Скачать или смотреть LandBridge Q3 2025: 78% Growth & 88% Margins, But Stock Tanks 8%

LandBridge (LB) delivered a stellar Q3 2025 earnings report with revenue soaring 78% year-over-year to $50.8 million and adjusted EBITDA margins hitting an impressive 88%. The company's asset-light, high-margin model centered on surface use royalties, produced-water management, and pore space in the Delaware Basin is reshaping energy infrastructure investment. Despite strong fundamentals, the stock dropped 8% post-earnings due to a slight EPS miss and market concerns over leverage from the $250M 1918 Ranch acquisition.

CEO Jason Long highlighted LandBridge's unique position controlling 300,000 contiguous acres with a strategic focus on produced water, power, and digital infrastructure corridors. The acquisition of 37,500 acres expands LandBridges footprint and is expected to add $20 million to 2026 EBITDA. The company's business model is increasingly decoupled from volatile commodity prices, with 93% of revenue now derived from non-oil and gas sources including royalties, easements, and resource sales.

LandBridge's strategic moves, including the sale of a 3,000-acre solar project and a long-term lease to ONEOK for a natural gas processing facility, demonstrate a capital-efficient approach to monetizing land assets. The market reaction reflects caution over near-term EPS and leverage rather than the long-term infrastructure growth story. Investors are watching for catalysts like new data center deals and further asset monetization to validate LandBridge's compelling scarcity-driven land platform in West Texas.

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