Nama Insights

LandBridge (LB)

Energy · Oil Gas Equipment Services · NYSE

LandBridge (LB) is a Energy company in the Oil Gas Equipment Services industry. It has a market capitalization of $5.10B, a trailing price-to-earnings ratio of 40.4 and a free-cash-flow yield of 2.8%. Over the most recent reported fiscal year, revenue grew 81.1% and free cash flow per share fell 35.7%. Nama's AI scorecard rates it Buy, 6.9 out of 10. On 12-month momentum it ranks in the middle band of its market.
AI scorecard
Buy · 6.9/10
Positive, at the low end of Buy. As of Nov 7, 2026.
Momentum
Middle · +29.4% over 12 months ex. last
Middle fifth of its market on the past year's move.
Shariah screen
Shariah Compliant
Passes our debt, cash and income screen; not a scholar's ruling.
Off its high
-29.0%
How far the last close sits under the highest price of the past five years.
Market cap$5.10B
Trailing P/E40.4
Price / book5.2
Price / sales22.6
FCF yield2.8%
Dividend yield0.7%
Gross margin92.1%
Operating margin61.3%
Net margin16.5%
Revenue growth (YoY)+81.1%
Revenue growth (3-yr annual)+56.7%
EPS growth (YoY)—
FCF/share growth (YoY)-35.7%
Beta0.2
ExchangeNYSE
SectorEnergy
IndustryOil Gas Equipment Services

LB earnings

Next report: Feb 24, 2027 (Q4 2026, EPS estimate $0.39). Beat the EPS estimate in 3 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Nov 5, 2026 $0.44 $0.42 +4.8% —
Q2 2026 Aug 6, 2026 $0.40 $0.37 +8.1% $66.84M
Q1 2026 May 7, 2026 $0.23 $0.31 -25.8% $51.01M
Q4 2025 Feb 26, 2026 $0.54 $0.32 +68.8% $56.78M

LB analyst price target

Median target $91.00 from 7 analysts, ranging $75.00 – $98.00.

Oil Gas Equipment Services peers

TickerCompanyMarket capP/E
SLB SLB $73.68B 20.1
BKR Baker Hughes $47.54B 17.7
TS Tenaris $29.71B 15.1
HAL Halliburton $26.34B 13.3
FTI TechnipFMC $24.70B 19.2
NOV NOV $6.26B 117.1
WFRD Weatherford International $6.12B 14.3
SEI Solaris Energy Infrastructure $5.81B 35.4
Explore live LB data on Nama Insights →

Recent Congressional trades

LandBridge trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Gilbert Cisneros House Buy $15,001 - $50,000 Dec 15, 2025
Gilbert Cisneros House Buy $50,001 - $100,000 Dec 15, 2025
Sheldon Whitehouse Senate Sell $1,001 - $15,000 —
Sheldon Whitehouse Senate Sell $15,001 - $50,000 —
Sheldon Whitehouse Senate Sell $1,001 - $15,000 —

LB FAQ

Is LB a buy?
Nama's AI scorecard currently rates LandBridge Buy (6.9 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is LB's P/E ratio?
LandBridge trades at a trailing price-to-earnings ratio of 40.4.
When does LB report earnings?
LandBridge's next scheduled report is on Feb 24, 2027. Analysts expect EPS of $0.39.
What is the LB price target?
The median analyst price target from 7 analysts is $91.00, with a range of $75.00 – $98.00.
Is LB Shariah compliant?
Nama's AAOIFI-style screen reads LandBridge as Shariah Compliant. Passes our debt, cash and income screen; not a scholar's ruling.
Does LB pay a dividend?
Yes — LandBridge's dividend yield is 0.7%.