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Investor Relations14 Oct 2025
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LandBridge Company (LB) investor relations material
LandBridge Company Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary7 Aug, 2025
Executive summary
Q2 2025 revenue grew 83% year-over-year to $47.5 million, with adjusted EBITDA up 81% to $42.5 million and a margin of 89%.
Net income was $18.5 million, reversing a net loss in Q2 2024, with a net income margin of 39%.
Surface use royalties and non-oil and gas revenues reached a record 94% of total revenue.
Signed major agreements, including a 10-year pore space deal with Devon Energy and a lease option for a CCGT plant.
Expanded land holdings by over 50,000 acres, supporting Permian Basin growth and data center development.
Financial highlights
Q2 2025 revenue was $47.5 million, up 8% sequentially and 83% year-over-year.
Adjusted EBITDA was $42.5 million, with an 89% margin; free cash flow was $36.1 million, margin 76%.
Net income for Q2 2025 was $18.5 million, up 132% year-over-year.
Total liquidity stood at $95.3 million; $374.3 million in borrowings outstanding.
Quarterly dividend declared at $0.10 per share, payable in September 2025.
Outlook and guidance
Adjusted EBITDA guidance for FY2025 revised to $160–$180 million, reflecting delayed DBR Solar revenue.
Majority of DBR Solar revenue now expected post-2025.
Expects continued growth from diversified revenue streams and strategic land management.
Further details on the CCGT plant's capacity and milestones to be announced.
Focus on value-enhancing land acquisitions and maintaining a strong balance sheet.
Assess impact of BBB Act on operations.
What drove the increase in water royalties?
How will LTIP align interests with shareholders?
Explain the DBR Solar opportunity impact.
Assess the impact of new commercial agreements.
How does pore space solution enhance asset value?
What's the status of additional data center projects?
Elaborate on the new Texas Railroad Commission rules.
What's the timeline for Speedway project EBITDA?
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Next LandBridge Company earnings date
Q3 20256 Nov, 2025
Next LandBridge Company earnings date
Q3 20256 Nov, 2025
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Frequently asked questions
LandBridge Company LLC focuses on managing and utilizing land and resources to promote and support oil and natural gas development in the United States. The company primarily owns and operates surface acres in the Delaware Basin, located in Texas and New Mexico, a key region for energy exploration. In addition to its portfolio of oil and gas royalties, LandBridge also generates revenue from the sale of brackish water and other surface composite materials, contributing to the energy sector's infrastructure. The company is headquartered in Houston, TX, and its shares are listed on the NYSE.
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