WaterBridge Infrastructure LLC Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
7analysts covering
FY Revenue (est.)
$912.2Mnext fiscal year
FY EPS (est.)
$0.44next fiscal year
Monitoring Framework
Key Performance Indicators
Produced Water Handling Volumes Quarterly2.5MTarget: 2,525,000 to 2,725,000 barrels per day
Adjusted EBITDA Quarterly102.9MTarget: $425,000,000 to $465,000,000
Watch Items
- Potential Corporate Conversion to Texas CorporationTrigger: Special Committee recommendation and Board approvalAction: Evaluate tax, governance, and index eligibility impacts (e.g., Alerian index inclusion)
- Seismic Activity Regulatory RisksTrigger: Increased regulatory restrictions on saltwater disposal wells in the Delaware BasinAction: Monitor Texas RRC directives and expand water recycling/reuse capacity to mitigate disposal limits
Research as of 19 Jun 2026