WaterBridge Infrastructure Management
Management criteria checks 1/4
WaterBridge Infrastructure's CEO is Jason Long, appointed in Apr 2025, has a tenure of 1.25 years. total yearly compensation is $6.42M, comprised of 9.9% salary and 90.1% bonuses, including company stock and options. directly owns 0.011% of the company’s shares, worth $442.39K. The average tenure of the management team and the board of directors is 1.3 years and 0.8 years respectively.
Key information
Jason Long
Chief executive officer
US$6.4m
Total compensation
| CEO salary percentage | 9.87% |
| CEO tenure | 1.3yrs |
| CEO ownership | 0.01% |
| Management average tenure | 1.3yrs |
| Board average tenure | less than a year |
Recent management updates
Recent updates
WaterBridge Infrastructure: Undervalued Company With Sights On Volume Growth In 2026
Summary Waterbridge Infrastructure is rated a buy, with shares undervalued by over 63% YoY based on 2026 EBITDA guidance and project momentum. WBI’s 2026 adjusted EBITDA guidance is $425–$465 million, underpinned by increased water handling capacity and the Speedway Pipeline Phase II expansion. Net leverage is targeted below 3x by FY 2026, with deleveraging and liquidity management central to the investment thesis. Key risks include missing EBITDA targets, rising debt, and declining cash, which could undermine the current valuation. Read the full article on Seeking Alpha
Long Haul Water Volumes And Contracted Projects Will Support Stable Future Earnings
Catalysts About WaterBridge Infrastructure WaterBridge Infrastructure operates a large-scale produced water handling and transport network serving E&P operators in the Delaware Basin. What are the underlying business or industry changes driving this perspective?CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$3m |
| Dec 31 2025 | US$6m | US$634k | -US$5m |
| Sep 30 2025 | n/a | n/a | -US$91m |
| Dec 31 2024 | US$1m | US$550k | US$3m |
Compensation vs Market: Jason's total compensation ($USD6.42M) is about average for companies of similar size in the US market ($USD6.90M).
Compensation vs Earnings: Jason's compensation has increased whilst the company is unprofitable.
CEO
Jason Long (44 yo)
Mr. Jason Long is Chief Executive Officer of WaterBridge Infrastructure LLC from April 2025. Mr. Long is Director of LandBridge Company LLC from June 2024 and serves as Chief Executive Officer and Presiden...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO & Director | 1.3yrs | US$6.42m | 0.011% $ 442.4k | |
| COO & President | 1.3yrs | US$4.65m | 0.010% $ 430.7k | |
| Executive VP & CFO | 1.8yrs | US$3.38m | 0.0027% $ 113.2k | |
| Executive VP & Chief Administrative Officer | 1.3yrs | US$3.19m | no data | |
| Executive VP & General Counsel | 8.3yrs | US$3.19m | 0.0043% $ 176.9k | |
| Director of Investor Relations | no data | no data | no data |
Experienced Management: WBI's management team is not considered experienced ( 1.3 years average tenure), which suggests a new team.
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO & Director | less than a year | US$6.42m | 0.011% $ 442.4k | |
| Chairman of the Board | less than a year | no data | no data | |
| Independent Director | less than a year | US$190.82k | 0.64% $ 26.6m | |
| Independent Director | less than a year | US$193.32k | 0.16% $ 6.6m | |
| Director | less than a year | no data | no data | |
| Director | less than a year | no data | no data | |
| Director | less than a year | no data | no data | |
| Director | less than a year | no data | no data | |
| Director | less than a year | no data | no data | |
| Director | less than a year | no data | no data | |
| Director | less than a year | no data | no data | |
| Independent director | less than a year | no data | no data |
Experienced Board: WBI's board of directors are not considered experienced ( 0.8 years average tenure), which suggests a new board.
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/07/12 00:35 |
| End of Day Share Price | 2026/07/10 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
WaterBridge Infrastructure LLC is covered by 10 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Theresa Chen | Barclays |
| John Mackay | Goldman Sachs |
| Donald Crist | Johnson Rice & Company, L.L.C. |