NYSE$LB
LandBridge Company LLC · Q1 2026 earnings
Q1 2026 earnings · · Investor relations
Briefing
LB reported Q1 2026 revenue of $51.0M and net income of $8.7M.
For Q1 2026, LB reported revenue of $51.0M and net income of $8.7M. The filing's MD&A discusses segment trends, costs, and balance-sheet items; year-over-year profitability improved relative to the prior-year quarter.
- Revenue of $51.0M for Q1 2026.
- Net income of $8.7M.
- Operating expenses and margin mix are detailed in the quarterly filing.
- Liquidity, capital allocation, and macro exposure are discussed in MD&A.
Headline financials
Revenue & EPS history
LandBridge Company LLC · Revenue · Quarterly
$51M
Revenue by segment
LandBridge Company LLC · $19M total across 8 segments · Q1 2024
- Easements & Surface Revenue$4.75M—25.0%
- Oil and Gas Royalties$4.19M—22.0%
- Resource Sales$3.42M—18.0%
- Surface Use Royalties - RP$2.61M—13.7%
- Resource Royalties$1.98M—10.4%
- Surface Use Royalties$1.6M—8.4%
- Easements & Surface - RP$383K—2.0%
- Resource Sales - RP$93K—0.5%
Forward guidance
The 10-Q does not provide numeric consolidated annual EPS guidance for LB. Management commentary covers costs, capital allocation, and sector-specific risks in MD&A.
Tailwinds
- Management discusses operational priorities and liquidity in the quarterly filing.
- Segment or product trends are disclosed where applicable to the business model.
Headwinds
- Macro, input-cost, and interest-rate exposure can affect near-term results.
- One-time items, impairments, or fair-value marks may distort quarterly comparability.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 6 quarterly earnings reports · overlaid with Q1 2026
+1.3%
Avg return
Earnings day
+1.7%
Avg return
5 days after
-2.8%
Avg return
30 days after
43%
3 / 7 earnings
Positive
+22.7%
Q3 2024
Best reaction
-11.3%
Q1 2025
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | -0.2% | +1.1% | +5.8% | |
| Q4 2025 | +13.8% | +12.0% | +10.0% | |
| Q3 2025 | -10.5% | -23.9% | -32.3% | |
| Q1 2025 | -11.3% | +1.2% | -5.9% | |
| Q4 2024 | -6.1% | +4.2% | -8.9% | |
| Q3 2024 | +22.7% | +13.8% | +4.2% | |
| Q2 2024 | +1.0% | +3.2% | +7.7% | |
| Q1 2024 | — | — | — | |
| Q4 2023 | — | — | — | |
| Q3 2023 | — | — | — | |
| Q2 2023 | — | — | — | |
| Q1 2023 | — | — | — | |
| Q4 2022 | — | — | — |
Discussion
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