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Current Report · Items 2.02, 7.01, 9.01 · 8-K

LandBridge Company LLC

LBNYSEEQUITYCurrent

Results of Operations and Financial Condition · Regulation FD Disclosure

Item 2.02 Results of Operations and Financial Condition. On August 5, 2026, LandBridge Company LLC (NYSE: LB; NYSE TX: LB) (the “Company”) announced its financial results for the quarter ended June 30, 2026. A copy of the press release is furnished hereto as Exhibit 99.1 and is incorporated herein by reference.…

Filed Aug 5, 2026Accepted Aug 5, 2026, 4:36 PM EDTCIK 1995807Accession 0001193125-26-335296
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Company context

LandBridge owns or manages more than 350,000 surface acres across Texas and New Mexico, located primarily in the heart of the Delaware sub-region in the Permian Basin, the most active region for oil and gas exploration and development in the United States. LandBridge actively manages its land and resources to support and encourage energy and infrastructure development and other land uses, including digital infrastructure. LandBridge was formed by Five Point Infrastructure LLC, a private equity firm with a track record of investing in and developing energy, environmental water management and sustainable infrastructure companies within the Permian Basin.

Current securities

Recent company filings

  1. DEF 14C filingSep 23, 2026
  2. Regulation FD Disclosure · Other EventsSep 22, 2026
  3. Regulation FD Disclosure · Other EventsSep 22, 2026
  4. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory ArrangementsSep 21, 2026
  5. PRE 14C filingAug 19, 2026

Disclosure sections

Items 2.02, 7.01, 9.01

Select an item to read the extracted section. The as-filed document remains the primary evidence.

Item 2.02Item 2.02 - Results of Operations
Item 2.02 Results of Operations and Financial Condition. On August 5, 2026, LandBridge Company LLC (NYSE: LB; NYSE TX: LB) (the “Company”) announced its financial results for the quarter ended June 30, 2026. A copy of the press release is furnished hereto as Exhibit 99.1 and is incorporated herein by reference. The information in this Item 2.02, including Exhibit 99.1 incorporated herein by reference, shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, and is not incorporated by reference into any filing under the Securities Act of 1933, as amended (the “Securities Act”), or the Exchange Act.
Item 7.01Item 7.01 - Regulation FD Disclosure
Item 7.01 Regulation FD Disclosure. The information set forth under Item 2.02 is incorporated into this Item 7.01 by reference as if fully set forth herein. In addition, on August 5, 2026, the Company posted an investor presentation on its website. The presentation, titled “LandBridge Earnings Presentation Second Quarter 2026,” may be found at https://ir.landbridgeco.com in the “Events and Presentations” section on the Company’s “Investor Relations” webpage. Investors should note that the Company announces financial information in filings with the U.S. Securities and Exchange Commission, press releases and public conference calls as well as on its website. The Company may use the “Investor Relations” webpage and other sections of its website to communicate with investors, and it is possible that the financial and other information posted there could be deemed to be material information. The information contained or referred to in this Item 7.01, including Exhibit 99.1, shall not be deemed to be “filed” for purposes of Section 18 of the Exchange Act, or otherwise subject to the liabilities of that section, and is not incorporated by reference into any filing under the Securities Act or the Exchange Act.
Filed exhibits (1)
EX-99.1 (by filename) lb-ex99_1.htm

EX-99.1 2 lb-ex99_1.htm EX-99.1 EX-99.1 Exhibit 99.1 LandBridge Announces Second Quarter 2026 Results Delivers record second quarter revenue of $66.8 million, representing growth of 41% year-over-year and 31% quarter-over-quarter Declares quarterly cash dividend of $0.12 per share HOUSTON - (BUSINESS WIRE) - LandBridge Company LLC (NYSE: LB; NYSE TX: LB) (the “Company,” or “LandBridge”) today announced its financial and operating results for the second quarter ended June 30, 2026. Second Quarter 2026 Financial Highlights • Revenues of $66.8 million, representing an increase of 41% year-over-year and 31% quarter-over-quarter • Net income(1) of $31.0 million, representing an increase of 68% year-over-year and 74% quarter-over-quarter • Net income margin(1) of 46% • Adjusted EBITDA(2) of $59.8 million, representing an increase of 41% year-over-year and 33% quarter-over-quarter • Adjusted EBITDA Margin(2) of 89% • Cash flows from operating activities of $41.4 million, representing an increase of 11% year-over-year and 1% quarter-over-quarter • Free Cash Flow(2) of $40.2 million, representing an increase of 11% year-over-year • Operating cash flow margin of 62% • Free…

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