---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-26-209050"
form_type: "8-K"
ticker: "WBI"
cik: "0002064947"
company_name: "WaterBridge Infrastructure LLC"
filed_at: "2026-05-06T23:59:59+00:00"
generated_at: "2026-05-14T22:58:36.890111+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# WaterBridge Q1 revenue $201M, net income $9.5M; raises FY2026 EBITDA guidance to $425M-$465M

## Summary
- 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.

## SEC filing metadata
- accession: 0001193125-26-209050
- form_type: 8-K
- ticker: WBI
- cik: 0002064947
- company_name: WaterBridge Infrastructure LLC
- filed_at: 2026-05-06T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/2064947/000119312526209050/0001193125-26-209050-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/2064947/000119312526209050/wbi-20260506.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-26-209050
- JSON: https://secwatch.observer/filing/0001193125-26-209050.json
- Plain text: https://secwatch.observer/filing/0001193125-26-209050.txt

## Source-grounded claims
- claim_id: 0c59787509d755e09042d38d101683f7dc1f510e
  claim: WaterBridge Infrastructure LLC reported first quarter of 2026 results: revenue $201.0 million, net income $9.5 million. Guidance raised.
  evidence_excerpt: million barrels per day and $425 million to $465 million, respectively Reports first quarter 2026 produced water handling volumes of 2.5 million barrels per day and revenue of $201.0 million Declares quarterly cash dividend of $0.05 per share HOUSTON—(BUSINESS WIRE)—WaterBridge Infrastructure LLC (NYSE: WBI; NYSE TX: WBI) (the “Company” or “WaterBridge”) today
  evidence_url: https://www.sec.gov/Archives/edgar/data/2064947/000119312526209050/0001193125-26-209050-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.