Summary
WaterBridge Infrastructure: The Value Is In The Destination, Not Just The Pipeline
WaterBridge Infrastructure leverages unique access to underutilized pore space via LandBridge, creating a defensible advantage in water disposal logistics. WBI's sequential volume growth is translating into outsized operating earnings and improved EBITDA margins, supporting the scalability thesis but not yet proving full-cycle returns. Long-term, inflation-linked contracts with diversion fees and strategic acquisitions underpin WBI's cash flow durability, but capital discipline remains critical amid elevated capex and leverage.
WaterBridge Infrastructure LLC (WBI) Q2 2026 Earnings Call Transcript
WaterBridge Infrastructure LLC (WBI) Q2 2026 Earnings Call Transcript
WBI Q2 Earnings Call Highlights
WBI NYSE: WBI reported record second-quarter revenue and adjusted EBITDA, citing higher produced-water volumes, new contract rates and organic growth across its Delaware Basin infrastructure network. The company also raised its 2026 outlook for volumes, adjusted EBITDA and capital expenditures following the acquisition of Ranger Water Midstream and an agreement to acquire the NDB Landfill in Lea County, New Mexico.
WaterBridge Infrastructure LLC Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Curtis Ellergodt Rothschild Investment LLC | 200 | $4,002 | $5,948 | $1,946 | 48.63% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 149,246 | $5.11M | $4.44M | -$676,083.96 | -13.22% |
| JAZ John A. Zaro, III Bourgeon Capital Management LLC | 14,600 | $391,134 | $419,969 | $28,835 | 7.37% |
| JM John Musgrave CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT | 620,000 | $19.73M | $17.75M | -$1.98M | -10.03% |
| CD Charlie Durham Sterling Capital Management LLC | 31,147 | $1.07M | $926,311.78 | -$141,096.22 | -13.22% |
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WaterBridge Infrastructure LLC Profile
| Energy Equipment & Services Industry | Energy Sector | Jason Long CEO | NYSE Exchange | 940923105 CUSIP |
| US Country | 540 Employees | 27 Aug 2026 Last Dividend | - Last Split | - IPO Date |
Overview
WaterBridge Infrastructure specializes in offering comprehensive water management solutions tailored specifically for companies involved in oil exploration and production. With a substantial operational footprint in the Delaware Basin, the company also possesses significant assets in the Eagle Ford and Arkoma basins. Their expertise lies in managing produced water – a critical component in the energy sector – through an extensive water infrastructure network. This encompasses crucial activities such as the collection, transportation, recycling, and overall management of water resources to bolster operational efficiency for energy industry clients.
Products and Services
- Collection Services
WaterBridge offers efficient collection services that ensure rapid and reliable gathering of produced water from oil production sites. This is essential for minimizing downtime and maintaining the flow of operations for energy companies.
- Transportation Solutions
The company provides robust transportation solutions that facilitate the safe and timely movement of produced water. Utilizing an extensive network of pipelines and transport vehicles, WaterBridge ensures that produced water is moved without compromising safety or environmental standards.
- Recycling Services
WaterBridge excels in recycling services, effectively treating and reusing produced water for various purposes within oil and gas operations. This not only conserves water but also reduces the environmental impact associated with water disposal.
- Management Solutions
Comprehensive management solutions are integral to the services provided by WaterBridge. They oversee the entire lifecycle of produced water management, ensuring compliance with regulations while optimizing processes to enhance productivity for oil and gas companies.
Contact Information
