WaterBridge Infrastructure LLC — Form 8-K
Filed November 4, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 48/100
What the filing says
WaterBridge achieved Q3 2026 produced water volumes of 2.8 million barrels per day (up 6% QoQ, 9% YoY) and revenues of $240.2M (up 10% QoQ, 17% YoY). The company raised FY2026 guidance: produced water volumes midpoint +2% to 2.65–2.75M bbl/d, Adjusted EBITDA midpoint +4% to $465–$485M, and lowered CapEx midpoint by 3% to $530–$560M due to volume outperformance and shifted project timing into 2027. Management also issued $150M additional 6.50% senior notes due 2033 (August 2026) and declared a $0.05/share quarterly dividend.
Why this rating
Guidance raise and strong operating growth are good news, but event is modest relative to $3.9B asset base (~1–2% impact). Routine operational execution.
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