WaterBridge Infrastructure LLC 8K

WaterBridge Infrastructure LLC reported strong second quarter 2026 results, completed and announced strategic acquisitions and growth projects, increased its 2026 guidance, amended and upsized its revolving credit facility, and declared a $0.05 per share quarterly dividend.

On August 5, 2026, WaterBridge Infrastructure LLC reported its second quarter 2026 results, highlighting produced water handling volumes of 2.6 million barrels per day and revenue of $217.8 million with sequential growth in volumes and revenue, along with net income of $14.6 million and Adjusted EBITDA of $115.8 million. The company closed an $80 million cash acquisition of Ranger Water Midstream’s produced water infrastructure in Lea County, New Mexico, and agreed to acquire the Northern Delaware Basin Landfill in Lea County for net consideration of $169 million while concurrently committing to the greenfield construction of a fourth environmental waste management facility in the Stateline region, effectively doubling its environmental waste management footprint and capacity. WaterBridge updated its full-year 2026 guidance, raising produced water handling volume expectations to 2.55–2.75 million barrels per day, Adjusted EBITDA to $435–$475 million, and capital expenditures to $530–$590 million, reflecting contributions from the Ranger and NDB Landfill transactions and other high-return projects. The company also announced that a special committee of independent directors continues to support a potential conversion from a Delaware LLC to a Texas corporation when index eligibility criteria are met, and that its subsidiary amended the 2025 Revolving Credit Facility to increase total revolving commitments to $750 million (with the ability to increase up to $1.0 billion) and reduce borrowing margins by 25 basis points. Additionally, WaterBridge’s board declared a quarterly cash dividend of $0.05 per Class A share, payable September 10, 2026, to shareholders of record on August 27, 2026, alongside a corresponding required cash distribution to OpCo unitholders.

Filing Facts

CIK

2064947

Ticker

-

Form

8K

Source Type

sec

Accession

0001193125-26-335301

Alert Tier

7