LandBridge Q2 2026: Revenue +41% to $66.8M, Net Income +64% to $12.3M on Water Volume Growth

Filed August 6, 2026 · Period ending June 30, 2026 · Compared to 10-Q Aug 5, 2025 · ~2 min read

Key Changes

• high

  Revenue rose 40.6% YoY to $66.8M and net income climbed 63.8% to $12.3M, driven by a 622 MBbl/d increase in produced water handling volume and $10.8M in new pipeline and infrastructure easements.

  MD&A: Revenue & Net Income verify on EDGAR →
• high

  Board approved conversion from Delaware LLC to Texas corporation to pursue index eligibility (likely S&P 500); majority shareholder expected to approve by written consent in Q3 2026.

  MD&A: Corporate Conversion verify on EDGAR →
• high

  Credit facility upsized from $275M to $375M with borrowing costs reduced 25 basis points; company announced $20M acquisition of 560 acres for a waste facility surface use agreement with WaterBridge.

  MD&A: Credit Facility & Acquisition verify on EDGAR →