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LB compared with TPL: revenue, margins and what each company keeps, and the suppliers and customers both name
LB
LandBridge Co LLC
Change
Mkt cap
Revenue
Revenue
TPL
Texas Pacific Land Corp
Change
Mkt cap
Revenue
Revenue
vs
Compare
LB
LandBridge Co LLC
vs
TPL
Texas Pacific Land Corp
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
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Supply-chain overlap
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Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only LB
15
CVX
Chevron
customer
COP
ConocoPhillips
customer
EOG
EOG Resources
customer
OXY
Occidental Petroleum
customer
11 more · LB chain
›
Shared
0
No shared counterparties.
Only TPL
2
LB
LandBridge
supplier
—
Bolt Data & Energy
unlisted
customer
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
LB
LandBridge Co LLC
Change
79.99
▼
−4.30%
· post 80.55
Mkt cap
$6.4B
Revenue
$67M
Q2 FY26
Revenue
$199M
FY25
TPL
Texas Pacific Land Corp
Change
329.20
▼
−0.75%
· post 329.93
Closed
Nov 2 '26
Mkt cap
$22.8B
Revenue
$246M
Q2 FY26
Revenue
$798M
FY25
vs
Compare
Closed
Nov 2 '26
LB
LandBridge Co LLC
vs
TPL
Texas Pacific Land Corp
79.99
▼
−4.30%
post 80.55
Price
329.20
▼
−0.75%
post 329.93
$6.4B
Mkt cap
$22.8B
Q2 FY26
$67M
Revenue
$246M
Q2 FY26
FY25
$199M
Revenue
$798M
FY25
Change
Change
LB
79.99
▼
−4.30%
vs
TPL
329.20
▼
−0.75%
Closed
Nov 2 '26