WaterBridge — Third Quarter 2026 Earnings Summary

WaterBridge Infrastructure reported record third-quarter 2026 produced water handling volumes of 2.8 million barrels per day, marking a 6% increase from the previous quarter and a 9% year-over-year rise. The company achieved revenues of $240.2 million and an Adjusted EBITDA of $124.2 million, driven by strong Delaware Basin activity and outperformance on the newly in-service Speedway Phase I pipeline. Consequently, WaterBridge raised its full-year 2026 guidance for produced water volumes and Adjusted EBITDA by 2% and 4% respectively, while lowering capital expenditure guidance by 3% due to shifted project timing. The Board declared a quarterly cash dividend of $0.05 per share, and the company maintained a strong balance sheet with $539.7 million in total liquidity as of September 30, 2026.