LB LandBridge Company LLC Class A Shares Representing Limited Liability Company Interests
$73.75
株価 · 7月 2, 2026
ファンダメンタルズ（時点） 5月 7, 2026
52週レンジ
$44–$86
72% of range
アナリスト評価
BUY
16 analysts
目標株価
$81
+9% upside
P/E (TTM)
52.1
ROE
10.8%
純利益率
15.1%
LB 株価スナップショット 価格、時価総額、P/E、EPS、ROE、負債/資本、52週レンジ
株価
$73.75
時価総額
—
P/E (TTM)
52.1
EPS（TTM）
$0.94
収益（TTM）
$199M
配当利回り
—
ROE
10.8%
負債/自己資本
1.6
52週レンジ
$44 – $86
LB 株価チャート 技術指標付きの日次 OHLCV — パン、ズーム、ビューのカスタマイズ
Configure
10年間のパフォーマンス 収益、純利益、利益率、EPSのトレンド
収益と純利益
$199M
2023-12-31
→
2025-12-31
EPS
$0.94
2024-12-31
→
2025-12-31
フリーキャッシュフロー
$122M
2024-12-31
→
2025-12-31
利益率
15.1%
バリュエーション P/E、P/S、P/B、EV/EBITDA比率 — 株は割高か割安か？
指標
5年トレンド
LB
競合中央値
P/E (TTM)
52.1
283.2
収益性 粗利益率、営業利益率、純利益率、ROE、ROA、ROIC
指標
5年トレンド
LB
競合中央値
Operating Margin (営業利益率)
59.5%
—
Net Profit Margin (純利益率)
15.1%
-5.3%
ROA
2.5%
-1.6%
ROE
10.8%
-6.9%
ROIC
11.7%
—
財務健全性 負債、流動性、支払能力 — バランスシートの健全性
指標
5年トレンド
LB
競合中央値
Debt / Equity (負債資本倍率)
1.6
198.4
Current Ratio (流動比率)
4.9
0.6
Quick Ratio (クイックレシオ)
2.5
—
成長 収益、EPS、純利益の成長率：前年比、3年CAGR、5年CAGR
指標
5年トレンド
LB
競合中央値
Revenue YoY (収益（前年比）)
81.1%
—
EPS YoY
1242.9%
—
Net Income YoY (純利益（前年比）)
489.6%
—
資本効率 総資産回転率、棚卸資産回転率、売掛金回転率
指標
5年トレンド
LB
競合中央値
Payout Ratio (配当性向)
211.5%
—
配当金 利回り、配当性向、配当履歴、5年CAGR
配当利回り
—
配当性向
211.5%
5年配当CAGR
—
| 権利落ち日 | 金額 |
|---|---|
| 2026年6月4日 | $0.1200 |
| 2026年3月5日 | $0.1200 |
| 2025年12月4日 | $0.1000 |
| 2025年9月4日 | $0.1000 |
| 2025年6月5日 | $0.1000 |
| 2025年3月6日 | $0.1000 |
| 2024年12月5日 | $0.1000 |
LB アナリストコンセンサス 強気・弱気のアナリストの見解、12ヶ月の目標株価、アップサイド
買い
16 アナリスト
- 強い買い 3 18.8%
- 買い 9 56.2%
- 保有 4 25.0%
- 売り 0 0.0%
- 強い売り 0 0.0%
12ヶ月目標株価
7 アナリスト · 2026-06-29
中央値
$83.00
現在
$73.75
安値
$66.00
高値
$98.00
中央値ターゲット
$83.00
+12.5%
平均値ターゲット
$80.57
+9.2%
決算履歴 EPS実績 vs 予想、サプライズ%、達成率、次回決算日
平均サプライズ
-0.01%
次回決算
8月 03, 2026
| 期間 | EPS Actual | EPS 予想 | サプライズ |
|---|---|---|---|
| 2026年3月31日 | $0.37 | $0.46 | -0.09% |
| 2025年12月31日 | $0.46 | $0.39 | 0.07% |
| 2025年9月30日 | $0.41 | $0.41 | -0.00% |
| 2025年6月30日 | $0.39 | $0.39 | 0.00% |
| 2025年3月31日 | $0.35 | $0.36 | -0.01% |
ピア比較 主要メトリクスとセクターピアの比較
| ティッカー | 時価総額 | P/E | 売上高 YoY | 純利益率 | ROE | 粗利益率 |
|---|---|---|---|---|---|---|
| LB | — | 52.1 | 81.1% | 15.1% | 10.8% | — |
| FRPH | $436M | 126.6 | 2.6% | 7.8% | 0.78% | — |
| TCI | $506M | 36.6 | 4.2% | 28.1% | 1.6% | — |
| MLP | $335M | — | 68.2% | -54.4% | -35.6% | — |
| SEG | $253M | -2.2 | 18.3% | -89.5% | -22.9% | — |
| ARL | $259M | 16.6 | 5.7% | 31.4% | 2.6% | — |
| SRG | — | -2.5 | 3.3% | -374.7% | -18.5% | — |
完全なファンダメンタルズ 年次別全指標 — 損益計算書、貸借対照表、キャッシュフロー
損益計算書 11
| 指標 | トレンド | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Revenue | $199M | $110M | $73M | |
| Operating Income | $118M | $-17M | $70M | |
| Other Non-op | $-4M | $241.0K | $549.0K | |
| Pretax Income | $81M | $-40M | $64M | |
| Income Tax | $9M | $2M | $370.0K | |
| Net Income | $30M | $5M | · | |
| EPS (Basic) | $1.18 | $0.28 | · | |
| EPS (Diluted) | $0.94 | $0.07 | · | |
| Shares (Basic) | 24,815,703 | 17,807,323 | · | |
| Shares (Diluted) | 76,542,235 | 73,370,073 | · | |
| EBITDA | $130M | $-8M | · |
貸借対照表 19
| 指標 | トレンド | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Cash & Equivalents | $31M | $37M | $38M | |
| Prepaid Expense | $5M | $2M | $1M | |
| Current Assets | $60M | $53M | $52M | |
| PP&E (Net) | $1.08B | $903M | $203M | |
| PP&E (Gross) | $1.11B | $920M | $215M | |
| Accum. Depreciation | $24M | $18M | $12M | |
| Intangibles | $137M | $45M | $29M | |
| Other Non-current Assets | $4M | $2M | $5M | |
| Total Assets | $1.37B | $1.03B | $289M | |
| Accrued Liabilities | $8M | $7M | $5M | |
| Current Liabilities | $12M | $14M | $27M | |
| Other Non-current Liabilities | $192.0K | $183.0K | $3M | |
| Total Liabilities | $572M | $395M | $138M | |
| Long-term Debt | $571M | $385M | $129M | |
| Total Debt | $560M | $381M | · | |
| Retained Earnings | $23M | $3M | · | |
| Stockholders' Equity | $340M | $212M | · | |
| Liabilities + Equity | $1.37B | $1.03B | $289M | |
| Shares Outstanding | · | 23,255,419 | · |
キャッシュフロー 15
| 指標 | トレンド | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| D&A | $11M | $9M | $9M | |
| Stock-based Comp | $45M | $95M | $-17M | |
| Deferred Tax | $4M | $-411.0K | $0 | |
| Amort. of Intangibles | $5M | $3M | $2M | |
| Other Non-cash | $35M | $-41M | · | |
| Operating Cash Flow | $126M | $68M | $53M | |
| CapEx | $4M | $985.0K | $3M | |
| Investing Cash Flow | $-233M | $-724M | $-3M | |
| Stock Issued | · | $278M | · | |
| Net Stock Activity | · | $278M | · | |
| Dividends Paid | $64M | $178M | $105M | |
| Financing Cash Flow | $101M | $656M | $-38M | |
| Net Change in Cash | $-6M | $-791.0K | $12M | |
| Taxes Paid | $9M | $385.0K | $213.0K | |
| Free Cash Flow | $122M | $67M | · |
収益性 7
| 指標 | トレンド | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Operating Margin | 59.5% | -15.0% | · | |
| Net Margin | 15.1% | 4.7% | · | |
| Pretax Margin | 40.9% | -36.0% | · | |
| EBITDA Margin | 65.3% | -6.9% | · | |
| ROA | 2.5% | 0.79% | · | |
| ROE | 10.8% | 2.3% | · | |
| ROIC | 11.7% | -2.1% | · |
流動性と支払能力 4
| 指標 | トレンド | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Current Ratio | 4.9 | 3.7 | · | |
| Quick Ratio | 2.5 | 2.6 | · | |
| Debt / Equity | 1.6 | 0.9 | · | |
| LT Debt / Equity | 1.6 | 0.9 | · |
効率性 1
| 指標 | トレンド | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | · |
成長率 3
| 指標 | トレンド | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Revenue YoY | 81.1% | 50.9% | · | |
| EPS YoY | 1242.9% | · | · | |
| Net Income YoY | 489.6% | · | · |
バリュエーション（TTM） 6
| 指標 | トレンド | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Revenue TTM | $199M | $110M | · | |
| Net Income TTM | $30M | $5M | · | |
| P/E | 52.1 | 922.9 | · | |
| Earnings Yield | 1.9% | 0.11% | · | |
| Payout Ratio | 211.5% | · | · | |
| Annual Payout | $64M | $178M | · |
損益計算書 12
| 指標 | トレンド | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | $51M | $57M | $51M | $48M | $44M | $36M | $28M | $26M | |
| SG&A Expense | $16M | · | · | · | $15M | · | · | · | |
| Operating Income | $29M | $34M | $31M | $29M | $25M | $18M | $3M | $-51M | |
| Other Non-op | $-10.0K | $-4M | $0 | $0 | $0 | $0 | $0 | $0 | |
| Pretax Income | $20M | $21M | $23M | $21M | $17M | $11M | $-4M | $-58M | |
| Income Tax | $2M | $3M | $3M | $2M | $2M | $3M | $-1M | $137.0K | |
| Net Income | $9M | $8M | $8M | $8M | $6M | $49M | $3M | $-58M | |
| EPS (Basic) | $0.31 | $0.30 | $0.31 | $0.30 | $0.27 | · | $0.15 | · | |
| EPS (Diluted) | $0.23 | $0.24 | $0.26 | $0.24 | $0.20 | · | $-0.04 | · | |
| Shares (Basic) | 27,838,580 | -47,844,475 | 25,335,054 | 24,069,705 | 23,255,419 | · | 17,425,000 | · | |
| Shares (Diluted) | 77,078,931 | -152,835,213 | 76,518,549 | 76,394,121 | 76,464,778 | · | 73,151,603 | · | |
| EBITDA | $34M | · | $31M | $29M | $28M | · | $5M | $-50M |
貸借対照表 19
| 指標 | トレンド | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 |
|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $30M | $31M | $28M | $20M | $15M | $37M | $14M | $25M | |
| Prepaid Expense | $3M | $5M | $5M | $3M | $1M | $2M | $2M | $594.0K | |
| Current Assets | $59M | $60M | $57M | $44M | $44M | $53M | $32M | $42M | |
| PP&E (Net) | $1.08B | $1.08B | $918M | $918M | $919M | $903M | $628M | $630M | |
| PP&E (Gross) | $1.11B | $1.11B | $940M | $939M | $938M | $920M | $644M | $644M | |
| Accum. Depreciation | $25M | $24M | $22M | $21M | $19M | $18M | $16M | $15M | |
| Intangibles | $134M | $137M | $42M | $43M | $44M | $45M | $27M | $28M | |
| Other Non-current Assets | $4M | $4M | $2M | $2M | $2M | $2M | $3M | $11M | |
| Total Assets | $1.36B | $1.37B | $1.08B | $1.07B | $1.01B | $1.03B | $690M | $710M | |
| Accrued Liabilities | $14M | $8M | $7M | $6M | $6M | $7M | $6M | $13M | |
| Current Liabilities | $19M | $12M | $14M | $10M | $12M | $14M | $43M | $50M | |
| Other Non-current Liabilities | $194.0K | $192.0K | $192.0K | $182.0K | $182.0K | $183.0K | $183.0K | $3M | |
| Total Liabilities | $554M | $572M | $380M | $381M | $387M | $395M | $286M | $414M | |
| Long-term Debt | $536M | $571M | $367M | $371M | $376M | $381M | $278M | $396M | |
| Total Debt | $536M | · | $367M | $371M | $376M | · | $278M | $396M | |
| Retained Earnings | $29M | $23M | $18M | $12M | $7M | $3M | $3M | · | |
| Stockholders' Equity | $344M | $340M | $272M | $266M | $440M | $212M | $97M | · | |
| Liabilities + Equity | $1.36B | $1.37B | $1.08B | $1.07B | $1.01B | $1.03B | $690M | $710M | |
| Shares Outstanding | · | · | · | · | · | 23,255,419 | · | · |
キャッシュフロー 12
| 指標 | トレンド | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 |
|---|---|---|---|---|---|---|---|---|---|
| D&A | $4M | $4M | $3M | $3M | $3M | $4M | $2M | $2M | |
| Stock-based Comp | $11M | $12M | $11M | $11M | $11M | $11M | $12M | $72M | |
| Deferred Tax | $316.0K | $2M | $1M | $652.0K | $339.0K | $865.0K | $-1M | · | |
| Other Non-cash | $16M | · | · | · | $-5M | · | · | · | |
| Operating Cash Flow | $41M | $38M | $35M | $37M | $16M | $27M | $7M | $16M | |
| CapEx | $180.0K | $2M | $1M | $1M | $69.0K | $224.0K | $303.0K | $369.0K | |
| Investing Cash Flow | $-2M | $-212M | $-1M | $-2M | $-18M | $-292M | $-1M | $-376M | |
| Dividends Paid | $15M | $11M | $15M | $24M | $14M | $7M | $171M | · | |
| Financing Cash Flow | $-40M | $176M | $-26M | $-30M | $-20M | $288M | $-17M | $376M | |
| Net Change in Cash | $-1M | $2M | $8M | $5M | $-22M | $23M | $-10M | $16M | |
| Taxes Paid | $-2.0K | · | · | · | $1M | · | · | · | |
| Free Cash Flow | $41M | · | · | · | $16M | · | · | · |
収益性 7
| 指標 | トレンド | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 |
|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 57.2% | · | 60.8% | 60.0% | 57.0% | · | 11.2% | -197.4% | |
| Net Margin | 17.1% | · | 16.0% | 15.8% | 14.7% | · | 9.3% | -222.1% | |
| Pretax Margin | 38.5% | · | 45.2% | 43.4% | 38.8% | · | -13.6% | -221.6% | |
| EBITDA Margin | 65.9% | · | 60.8% | 60.0% | 62.9% | · | 16.4% | -191.6% | |
| ROA | 0.74% | · | 0.92% | 0.84% | 1.3% | · | 0.77% | -16.2% | |
| ROE | 2.2% | · | 4.4% | 5.6% | 2.9% | · | 5.5% | · | |
| ROIC | 3.0% | · | 4.3% | 4.0% | 2.8% | · | 0.60% | -13.0% |
流動性と支払能力 4
| 指標 | トレンド | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 |
|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 3.1 | · | 4.2 | 4.3 | 3.7 | · | 0.7 | 0.8 | |
| Quick Ratio | 1.6 | · | 2.0 | 2.0 | 1.3 | · | 0.3 | 0.5 | |
| Debt / Equity | 1.6 | · | 1.3 | 1.4 | 0.9 | · | 2.9 | · | |
| LT Debt / Equity | 1.6 | · | 1.3 | 1.4 | 0.9 | · | 2.5 | · |
効率性 1
| 指標 | トレンド | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 |
|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 |
バリュエーション（TTM） 5
| 指標 | トレンド | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $193M | · | $171M | $146M | $117M | · | $91M | $84M | |
| Net Income TTM | $31M | · | $25M | $-41M | $-38M | · | · | · | |
| P/E | 74.2 | · | 80.8 | · | · | · | · | · | |
| Earnings Yield | 1.4% | · | 1.2% | · | · | · | · | · | |
| Payout Ratio | 169.0% | · | · | · | · | · | · | · |
財務諸表 損益計算書、貸借対照表、キャッシュフロー — 年次、過去5年間
損益計算書
| 2025-12-31 | 2025-03-31 | 2024-12-31 | 2023-12-31 | |
|---|---|---|---|---|
| 収益 | $199M | — | $110M | $73M |
| 営業利益率 % | 59.5% | — | -15.0% | — |
| 純利益 | $30M | — | $5M | — |
| 希薄化後EPS | $0.94 | — | $0.07 | — |
貸借対照表
| 2025-12-31 | 2025-03-31 | 2024-12-31 | 2023-12-31 | |
|---|---|---|---|---|
| 負債資本倍率 | 1.6 | — | 0.9 | — |
| 流動比率 | 4.9 | — | 3.7 | — |
| クイックレシオ | 2.5 | — | 2.6 | — |
キャッシュフロー
| 2025-12-31 | 2025-03-31 | 2024-12-31 | 2023-12-31 | |
|---|---|---|---|---|
| フリーキャッシュフロー | $122M | — | $67M | — |
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