WaterBridge Infrastructure LLC

NYSE:WBI Stock Report

Market Cap: US$4.3b

WaterBridge Infrastructure Past Earnings Performance

Past criteria checks 0/6

WaterBridge Infrastructure has been growing earnings at an average annual rate of 90%, while the Energy Services industry saw earnings growing at 43.7% annually. Revenues have been growing at an average rate of 38.5% per year.

Key information

90.02%

Earnings growth rate

n/a

EPS growth rate

Energy Services Industry Growth23.71%
Revenue growth rate38.53%
Return on equity-0.47%
Net Margin-0.45%
Last Earnings Update31 Mar 2026

Recent past performance updates

Recent updates

Seeking Alpha Jun 29

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
New Narrative May 21

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?

Revenue & Expenses Breakdown

How WaterBridge Infrastructure makes and spends money. Based on latest reported earnings, on an LTM basis.


Earnings and Revenue History

NYSE:WBI Revenue, expenses and earnings (USD Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
31 Mar 26629-3570
31 Dec 25526-5470
30 Sep 25733-91650
31 Dec 243163340
31 Dec 2320115150

Quality Earnings: WBI is currently unprofitable.

Growing Profit Margin: WBI is currently unprofitable.


Free Cash Flow vs Earnings Analysis


Past Earnings Growth Analysis

Earnings Trend: Insufficient data to determine if WBI's year-on-year earnings growth rate was positive over the past 5 years.

Accelerating Growth: Unable to compare WBI's earnings growth over the past year to its 5-year average as it is currently unprofitable

Earnings vs Industry: WBI is unprofitable, making it difficult to compare its past year earnings growth to the Energy Services industry (-26.6%).


Return on Equity

High ROE: WBI has a negative Return on Equity (-0.47%), as it is currently unprofitable.


Return on Assets


Return on Capital Employed


Discover strong past performing companies

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/10 21:49
End of Day Share Price 2026/07/10 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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.

AnalystInstitution
Theresa ChenBarclays
John MackayGoldman Sachs
Donald CristJohnson Rice & Company, L.L.C.