LB News & Events

The company said, "The Company increases its outlook for fiscal year 2026, with Adjusted EBITDA expected to be between $210 million and $230 million. This updated guidance reflects increased visibility and conviction in our commercial pipeline for the remainder of 2026, combined with a more supportive macroeconomic environment."

Reports Q1 revenue $51.0M, consensus $59.52M. The company said, "We're pleased to have delivered first quarter results that reflect strong year-over-year growth and solid commercial momentum heading into the second quarter, with second-half growth drivers on track. Since the beginning of the year, we have been able to close several bolt-on acquisitions that further enhance the scale and contiguity of our acreage position, and our recent agreement with PowerBridge for the Alpha Digital Campus further demonstrates the strength of commercial demand across our acreage. Our active land management strategy continues to attract high-value commercial opportunities, driving durable and high-margin growth, and providing us with the confidence to raise our full year Adjusted EBITDA guidance range."

LandBridge Company announced that it has entered into a lease development agreement with PowerBridge providing the option to lease up to 3,400 acres in Reeves County, Texas from LandBridge for a giga-scale data center campus with up to 2 GW of initial co-located power generation under development by PowerBridge and its power partners. The lease development agreement grants PowerBridge the right to further advance site development activities and pursue entitlements for the Alpha Digital Campus and an ability to lease the property on a long-term basis for the development of campus digital infrastructure and associated power solutions to serve data center customers at scale.