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LandBridge Company LLC (LB)

NYSE: LB · Oil Royalty Traders · Houston, TX · filing with the SEC since 2023
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Grade4.4
◀ Past 6.3● Present 3.0▶ Future 4.4
2 est.
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The grade of LandBridge Company LLC

Nine metrics read from its own filings, by tense
Headline grade
4.4/10
◀ Past6.330% of the headline
● Present3.040% of the headline
▶ Future4.430% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

Of the nine metrics, 7 read as filed from the record and 2 are SI estimates, each with its reasoning, its confidence and what would change it on its card.

◀ Past

What did they actually do?

6.3/1030% of the headline grade · 3 of 3 filed

Surviving crises

as filed
8.3/10

Has it survived what it has been through?

No warning events in its filings since 2023.

weight 22% of this tense · 83rd percentile among 9 sector filers · read for itself

From the record

LandBridge Company LLC's filings since 2023 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
6.3/10

What has it actually done, year after year?

+65.2% a year over 3 filed years; profitable in 2 of 3.

weight 45% of this tense · 63rd percentile among 2 sector filers · read for its customers

From the record

LandBridge Company LLC's 3 filed years say what it did: revenue went from $73 million in fiscal 2023 to $199 million in fiscal 2025, up 65.2% a year; it rose in 2 of 2 years; it never fell from a peak; net income was positive in 2 of 3 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span65.2%top 25% of its family
  • the share of years revenue rosetop 25% of its family
  • the share of filed years with a profitbottom 25% of its family
  • the deepest fall from a revenue peak0.0%top 25% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
5.0/10

How has it treated the people who own it?

Share count grew 4.3% a year. 100% of cash flow returned. Insiders: 8 sales, 3 purchases.

weight 33% of this tense · 50th percentile among 2 sector filers · read for its shareholders

From the record

Over the fiscal year to 2025-12-31, LandBridge Company LLC's diluted share count grew about 4.3% a year, and dividends and buybacks returned about 100% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 8 sales and 3 purchases of their own stock on the open market in the year to 2026-09-30, buying about $165 thousand (their Form 4 filings).

What it rests on

  • the share count over the yearsbottom 25% of its family
  • cash returned against operating cash flowtop 25% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

3.0/1040% of the headline grade · 2 of 3 filed, 1 estimated

Financial health

as filed
2.5/10

Is it financially healthy right now?

ROE 9%: 9¢ of profit per shareholder dollar. Leverage 42%: owes 42¢ per asset dollar.

weight 22% of this tense · 25th percentile among 2 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-12-31, LandBridge Company LLC earned about 9 cents of profit for every dollar of shareholders' money. Leverage: it owed about 42 cents per dollar of assets, and net share issuance: its share count grew 4.3% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetsbottom 25% of its family
  • return on equitybottom 25% of its family
  • the share count against the year beforebottom 25% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
4.2/10

How strong is its position in its industry?

bottom 42% of 2 in its family; net margin 36.4%.

weight 45% of this tense · 42nd percentile among 2 sector filers · read for its customers

From the record

LandBridge Company LLC's standing among 2 graded names in its industry family: revenue of $199 million in fiscal 2025 ranks in the bottom 25% by size; a net margin of 36.4% ranks in the bottom 25%; revenue growth of 65.2% a year over the last 2 filed years ranks in the top 25% (its annual reports).

What it rests on

  • revenue against the family$199Mbottom 25% of its family
  • net margin36.4%bottom 25% of its family
  • three-year revenue growth65.2%top 25% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

SI estimate
1.7/10

What are the people in charge doing?

SI estimate 1.7/10, confidence 35 of 100 (one part).

weight 33% of this tense · 17th percentile among 3 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate
Read from one part only, officer and director changes on Form 8-K over three years, against the people in charge, which ranks in the bottom 17% of 3 in its family; the record of its people begins on 2024-06-27 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 2.4 years and cannot see past it; a floor under five years is not read as years in charge.
What the record cannot read
The record of its people begins on 2024-06-27 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 2.4 years and cannot see past it; a floor under five years is not read as years in charge.
How it was reasoned
one part: officer and director changes on Form 8-K, against the people in charge, the one part on file, ranked among 3 in its family.
Confidence
35 of 100
What would change it
A filing that carries the missing parts replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: LandBridge Company LLC's leadership is put at 1.7 of 10 with a confidence of 35 of 100, because read from one part only, officer and director changes on Form 8-K over three years, against the people in charge, which ranks in the bottom 17% of 3 in its family; the record of its people begins on 2024-06-27 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 2.4 years and cannot see past it; a floor under five years is not read as years in charge. A filing that carries the missing parts replaces this estimate with the filed reading.

▶ Future

What are they set up to do next?

4.4/1030% of the headline grade · 2 of 3 filed, 1 estimated

Room to expand

as filed
2.5/10

How much room does it have to grow?

bottom 25% of 2 in its family for room to expand.

weight 45% of this tense · 25th percentile among 2 sector filers · read for itself

From the record

LandBridge Company LLC's room to grow, from the newest filed statements (fiscal 2025): cash of $31 million against debt of $560 million leaves -38.7% of its assets as net cash, bottom 25% of its family; cash from operations less capital spending is 61.3% of revenue (bottom 25%) (its annual report).

What it rests on

  • cash less debt against assets-38.7%bottom 25% of its family
  • cash from operations less capital spending against revenue61.3%bottom 25% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
7.5/10

What could actually drive growth from here?

top 25% of 2 in its family for growth drivers.

weight 22% of this tense · 75th percentile among 2 sector filers · read for its customers

From the record

LandBridge Company LLC's growth drivers, from the filed years to fiscal 2025: revenue grew 65.2% a year over the last three filed years against 65.2% over all 3, speeding up (top 25% of its family); the newest year grew 81.1% (top 25%); capital spending grew 23.4% a year (top 25%) (its annual reports). LandBridge Company LLC tags no split of its revenue by line in the annual report on file, so growth by line cannot be read here; research and capital spending are on the trend.

What it rests on

  • three-year growth against the whole span+0.0 points a yeartop 25% of its family
  • the newest year's revenue growth81.1%top 25% of its family
  • three-year growth of capital spending23.4%top 25% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

SI estimate
5.1/10

Did its newest year beat what its own record pointed to?

SI estimate 5.1/10, confidence 15 of 100 (universe median).

weight 33% of this tense · 50th percentile among 4126 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate
The record does not carry four filed years of revenue and two of the three parts: revenue against the prior pace, earnings against the prior average, the margin change, and its family carries too few readings to lean on, so the desk assumes the typical reading over all 4126 companies with one.
What the record cannot read
The record does not carry four filed years of revenue and two of the three parts: revenue against the prior pace, earnings against the prior average, the margin change.
How it was reasoned
universe median, 4126 readings behind it.
Confidence
15 of 100
What would change it
Its next annual report on file with the inputs replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: LandBridge Company LLC's expectations vs reality is put at 5.1 of 10 with a confidence of 15 of 100, because the record does not carry four filed years of revenue and two of the three parts: revenue against the prior pace, earnings against the prior average, the margin change, and its family carries too few readings to lean on, so the desk assumes the typical reading over all 4126 companies with one. Its next annual report on file with the inputs replaces this estimate with the filed reading.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton LB · research, not advice