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WBI · WaterBridge Infrastructure LLC

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$31.73 +0.48 (+1.54%) At close · Aug 14
Market Cap
$3.93B
Shares
123.46M

WaterBridge Infrastructure LLC Earnings Call Transcripts

Every quarterly earnings call for WaterBridge Infrastructure LLC (WBI) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.

Revenue & result across quarters

Revenue Net income YoY up YoY down artefacts
▲37.2% $123.25M −$667,000 '25 Q3 25-11-13 · $208.88M −$8.16M '25 Q4 26-03-16 ▲105.3% $200.98M $3.52M '26 Q1 26-05-07 LATEST ▲128% $217.77M $5.11M '26 Q2 26-08-06
Earnings call
FY26 · Q2
2026-08-06
WaterBridge Infrastructure LLC Q2 FY2026 Earnings Call
Positive tone Speedway Phase 1 ramp Operational momentum and opportunities Customer activity into 2027
Revenue
$217.77M
▲ 128% YoY
Diluted EPS
$0.10
Rev · 6q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY26 · Q1
2026-05-07
WaterBridge Infrastructure LLC Q1 FY2026 Earnings Call
Confident tone Raised 2026 Guidance Speedway Phase 1 Execution Commercial Demand and Customer Interest
Revenue
$200.98M
▲ 105.3% YoY
Diluted EPS
$0.08
Rev · 5q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q4
2026-03-16
WaterBridge Infrastructure LLC Q4 FY2025 Earnings Call
Confident tone Kraken project and BPX commitment Speedway Pipeline Project expansion Delaware Basin demand and water-to-oil ratios
Revenue
$208.88M*
Rev · 4q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY25 · Q3
2025-11-13
WaterBridge Infrastructure LLC Q3 FY2025 Earnings Call
Confident tone Speedway pipeline project Pore space access via LandBridge and TPL Delaware Basin scale and infrastructure
Revenue
$123.25M
▲ 37.2% YoY
Diluted EPS
$-0.02
Rev · 4q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Showing 1–4 of 4 earnings calls
Key facts CIK 2064947 CUSIP 940923105 13F (30d) 161 filings 160 filers Visit website Investor relations

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