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Strong Q2 performance, durable high margins, and dividend support; near-term catalysts (Texas re-domicile, >10 GW LOIs) could attract buyers and widen the multiple. Balance sheet improvements via higher liquidity and favorable credit facility terms reduce funding risks, potentially lifting valuation.
What happened, with direct paths to the underlying reporting
LandBridge delivered a record Q2 with $66.8 million in revenue (up 41% YoY, 31% QoQ) and net income of $31.0 million. Adjusted EBITDA rose to $59.8 million with an 89% margin, while operating and free cash flow remained strong at $41.4 million and $40.2 million, respectively. The company reaffirmed its 2026 EBITDA outlook, declared a $0.12 per-share dividend, and highlighted seven LOIs totaling over 10 GW of potential capacity alongside a $20 million NM land acquisition, underscoring a multi-stream growth path and de-risking asset-light cash flow in Texas.
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