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Side-by-side financial comparison of VAALCO ENERGY INC (EGY) and LandBridge Co LLC (LB). Click either name above to swap in a different company.
VAALCO ENERGY INC is the larger business by last-quarter revenue ($91.0M vs $56.8M, roughly 1.6× LandBridge Co LLC). LandBridge Co LLC runs the higher net margin — 14.2% vs -64.4%, a 78.6% gap on every dollar of revenue. On growth, LandBridge Co LLC posted the faster year-over-year revenue change (55.6% vs -25.2%). Over the past eight quarters, LandBridge Co LLC's revenue compounded faster (72.8% CAGR vs -4.7%).
VAALCO Energy is a company engaged in hydrocarbon exploration. It is organized in Delaware and headquartered in Houston, Texas with operations primarily in the Etame Marin block offshore Gabon.
EGY vs LB — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $91.0M | $56.8M |
| Net Profit | $-58.6M | $8.1M |
| Gross Margin | — | — |
| Operating Margin | -71.3% | 60.0% |
| Net Margin | -64.4% | 14.2% |
| Revenue YoY | -25.2% | 55.6% |
| Net Profit YoY | -602.5% | -83.7% |
| EPS (diluted) | $-0.56 | $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 | $91.0M | $56.8M | ||
| Q3 25 | $61.0M | $50.8M | ||
| Q2 25 | $96.9M | $47.5M | ||
| Q1 25 | $110.3M | $44.0M | ||
| Q4 24 | $121.7M | $36.5M | ||
| Q3 24 | $140.3M | $28.5M | ||
| Q2 24 | $116.8M | $26.0M | ||
| Q1 24 | $100.2M | $19.0M |
| Q4 25 | $-58.6M | $8.1M | ||
| Q3 25 | $1.1M | $8.1M | ||
| Q2 25 | $8.4M | $7.5M | ||
| Q1 25 | $7.7M | $6.5M | ||
| Q4 24 | $11.7M | $49.3M | ||
| Q3 24 | $11.0M | $2.7M | ||
| Q2 24 | $28.2M | $-57.7M | ||
| Q1 24 | $7.7M | $10.8M |
| Q4 25 | -71.3% | 60.0% | ||
| Q3 25 | 1.5% | 60.8% | ||
| Q2 25 | 17.7% | 60.0% | ||
| Q1 25 | 23.7% | 57.0% | ||
| Q4 24 | 32.7% | 49.4% | ||
| Q3 24 | 31.4% | 11.2% | ||
| Q2 24 | 17.5% | -197.4% | ||
| Q1 24 | 32.1% | 71.1% |
| Q4 25 | -64.4% | 14.2% | ||
| Q3 25 | 1.8% | 15.9% | ||
| Q2 25 | 8.6% | 15.8% | ||
| Q1 25 | 7.0% | 14.7% | ||
| Q4 24 | 9.6% | 135.2% | ||
| Q3 24 | 7.8% | 9.3% | ||
| Q2 24 | 24.1% | -222.1% | ||
| Q1 24 | 7.7% | 56.7% |
| Q4 25 | $-0.56 | $0.24 | ||
| Q3 25 | $0.01 | $0.26 | ||
| Q2 25 | $0.08 | $0.24 | ||
| Q1 25 | $0.07 | $0.20 | ||
| Q4 24 | $0.12 | — | ||
| Q3 24 | $0.10 | $-0.04 | ||
| Q2 24 | $0.27 | — | ||
| Q1 24 | $0.07 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $58.9M | $30.7M |
| Total DebtLower is stronger | $60.0M | $570.7M |
| Stockholders' EquityBook value | $443.5M | $340.3M |
| Total Assets | $913.4M | $1.4B |
| Debt / EquityLower = less leverage | 0.14× | 1.68× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $58.9M | $30.7M | ||
| Q3 25 | $24.0M | $28.3M | ||
| Q2 25 | $67.9M | $20.3M | ||
| Q1 25 | $40.9M | $14.9M | ||
| Q4 24 | $82.7M | $37.0M | ||
| Q3 24 | $89.1M | $14.4M | ||
| Q2 24 | $62.9M | $24.6M | ||
| Q1 24 | $113.3M | — |
| Q4 25 | $60.0M | $570.7M | ||
| Q3 25 | $60.0M | $366.1M | ||
| Q2 25 | $60.0M | $370.9M | ||
| Q1 25 | $0 | $375.5M | ||
| Q4 24 | $0 | $385.5M | ||
| Q3 24 | $0 | $242.4M | ||
| Q2 24 | $0 | $360.8M | ||
| Q1 24 | $0 | — |
| Q4 25 | $443.5M | $340.3M | ||
| Q3 25 | $505.9M | $272.0M | ||
| Q2 25 | $511.6M | $266.4M | ||
| Q1 25 | $504.1M | $217.0M | ||
| Q4 24 | $501.6M | $211.8M | ||
| Q3 24 | $501.0M | $97.2M | ||
| Q2 24 | $493.6M | $296.4M | ||
| Q1 24 | $472.6M | $162.3M |
| Q4 25 | $913.4M | $1.4B | ||
| Q3 25 | $950.4M | $1.1B | ||
| Q2 25 | $964.9M | $1.1B | ||
| Q1 25 | $927.1M | $1.0B | ||
| Q4 24 | $955.0M | $1.0B | ||
| Q3 24 | $937.9M | $689.9M | ||
| Q2 24 | $917.4M | $710.5M | ||
| Q1 24 | $809.1M | — |
| Q4 25 | 0.14× | 1.68× | ||
| Q3 25 | 0.12× | 1.35× | ||
| Q2 25 | 0.12× | 1.39× | ||
| Q1 25 | 0.00× | 1.73× | ||
| Q4 24 | 0.00× | 1.82× | ||
| Q3 24 | 0.00× | 2.49× | ||
| Q2 24 | 0.00× | 1.22× | ||
| Q1 24 | 0.00× | — |
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 | $145.2M | $126.3M |
| Free Cash FlowOCF − Capex | — | $122.0M |
| FCF MarginFCF / Revenue | — | 214.9% |
| Capex IntensityCapex / Revenue | — | 7.5% |
| Cash ConversionOCF / Net Profit | — | 15.68× |
| TTM Free Cash FlowTrailing 4 quarters | — | $207.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $145.2M | $126.3M | ||
| Q3 25 | $16.4M | $34.9M | ||
| Q2 25 | $18.3M | $37.3M | ||
| Q1 25 | $32.7M | $15.9M | ||
| Q4 24 | $44.5M | $67.6M | ||
| Q3 24 | $47.8M | $7.5M | ||
| Q2 24 | $-438.0K | $16.0M | ||
| Q1 24 | $21.8M | $17.2M |
| Q4 25 | — | $122.0M | ||
| Q3 25 | — | $33.7M | ||
| Q2 25 | — | $36.1M | ||
| Q1 25 | $29.7M | $15.8M | ||
| Q4 24 | — | $66.7M | ||
| Q3 24 | — | $7.1M | ||
| Q2 24 | — | $15.7M | ||
| Q1 24 | — | $17.1M |
| Q4 25 | — | 214.9% | ||
| Q3 25 | — | 66.3% | ||
| Q2 25 | — | 75.9% | ||
| Q1 25 | 26.9% | 36.0% | ||
| Q4 24 | — | 182.6% | ||
| Q3 24 | — | 25.1% | ||
| Q2 24 | — | 60.4% | ||
| Q1 24 | — | 90.1% |
| Q4 25 | — | 7.5% | ||
| Q3 25 | — | 2.3% | ||
| Q2 25 | — | 2.6% | ||
| Q1 25 | 2.7% | 0.2% | ||
| Q4 24 | — | 2.7% | ||
| Q3 24 | — | 1.1% | ||
| Q2 24 | — | 1.4% | ||
| Q1 24 | — | 0.5% |
| Q4 25 | — | 15.68× | ||
| Q3 25 | 14.94× | 4.31× | ||
| Q2 25 | 2.19× | 4.98× | ||
| Q1 25 | 4.23× | 2.46× | ||
| Q4 24 | 3.82× | 1.37× | ||
| Q3 24 | 4.35× | 2.80× | ||
| Q2 24 | -0.02× | — | ||
| Q1 24 | 2.84× | 1.60× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
EGY
| Crude Oil Sales And Purchase Agreements | $54.8M | 60% |
| Other | $31.9M | 35% |
| Crude Oil | $3.0M | 3% |
| Natural Gas Liquids Reserves | $1.4M | 2% |
LB
Segment breakdown not available.
