LandBridge Company (NYSE:LB) Q4 2025 Earnings call February 26, 2026 11:00 AM ET Company ParticipantsAlexander Goldfarb - Managing DirectorJason Long - CEOJohn Annis - VPJohn Mackay - VP of Equity ResearchKeith Beckmann - VPMae Herrington - Director of Investor RelationsScott McNeely - CFOConference Call ParticipantsCharles Meade - Research AnalystOperatorLadies and gentlemen, thank you for joining us, and welcome to the LandBridge fourth quarter 2025 results call. After today's prepared remarks, we will ho ...

LandBridge Company (NYSE:LB) Q4 2025 Earnings call February 26, 2026 11:00 AM ET Company ParticipantsAlexander Goldfarb - Managing DirectorJason Long - CEOJohn Annis - VPJohn Mackay - VP of Equity ResearchKeith Beckmann - VPMae Herrington - Director of Investor RelationsScott McNeely - CFOConference Call ParticipantsCharles Mead - Research AnalystOperatorLadies and gentlemen, thank you for joining us, and welcome to the LandBridge fourth quarter 2025 results call. After today's prepared remarks, we will hos ...

LandBridge Company (NYSE:LB) Q4 2025 Earnings call February 26, 2026 11:00 AM ET Speaker7Ladies and gentlemen, thank you for joining us, and welcome to the LandBridge fourth quarter 2025 results call. After today's prepared remarks, we will host a question and answer session. If you would like to ask a question, please press star one to raise your hand. To withdraw your question, press star one again. I will now hand the conference over to Mae Herrington, Director of Investor Relations. Mae, please go ahead ...

LandBridge Earnings Presentation 4Q and Full Year 2025 Disclaimers Forward-Looking Statements The information in this presentation includes "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements, other than statements of historical fact included in this presentation, regarding our strategy, future operations, financial position, estimated revenues and losses, projected costs, ...

☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-K (Mark One) OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-42150 LandBridge Company LLC (Exact Name of Registrant as Specified in its Charter) Delaware 93-3636146 (State or other jurisdiction o ...

Exhibit 99.1 LandBridge Announces Fourth Quarter and Fiscal Year 2025 Results Delivers Q4 revenue growth of 56% year-over-year and 12% quarter-over-quarter and full year 2025 year-over- year revenue growth of 81% Announces full year 2026 EBITDA outlook of $205 million to $225 million Declares quarterly cash dividend of $0.12 per share, representing a 20% increase Announces $50 million share repurchase authorization HOUSTON—(BUSINESS WIRE)—LandBridge Company LLC (NYSE: LB) (the "Company," or "LandBridge") to ...

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Core Insights - Horizon Kinetics Asset Management increased its position in LandBridge Company LLC by 133,188 shares in Q3, despite a decrease in position value by $71.14 million due to falling share prices [2][3][6] Company Overview - LandBridge Company LLC is an energy infrastructure firm based in Houston, focusing on maximizing value from land and resource assets in the Delaware Basin [8] - The company has a market capitalization of $4.18 billion, with a revenue of $178.81 million and a net income of $24.53 million for the trailing twelve months [5] - LandBridge's business model includes leasing land for oil and natural gas development, collecting royalties, and selling ancillary materials to energy sector participants [12] Financial Performance - In Q3, LandBridge reported revenue of $50.8 million, representing a 78% year-over-year increase, with adjusted EBITDA reaching $44.9 million at an 88% margin [10] - Free cash flow for the quarter was $33.7 million, and management reaffirmed full-year adjusted EBITDA guidance of $165 million to $175 million [10] Investment Position - Following the transaction, LandBridge comprised 3.66% of Horizon Kinetics' 13F assets, with a total of 5.63 million shares valued at $300.47 million [4][6] - As of the latest report, LB shares were priced at $52.57, down 10% over the past year, underperforming the S&P 500, which increased by about 15% in the same period [4]