LB NYSE
LandBridge Company LLC
1W: -0.3%
1M: -1.7%
3M: +5.9%
YTD: +63.7%
1Y: +33.5%
$79.25
-0.33 (-0.41%)
Weekly Expected Move ±5.0%
$71
$75
$79
$83
$87
Credit Risk of going bust: lower than 51% of companies Debt: 8.1% of company value Bonds: $50.8M held by 131 funds, 161 bp over Treasuries → details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.85 (down 99%), LandBridge Company LLC would be worth roughly what it owes.
Total debt $535.7M against a stock market value of $6.11B.
Distance to default 5.23 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $268.0M (short-term plus half of long-term), stock volatility 60.6%; Altman Z'' 1.72. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $0.85 (down 99%), LandBridge Company LLC would be worth roughly what it owes.
Total debt $535.7M against a stock market value of $6.11B.
Distance to default 5.23 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $268.0M (short-term plus half of long-term), stock volatility 60.6%; Altman Z'' 1.72. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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2 relationships2
As Filer
counterparties named
0
As Counterparty
mentioned by others
1
Rel. Types
2025-10-07
Earliest Filing
2025-11-19
Latest Filing
target: 2
Counterparties (Filed by LB)
2 relationshipsCompanies named in LB's SEC 8-K filings as business counterparties.
Recent 8-K Filings (20)
| Filing Date | Description | Type | SEC |
|---|---|---|---|
| 2026-10-01 | Material Agreement; Financial Obligation; Exhibits | Agreement | View |
| 2026-09-22 | Regulation FD; Other Events; Exhibits | View | |
| 2026-09-22 | Regulation FD; Other Events; Exhibits | View | |
| 2026-09-21 | Officer/Director Change | View | |
| 2026-08-05 | Earnings Release; Regulation FD; Exhibits | View | |
| 2026-06-24 | Shareholder Vote | View | |
| 2026-05-06 | Earnings Release; Regulation FD; Exhibits | View | |
| 2026-03-19 | Regulation FD | View | |
| 2026-02-25 | Results of Operations and Financial Condition; Regulation FD Disclosure; Financial Statements and Ex | View | |
| 2025-11-25 | Entry into Material Definitive Agreement; Creation of Direct Financial Obligation; Financial Stateme | Agreement | View |
| 2025-11-19 | Regulation FD Disclosure; Other Events; Financial Statements and Exhibits | View | |
| 2025-11-19 | Entry into Material Definitive Agreement; Results of Operations and Financial Condition; Creation of | Agreement | View |
| 2025-11-19 | Regulation FD Disclosure; Financial Statements and Exhibits | View | |
| 2025-11-12 | Results of Operations and Financial Condition; Regulation FD Disclosure; Financial Statements and Ex | View | |
| 2025-10-07 | Entry into Material Definitive Agreement; Creation of Direct Financial Obligation; Unregistered Sale | Agreement | View |
| 2025-08-07 | Results of Operations and Financial Condition; Regulation FD Disclosure; Financial Statements and Ex | View | |
| 2025-06-12 | Submission of Matters to a Vote of Security Holders | View | |
| 2025-05-07 | Results of Operations and Financial Condition; Regulation FD Disclosure; Financial Statements and Ex | View | |
| 2025-03-12 | Financial Statements and Exhibits | View | |
| 2025-03-05 | Results of Operations and Financial Condition; Regulation FD Disclosure; Financial Statements and Ex | View |
Data extracted from SEC EDGAR 8-K filings using NLP. Relationships are as disclosed in filing text.
Covers 2021–2026. View on SEC EDGAR