LandBridge Soars in 2026, Secures $210M Data Center Deal

LandBridge kicked off 2026 with a 16% year-over-year growth in revenue and adjusted EBITDA, reaching $51 million and $44.9 million respectively, with an 88% margin. They raised full-year guidance to $210-$230 million, thanks to a strong commercial pipeline and favorable macro conditions. Q1 was softer but Q2 is already outpacing it, with over 320,000 acres of fee surface ownership in the Delaware Basin. Theyve secured multi-decade deals for water infrastructure, data centers, and more. LandBridge inked a deal with PowerBridge for the Alpha Digital data center campus, with long-term lease royalties growing as it develops. With 80% free cash flow margins and steady leverage, theyre well-positioned for M&A, balance sheet strength, and shareholder returns. Support the show:Get a discount at https://solipillow.com/discount/dnn. Advertise on DNN:[email protected] This is an automated, high-level news summary based on public reporting.Report issues to [email protected]. View sources & latest updates:https://sources.thednn.ai/392bc629c09be3e2