Every material Form 8-K WaterBridge Infrastructure LLC has filed with the SEC since August 18, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
WaterBridge reported third-quarter 2026 revenue of $240.2 million, up 17% from a year earlier, and Adjusted EBITDA of $124.2 million, up 18%. The company raised the midpoints of its 2026 Adjusted EBITDA and produced water volume guidance, and lowered the midpoint of its capital expenditure guidance because some projects shifted into 2027. Net income was $13.3 million, down from $14.6 million in the second quarter, and the board declared a $0.05 per share dividend.
Q3 2026 revenue was $240.2 million, up 17% year-over-year and 10% quarter-over-quarter; Adjusted EBITDA was $124.2 million, up 18% year-over-year.
Net income was $13.3 million, compared with $14.6 million in the second quarter of 2026.
2026 Adjusted EBITDA guidance is now $465 million to $485 million, and produced water volume guidance is now 2.65 to 2.75 million Bbl/d, both midpoints up 4% and 2%.
2026 capital expenditures guidance narrowed to $530 million to $560 million, a 3% lower midpoint; the $0.05 dividend is payable December 10, 2026.
WaterBridge Infrastructure LLC disclosed that Jason Williams, its Executive Vice President and Chief Administrative Officer and principal accounting officer, notified the company on September 18, 2026 of his intent to retire in July 2027. He will remain in his roles until a successor is identified and then move to an advisory role, and the company said the retirement is not due to any disagreement with its operations, policies or practices.
Jason Williams intends to retire from WaterBridge in July 2027, per notice given September 18, 2026
Williams will continue as Executive Vice President and Chief Accounting Officer until a successor is identified
He plans to move to an advisory role after retiring to help ensure a smooth succession
The filing states the retirement is not the result of any disagreement with company operations, policies or practices
WaterBridge's subsidiary WBI Operating LLC completed a private placement of an additional $150 million of 6.500% senior notes due 2033, upsized from an initial $100 million. The company plans to use the net proceeds to repay part of its revolving credit facility, and the new notes are part of the same series as the $600 million of existing notes.
Additional $150 million aggregate principal of 6.500% senior notes due 2033 completed on August 18, 2026, after pricing was announced August 13, 2026
Offering was upsized from an initial $100 million
Net proceeds intended to repay a portion of outstanding revolving credit facility borrowings
Notes are guaranteed by the issuer's existing subsidiaries on a senior unsecured basis and were sold under Rule 144A and Regulation S
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
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