarter Last Year
Based on 4 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 07, 2025
|% Change Since: 8.35%
|Next Earnings Date:Aug 06, 2025
Earnings Call Sentiment|Positive
The earnings call presented strong financial performance with significant revenue and EBITDA growth, driven by diversified revenue streams and strategic acquisitions. However, challenges were noted in the decline of oil and gas royalties and short-term cash flow compression. Despite these challenges, the company maintains strong liquidity and continues to execute its growth strategy.Company Guidance
During the LandBridge First Quarter 2025 Earnings Call, the company provided robust guidance, reporting a significant year-over-year increase in revenue and adjusted EBITDA by 131% and 129%, respectively, maintaining an adjusted EBITDA margin of 88%. The company highlighted its diversified revenue streams, with 92% of its revenue coming from non-oil and gas royalty sources, up from 88% in the previous quarter. This diversification is crucial in insulating the company from market volatility. LandBridge also emphasized the importance of its agreement structure, where customers cover most operating and capital expenditures, enabling strong EBITDA margins and cash flow. In Q1 2025, the company recorded $44 million in revenue, a 20% increase from the previous quarter, with significant contributions from resource sales and royalties and a 72% sequential increase in surface use royalty volumes. Despite a 24% sequential decline in oil and gas royalties, LandBridge generated an adjusted EBITDA of $38.8 million and a free cash flow of $15.8 million, with a free cash flow margin of 36%. The company also announced an open season for the Speedway Pipeline, expected to add substantial capacity and revenue, and highlighted the strategic acquisition of Wolf Bone Ranch, which contributed to a 70% quarter-over-quarter increase in produced water royalty volumes.Triple-Digit Revenue and EBITDA Growth
Revenue and adjusted EBITDA grew year-over-year by 131% and 129%, respectively, with an EBITDA margin of 88%.
Diversified Revenue Streams
92% of overall revenue came from non-oil and gas sources, insulating the company from commodity price volatility.
Successful Acquisition of Wolf Bone Ranch
The acquisition contributed to a greater than 70% quarter-over-quarter increase in produced water royalty volumes.
Launch of Speedway Pipeline
WaterBridge announced an open season process for the Speedway Pipeline, expected to drive future growth.
Strong Liquidity and Dividend Declaration
Ended the quarter with total liquidity of $84.9 million and declared a $0.10 dividend per Class A share.
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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
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LB Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2025 | $77.99 | $69.12 | -11.37% |
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.
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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 0.38.
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