LandBridge Company LLC announced it will release its financial results for the third quarter of fiscal year 2026 after market close on Wednesday, November 4, 2026. The company will host a webcast and conference call to discuss these results on Thursday, November 5, 2026, at 10:00 am Central Time / 11:00 am Eastern Time.

Conference call details

Participants must pre-register online to receive unique dial-in information for the live conference call. Pre-registration is available at any time up to the scheduled start time. To listen to the live webcast, investors should visit the Events and Presentations section of the LandBridge Investor Relations website. Attendees are advised to access the site 10 to 15 minutes prior to the start time to register and install any necessary audio software. The webcast will be archived on the site for those unable to listen in real time.

Company overview

LandBridge owns or manages more than 350,000 surface acres across Texas and New Mexico. These assets are located primarily in the heart of the Delaware sub-region in the Permian Basin, which is the most active region for oil and gas exploration and development in the United States.

The company actively manages its land and resources to support energy and infrastructure development, as well as other land uses including digital infrastructure. LandBridge was formed by Five Point Infrastructure LLC, a private equity firm with a track record of investing in and developing energy, environmental water management, and sustainable infrastructure companies within the Permian Basin.

LandBridge Company LLC announced that its subsidiary, DBR Land Holdings LLC, has priced a $125 million offering of additional senior notes due 2030. The transaction was upsized from the previously announced size of $100 million, reflecting strong investor demand for the company's debt securities.

The notes carry a coupon rate of 6.250% and were priced at 99.375% of par value. The offering is expected to close on October 1, 2026, subject to customary closing conditions. These new notes will be treated as part of the same series as the existing $500 million in 6.250% senior notes issued in November 2025.

Offering details

The new issuance serves as an add-on to LandBridge's existing debt structure. The terms remain identical to the previously issued notes, with differences limited to the issue date and issue price.

Use of proceeds

LandBridge intends to use the net proceeds from this offering to repay a portion of outstanding borrowings under its revolving credit facility. This move shifts a portion of the company's short-term or floating-rate liabilities to fixed-rate long-term debt, potentially stabilizing interest expense obligations through 2030.

Regulatory and distribution framework

The new notes have not been registered under the Securities Act of 1933. They are being offered in the United States only to qualified institutional buyers in reliance on Rule 144A, and to persons outside the United States pursuant to Regulation S. The press release explicitly states that this document is neither an offer to sell nor a solicitation to buy securities in any jurisdiction where such activity would be unlawful.

What the numbers show

The upsizing of the offering from $100 million to $125 million represents a 25% increase in the targeted capital raise. When combined with the existing $500 million series, the total aggregate principal amount of this specific 6.250% note series rises to $625 million. This consolidation simplifies the issuer's debt profile by concentrating maturities into a single instrument rather than diversifying across multiple tranches.