Welcome to our dedicated page for Landbridge news (Ticker: LB), a resource for investors and traders seeking the latest updates and insights on Landbridge stock.
LandBridge Company LLC manages surface acreage and related resources in Texas and New Mexico, primarily in the Delaware sub-region of the Permian Basin. Its news centers on financial results, surface-use royalties and revenues, resource sales and royalties, oil and gas royalties, and commercial activity tied to energy, power, digital infrastructure and other land uses.
Company updates also cover acreage additions, bolt-on transactions, balance-sheet actions, investor presentations, and projects that use LandBridge land for produced-water handling, power generation or data-center infrastructure. The company was formed by Five Point Infrastructure LLC and trades Class A shares representing limited liability company interests under LB.
LandBridge (NYSE: LB) entered into an agreement to acquire approximately 37,500 acres across Loving, Reeves, Winkler and Ward counties, Texas, with closing anticipated in Q4 2025 subject to customary conditions.
The acreage includes ~22,000 fee surface acres, ~3,500 acres under a long-term management agreement and ~12,000 leasehold surface acres, increasing total holdings to ~300,000 surface acres. The purchase provides immediate access to high-quality pore space adjacent to existing contiguous acreage in Loving County and adds contiguous acreage in northern Reeves County positioned for alternative energy development and expanded produced-water handling infrastructure in the Stateline region of the Delaware Basin.
LandBridge (NYSE:LB) has entered into a strategic agreement with NRG Energy regarding a potential data center site in Reeves County, Texas. The project could include a 1,100 MW grid-connected natural gas power generation facility to be built by NRG, pending a power purchase agreement for a data center.
The site, located near the Waha Gas market hub, offers direct access to low-cost natural gas and transmission infrastructure. Initial air permit applications and electric interconnection requests have been submitted, with a potential in-service date by year-end 2029.
LandBridge (NYSE: LB) has announced its dual listing on the newly launched NYSE Texas exchange, effective August 15, 2025. While maintaining its primary listing on the New York Stock Exchange under the ticker "LB", the company will become a Founding Member of NYSE Texas, a fully electronic equities exchange headquartered in Dallas.
The dual listing aligns with LandBridge's strong Texas presence, including its surface acreage holdings in the Delaware Basin and offices in Houston and Midland. CEO Jason Long emphasized the company's commitment to Texas' economy and energy industry through this strategic move.
LandBridge (NYSE:LB) reported strong Q2 2025 financial results, with revenue reaching $47.5 million, up 83% year-over-year and 8% quarter-over-quarter. The company achieved net income of $18.5 million with a 39% margin and Adjusted EBITDA of $42.5 million, representing an 81% year-over-year increase.
Key highlights include record Surface Use Royalties of $34.2 million and significant agreements including a 10-year surface use agreement with Devon Energy for 300,000 bpd pore space capacity. The company declared a quarterly dividend of $0.10 per share and updated its FY2025 Adjusted EBITDA guidance to $160-180 million, reflecting timing adjustments for the DBR Solar opportunity.
LandBridge maintains a strong balance sheet with total liquidity of $95.3 million and continues to execute its diversified, low-capex business model across its 277,000 surface acres in the Permian Basin.
LandBridge (NYSE:LB) has signed a significant 10-year surface use and pore space reservation agreement with Devon Energy (NYSE:DVN) for operations in the New Mexico Delaware Basin. The agreement provides Devon with 300,000 barrels per day (bpd) of pore space capacity on LandBridge's East Stateline Ranch and Speed Ranch surface acreage, starting in Q2 2027.
The deal includes a substantial minimum volume commitment of 175,000 bpd of produced water from Devon. This strategic partnership aims to secure Devon's water management needs while highlighting the value of contiguous, underutilized pore space in the Delaware Basin region.
LandBridge (NYSE:LB) has scheduled its Q2 2025 earnings release for Wednesday, August 6, 2025, after market close. The company will host a conference call and webcast to discuss the results on Thursday, August 7, 2025, at 8:00 a.m. CT / 9:00 a.m. ET.
Investors can access the live webcast through LandBridge's Investor Relations website, with registration required at least 10-15 minutes before the start time. For those unable to attend live, the webcast will be archived for later viewing. A conference call replay will remain available through August 21, 2025.
Five Point Infrastructure has announced the formation of PowerBridge LLC with a $1 billion equity commitment to develop gigawatt-scale data center campuses across North America. PowerBridge will partner with LandBridge (NYSE: LB) and WaterBridge to leverage over 275,000 surface acres for infrastructure development and access low-cost natural gas from the Waha Gas market hub.
Led by CEO Alex Hernandez, former CEO of Cumulus Data and Talen Energy Corp, PowerBridge brings significant expertise in data center development. Hernandez's previous success includes developing a 1 GW data center campus connected to Talen Energy's nuclear power plant, which attracted a $12 billion investment from Amazon Web Services for 17 data center buildings (~960 MW capacity).
The venture combines Five Point's infrastructure expertise with PowerBridge's data center development capabilities to create an integrated solution for hyperscale customers.
LandBridge (NYSE: LB) has announced its schedule for the release of Q1 2025 financial results. The company will disclose its quarterly performance after market close on Wednesday, May 7, 2025.
A webcast and conference call to discuss the results will be held on Thursday, May 8, 2025, at 8:00 a.m. Central Time / 9:00 a.m. Eastern Time. Investors can access the live webcast through the Events and Presentations section of LandBridge's Investor Relations website. Pre-registration is required for the conference call, and an audio replay will be available until May 22, 2025.