WaterBridge Infrastructure LLC (WBI) Q2 2026 Earnings Call Transcript
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 (WBI) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 200 | $4,002 | $6,710 | $2,708 | 67.67% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 149,246 | $5.11M | $4.78M | -$338,788 | -6.62% |
| JAZ John A. Zaro, III Bourgeon Capital Management LLC | 14,600 | $391,134 | $499,612 | $108,478 | 27.73% |
| JM John Malone Amundi | 8,885 | $304,488.95 | $286,097 | -$18,391.95 | -6.04% |
| TC Thomas Cagna Sandia Investment Management LP | 40,000 | $930,650 | $1.37M | $438,150 | 47.08% |
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Theresa Chen Barclays | 238.2 | $7,560.42 | $7,534.21 | -$26.21 | -0.35% |
| JM John Mackay Goldman Sachs | 4,320.93 | $126,387.25 | $138,053.76 | $11,666.51 | 9.23% |
| 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 |
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.
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.
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.
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.
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.