L LB

Landbridge Company LLC. - Class A

$68.40

-1.20% ($0.83)

Volume 192,604

52W High $87.60

52W Low $43.75

Market Cap $5.25B

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What to Watch This Quarter

Based on historical data

Consensus EPS

$0.81

Whisper EPS

$0.74

8.7% below consensus

Last Quarter

$0.23

Current Streak

1 Miss

Avg Surprise (4Q)

-0.41%

Next Earnings Report

Reports in 29 days

Report Date May 6, 2026

Whisper Spread -8.74%

Consensus Estimate

$0.81

Official analyst average

Whisper Number

$0.74

What traders expect

Cautious Sentiment: The whisper number is 8.7% below consensus, suggesting traders are skeptical. Meeting consensus may not be enough to satisfy the market.

Price Chart

EPS History: Consensus vs Actual

Last 8 quarters

Price Movement Around Earnings

Q4 2025 Feb 25, 2026

1-Day: +13.70%

5-Day: +13.03%

Q3 2025 Nov 12, 2025

1-Day: -10.31%

5-Day: -24.08%

Q2 2025 Aug 5, 2025

1-Day: +0.51%

Q1 2025 May 8, 2025

1-Day: +1.50%

5-Day: +14.22%

Revenue & Financial Performance

Revenue Whisper

$55.0M

TWN Proprietary Estimate

Last Quarter Revenue

$56.8M

+99.3% YoY

Gross Margin

86.2%

Net Margin: 32.0%

Quarter	Revenue	YoY Growth	Gross Margin	Op Margin	Net Income
Q3'25	$56.8M	+99.3%	86.2%	168.8%	$18.2M
Q2'25	$47.5M	+83.2%	91.4%	60.0%	$7.3M
Q1'25	$44.0M	+131.2%	93.0%	57.0%	$6.5M
Q4'24	$36.5M	-2.7%	91.9%	49.4%	$2.5M
Q3'24	$28.5M	+60.1%	91.4%	11.2%	$2.7M
Q2'24	$26.0M	+19.5%	89.4%	-197.4%	-$57.7M
Q1'24	$19.0M	+19.7%	85.2%	71.1%	$10.8M
Q4'23	$37.5M	+131.2%	92.6%	66.5%	-$49.3M

Historical Earnings

Last 12 quarters

Quarter	Date	Consensus	Whisper	Actual EPS	Surprise %	Result
Q4 2025	Feb 25, 2026	$0.32	$0.28	$0.23	-26.69%	Missed
Q3 2025	Nov 12, 2025	$0.29	$0.25	$0.37	+25.86%	Beat
Q2 2025	Aug 5, 2025	$0.39	$0.33	$0.24	-38.46%	Missed
Q1 2025	May 8, 2025	$0.36	$0.31	$0.20	-44.44%	Missed
Q4 2024	Mar 5, 2025	$0.73	$0.62	$0.25	-65.75%	Missed
Q3 2024	Nov 7, 2024	$2.36	$2.01	$0.23	-90.14%	Missed
Q2 2024	Aug 7, 2024	$0.21	$0.21	-$3.31	--	Missed
Q1 2024	May 29, 2024	$0.00	--	$0.18	--	--