View ValuationWaterBridge Infrastructure 将来の成長Future 基準チェック /66WaterBridge Infrastructure利益と収益がそれぞれ年間77.2%と23.5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に51.7% 93.8%なると予測されています。主要情報77.2%収益成長率93.75%EPS成長率Energy Services 収益成長21.3%収益成長率23.5%将来の株主資本利益率51.73%アナリストカバレッジLow最終更新日19 May 2026今後の成長に関する最新情報お知らせ • Mar 16Waterbridge Infrastructure LLC Provides Operating Guidance for the Year 2026WaterBridge Infrastructure LLC provided operating guidance for the year 2026. WaterBridge's 2026 plan reflects its continued commitment to responsible growth, allocating capital to high-return, minimum volume commitment-driven organic growth projects. Based on current expectations of activity levels and contract portfolio, the Company expects its full year produced water handling volumes to average approximately 2,500 to 2,700 MBbl/d, representing approximately 7% annual volume growth.すべての更新を表示Recent updatesReported Earnings • May 07First quarter 2026 earnings releasedFirst quarter 2026 results: EPS: US$0.075. Net income: US$3.52m (up US$3.52m from 1Q 2025). Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Energy Services industry in the US.お知らせ • May 04WaterBridge Infrastructure LLC, Annual General Meeting, Jun 18, 2026WaterBridge Infrastructure LLC, Annual General Meeting, Jun 18, 2026. Location: park house houston, located at 4411 san felipe street, suite 700, texas 77027, houston United Statesお知らせ • Apr 14WaterBridge Infrastructure LLC to Report Q1, 2026 Results on May 06, 2026WaterBridge Infrastructure LLC announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on May 06, 2026Seeking Alpha • Mar 24WaterBridge Infrastructure: Earnings Growth Path Has Gotten ClearerSummary WaterBridge Infrastructure remains a buy as execution, demand, and project ramp-ups strengthen the investment case. Kraken is online, and Speedway Phase 1 is oversubscribed, with strong minimum volume commitments and visible growth into 2026-2027. WBI’s moat is reinforced by unique LandBridge access, high system uptime, and pricing power on new projects driving margin expansion. Despite Delaware Basin concentration risk, WBI's >10% adj. EBITDA CAGR outlook and attractive valuation support continued bullishness. Read the full article on Seeking AlphaNew Risk • Mar 18New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$119m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. This is currently the only risk that has been identified for the company.Buy Or Sell Opportunity • Mar 17Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 24% to US$24.84. The fair value is estimated to be US$20.66, however this is not to be taken as a sell recommendation but rather should be used as a guide only.Reported Earnings • Mar 16Full year 2025 earnings releasedFull year 2025 results: US$0.10 loss per share. Revenue: US$525.6m (down 19% from FY 2024). Net loss: US$4.54m (loss narrowed 95% from FY 2024). Revenue is forecast to grow 31% p.a. on average during the next 2 years, compared to a 4.0% growth forecast for the Energy Services industry in the US.お知らせ • Mar 16Waterbridge Infrastructure LLC Provides Operating Guidance for the Year 2026WaterBridge Infrastructure LLC provided operating guidance for the year 2026. WaterBridge's 2026 plan reflects its continued commitment to responsible growth, allocating capital to high-return, minimum volume commitment-driven organic growth projects. Based on current expectations of activity levels and contract portfolio, the Company expects its full year produced water handling volumes to average approximately 2,500 to 2,700 MBbl/d, representing approximately 7% annual volume growth.お知らせ • Feb 26WaterBridge Infrastructure LLC Declares Inaugural Quarterly Cash Dividend, Payable on March 19, 2026WaterBridge Infrastructure LLC announced that its Board of Directors declared an initial quarterly cash dividend of $0.05 per Class A share, payable on March 19, 2026, to shareholders of record as of March 5, 2026, and a corresponding required cash distribution to WBI Operating LLC unitholders.お知らせ • Feb 24Waterbridge Infrastructure Llc Announces Open Season on Second Phase of Speedway Long-Haul Produced Water PipelineWaterBridge Infrastructure LLC announced the launch of an open season to solicit commitments to support the construction of a large-diameter gathering and transportation pipeline project (the "Speedway Phase II Pipeline"). The open season began at 8:00 a.m. CDT today, February 23, 2026, and is scheduled to end at 5:00 p.m. CDT on April 20, 2026. The Speedway Phase II Pipeline will facilitate the transportation of produced water in Eddy and Lea counties, New Mexico to out-of-basin pore space located in the Central Basin Platform that is owned by WaterBridge's affiliate, LandBridge Company LLC. The Speedway Phase II pipeline will service customers and demand incremental to the previously announced Speedway Pipeline project, for which a final investment decision was announced in September 2025. The Speedway Phase II Pipeline is anticipated to provide incremental throughput capacity of up to 500,000 barrels per day (bpd) in addition to the 500,000 bpd throughput capacity for the initial phase of the Speedway Pipeline.お知らせ • Jan 22WaterBridge Infrastructure LLC to Report Q4, 2025 Results on Mar 16, 2026WaterBridge Infrastructure LLC announced that they will report Q4, 2025 results Pre-Market on Mar 16, 2026お知らせ • Oct 16WaterBridge Infrastructure LLC to Report Q3, 2025 Results on Nov 12, 2025WaterBridge Infrastructure LLC announced that they will report Q3, 2025 results After-Market on Nov 12, 2025Board Change • Sep 17Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 9 non-independent directors. Independent Director Jim Crane was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Sep 17WaterBridge Infrastructure LLC has completed an IPO in the amount of $634 million.WaterBridge Infrastructure LLC has completed an IPO in the amount of $634 million. Security Name: Class A Shares Security Type: Common Stock Securities Offered: 31,700,000 Price\Range: $20 Discount Per Security: $1.2 Security Features: LP/LLC Units Transaction Features: Reserved Share Offering業績と収益の成長予測NYSE:WBI - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20281,27768257559312/31/20271,07632-57440412/31/202690622-12735843/31/2026629-3-132212N/A12/31/2025526-5-119160N/A9/30/2025733-91N/AN/AN/A12/31/20243163-8674N/A12/31/202320115-9948N/Aアナリストによる今後の成長予測収入対貯蓄率: WBIは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.5% ) よりも高い成長率であると考えられます。収益対市場: WBI今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: WBI今後 3 年以内に収益を上げることが予想されます。収益対市場: WBIの収益 ( 23.5% ) US市場 ( 11.7% ) よりも速いペースで成長すると予測されています。高い収益成長: WBIの収益 ( 23.5% ) 20%よりも速いペースで成長すると予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: WBIの 自己資本利益率 は、3年後には非常に高くなると予測されています ( 51.7 %)。成長企業の発掘7D1Y7D1Y7D1YEnergy 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 06:03終値2026/05/21 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋WaterBridge Infrastructure LLC 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。11 アナリスト機関Theresa ChenBarclaysJohn MackayGoldman SachsDonald CristJohnson Rice & Company, L.L.C.8 その他のアナリストを表示
お知らせ • Mar 16Waterbridge Infrastructure LLC Provides Operating Guidance for the Year 2026WaterBridge Infrastructure LLC provided operating guidance for the year 2026. WaterBridge's 2026 plan reflects its continued commitment to responsible growth, allocating capital to high-return, minimum volume commitment-driven organic growth projects. Based on current expectations of activity levels and contract portfolio, the Company expects its full year produced water handling volumes to average approximately 2,500 to 2,700 MBbl/d, representing approximately 7% annual volume growth.
Reported Earnings • May 07First quarter 2026 earnings releasedFirst quarter 2026 results: EPS: US$0.075. Net income: US$3.52m (up US$3.52m from 1Q 2025). Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Energy Services industry in the US.
お知らせ • May 04WaterBridge Infrastructure LLC, Annual General Meeting, Jun 18, 2026WaterBridge Infrastructure LLC, Annual General Meeting, Jun 18, 2026. Location: park house houston, located at 4411 san felipe street, suite 700, texas 77027, houston United States
お知らせ • Apr 14WaterBridge Infrastructure LLC to Report Q1, 2026 Results on May 06, 2026WaterBridge Infrastructure LLC announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on May 06, 2026
Seeking Alpha • Mar 24WaterBridge Infrastructure: Earnings Growth Path Has Gotten ClearerSummary WaterBridge Infrastructure remains a buy as execution, demand, and project ramp-ups strengthen the investment case. Kraken is online, and Speedway Phase 1 is oversubscribed, with strong minimum volume commitments and visible growth into 2026-2027. WBI’s moat is reinforced by unique LandBridge access, high system uptime, and pricing power on new projects driving margin expansion. Despite Delaware Basin concentration risk, WBI's >10% adj. EBITDA CAGR outlook and attractive valuation support continued bullishness. Read the full article on Seeking Alpha
New Risk • Mar 18New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$119m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. This is currently the only risk that has been identified for the company.
Buy Or Sell Opportunity • Mar 17Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 24% to US$24.84. The fair value is estimated to be US$20.66, however this is not to be taken as a sell recommendation but rather should be used as a guide only.
Reported Earnings • Mar 16Full year 2025 earnings releasedFull year 2025 results: US$0.10 loss per share. Revenue: US$525.6m (down 19% from FY 2024). Net loss: US$4.54m (loss narrowed 95% from FY 2024). Revenue is forecast to grow 31% p.a. on average during the next 2 years, compared to a 4.0% growth forecast for the Energy Services industry in the US.
お知らせ • Mar 16Waterbridge Infrastructure LLC Provides Operating Guidance for the Year 2026WaterBridge Infrastructure LLC provided operating guidance for the year 2026. WaterBridge's 2026 plan reflects its continued commitment to responsible growth, allocating capital to high-return, minimum volume commitment-driven organic growth projects. Based on current expectations of activity levels and contract portfolio, the Company expects its full year produced water handling volumes to average approximately 2,500 to 2,700 MBbl/d, representing approximately 7% annual volume growth.
お知らせ • Feb 26WaterBridge Infrastructure LLC Declares Inaugural Quarterly Cash Dividend, Payable on March 19, 2026WaterBridge Infrastructure LLC announced that its Board of Directors declared an initial quarterly cash dividend of $0.05 per Class A share, payable on March 19, 2026, to shareholders of record as of March 5, 2026, and a corresponding required cash distribution to WBI Operating LLC unitholders.
お知らせ • Feb 24Waterbridge Infrastructure Llc Announces Open Season on Second Phase of Speedway Long-Haul Produced Water PipelineWaterBridge Infrastructure LLC announced the launch of an open season to solicit commitments to support the construction of a large-diameter gathering and transportation pipeline project (the "Speedway Phase II Pipeline"). The open season began at 8:00 a.m. CDT today, February 23, 2026, and is scheduled to end at 5:00 p.m. CDT on April 20, 2026. The Speedway Phase II Pipeline will facilitate the transportation of produced water in Eddy and Lea counties, New Mexico to out-of-basin pore space located in the Central Basin Platform that is owned by WaterBridge's affiliate, LandBridge Company LLC. The Speedway Phase II pipeline will service customers and demand incremental to the previously announced Speedway Pipeline project, for which a final investment decision was announced in September 2025. The Speedway Phase II Pipeline is anticipated to provide incremental throughput capacity of up to 500,000 barrels per day (bpd) in addition to the 500,000 bpd throughput capacity for the initial phase of the Speedway Pipeline.
お知らせ • Jan 22WaterBridge Infrastructure LLC to Report Q4, 2025 Results on Mar 16, 2026WaterBridge Infrastructure LLC announced that they will report Q4, 2025 results Pre-Market on Mar 16, 2026
お知らせ • Oct 16WaterBridge Infrastructure LLC to Report Q3, 2025 Results on Nov 12, 2025WaterBridge Infrastructure LLC announced that they will report Q3, 2025 results After-Market on Nov 12, 2025
Board Change • Sep 17Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 9 non-independent directors. Independent Director Jim Crane was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Sep 17WaterBridge Infrastructure LLC has completed an IPO in the amount of $634 million.WaterBridge Infrastructure LLC has completed an IPO in the amount of $634 million. Security Name: Class A Shares Security Type: Common Stock Securities Offered: 31,700,000 Price\Range: $20 Discount Per Security: $1.2 Security Features: LP/LLC Units Transaction Features: Reserved Share Offering