secwatch.observer — SEC 8-K summary
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Issuer:     WaterBridge Infrastructure LLC (WBI)
CIK:        0002064947
Form:       8-K
Filed at:   2026-08-05T20:37:27+00:00
Accession:  0001193125-26-335301
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

WaterBridge Q2 revenue $217.8M, Adj. EBITDA $115.8M; raises FY guidance, announces two acquisitions
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- Q2 produced water volumes 2.6M bbl/d (+6% QoQ); revenue $217.8M (+8% QoQ); net income $14.6M; Adj. EBITDA $115.8M (from $102.9M in Q1).
- Closed Ranger Water Midstream acquisition for $80M cash, adding ~70 Mbpd capacity in Lea County, NM.
- Agreed to acquire NDB Landfill for net $169M; greenfield Stateline landfill construction to double waste management sites.
- Raised FY2026 guidance: volumes 2.55-2.75M bbl/d, Adj. EBITDA $435-475M, CapEx $530-590M.
- Declared $0.05/share dividend payable Sept 10; amended credit facility to $750M revolver with lower margins.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/2064947/000119312526335301/0001193125-26-335301-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/2064947/000119312526335301/wbi-20260805.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-335301

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