WaterBridge posts record Q3 volumes, raises 2026 guidance and declares dividend
+2 new sources since this summary was written
WaterBridge Infrastructure reported third‑quarter 2026 produced water handling of 2.8 million barrels per day, up 9% year‑over‑year and 6% quarter‑over‑quarter. Revenue rose 17% YoY to $240.2 million and adjusted EBITDA increased 18% YoY to $124.2 million. The company lifted the midpoints of its full‑year volume and adjusted EBITDA guidance by 2% and 4% respectively, cut the capital‑expenditure midpoint by 3%, and announced a quarterly cash dividend of $0.05 per share.
Why it matters
The CFO said the higher guidance reflects stronger demand and should support higher cash flow and earnings in 2026. The dividend provides an immediate cash return to shareholders.
Key facts
- 1Produced water handling volumes were 2.8 million barrels per day, a 9% YoY increase and 6% QoQ increase. sec.gov
- 2Revenue was $240.2 million, up 17% YoY and 10% QoQ. sec.gov
- 3Net income was $13.3 million, yielding a net margin of 6%. sec.gov
- 4Adjusted EBITDA was $124.2 million, up 18% YoY and 7% QoQ. sec.gov
- 5The company raised the midpoints of its 2026 produced water volume guidance by 2% and adjusted EBITDA guidance by 4%. sec.gov
- 6The midpoint of 2026 capital‑expenditure guidance was lowered by 3%. sec.gov
Summary written by AlphAI AI Desk from 2 of 2 sources. Not investment advice. Figures are as stated by the linked sources.