Landbridge Company LLC Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
29.7%projected annual EPS growth
Analyst Coverage
7analysts covering
FY Revenue (est.)
$253.5Mnext fiscal year
FY EPS (est.)
$1.48next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 16 Nov 2026 |
Monitoring Framework
Key Performance Indicators
Surface Use Economic Efficiency (SUEE) - Legacy Acreage Annually1.2K
Adjusted EBITDA Margin Quarterly8,800.0%Target: 85-90
Free Cash Flow Margin Quarterly8,000.0%
Watch Items
- Corporate Conversion to Texas CorporationTrigger: Special Committee Recommendation and Board ApprovalAction: Monitor SEC filings for definitive proxy statements or 8-K announcements regarding the conversion timeline and index eligibility requirements.
- PowerBridge Alpha Digital Campus Option ExerciseTrigger: Expiration of the 1-year option (April 2027)Action: Track commercial updates on whether PowerBridge exercises its option to lease up to 3,400 acres for the 2 GW data center campus.
- Net Leverage RatioTrigger: Exceeding 2.5x long-term target (Current: 2.7x)Action: Evaluate debt repayment progress and EBITDA expansion to bring leverage back within the target 2.0x to 2.5x range.
Research as of 19 Jun 2026