WaterBridge Reports Q3 Revenue of $240.2 Million, Raises 2026 Guidance
WaterBridge Infrastructure reported third-quarter revenue of $240.2 million, up 17% year over year, and Adjusted EBITDA of $124.2 million. Management increased full-year 2026 volume and EBITDA guidance and lowered the high end of capital expenditure guidance as some spending shifts into 2027.
WaterBridge Infrastructure LLC announced its financial results for the third quarter ended September 30, 2026, reporting revenue of $240.2 million, which surpassed the FactSet consensus estimate of $231.8 million. The company achieved 17% year-over-year revenue growth, supported by a 9% increase in volumes and an Adjusted EBITDA of $124.2 million. Following these results, management increased its full-year 2026 volume and EBITDA guidance. Additionally, the company noted that the high end of its capital expenditure guidance has been reduced as certain spending is shifted into 2027.