LandBridge Q2 Earnings Call Highlights

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LandBridge (NYSE:LB) reported grounds second-quarter gross of $66.8 million, up 41% from a twelvemonth earlier and 31% sequentially, arsenic produced-water enactment and commercialized improvement crossed its Delaware Basin acreage increased. The institution reaffirmed its full-year 2026 adjusted EBITDA guidance of $210 cardinal to $230 million.

Chief Executive Officer Jason Long said the company's operating exemplary centers connected generating gross from its much than 325,000 aboveground acres done onshore management, royalties, leases and different surface-related uses. He highlighted continued enactment successful lipid and state development, produced-water handling and disposal, concern uses, powerfulness procreation and imaginable integer infrastructure projects.

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"We are pleased to person delivered different beardown 4th of operational and fiscal performance, featuring record-setting revenues and maturation crossed cardinal concern categories," Long said.

Second-Quarter Financial Results

Adjusted EBITDA was $59.8 million, rising 33% sequentially and 41% twelvemonth implicit year, with an adjusted EBITDA borderline of 89%. Cash travel from operations totaled $41.4 million, portion escaped currency travel was $40.2 million, up 11% from the prior-year period. Free currency travel borderline was 60%.

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