WaterBridge Infrastructure LLC Earnings Call Transcripts
Fiscal Year 2026
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Record Q2 2026 revenue and Adjusted EBITDA were driven by organic growth, acquisitions, and robust customer demand. Guidance for volumes, Adjusted EBITDA, and CapEx was raised, reflecting confidence in continued expansion, especially in water handling and waste management.
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The meeting highlighted a transformative year with a successful IPO, strong financial growth, and major project completions. All board nominees were elected, Deloitte was ratified as auditor, and executive compensation was approved. No shareholder questions were raised.
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Strong Q1 2026 results with $201M revenue and $102.9M adjusted EBITDA; guidance raised for full-year volumes and EBITDA as Speedway and Kraken projects progress. Robust demand, margin expansion, and supportive macro trends underpin the outlook.
Fiscal Year 2025
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Delivered strong 2025 growth with 19% higher pro forma revenue and record water volumes. 2026 guidance anticipates further EBITDA and volume growth, driven by major projects like Kraken and Speedway, with upside potential from favorable market conditions.
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Reported strong Q3 2025 results with 8% sequential revenue growth and 7% higher water volumes, driven by new projects and robust demand. Liquidity improved post-IPO and senior notes offering, while long-term contracts and infrastructure expansion underpin future growth.