earnings
confidence high
sentiment positive
materiality 0.75
WaterBridge Q1 revenue $201M, net income $9.5M; raises FY2026 EBITDA guidance to $425M-$465M
WaterBridge Infrastructure LLC
2026-Q1 EPS reported
$0.08
revenue$200,977,000
- Q1 2026 revenue $201.0M, net income $9.5M vs Q4 2025 net loss of $13.6M.
- Adjusted EBITDA $102.9M, margin 51%; produced water volumes 2.5M bbl/d.
- Raised FY2026 volume guidance to 2.525-2.725M bbl/d, Adj. EBITDA to $425M-$465M.
- Declared quarterly dividend $0.05/share, payable June 18 to holders of record June 4.
- Speedway Phase I on track for mid-year start; Phase II open season closed with strong demand.