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Side-by-side financial comparison of C3.ai, Inc. (AI) and LandBridge Co LLC (LB). Click either name above to swap in a different company.
C3.ai, Inc. is the larger business by last-quarter revenue ($75.1M vs $56.8M, roughly 1.3× LandBridge Co LLC). LandBridge Co LLC runs the higher net margin — 14.2% vs -139.3%, a 153.5% gap on every dollar of revenue. On growth, LandBridge Co LLC posted the faster year-over-year revenue change (55.6% vs -20.3%). LandBridge Co LLC produced more free cash flow last quarter ($122.0M vs $-46.9M). Over the past eight quarters, LandBridge Co LLC's revenue compounded faster (72.8% CAGR vs -2.1%).
C3.ai, Inc. is a leading enterprise artificial intelligence software provider that develops and delivers scalable AI applications, platform tools, and industry-specific solutions for clients across sectors including manufacturing, energy, financial services, healthcare and public sector. Its offerings help organizations optimize operations, reduce costs, mitigate risks, and realize data-driven decision making.
AI vs LB — Head-to-Head
Income Statement — Q2 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $75.1M | $56.8M |
| Net Profit | $-104.7M | $8.1M |
| Gross Margin | 40.4% | — |
| Operating Margin | -149.2% | 60.0% |
| Net Margin | -139.3% | 14.2% |
| Revenue YoY | -20.3% | 55.6% |
| Net Profit YoY | -58.7% | -83.7% |
| EPS (diluted) | $-0.75 | $0.24 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $75.1M | $56.8M | ||
| Q3 25 | $70.3M | $50.8M | ||
| Q2 25 | $108.7M | $47.5M | ||
| Q1 25 | $98.8M | $44.0M | ||
| Q4 24 | $94.3M | $36.5M | ||
| Q3 24 | $87.2M | $28.5M | ||
| Q2 24 | $86.6M | $26.0M | ||
| Q1 24 | $78.4M | $19.0M |
| Q4 25 | $-104.7M | $8.1M | ||
| Q3 25 | $-116.8M | $8.1M | ||
| Q2 25 | $-79.7M | $7.5M | ||
| Q1 25 | $-80.2M | $6.5M | ||
| Q4 24 | $-66.0M | $49.3M | ||
| Q3 24 | $-62.8M | $2.7M | ||
| Q2 24 | $-72.9M | $-57.7M | ||
| Q1 24 | $-72.6M | $10.8M |
| Q4 25 | 40.4% | — | ||
| Q3 25 | 37.6% | — | ||
| Q2 25 | 62.1% | — | ||
| Q1 25 | 59.1% | — | ||
| Q4 24 | 61.3% | — | ||
| Q3 24 | 59.8% | — | ||
| Q2 24 | 59.6% | — | ||
| Q1 24 | 57.8% | — |
| Q4 25 | -149.2% | 60.0% | ||
| Q3 25 | -177.7% | 60.8% | ||
| Q2 25 | -81.8% | 60.0% | ||
| Q1 25 | -88.7% | 57.0% | ||
| Q4 24 | -79.8% | 49.4% | ||
| Q3 24 | -83.2% | 11.2% | ||
| Q2 24 | -95.1% | -197.4% | ||
| Q1 24 | -105.3% | 71.1% |
| Q4 25 | -139.3% | 14.2% | ||
| Q3 25 | -166.2% | 15.9% | ||
| Q2 25 | -73.3% | 15.8% | ||
| Q1 25 | -81.2% | 14.7% | ||
| Q4 24 | -69.9% | 135.2% | ||
| Q3 24 | -72.0% | 9.3% | ||
| Q2 24 | -84.2% | -222.1% | ||
| Q1 24 | -92.6% | 56.7% |
| Q4 25 | $-0.75 | $0.24 | ||
| Q3 25 | $-0.86 | $0.26 | ||
| Q2 25 | $-0.60 | $0.24 | ||
| Q1 25 | $-0.62 | $0.20 | ||
| Q4 24 | $-0.52 | — | ||
| Q3 24 | $-0.50 | $-0.04 | ||
| Q2 24 | $-0.59 | — | ||
| Q1 24 | $-0.60 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $675.0M | $30.7M |
| Total DebtLower is stronger | — | $570.7M |
| Stockholders' EquityBook value | $771.9M | $340.3M |
| Total Assets | $961.3M | $1.4B |
| Debt / EquityLower = less leverage | — | 1.68× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $675.0M | $30.7M | ||
| Q3 25 | $711.9M | $28.3M | ||
| Q2 25 | $742.7M | $20.3M | ||
| Q1 25 | $724.3M | $14.9M | ||
| Q4 24 | $730.4M | $37.0M | ||
| Q3 24 | $762.5M | $14.4M | ||
| Q2 24 | $750.4M | $24.6M | ||
| Q1 24 | $723.3M | — |
| Q4 25 | — | $570.7M | ||
| Q3 25 | — | $366.1M | ||
| Q2 25 | — | $370.9M | ||
| Q1 25 | — | $375.5M | ||
| Q4 24 | — | $385.5M | ||
| Q3 24 | — | $242.4M | ||
| Q2 24 | — | $360.8M | ||
| Q1 24 | — | — |
| Q4 25 | $771.9M | $340.3M | ||
| Q3 25 | $798.8M | $272.0M | ||
| Q2 25 | $838.3M | $266.4M | ||
| Q1 25 | $860.2M | $217.0M | ||
| Q4 24 | $859.0M | $211.8M | ||
| Q3 24 | $874.9M | $97.2M | ||
| Q2 24 | $873.4M | $296.4M | ||
| Q1 24 | $898.0M | $162.3M |
| Q4 25 | $961.3M | $1.4B | ||
| Q3 25 | $968.7M | $1.1B | ||
| Q2 25 | $1.0B | $1.1B | ||
| Q1 25 | $1.1B | $1.0B | ||
| Q4 24 | $1.0B | $1.0B | ||
| Q3 24 | $1.1B | $689.9M | ||
| Q2 24 | $1.0B | $710.5M | ||
| Q1 24 | $1.1B | — |
| Q4 25 | — | 1.68× | ||
| Q3 25 | — | 1.35× | ||
| Q2 25 | — | 1.39× | ||
| Q1 25 | — | 1.73× | ||
| Q4 24 | — | 1.82× | ||
| Q3 24 | — | 2.49× | ||
| Q2 24 | — | 1.22× | ||
| Q1 24 | — | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $-46.5M | $126.3M |
| Free Cash FlowOCF − Capex | $-46.9M | $122.0M |
| FCF MarginFCF / Revenue | -62.4% | 214.9% |
| Capex IntensityCapex / Revenue | 0.5% | 7.5% |
| Cash ConversionOCF / Net Profit | — | 15.68× |
| TTM Free Cash FlowTrailing 4 quarters | $-93.2M | $207.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-46.5M | $126.3M | ||
| Q3 25 | $-33.5M | $34.9M | ||
| Q2 25 | $11.3M | $37.3M | ||
| Q1 25 | $-22.0M | $15.9M | ||
| Q4 24 | $-38.7M | $67.6M | ||
| Q3 24 | $8.0M | $7.5M | ||
| Q2 24 | $21.3M | $16.0M | ||
| Q1 24 | $-39.1M | $17.2M |
| Q4 25 | $-46.9M | $122.0M | ||
| Q3 25 | $-34.3M | $33.7M | ||
| Q2 25 | $10.3M | $36.1M | ||
| Q1 25 | $-22.4M | $15.8M | ||
| Q4 24 | $-39.5M | $66.7M | ||
| Q3 24 | $7.1M | $7.1M | ||
| Q2 24 | $18.8M | $15.7M | ||
| Q1 24 | $-45.1M | $17.1M |
| Q4 25 | -62.4% | 214.9% | ||
| Q3 25 | -48.8% | 66.3% | ||
| Q2 25 | 9.5% | 75.9% | ||
| Q1 25 | -22.7% | 36.0% | ||
| Q4 24 | -41.9% | 182.6% | ||
| Q3 24 | 8.2% | 25.1% | ||
| Q2 24 | 21.7% | 60.4% | ||
| Q1 24 | -57.6% | 90.1% |
| Q4 25 | 0.5% | 7.5% | ||
| Q3 25 | 1.1% | 2.3% | ||
| Q2 25 | 0.9% | 2.6% | ||
| Q1 25 | 0.4% | 0.2% | ||
| Q4 24 | 0.9% | 2.7% | ||
| Q3 24 | 1.1% | 1.1% | ||
| Q2 24 | 2.9% | 1.4% | ||
| Q1 24 | 7.8% | 0.5% |
| Q4 25 | — | 15.68× | ||
| Q3 25 | — | 4.31× | ||
| Q2 25 | — | 4.98× | ||
| Q1 25 | — | 2.46× | ||
| Q4 24 | — | 1.37× | ||
| Q3 24 | — | 2.80× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 1.60× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AI
| License And Service | $70.2M | 93% |
| Professional Services | $4.9M | 7% |
LB
Segment breakdown not available.
