View ValuationWaterBridge Infrastructure 향후 성장Future 기준 점검 6/6WaterBridge Infrastructure (는) 각각 연간 77.2% 및 23.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 93.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 51.7% 로 예상됩니다.핵심 정보77.2%이익 성장률93.75%EPS 성장률Energy Services 이익 성장21.2%매출 성장률23.5%향후 자기자본이익률51.73%애널리스트 커버리지Low마지막 업데이트19 May 2026최근 향후 성장 업데이트공시 • 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.모든 업데이트 보기Recent 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.공시 • 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 States공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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, 2026공시 • 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.공시 • 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 Offering이익 및 매출 성장 예측NYSE:WBI - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20281,27768257559312/31/20271,07632-57440412/31/202690622-12735843/31/2026629-3-132212N/A12/31/2025526-5-119160N/A9/30/2025733-91N/AN/AN/A12/31/20243163-8674N/A12/31/202320115-9948N/A애널리스트 향후 성장 전망수입 대 저축률: WBI 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(3.5%)보다 빠른 성장으로 간주됩니다.수익 vs 시장: WBI (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.고성장 수익: WBI 향후 3년 내에 수익을 낼 것으로 예상됩니다.수익 대 시장: WBI 의 수익(연간 23.5%)이 US 시장(연간 11.6%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: WBI 의 수익(연간 23.5%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: WBI의 자본 수익률은 3년 후 51.7%로 매우 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YEnergy 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/21 00:09종가2026/05/21 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스WaterBridge Infrastructure LLC는 11명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Theresa ChenBarclaysJohn MackayGoldman SachsDonald CristJohnson Rice & Company, L.L.C.8명의 분석가 더 보기
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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