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WaterBridge Infrastructure LLC (WBI) guidance and outlook
WaterBridge Infrastructure LLC (WBI) raised some and lowered other parts of its guidance on Nov 4, 2026: EBITDA $465M–$485M for FY2027; EBITDA +2% for FY2027; Capital expenditures $530M–$560M for FY2027. WaterBridge Infrastructure LLC's 10-Q filed Nov 5, 2026 makes 5 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| EBITDA | FY2027 | $465M–$485M | new |
| EBITDA | FY2027 | +2% | new |
| Capital expenditures | FY2027 | $530M–$560M | reaffirmed |
From the earnings release filed Nov 4, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Nov 5, 2026
- This, in turn, may reduce their operational activity within our areas of operation in the Delaware Basin.
- Despite these challenges, we believe the outlook for energy and infrastructure development, particularly within the Permian Basin, remains positive.
- We believe this growth in production activity will require increased produced water handling capacity, as the volume of produced water from wells in the Delaware Basin significantly exceeds the volume of the related oil and natural gas production.
- Our primary liquidity and capital requirements will be capital expenditures to support continued growth initiatives and the execution of major development projects, operating expenses, servicing of our debt, the payment of dividends to our shareholders, if any, and general company needs.
- We strive to maintain financial flexibility and proactively monitor potential capital sources, including equity and debt financing, to meet our target liquidity and capital requirements.
WaterBridge Infrastructure LLC's latest quarter
WaterBridge Infrastructure LLC, Q3 2026: revenue $240M (+95% year over year), operating margin 17.2%, net earnings $5.5M, operating cash flow $106M. The chart follows the revenue to costs, profit and cash.
Questions
Did WaterBridge Infrastructure LLC raise or lower its guidance?
WaterBridge Infrastructure LLC (WBI) raised some and lowered other parts of its guidance on Nov 4, 2026: EBITDA $465M–$485M for FY2027; EBITDA +2% for FY2027; Capital expenditures $530M–$560M for FY2027.
What does WaterBridge Infrastructure LLC expect?
This, in turn, may reduce their operational activity within our areas of operation in the Delaware Basin. Despite these challenges, we believe the outlook for energy and infrastructure development, particularly within the Permian Basin, remains positive. We believe this growth in production activity will require increased produced water handling capacity, as the volume of produced water from wells in the Delaware Basin significantly exceeds the volume of the related oil and natural gas production.
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.