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WBWBI

WaterBridge Infrastructure LLC

$WBI·$1.4B·Oil & Gas Equipment & Services·Energy
$28.46-1.7%YTD+43.4%1Y+16.1%
Price updated 8h ago·X counts updated 2d ago
WBWBI
$WBIWaterBridge Infrastructure LLC
$28.46-1.69%20 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $WBI on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

20X posts · last 7 days
Sep 12Sep 27

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $WBI — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-09-29

The move is getting stronger, with heavier trading behind it.

WaterBridge is up 43% year-to-date on Permian water-infrastructure demand — Q2 revenue +11%, upsized $150M notes, and Devon's Solitude FID adds a specific tailwind.

WaterBridge Infrastructure is a $1.4B-cap water-management midstream company focused on the Permian and Delaware basins.

  • Up 43% year to date and 18% over the last twelve months, at 56% of its 52-week range and 4% above the 200-day moving average.
  • Q2 revenue $218M grew 11% year over year at 27% gross margin and 18% operating margin, EPS $0.12.
  • Q1 revenue $201M grew 13% year over year — the growth trajectory is durable.
  • Trailing P/E 70 flips against $0.56 next-year EPS consensus; free-cash-flow yield is negative due to growth capex.
  • Debt-to-equity 2.13 and beta 0.20 — high leverage but low beta reflecting the fee-based midstream model.
  • Priced an upsized $150M offering of additional 6.500% senior notes due 2033 — extending funding for capacity growth.
  • Devon Energy reached FID on the Solitude Pipeline System — a specific counterparty tailwind.
  • Three straight beats of 6-92% surprise magnitude — earnings execution has been very strong.

November 11 earnings (est. $0.13 EPS) will test whether the operating trajectory holds and whether the Solitude connection begins to show up in the guide.

What to watch: November 11 print — revenue growth staying above 10%, EBITDA trajectory, and any explicit commentary on the Solitude Pipeline System's revenue contribution.

On the calendar: 2026-11-11 — Q3 earnings

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Read the AI verdict on $WBI

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Delaware Basin water management company gathering, recycling, and disposing produced water for Permian Basin oil producers.

Industry overviewAI analysisGenerated by AI from underlying data

Where Oil & Gas Equipment & Services sits in its cycle right now — and what that implies for $WBI.

Oil & Gas Equipment & Services · Energy

No material change from last week — International E&P spending and offshore deepwater day rates sustain services pricing.

What this means for $WBI

Neutral — Delaware Basin water management company gathering, recycling, and disposing produced water for Permian Basin oil producers.

Top industry ETF

$OIHVanEck Oil Services ETF
+33.0%YTD
+43.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
69.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
2.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
15.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-13.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
2.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
25.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
2.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$0.10$0.09+5.9%
Q1 2026May 6, 2026$0.08$0.05+60.0%
Q4 2025Mar 16, 2026$-0.00$-0.03+91.7%
Q3 2025Nov 12, 2025$-0.02$0.08-125.0%
Next earningsWed, Nov 11·consensus EPS $0.13

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$217.8M+10.7%26.7%18.5%$0.12$-58.4M
Q1 FY26$201.0M+12.8%24.0%15.1%$0.22$-15.8M
Q4 FY25$208.9M+139.5%22.4%10.7%$-0.00$-118.9M
Q3 FY25$123.3M+37.2%28.4%19.2%$0.11$0

Forward consensus

5-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$896.6M$879.6M – $913.7M$0.56$0.53 – $0.573
FY27$1.1B$1.0B – $1.2B$0.67$0.18 – $1.233
FY28$1.3B$1.2B – $1.4B$1.20$1.19 – $1.223
FY29$2.0B$1.9B – $2.1B$1.93$1.81 – $2.101
FY30$2.8B$2.7B – $3.0B$2.25$2.11 – $2.442

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.3×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.54%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-11.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+1.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 22Devon Energy Corp/de10% owner1.8M sh$52.7MSellJun 22Wbr Holdings Llc10% owner5.9M sh$177.1MSellJun 22David N CapobiancoDirector5.9M sh$177.1MSellJun 22Waterbridge Resources Llc10% owner5.9M sh$177.1M
+ 26 other (10 awards · 7 others · 5 inkinds · 4 conversions) in window

See when $WBI insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeSep 218-K — Item 5.02: Officer or director change
AI summary

WaterBridge Infrastructure LLC's (WBI) EVP, Chief Administrative Officer, and principal accounting officer Jason Williams notified the company on September 18, 2026 of his intention to retire in July 2027, with a commitment to remain in his role until a successor is identified and then serve in an advisory capacity. His departure is unrelated to any disagreement with company operations or policies. This is a routine advance notice of an executive departure with no immediate financial impact.

8-KMaterial agreementAug 188-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 8.01: Other event
AI summary

WaterBridge Infrastructure (via WBI Operating LLC) completed a private placement of $150 million of 6.500% Senior Notes due 2033 on August 18, 2026, upsized from an initial target of $100 million; proceeds will repay a portion of outstanding revolving credit facility borrowings. The new notes are add-on notes under the existing indenture governing $600 million of previously issued 6.500% notes. Material debt add-on that extends WaterBridge's capital structure and demonstrates strong market demand (upsized 50%); proceeds used for revolver repayment improves liquidity.

8-KPress release / Reg FDAug 138-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

WaterBridge Infrastructure LLC (WBI), a Houston-based water midstream infrastructure company listed on NYSE, filed an 8-K on August 13, 2026 announcing that its subsidiary WBI Operating LLC intends to offer an additional $100,000,000 in aggregate principal amount of 6.500% Senior Notes due 2033 in a private placement under Rule 144A and Regulation S, subject to market conditions. This is a tuck-in offering that expands an existing senior note series. In connection with the offering, updated investor disclosures were provided as Exhibit 99.2. The $100 million debt raise at a fixed 6.5% coupon through 2033 extends WaterBridge's capital structure and likely funds ongoing infrastructure build-out in the Permian Basin; investors should assess the impact on total leverage and coverage ratios from the expanded note balance.

8-KPress release / Reg FDAug 58-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

WaterBridge Infrastructure LLC (WBI), the Houston-based produced water infrastructure company listed on NYSE and NYSE Texas, filed an 8-K on August 5, 2026 reporting Q2 2026 financial results for the quarter ended June 30, 2026. Alongside the earnings press release, the company posted a WaterBridge Earnings Presentation Second Quarter 2026 investor deck to its website at wbinfra.com under Regulation FD. WBI uses its website as a channel for material information disclosure. Financial details are contained in Exhibit 99.1.

8-KShareholder voteJun 248-K — Item 5.07: Shareholder vote
AI summary

WaterBridge Infrastructure LLC (WBI) reported the results of its June 18, 2026 annual meeting of shareholders. Shareholders voted on election of all board-nominated directors for one-year terms, ratification of Deloitte and Touche LLP as independent auditor for FY2026, and a non-binding advisory vote on named executive officer compensation. WBI is a water management and midstream infrastructure company listed on the NYSE, and the 8-K discloses the tabulated vote counts for each proposal.

8-KPress release / Reg FDMay 68-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
3New insider — initial holdingsApr 153
8-KOfficer or director changeApr 148-K — Item 5.02: Officer or director change
+ 14 other (6 13Gs · 2 10-Qs · 2 proxys · 1 ARS) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

WaterBridge Infrastructure: The Value Is In The Destination, Not Just The Pipelineseekingalpha.com·16d agoStrong Midstream 2Q26 Earnings Boost Full-Year Outlooketftrends.com·36d agoIntegrating The Delaware Basin: Devon Energy Reaches Final Investment Decision on Solitude Pipeline Systemglobenewswire.com·44d agoWaterBridge Announces Pricing of Upsized $150,000,000 Offering of Additional 6.500% Senior Notes due 2033businesswire.com·48d agoWaterBridge Announces Launch of $100,000,000 Offering of Additional 6.500% Senior Notes due 2033businesswire.com·48d ago

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Voices on X · last 7 days

No standout posts about $WBI on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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