WBI · WaterBridge Infrastructure LLC
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Metrics snapshot
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AI Brief
Q2 FY26 earnings call · Aug 6, 2026TL;DR. WaterBridge reported Q2 2026 produced water handling volumes of 2.6 million barrels per day (+6% QoQ) and revenue of $217.8 million (+8% QoQ), raised full-year 2026 guidance for volumes, Adjusted EBITDA, and capex, and announced the Ranger Water Midstream acquisition and a deal to acquire the Northern Delaware Basin Landfill to roughly double its environmental waste management footprint.
- + Q2 produced water handling volumes rose 6% QoQ to 2.6 million bbl/d and revenue grew 8% QoQ to $217.8 million.
- + Raised full-year 2026 Adjusted EBITDA guidance to $435–$475 million and produced water handling volume guidance to 2.55–2.75 million bbl/d.
- + Closed Ranger Water Midstream acquisition adding ~70 Mbpd of capacity, ~30 miles of pipelines, and ~1.2MM barrels of storage for $80 million.
- + Agreed to acquire the Northern Delaware Basin Landfill for $169 million net and is building a fourth waste management facility, roughly doubling its environmental waste management footprint.
- + Amended revolving credit facility, increasing commitments by $250 million to $750 million (with potential up to $1.0 billion) and reducing applicable margins by 25 bps.
- − Raised full-year 2026 capital expenditures guidance by $100 million to $530–$590 million.
- − Management indicated 2027 customer activity is not yet firmed up, with programs dependent on commodity prices and hedging.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Oil & Gas Equipment & Services — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
WBI
this stock
WaterBridge Infrastructure LLC
|
$3.68B | +40.6% | +66.2% | — | 4.3% |
|
SLB
Slb Limited/Nv
|
$76.49B | +26.8% | +9.5% | 25.1 | 4.1% |
|
BKR
Baker Hughes Co
|
$55.51B | +22.1% | -0.3% | — | 2.5% |
|
TS
Tenaris SA
|
$28.00B | +44.7% | — | — | 0.8% |
|
FTI
TechnipFMC plc
|
$27.84B | +54.5% | +9.4% | 24.7 | 3.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| WBI | -6.1% | -12.8% | +7.0% | +0.0% | +40.6% |
| SPY | -0.4% | -0.2% | +12.4% | +0.2% | +12.0% |
| vs SPY | -5.6% | -12.7% | -5.4% | -0.1% | +28.5% |