LB LandBridge Company LLC Class A Shares Representing Limited Liability Company Interests
$73,75
Preço · Jul 2, 2026
Fundamentais a partir de Mai 7, 2026
Intervalo 52 Semanas
$44–$86
72% of range
Classificação do Analista
BUY
16 analysts
Preço-Alvo
$81
+9% upside
P/E (TTM)
52.1
ROE
10.8%
Margem de Lucro Líquido
15.1%
LB Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas
Preço
$73.75
Capitalização de Mercado
—
P/E (TTM)
52.1
EPS (TTM)
$0.94
Receita (TTM)
$199M
Rendimento div.
—
ROE
10.8%
Dívida/Capital
1.6
Intervalo 52 Semanas
$44 – $86
LB Gráfico de Preço da Ação OHLCV diário com indicadores técnicos — panorâmica, zoom e personalize sua visualização
Configure
Desempenho de 10 Anos Tendências de receita, lucro líquido, margens e EPS
Receita e Lucro Líquido
$199M
2023-12-31
→
2025-12-31
EPS
$0.94
2024-12-31
→
2025-12-31
Fluxo de caixa livre
$122M
2024-12-31
→
2025-12-31
Margens
15.1%
Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?
Métrica
Tendência de 5 anos
LB
Mediana de Pares
P/E (TTM)
52.1
283.2
Lucratividade Margens bruta, operacional e líquida; ROE, ROA, ROIC
Métrica
Tendência de 5 anos
LB
Mediana de Pares
Operating Margin (Margem Operacional)
59.5%
—
Net Profit Margin (Margem de Lucro Líquido)
15.1%
-5.3%
ROA
2.5%
-1.6%
ROE
10.8%
-6.9%
ROIC
11.7%
—
Saúde financeira Dívida, liquidez, solvência — força do balanço patrimonial
Métrica
Tendência de 5 anos
LB
Mediana de Pares
Debt / Equity (Dívida / Patrimônio Líquido)
1.6
198.4
Current Ratio (Índice de liquidez corrente)
4.9
0.6
Quick Ratio (Índice de Liquidez Seca)
2.5
—
Crescimento Crescimento da receita, EPS e lucro líquido: YoY, CAGR 3 anos, CAGR 5 anos
Métrica
Tendência de 5 anos
LB
Mediana de Pares
Revenue YoY (Receita Ano a Ano)
81.1%
—
EPS YoY
1242.9%
—
Net Income YoY (Lucro Líquido Ano a Ano)
489.6%
—
Eficiência de Capital Giro de ativos, giro de estoques, giro de contas a receber
Métrica
Tendência de 5 anos
LB
Mediana de Pares
Payout Ratio (Índice de Pagamento)
211.5%
—
Dividendos Rendimento, índice de pagamento, histórico de dividendos, CAGR de 5 anos
Dividend Yield
—
Índice de Pagamento
211.5%
CAGR Dividendos 5 anos
—
| Data ex | Valor |
|---|---|
| 4 de Junho de 2026 | $0,1200 |
| 5 de Março de 2026 | $0,1200 |
| 4 de Dezembro de 2025 | $0,1000 |
| 4 de Setembro de 2025 | $0,1000 |
| 5 de Junho de 2025 | $0,1000 |
| 6 de Março de 2025 | $0,1000 |
| 5 de Dezembro de 2024 | $0,1000 |
LB Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta
COMPRA
16 analistas
- Compra forte 3 18,8%
- Compra 9 56,2%
- Manter 4 25,0%
- Venda 0 0,0%
- Venda forte 0 0,0%
Preço-alvo de 12 meses
7 analistas · 2026-06-29
Mediana
$83.00
Agora
$73.75
Mín
$66.00
Máx
$98.00
Alvo mediano
$83.00
+12,5%
Alvo médio
$80.57
+9,2%
Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados
Surpresa Média
-0.01%
Próximo relatório
Ago 03, 2026
| Período | EPS Actual | EPS est. | Surpresa |
|---|---|---|---|
| 31 de Março de 2026 | $0.37 | $0.46 | -0.09% |
| 31 de Dezembro de 2025 | $0.46 | $0.39 | 0.07% |
| 30 de Setembro de 2025 | $0.41 | $0.41 | -0.00% |
| 30 de Junho de 2025 | $0.39 | $0.39 | 0.00% |
| 31 de Março de 2025 | $0.35 | $0.36 | -0.01% |
Comparação com pares Métricas chave vs pares do setor
| Ticker | Capitalização de Mercado | P/E | Receita YoY | Margem Líquida | ROE | Margem Bruta |
|---|---|---|---|---|---|---|
| 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% | — |
Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa
Demonstração de Resultados 11
| Métrica | Tendência | 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 | · |
Balanço Patrimonial 19
| Métrica | Tendência | 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 | · |
Fluxo de Caixa 15
| Métrica | Tendência | 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 | · |
Lucratividade 7
| Métrica | Tendência | 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% | · |
Liquidez e Solvência 4
| Métrica | Tendência | 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 | · |
Eficiência 1
| Métrica | Tendência | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | · |
Taxas de Crescimento 3
| Métrica | Tendência | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Revenue YoY | 81.1% | 50.9% | · | |
| EPS YoY | 1242.9% | · | · | |
| Net Income YoY | 489.6% | · | · |
Avaliação (TTM) 6
| Métrica | Tendência | 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 | · |
Demonstração de Resultados 12
| Métrica | Tendência | 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 |
Balanço Patrimonial 19
| Métrica | Tendência | 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 | · | · |
Fluxo de Caixa 12
| Métrica | Tendência | 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 | · | · | · |
Lucratividade 7
| Métrica | Tendência | 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% |
Liquidez e Solvência 4
| Métrica | Tendência | 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 | · |
Eficiência 1
| Métrica | Tendência | 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 |
Avaliação (TTM) 5
| Métrica | Tendência | 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% | · | · | · | · | · | · | · |
Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos
Demonstração de Resultados
| 2025-12-31 | 2025-03-31 | 2024-12-31 | 2023-12-31 | |
|---|---|---|---|---|
| Receita | $199M | — | $110M | $73M |
| Margem Operacional % | 59.5% | — | -15.0% | — |
| Lucro líquido | $30M | — | $5M | — |
| EPS Diluído | $0.94 | — | $0.07 | — |
Balanço Patrimonial
| 2025-12-31 | 2025-03-31 | 2024-12-31 | 2023-12-31 | |
|---|---|---|---|---|
| Dívida / Patrimônio Líquido | 1.6 | — | 0.9 | — |
| Índice de liquidez corrente | 4.9 | — | 3.7 | — |
| Índice de Liquidez Seca | 2.5 | — | 2.6 | — |
Fluxo de Caixa
| 2025-12-31 | 2025-03-31 | 2024-12-31 | 2023-12-31 | |
|---|---|---|---|---|
| Fluxo de caixa livre | $122M | — | $67M | — |
Últimas notícias Notícias recentes mencionando esta empresa
Minhas Métricas Sua lista pessoal — linhas selecionadas de Fundamentos Completos
📊
Escolha as métricas que importam para você — clique no ➕ ao lado de qualquer linha em Fundamentos Completos acima.
Sua seleção é salva e acompanha você em todos os tickers.