LB

Financial Performance: LandBridge reported an 83% year-over-year increase in GAAP revenue to $47.5 million for Q2 2025, although it fell short of analyst expectations by 3.5%. The company also achieved a record in Surface Use Royalties and Revenue at $34.2 million, while adjusted EBITDA margin reached 89%.

Strategic Developments: The firm is shifting focus towards fee-based and infrastructure-related segments, securing long-term agreements with key players like Devon Energy. Despite lowering its Adjusted EBITDA guidance due to project delays, management emphasized the core business remains strong, supported by high free cash flow and strategic partnerships in power infrastructure.

Q2 Financial Performance: LandBridge (LB) reported a net income of $18.5 million for Q2, marking a significant turnaround from a previous net loss.

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Financial Performance: LandBridge Company reported a significant revenue growth of 83% year-over-year for Q2 2025, reaching $47.5 million, with a net income of $18.5 million and an adjusted EBITDA of $42.5 million, reflecting strong operational performance and cash flow generation.

Strategic Developments: The company executed key commercial agreements, including a long-term surface use agreement with Devon Energy and a partnership for energy infrastructure development, positioning itself to enhance asset value and support future growth in the Permian Basin.