LandBridge Co LLC 8K

LandBridge Company LLC reported record Q2 2026 results, declared a $0.12 dividend, amended and upsized its revolving credit facility, agreed to a $20 million strategic land acquisition tied to the NDB Landfill, and obtained Board approval to convert and redomicile from a Delaware LLC to a Texas corporation.

LandBridge Company LLC reported strong financial and operating results for the quarter ended June 30, 2026, including record revenue of $66.8 million (up 41% year-over-year), net income of $31.0 million, Adjusted EBITDA of $59.8 million, robust free cash flow and liquidity, and declared a quarterly dividend of $0.12 per share, while reaffirming its 2026 Adjusted EBITDA outlook. The company highlighted accelerating commercial momentum in its West Texas digital infrastructure strategy, expanded its balance sheet flexibility by amending its 2025 revolving credit facility on August 4, 2026 to increase lender commitments from $275 million to $375 million (with the ability to increase up to $475 million) and reduce interest margins by 25 basis points, and announced a $20 million agreement to acquire approximately 560 acres underlying the Northern Delaware Basin Landfill in Lea County, New Mexico, to be paired with a long-term surface use agreement with WaterBridge, expected to close in the third quarter of 2026 subject to customary conditions. In addition, the Board unanimously approved the company’s planned conversion and redomicile from a Delaware LLC to a Texas corporation, positioning LandBridge for broader index eligibility and long-term shareholder value creation.

Filing Facts

CIK

1995807

Ticker

-

Form

8K

Source Type

sec

Accession

0001193125-26-335296

Alert Tier

7