WaterBridge Infrastructure LLC — Form 8-K
Filed August 5, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 68/100
What the filing says
WaterBridge reported Q2 2026 revenue of $217.8M (+8% QoQ), Adjusted EBITDA of $115.8M (+12% QoQ), and 2.6M barrels/day volumes (+6% QoQ). The company closed the $80M acquisition of Ranger Water Midstream (70K barrels/day capacity, 30 miles pipeline, 1.2M barrels storage in Lea County, New Mexico) on June 22, 2026. Subsequently announced acquisition of Northern Delaware Basin Landfill for $169M net consideration (purchase price $189M less $20M sale of 560 acres to LandBridge), plus greenfield construction of fourth waste facility in Stateline region, doubling environmental waste management facilities from two to four. Full-year 2026 guidance increased: volumes to 2.55-2.75M barrels/day, Adjusted EBITDA to $435-475M, CapEx to $530-590M. Declared $0.05/share dividend.
Why this rating
Two material acquisitions ($249M combined) represent ~6.5% of $3.8B asset base; meaningful organic and inorganic growth, strong FCF generation offset by rising leverage; near-term accretive.
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