LandBridge Co LLC
LB
Analytical Summary
LandBridge Co LLC demonstrates solid fundamentals with strength in Profit Margin (%). Overall, the data suggests a moderately positive outlook with manageable risks.
3-Year Financial Trajectory
AnnualBullish Indicators
- Operating Margin (%)Operating Margin (%) is in the top quartile
- Profit Margin (%)Profit Margin (%) is in the top quartile
Bearish Risks
- Debt to EquityDebt to Equity is concerning (bottom quartile)
Health Breakdown
Statement lens
Choose the reporting cadence, isolate a period range, or search directly for a metric.
| Metric | FY 2025 Dec 31, 2025 10-K ↗ | FY 2024 Dec 31, 2024 10-K ↗ | FY 2023 Dec 31, 2023 10-K ↗ |
|---|---|---|---|
| Revenue Growth YoY (%) |
81.1%
Excellent
Excellent
Year-over-year change in total revenue
Optimal:
> 10%
vs Sector:
Above avg (+1521%)
|
50.9%
Excellent
Excellent
Year-over-year change in total revenue
Optimal:
> 10%
vs Sector:
Above avg (+918%)
|
— |
| EPS Growth YoY (%) |
321.4%
Excellent
Excellent
Year-over-year change in earnings per share
Optimal:
> 10%
|
— | — |
| Net Income Growth YoY (%) |
489.6%
Excellent
Excellent
Year-over-year change in net income |
-91.9%
Weak
Weak
Year-over-year change in net income |
— |
| FCF Growth YoY (%) |
34.0%
Excellent
Excellent
Year-over-year change in free cash flow |
— | — |
| Metric | FY 2025 Dec 31, 2025 10-K ↗ | FY 2024 Dec 31, 2024 10-K ↗ | FY 2023 Dec 31, 2023 10-K ↗ |
|---|---|---|---|
| Operating Margin (%) (%) |
59.5%
Excellent
↑
Excellent
Improving
Operating income as a percentage of revenue
Optimal:
> 15%
vs Sector:
Above avg (+297%)
|
-15.0%
Weak
Weak
Operating income as a percentage of revenue
Optimal:
> 15%
vs Sector:
Below avg (-200%)
|
96.1%
Excellent
Excellent
Operating income as a percentage of revenue
Optimal:
> 15%
vs Sector:
Above avg (+541%)
|
| Effective Tax Rate (%) (%) |
11.1%
Excellent
↑
Excellent
Improving
Actual taxes paid relative to pre-tax income
Optimal:
15-25%
|
-4.7%
Excellent
Excellent
Actual taxes paid relative to pre-tax income
Optimal:
15-25%
|
0.6%
Excellent
Excellent
Actual taxes paid relative to pre-tax income
Optimal:
15-25%
|
| Profit Margin (%) (%) |
15.1%
Good
↓
Good
Declining
Net income as a percentage of revenue
Optimal:
> 15%
vs Sector:
Above avg (+89%)
|
4.6%
Weak
Weak
Net income as a percentage of revenue
Optimal:
> 15%
vs Sector:
Below avg (-42%)
|
86.7%
Excellent
Excellent
Net income as a percentage of revenue
Optimal:
> 15%
vs Sector:
Above avg (+984%)
|
| FCF Margin (%) (%) |
63.4%
Excellent
↓
Excellent
Declining
Free cash flow as a percentage of revenue
Optimal:
> 10%
|
61.5%
Excellent
Excellent
Free cash flow as a percentage of revenue
Optimal:
> 10%
|
72.8%
Excellent
Excellent
Free cash flow as a percentage of revenue
Optimal:
> 10%
|
| FCF / Net Income (x) |
4.19x
Excellent
↓
Excellent
Declining
Free cash flow relative to reported net income
Optimal:
> 1x
|
13.24x
Excellent
Excellent
Free cash flow relative to reported net income
Optimal:
> 1x
|
0.84x
Caution
Caution
Free cash flow relative to reported net income
Optimal:
> 1x
|
| Metric | FY 2025 Dec 31, 2025 10-K ↗ | FY 2024 Dec 31, 2024 10-K ↗ | FY 2023 Dec 31, 2023 10-K ↗ |
|---|---|---|---|
| Return on Invested Capital (%) |
11.6%
Good
↓
Good
Declining
Return earned on debt + equity capital invested
Optimal:
> 10%
|
-2.9%
Weak
Weak
Return earned on debt + equity capital invested
Optimal:
> 10%
|
64.2%
Excellent
Excellent
Return earned on debt + equity capital invested
Optimal:
> 10%
|
| Return on Capital (%) (%) |
8.7%
Fair
↓
Fair
Declining
Operating profit relative to total assets
Optimal:
> 10%
|
-1.6%
Weak
Weak
Operating profit relative to total assets
Optimal:
> 10%
|
24.2%
Excellent
Excellent
Operating profit relative to total assets
Optimal:
> 10%
|
| Return on Common Equity (%) (%) |
8.9%
Caution
Caution
Profit generated per dollar of shareholder equity
Optimal:
> 15%
vs Sector:
Below avg (-26%)
|
2.4%
Weak
Weak
Profit generated per dollar of shareholder equity
Optimal:
> 15%
vs Sector:
Below avg (-80%)
|
— |
| Metric | FY 2025 Dec 31, 2025 10-K ↗ | FY 2024 Dec 31, 2024 10-K ↗ | FY 2023 Dec 31, 2023 10-K ↗ |
|---|---|---|---|
| Debt to Equity (x) |
1.68x
Weak
Weak
Total debt relative to shareholder equity
Optimal:
< 0.6x
vs Sector:
Above avg (+235%)
|
1.80x
Weak
Weak
Total debt relative to shareholder equity
Optimal:
< 0.6x
vs Sector:
Above avg (+260%)
|
— |
| Interest Coverage (x) |
4.39x
Fair
↓
Fair
Declining
Operating income divided by interest expense
Optimal:
> 5x
|
-0.84x
Weak
Weak
Operating income divided by interest expense
Optimal:
> 5x
|
11.84x
Excellent
Excellent
Operating income divided by interest expense
Optimal:
> 5x
|
| Net Debt (USD) | $539.99M | $343.78M | $70.52M |
| Debt / EBITDA (x) |
4.39x
Weak
↑
Weak
Improving
Debt relative to earnings before interest, taxes, depreciation
Optimal:
< 2x
|
-49.88x
Excellent
Excellent
Debt relative to earnings before interest, taxes, depreciation
Optimal:
< 2x
|
1.50x
Good
Good
Debt relative to earnings before interest, taxes, depreciation
Optimal:
< 2x
|
Secondary lens
Benchmark Lens
Compare LB against peers after checking the statement evidence.
Open lens
Benchmark Lens
Compare LB against peers after checking the statement evidence.
Signals
Key bullish and bearish indicators for LB
Operating Margin (%) is in the top quartile
Profit Margin (%) is in the top quartile
Debt to Equity is concerning (bottom quartile)
Percentile Rankings
How LB compares to all companies
Peer Comparison
LB vs similar peers
Compare LB with peers
Stack LB against similar companies across every metric on this page.
north_east Open comparisonbar_chart Data from SEC EDGAR XBRL filings
Synced 1 week ago 3 years · 12 quarters