WaterBridge Infrastructure LLC
WBINYSE
$34.71
↓ -0.5%Jul 17 close · end-of-day
Price
1Y↑ +52.6%
End-of-day closes; the latest point is the live 15-min-delayed price · split & dividend adjusted · chart by TradingView
Key statistics
Market Cap
—
Enterprise Value
—
P/E
—
P/S
—
P/B
—
EV/EBITDA
—
PEG
—
FCF Yield
—
Dividend Yield
—
Revenue (TTM)
$525.6M
Net Income (TTM)
—
Free Cash Flow (TTM)
—
Gross Margin
—
Operating Margin
15.0%
Net Margin
—
ROE
—
ROIC
3.0%
Debt / Equity
2.2
Net Cash
-$1.4B
Return 1Y
—
Company profile
We are a leading integrated, pure-play water infrastructure company with operations predominantly in the Delaware Basin, the most prolific oil and natural gas basin in North America. We believe that our strategically located network, substantial scale and built-in operational redundancies provide a competitive advantage in attracting customers and allow us to achieve significant operating and capital efficiencies. Our principal executive offices are located in Houston, Texas.
- CEO
- Jason Long
- Sector
- Mining
- Industry
- Petroleum And Natural Gas
- Employees
- 510
- Headquarters
- Texas
- Website
- www.h2obridge.com
Management & directors
- Mcneely Scott LloydExecutive VP, CFO
- Reitz Michael Howard JrPresident, COO
- Bolling Harrison FennerExecutive VP, General Counsel
- Long Jason ThomasChief Executive Officer
- Williams Jason FrederickExecutive VP, CAO
Roles derived from SEC Form 4 filings.
Earnings
WBI Q1 2026 Earnings
Period ends 2026-03-31
MetricActualYoY
Revenue$201.0M↑ +105.3%
Diluted EPS$0.08—
Actuals from SEC filings; YoY vs the year-ago quarter. Analyst estimates & surprise require a data feed (coming soon).
Financial statements
| Line item | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Revenue | $200.8M | $316.3M | $525.6M |
| Gross profit | — | — | — |
| Operating income | $40.5M | $56.4M | $78.9M |
| Net income | — | — | — |
| Diluted EPS | — | — | — |
| Operating cash flow | $48.5M | $73.9M | $159.7M |
| Free cash flow | — | — | — |
| Gross margin | — | — | — |
| Operating margin | 20.2% | 17.8% | 15.0% |
| Net margin | — | — | — |
| Line item | Q3 '24 | Q1 '25 | Q3 '25 | Q '25 | Q1 '26 |
|---|---|---|---|---|---|
| Revenue | $89.8M | $97.9M | $123.3M | — | $201.0M |
| Gross profit | — | — | — | — | — |
| Operating income | $18.8M | $15.7M | $23.7M | — | $30.5M |
| Net income | — | — | -$667,000.00 | -$4.5M | $3.5M |
| Diluted EPS | — | — | -$0.02 | -$0.10 | $0.08 |
| Operating cash flow | — | $43.2M | — | — | $95.1M |
| Free cash flow | — | — | — | — | — |
| Gross margin | — | — | — | — | — |
| Operating margin | 21.0% | 16.1% | 19.2% | — | 15.2% |
| Net margin | — | — | -0.5% | — | 1.7% |
Company news
Jul 13, 2026
Jul 10, 2026
Analyst estimates
Coming soonConsensus revenue & EPS estimates and price targets will appear here once a forward-estimates data feed is connected.
Insider transactions
BoughtSoldMonthly insider $ volume · trailing 12 months
| Date | Insider | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| 2026-06-22 | WBR Holdings LLC | Sale | 5,894,826 | $30.05 | $177.1M | filing |
| 2026-06-22 | WaterBridge Resources LLC | Sale | 5,894,826 | $30.05 | $177.1M | filing |
| 2026-06-22 | Capobianco David N | Sale | 5,894,826 | $30.05 | $177.1M | filing |
| 2026-06-22 | DEVON ENERGY CORP/DE | Sale | 1,755,174 | $30.05 | $52.7M | filing |
| 2026-06-22 | WBR Holdings LLC | J | 4,464,012 | $0.00 | $0.00 | filing |
| 2026-06-22 | WBR Holdings LLC | C | 4,464,012 | $0.00 | $0.00 | filing |
| 2026-06-22 | Capobianco David N | J | 4,464,012 | $0.00 | $0.00 | filing |
| 2026-06-22 | Capobianco David N | C | 4,464,012 | $0.00 | $0.00 | filing |
| 2026-06-22 | DEVON ENERGY CORP/DE | J | 1,755,174 | $0.00 | $0.00 | filing |
| 2026-06-22 | DEVON ENERGY CORP/DE | C | 1,755,174 | $0.00 | $0.00 | filing |
| 2026-06-22 | WaterBridge Resources LLC | J | 4,464,012 | $0.00 | $0.00 | filing |
| 2026-06-22 | WaterBridge Resources LLC | C | 4,464,012 | $0.00 | $0.00 | filing |
| 2026-05-06 | WBR Holdings LLC | J | 2,456,248 | $0.00 | $0.00 | filing |
| 2026-05-06 | Capobianco David N | J | 2,456,248 | $0.00 | $0.00 | filing |
| 2026-05-06 | WaterBridge Resources LLC | J | 2,456,248 | $0.00 | $0.00 | filing |
| 2026-04-13 | Chase Valerie | Award | 2,830 | $0.00 | $0.00 | filing |
| 2026-01-06 | Reitz Michael Howard JR· See Remarks | Buy | 4,865 | $20.49 | $99,683.85 | filing |
| 2026-01-06 | McNeely Scott Lloyd· See Remarks | Buy | 1,278 | $19.56 | $24,997.68 | filing |
| 2026-01-05 | Long Jason Thomas· Chief Executive Officer | Buy | 5,000 | $19.84 | $99,200.00 | filing |
| 2026-01-05 | Bolling Harrison Fenner· See Remarks | Buy | 2,000 | $19.98 | $39,960.00 | filing |
| 2025-12-12 | KELLY JANET LANGFORD | Award | 6,500 | $0.00 | $0.00 | filing |
| 2025-10-01 | DAILY GREGORY S | Award | 6,500 | $0.00 | $0.00 | filing |
| 2025-10-01 | CRANE JAMES R | Award | 6,500 | $0.00 | $0.00 | filing |
| 2025-09-18 | CRANE JAMES R | Buy | 200,000 | $20.00 | $4.0M | filing |
| 2025-09-18 | CRANE JAMES R | Buy | 100,000 | $20.00 | $2.0M | filing |
Showing the latest 25 transactions — full history in the linked SEC filings.
Fundamentals & filings from SEC EDGAR. Prices adjusted for splits & dividends. Not investment advice.