Price
$32.00-7.35%Social Signal Score
Analyst Ratings
5 analystsRevenue
$217.77M+142.50%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Jason Long
- Sector
- Energy
- Industry
- Oil & Gas Equipment & Services
- Employees
- 540
- Beta
- 0.20
- Country
- US
- Piotroski score
- 8 / 9 (Strong)
- Altman Z-score
- 0.69
Financials
WBI has only 8 quarterly periods on file — the charts below show the full history available.
Revenue
$217.77M+142.5%Net Income
$5.11M+54.6%EBITDA
$39.47M+3.0%Free Cash Flow
$-58.39MEPS (diluted)
$0.12+39.9%Shares Outstanding (diluted)
43.26M+12.3%Operating Expenses
$17.68MCash & Debt
$47.62MReturn of Capital
$6.21MRevenue by Segment (annual)
$508.72MDividend per Share
$0.05Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $525.55M | $9.0K | $-0.10 |
| 2024 | $662.16M | $-25.24M | $-0.66 |
| 2023 | $200.77M | $14.67M | $0.38 |
Valuation
Project earnings forward and see what return today's price implies.
EPS was negative in at least one boundary year, so a compound growth rate can't be computed from it. Set your own assumption.
- EPS in 5 years
- $0.00
- Implied price
- $0.01
- Return from $29.23
- -82.0% a year
To earn 15.0% a year on these assumptions you'd need to buy at $0.00 — -100.0% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 12 | 15 | 18 | 21 | 24 |
|---|---|---|---|---|---|
| -2.0% | -85.0% | -84.3% | -83.7% | -83.2% | -82.7% |
| 3.0% | -84.2% | -83.5% | -82.8% | -82.3% | -81.8% |
| 8.0% | -83.4% | -82.7% | -82.0% | -81.5% | -80.9% |
| 13.0% | -82.6% | -81.9% | -81.2% | -80.6% | -80.1% |
| 18.0% | -81.9% | -81.1% | -80.3% | -79.7% | -79.2% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
50+0.00%Social Signal Score
Mentions (6)
- Newsbusinesswire.com·17h ago·Neutral
WaterBridge Schedules Third Quarter Earnings Release and Conference Call HOUSTON--(BUSINESS WIRE)--WaterBridge Infrastructure LLC (NYSE: WBI; NYSE TX: WBI) ("WaterBridge") today announced that it will release its financial results for the third quarter of 2026 after market close on Wednesday, November 4, 2026. WaterBridge will host a webcast and conference call to discuss its results on Thursday, November 5, 2026, at 11 a.m. Central Time / 12:00 p.m. Eastern Time. Webcast Instructions: To listen…
View source ↗ - Newsseekingalpha.com·22d ago·Positive
… Pipeline WaterBridge Infrastructure leverages unique access to underutilized pore space via LandBridge, creating a defensible advantage in water disposal logistics. WBI's sequential volume growth is translating into outsized operating earnings and improved EBITDA margins, supporting the scalability thesis but not yet proving full-cycle returns. Long-term, inflation-linked contracts with diversion fees and strategic acquisitions underpin WBI's cash flow durability, but capital discipline remains…
View source ↗ - Newsbusinesswire.com·53d ago·Negative
…rBridge Announces Pricing of Upsized $150,000,000 Offering of Additional 6.500% Senior Notes due 2033 HOUSTON--(BUSINESS WIRE)--WaterBridge Infrastructure LLC (NYSE: WBI; NYSE Texas: WBI) (“WaterBridge”) announced today that WBI Operating LLC (the “Issuer”), a subsidiary of WaterBridge, has priced its offering (the “Offering”) of $150 million in aggregate principal amount of 6.500% senior notes due 2033 at par (the “New Notes”). The Offering was upsized from the previously announced offering siz…
View source ↗ - Newsbusinesswire.com·54d ago·Negative
WaterBridge Announces Launch of $100,000,000 Offering of Additional 6.500% Senior Notes due 2033 HOUSTON--(BUSINESS WIRE)--WaterBridge Infrastructure LLC (NYSE: WBI; NYSE Texas: WBI) (“WaterBridge”) announced today that WBI Operating LLC (the “Issuer”), a subsidiary of WaterBridge, intends, subject to market conditions, to offer $100 million in aggregate principal amount of 6.500% senior notes due 2033 (the “New Notes”) in a private placement to eligible purchasers (the “Offering”). The New Note…
View source ↗ - Newsseekingalpha.com·56d ago·Positive
WaterBridge Infrastructure LLC (WBI) Q2 2026 Earnings Call Transcript WaterBridge Infrastructure LLC (WBI) Q2 2026 Earnings Call Transcript
View source ↗ - Newsmarketbeat.com·57d ago·Neutral
WBI Q2 Earnings Call Highlights 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.
View source ↗
Earnings
Wed, Nov 11(in 5 weeks)
Consensus estimate $0.13 per share
Typical surprise +5.9% (median, so one quarter with a near-zero estimate can't distort it)
- Wed, Aug 5$0.10 vs $0.09beat
- Wed, May 6$0.08 vs $0.05beat
- Mon, Mar 16$-0.00 vs $-0.03beat
- Wed, Nov 12$-0.02 vs $0.08miss
- Mon, Oct 6$0.04 vs $0.21miss
Estimates and results for WBI via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by WBI officers and directors.
- Bought
- $7.8m
- Sold
- $584.2m
7 trades
4 trades
- Devon Energy Corp/desold
- Waterbridge Resources Llcsold
- Wbr Holdings Llcsold
- Capobianco David Nsold
- Mcneely Scott Lloydbought
- Reitz Michael Howard Jrbought
- Long Jason Thomasbought
- Bolling Harrison Fennerbought
70 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Gilbert Ray Cisneroshouse · CA31 · disclosed Dec 15, 2025 (34d later)Buy$100,001 - $250,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Dec 15, 2025 (33d later)Buy$50,001 - $100,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Oct 10, 2025 (23d later)Buy$15,001 - $50,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Oct 10, 2025 (14d later)Buy$15,001 - $50,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.