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AI brief of an SEC Form 8-K · WaterBridge Infrastructure LLC (WBI)

WaterBridge raises 2026 EBITDA guidance; Q3 revenue up 17% to $240.2 million

Positive Impact 4 of 5 guidance Written later

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.

Key points

  • 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.

The filing

CompanyWaterBridge Infrastructure LLC (WBI)
Form8-K, current report
Filed with the SECNov 4, 2026, 4:15 PM ET
Accession number0001193125-26-447287

Items reported: 2.02 Results of Operations7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 11:46 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on November 04, 2026.

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.