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Side-by-side financial comparison of LandBridge Co LLC (LB) and NACCO INDUSTRIES INC (NC). Click either name above to swap in a different company.
NACCO INDUSTRIES INC is the larger business by last-quarter revenue ($66.8M vs $56.8M, roughly 1.2× LandBridge Co LLC). LandBridge Co LLC runs the higher net margin — 14.2% vs -5.8%, a 19.9% gap on every dollar of revenue. On growth, LandBridge Co LLC posted the faster year-over-year revenue change (55.6% vs -5.2%). Over the past eight quarters, LandBridge Co LLC's revenue compounded faster (72.8% CAGR vs 11.9%).
NACCO Industries, Inc. is an American publicly traded holding company, headquartered in Cleveland, Ohio. Through a portfolio of mining and natural resources businesses, the company operates under three business segments: Coal Mining, North American Mining, and Minerals Management. The Coal Mining segment operates surface coal mines under long-term contracts with power generation companies and an activated carbon producer pursuant to a service-based business model. The North American Mining se...
LB vs NC — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $56.8M | $66.8M |
| Net Profit | $8.1M | $-3.8M |
| Gross Margin | — | 18.0% |
| Operating Margin | 60.0% | 11.3% |
| Net Margin | 14.2% | -5.8% |
| Revenue YoY | 55.6% | -5.2% |
| Net Profit YoY | -83.7% | -150.8% |
| EPS (diluted) | $0.24 | $-0.53 |
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 | $56.8M | $66.8M | ||
| Q3 25 | $50.8M | $76.6M | ||
| Q2 25 | $47.5M | $68.2M | ||
| Q1 25 | $44.0M | $65.6M | ||
| Q4 24 | $36.5M | $70.4M | ||
| Q3 24 | $28.5M | $61.7M | ||
| Q2 24 | $26.0M | $52.3M | ||
| Q1 24 | $19.0M | $53.3M |
| Q4 25 | $8.1M | $-3.8M | ||
| Q3 25 | $8.1M | $13.3M | ||
| Q2 25 | $7.5M | $3.3M | ||
| Q1 25 | $6.5M | $4.9M | ||
| Q4 24 | $49.3M | $7.6M | ||
| Q3 24 | $2.7M | $15.6M | ||
| Q2 24 | $-57.7M | $6.0M | ||
| Q1 24 | $10.8M | $4.6M |
| Q4 25 | — | 18.0% | ||
| Q3 25 | — | 13.0% | ||
| Q2 25 | — | 10.0% | ||
| Q1 25 | — | 14.7% | ||
| Q4 24 | — | 12.0% | ||
| Q3 24 | — | 11.7% | ||
| Q2 24 | — | 13.4% | ||
| Q1 24 | — | 13.2% |
| Q4 25 | 60.0% | 11.3% | ||
| Q3 25 | 60.8% | 8.8% | ||
| Q2 25 | 60.0% | -0.1% | ||
| Q1 25 | 57.0% | 11.7% | ||
| Q4 24 | 49.4% | 5.5% | ||
| Q3 24 | 11.2% | 31.9% | ||
| Q2 24 | -197.4% | 14.1% | ||
| Q1 24 | 71.1% | 8.9% |
| Q4 25 | 14.2% | -5.8% | ||
| Q3 25 | 15.9% | 17.3% | ||
| Q2 25 | 15.8% | 4.8% | ||
| Q1 25 | 14.7% | 7.5% | ||
| Q4 24 | 135.2% | 10.7% | ||
| Q3 24 | 9.3% | 25.4% | ||
| Q2 24 | -222.1% | 11.4% | ||
| Q1 24 | 56.7% | 8.6% |
| Q4 25 | $0.24 | $-0.53 | ||
| Q3 25 | $0.26 | $1.78 | ||
| Q2 25 | $0.24 | $0.44 | ||
| Q1 25 | $0.20 | $0.66 | ||
| Q4 24 | — | $0.99 | ||
| Q3 24 | $-0.04 | $2.14 | ||
| Q2 24 | — | $0.81 | ||
| Q1 24 | — | $0.61 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $30.7M | $49.7M |
| Total DebtLower is stronger | $570.7M | $100.8M |
| Stockholders' EquityBook value | $340.3M | $429.2M |
| Total Assets | $1.4B | $661.2M |
| Debt / EquityLower = less leverage | 1.68× | 0.23× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $30.7M | $49.7M | ||
| Q3 25 | $28.3M | $52.7M | ||
| Q2 25 | $20.3M | $49.4M | ||
| Q1 25 | $14.9M | $61.9M | ||
| Q4 24 | $37.0M | $72.8M | ||
| Q3 24 | $14.4M | $63.1M | ||
| Q2 24 | $24.6M | $62.4M | ||
| Q1 24 | — | $61.8M |
| Q4 25 | $570.7M | $100.8M | ||
| Q3 25 | $366.1M | — | ||
| Q2 25 | $370.9M | — | ||
| Q1 25 | $375.5M | — | ||
| Q4 24 | $385.5M | $99.4M | ||
| Q3 24 | $242.4M | — | ||
| Q2 24 | $360.8M | $29.0M | ||
| Q1 24 | — | $28.4M |
| Q4 25 | $340.3M | $429.2M | ||
| Q3 25 | $272.0M | $426.4M | ||
| Q2 25 | $266.4M | $413.1M | ||
| Q1 25 | $217.0M | $409.1M | ||
| Q4 24 | $211.8M | $404.9M | ||
| Q3 24 | $97.2M | $397.3M | ||
| Q2 24 | $296.4M | $384.1M | ||
| Q1 24 | $162.3M | $381.6M |
| Q4 25 | $1.4B | $661.2M | ||
| Q3 25 | $1.1B | $637.6M | ||
| Q2 25 | $1.1B | $631.3M | ||
| Q1 25 | $1.0B | $634.2M | ||
| Q4 24 | $1.0B | $631.7M | ||
| Q3 24 | $689.9M | $597.4M | ||
| Q2 24 | $710.5M | $560.1M | ||
| Q1 24 | — | $538.0M |
| Q4 25 | 1.68× | 0.23× | ||
| Q3 25 | 1.35× | — | ||
| Q2 25 | 1.39× | — | ||
| Q1 25 | 1.73× | — | ||
| Q4 24 | 1.82× | 0.25× | ||
| Q3 24 | 2.49× | — | ||
| Q2 24 | 1.22× | 0.08× | ||
| Q1 24 | — | 0.07× |
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 | $126.3M | $11.4M |
| 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 | $126.3M | $11.4M | ||
| Q3 25 | $34.9M | $42.3M | ||
| Q2 25 | $37.3M | $-7.8M | ||
| Q1 25 | $15.9M | $5.0M | ||
| Q4 24 | $67.6M | $25.2M | ||
| Q3 24 | $7.5M | $2.8M | ||
| Q2 24 | $16.0M | $4.1M | ||
| Q1 24 | $17.2M | $-9.8M |
| 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 24 | $17.1M | — |
| 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 24 | 90.1% | — |
| 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 24 | 0.5% | — |
| Q4 25 | 15.68× | — | ||
| Q3 25 | 4.31× | 3.19× | ||
| Q2 25 | 4.98× | -2.39× | ||
| Q1 25 | 2.46× | 1.03× | ||
| Q4 24 | 1.37× | 3.33× | ||
| Q3 24 | 2.80× | 0.18× | ||
| Q2 24 | — | 0.68× | ||
| Q1 24 | 1.60× | -2.14× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LB
Segment breakdown not available.
NC
| Transferred Over Time | $42.7M | 64% |
| Transferred At Point In Time | $24.1M | 36% |
