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DC · T05

Will LandBridge or Texas Pacific Land report surface/data-center-related revenue (surface use, easements, pore space, water) up at least 30% year over year in FY2026 results?

Owners of Permian surface acreage monetize data-center and power-generation demand into measurably rising fee-based surface revenue.

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Energized land and powered shells earn rent

Data centers need overlapping local access to power, gas, water and land in West Texas, and campuses sign multi-decade agreements with surface owners. Fee-based, low-capex surface and resource revenue grows independent of which AI technology firm wins, pushing LandBridge and Texas Pacific Land toward sharply higher surface and data-center-related revenue in FY2026.

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Surface revenue growth falls short of 30%

LandBridge and Texas Pacific Land report mixed, lumpy surface and resource income that depends on deal timing rather than a steady data-center buildout, so reported growth can land well under a 30% year-over-year mark. Without disclosed, comparable line items for surface use, easements, pore space and water, headline growth may be driven by one-off transactions rather than durable data-center demand. This side would be confirmed if FY2026 results show surface/data-center revenue growth below 30% for both issuers.

1 voice

The questions

  1. Settles Nov 3open

    Will Modine's operating cash flow be at least 3.5% of its revenue for the quarter ended September 30, 2026?

  2. Settles Nov 3open

    Will Modine's operating cash flow be at least 5.0% of its revenue for the quarter ended September 30, 2026?

  3. Settles Nov 3open

    Will Modine's operating cash flow be at least 6.5% of its revenue for the quarter ended September 30, 2026?

  4. Settles Oct 28open

    Will Vertiv's capital spending be at least 4.5% of its revenue for the quarter ended September 30, 2026?

  5. Settles Oct 28open

    Will Vertiv's capital spending be at least 5.6% of its revenue for the quarter ended September 30, 2026?

  6. Settles Oct 28open

    Will Vertiv's property and equipment purchases hit 6.6% of its revenue in the quarter ending September 2026?

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