Recent 8-K filings for WBI

• May 6, 2026, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01 ◈ Earnings Releases

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

  Q1 2026 revenue $201.0M, net income $9.5M vs Q4 2025 net loss of $13.6M.

• March 16, 2026, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01

  WaterBridge Q4 revenue $208.9M, volumes up 1% QoQ; initiates $0.05 dividend

  Q4 produced water volumes 2.6M bpd, revenue $208.9M (+2% QoQ), net loss $13.6M.

• November 12, 2025, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 7.01item 9.01

  WaterBridge Q3 pro forma revenue $205.5M (+8% QoQ); IPO, debt refinancing completed

  Completed largest energy-sector IPO since 2019; NYSE listing with $3.0B market cap.

• October 7, 2025, 7:59 PM ET debt materiality 0.70 neutral item 1.01item 2.03item 9.01 ◈ Debt Financings ×2

  WaterBridge closes $1.425B senior note offering, upsized from $1.4B; proceeds to repay term loans

  Issued $825M 6.250% Senior Notes due 2030 and $600M 6.500% Senior Notes due 2033.

• September 30, 2025, 7:59 PM ET other material materiality 0.75 positive item 7.01

  WaterBridge reaches FID on Speedway Pipeline; $290M first phase, in-service mid-2026

  Final investment decision for Speedway Pipeline first phase; construction Q4 2025, in-service by mid-2026.

• September 30, 2025, 7:59 PM ET debt materiality 0.60 neutral item 7.01item 9.01

  WaterBridge prices upsized $1.425B senior note offering to refinance term loans

  $825M of 6.25% notes due 2030 and $600M of 6.50% notes due 2033, both priced at par.

• September 29, 2025, 7:59 PM ET debt materiality 0.75 neutral item 1.01item 2.03item 7.01item 9.01

  WaterBridge secures $500M revolver and launches $1.4B senior notes to refinance term loans

  Enters $500M secured revolving credit facility with Truist Bank and other lenders; maturity September 2030 or earlier per terms.

• September 24, 2025, 7:59 PM ET other material materiality 0.60 neutral item 1.01item 5.02item 9.01

  WaterBridge closes IPO, consolidates debt facilities, grants 377,500 RSUs to NEOs

  Closed IPO on September 18, 2025; consolidation transactions completed on September 19, 2025.

• September 18, 2025, 7:59 PM ET other material materiality 0.85 positive item 1.01item 5.03item 5.02item 3.02item 3.03item 7.01item 9.01 ◈ Governance Changes

  WaterBridge Infrastructure completes IPO of 31.7M Class A shares at $20; restructuring closes

  Issued 31.7M Class A shares at $20.00 in IPO; net proceeds ~$587.6M before option exercise.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.70 · Most common event other_material

6 positive 0 negative 7 neutral

source · WBI on sec.gov