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Side-by-side financial comparison of KAMADA LTD (KMDA) and LandBridge Co LLC (LB). Click either name above to swap in a different company.
LandBridge Co LLC is the larger business by last-quarter revenue ($51.0M vs $47.0M, roughly 1.1× KAMADA LTD). LandBridge Co LLC runs the higher net margin — 35.0% vs 11.3%, a 23.8% gap on every dollar of revenue. On growth, LandBridge Co LLC posted the faster year-over-year revenue change (16.0% vs 12.6%). Over the past eight quarters, LandBridge Co LLC's revenue compounded faster (40.2% CAGR vs 12.0%).
Kamada Ltd. is a global biopharmaceutical company specializing in the research, manufacturing, and commercialization of specialty pharmaceuticals derived from human plasma.
KMDA vs LB — Head-to-Head
Income Statement — Q3 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $47.0M | $51.0M |
| Net Profit | $5.3M | $17.9M |
| Gross Margin | 42.0% | — |
| Operating Margin | 16.6% | 57.2% |
| Net Margin | 11.3% | 35.0% |
| Revenue YoY | 12.6% | 16.0% |
| Net Profit YoY | 37.1% | 15.6% |
| EPS (diluted) | $0.09 | — |
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.
| Q1 26 | — | $51.0M | ||
| Q4 25 | — | $56.8M | ||
| Q3 25 | $47.0M | $50.8M | ||
| Q2 25 | $44.8M | $47.5M | ||
| Q1 25 | $44.0M | $44.0M | ||
| Q4 24 | — | $36.5M | ||
| Q3 24 | $41.7M | $28.5M | ||
| Q2 24 | $42.5M | $26.0M |
| Q1 26 | — | $17.9M | ||
| Q4 25 | — | $8.1M | ||
| Q3 25 | $5.3M | $8.1M | ||
| Q2 25 | $7.4M | $7.5M | ||
| Q1 25 | $4.0M | $6.5M | ||
| Q4 24 | — | $49.3M | ||
| Q3 24 | $3.9M | $2.7M | ||
| Q2 24 | $4.4M | $-57.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 42.0% | — | ||
| Q2 25 | 42.3% | — | ||
| Q1 25 | 47.1% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 41.3% | — | ||
| Q2 24 | 44.6% | — |
| Q1 26 | — | 57.2% | ||
| Q4 25 | — | 60.0% | ||
| Q3 25 | 16.6% | 60.8% | ||
| Q2 25 | 15.8% | 60.0% | ||
| Q1 25 | 17.7% | 57.0% | ||
| Q4 24 | — | 49.4% | ||
| Q3 24 | 12.7% | 11.2% | ||
| Q2 24 | 13.3% | -197.4% |
| Q1 26 | — | 35.0% | ||
| Q4 25 | — | 14.2% | ||
| Q3 25 | 11.3% | 15.9% | ||
| Q2 25 | 16.5% | 15.8% | ||
| Q1 25 | 9.0% | 14.7% | ||
| Q4 24 | — | 135.2% | ||
| Q3 24 | 9.3% | 9.3% | ||
| Q2 24 | 10.4% | -222.1% |
| Q1 26 | — | — | ||
| Q4 25 | — | $0.24 | ||
| Q3 25 | $0.09 | $0.26 | ||
| Q2 25 | $0.13 | $0.24 | ||
| Q1 25 | $0.07 | $0.20 | ||
| Q4 24 | — | — | ||
| Q3 24 | $0.07 | $-0.04 | ||
| Q2 24 | $0.08 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $72.0M | $29.7M |
| Total DebtLower is stronger | — | $433.0K |
| Stockholders' EquityBook value | $265.2M | — |
| Total Assets | $377.2M | $1.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $29.7M | ||
| Q4 25 | — | $30.7M | ||
| Q3 25 | $72.0M | $28.3M | ||
| Q2 25 | $66.0M | $20.3M | ||
| Q1 25 | $76.3M | $14.9M | ||
| Q4 24 | — | $37.0M | ||
| Q3 24 | $72.0M | $14.4M | ||
| Q2 24 | $56.5M | $24.6M |
| Q1 26 | — | $433.0K | ||
| 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 26 | — | — | ||
| Q4 25 | — | $340.3M | ||
| Q3 25 | $265.2M | $272.0M | ||
| Q2 25 | $260.0M | $266.4M | ||
| Q1 25 | $252.0M | $217.0M | ||
| Q4 24 | — | $211.8M | ||
| Q3 24 | $255.3M | $97.2M | ||
| Q2 24 | $251.2M | $296.4M |
| Q1 26 | — | $1.4B | ||
| Q4 25 | — | $1.4B | ||
| Q3 25 | $377.2M | $1.1B | ||
| Q2 25 | $368.2M | $1.1B | ||
| Q1 25 | $375.1M | $1.0B | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | $351.2M | $689.9M | ||
| Q2 24 | $351.0M | $710.5M |
| Q1 26 | — | — | ||
| 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× |
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 | $10.4M | $41.1M |
| Free Cash FlowOCF − Capex | — | $40.9M |
| FCF MarginFCF / Revenue | — | 80.3% |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 1.97× | 2.30× |
| TTM Free Cash FlowTrailing 4 quarters | — | $232.8M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $41.1M | ||
| Q4 25 | — | $126.3M | ||
| Q3 25 | $10.4M | $34.9M | ||
| Q2 25 | $8.0M | $37.3M | ||
| Q1 25 | $-513.0K | $15.9M | ||
| Q4 24 | — | $67.6M | ||
| Q3 24 | $22.2M | $7.5M | ||
| Q2 24 | $14.0M | $16.0M |
| Q1 26 | — | $40.9M | ||
| Q4 25 | — | $122.0M | ||
| Q3 25 | — | $33.7M | ||
| Q2 25 | — | $36.1M | ||
| Q1 25 | — | $15.8M | ||
| Q4 24 | — | $66.7M | ||
| Q3 24 | — | $7.1M | ||
| Q2 24 | — | $15.7M |
| Q1 26 | — | 80.3% | ||
| Q4 25 | — | 214.9% | ||
| Q3 25 | — | 66.3% | ||
| Q2 25 | — | 75.9% | ||
| Q1 25 | — | 36.0% | ||
| Q4 24 | — | 182.6% | ||
| Q3 24 | — | 25.1% | ||
| Q2 24 | — | 60.4% |
| Q1 26 | — | — | ||
| Q4 25 | — | 7.5% | ||
| Q3 25 | — | 2.3% | ||
| Q2 25 | — | 2.6% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | — | 2.7% | ||
| Q3 24 | — | 1.1% | ||
| Q2 24 | — | 1.4% |
| Q1 26 | — | 2.30× | ||
| Q4 25 | — | 15.68× | ||
| Q3 25 | 1.97× | 4.31× | ||
| Q2 25 | 1.09× | 4.98× | ||
| Q1 25 | -0.13× | 2.46× | ||
| Q4 24 | — | 1.37× | ||
| Q3 24 | 5.75× | 2.80× | ||
| Q2 24 | 3.15× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
KMDA
Segment breakdown not available.
LB
| Other | $14.2M | 28% |
| Easements and other surface-related revenues | $11.6M | 23% |
| Surface use royalties - related party | $11.0M | 22% |
| Resource sales | $5.2M | 10% |
| Resource royalties | $4.3M | 8% |
| Easements and other surface-related revenues - related party | $3.2M | 6% |
| Resource royalties - related party | $1.3M | 2% |
| Resource sales - related party | $205.0K | 0% |
