Landbridge Company Aktie News

LandBridge (LB) is my largest holding, embodying bullish themes in energy, water, and commercial land in the Permian Basin. LB's unique value lies in its contiguous land, water disposal assets, and growing surface operations, with data center potential as a major future catalyst. Despite volatility and market skepticism, LB delivers strong EBITDA growth, high margins, and prudent M&A, supportin...

LandBridge Company LLC ( LB ) Q3 2025 Earnings Call November 13, 2025 10:30 AM EST Company Participants Mae Harrington Jason Long - President & CEO Scott McNeely - Executive VP & CFO Conference Call Participants John Mackay - Goldman Sachs Group, Inc., Research Division Theresa Chen - Barclays Bank PLC, Research Division Alexander Goldfarb - Piper Sandler & Co., Research Division Charles Meade ...

LandBridge is emerging as a royalty landlord in the heart of the Permian water bottleneck, with a fee-based model that delivers exceptional margins and cash flow. Q3 confirmed the flywheel: record surface revenues, record produced-water volumes, and EBITDA margins near 90%, all while crude prices slide — proving LB isn't a commodity play. The business is outstanding, but the stock isn't cheap: ...

HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB) (the “Company,” or “LandBridge”) today announced its financial and operating results for the third quarter ended September 30, 2025. Third Quarter 2025 Financial Highlights Revenues of $50.8 million, up 78% year-over-year and 7% quarter-over-quarter Net income(1) of $20.3 million Net income margin(1) of 40% Adjusted EBITDA(2) of $44.9 ...

This energy stock is eyeing a fresh buy point following a powerful recent rally. The land management play also offers AI exposure.

My investment strategy centers on concentrated positions in high-quality, dividend-growing companies within energy, defense, logistics, and construction, favoring long-term value over short-term trends. I embrace the 'equity yield curve' approach, seeking alpha by buying top-tier businesses when they're out of favor, accepting cyclical risk for superior long-term returns. Recent reader feedback...

I rarely change my portfolio, but this time I made one of my biggest moves ever, selling a major winner to strengthen my core holdings. I reinvested the proceeds across key themes I believe will define the next decade, boosting conviction in my long-term strategy. Most excitingly, I made my largest new investment ever, one that perfectly fits my vision for growth, value, and future-proof income.

These companies are of a size that excludes them from the indexes. WaterBridge's revenue and operating margin in this business, per barrel of water, are about $0.85 and $0.45. Tejon Ranch's strategy is to invest in getting land entitled for commercial and residential development.