WaterBridge Infrastructure LLC
WBI
Positions held
Your positionsWBI isn't in your positions.
Add it to see shares, cost, and P&L here.
Bull / bear case
Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-08.
- WaterBridge Infrastructure LLC operates in a competitive energy sector with a focus on oil and gas equipment and services, positioning itself to benefit from increasing demand for energy infrastructure.
- Revenue increased by 8% compared to the prior quarter, reaching $218 million.
- Gross margin improved to 26.7%, up from 24% in the previous quarter.
- The company's trailing P/E ratio of 376.25 suggests that it may be overvalued compared to its earnings potential.
- Net income for 2025-Q4 was negative at -$3.87 million, indicating financial challenges.
- The debt-to-equity ratio stands at 88.78, which may raise concerns about financial stability.
Fundamentals
| Market cap | $3.68B | Enterprise value | $4.30B | Trailing P/E | 372.25 | Forward P/E | 25.05 |
| PEG | — | Price / book | 2.17 | Beta | — | Dividend yield | 0.67% |
| Revenue growth | 128.0% | Earnings growth | 80.1% | Gross margin | 57.0% | Operating margin | 18.5% |
| Profit margin | 1.4% | ROE | — | ROA | — | Debt / equity | 0.89 |
| Current ratio | 1.54 | Free cash flow | — | Analyst recommendation | buy | Mean target | $36.50 |
| 52w high | $36.89 | 52w low | $18.64 |
Quarterly
| 2026-Q2 | 2026-Q1 | 2025-Q4 | 2025-Q3 | 2025-Q2 | |
|---|---|---|---|---|---|
| Revenue | $218M | $201M | $209M | $123M | $95.5M |
| Op margin | 18.5% | 15.1% | 10.7% | 19.3% | 18.1% |
| Net income | $5.1M | $3.5M | -$3.9M | $6.9M | $7.1M |
| Gross margin | 26.7% | 24.0% | 22.4% | 28.4% | 26.7% |
| Gross profit | $58.1M | $48.2M | $46.8M | $35.0M | $25.5M |
| Operating income | $40.3M | $30.4M | $22.4M | $23.8M | $17.3M |
- Revenue +8% vs prior quarter ($218M vs $201M).
- Gross margin 26.7% (was 24% prior quarter).
- Operating margin expanded to 18.5%.
Yearly (6y)
| 2025 | 2024 | 2023 | |
|---|---|---|---|
| Revenue | $526M | $316M | $201M |
| Op margin | 17.3% | 17.8% | 20.2% |
| Net income | $11.9M | $3.0M | $14.7M |
| Gross margin | 27.1% | 28.0% | 27.5% |
| Gross profit | $142M | $88.4M | $55.3M |
| Operating income | $90.8M | $56.3M | $40.6M |
Headlines — positive tone
• [OK · fundamentals] WaterBridge Infrastructure LLC (WBI) (Q2 2026) Earnings Call Highlights: Record Revenue and ...
News
2026-10-05 · WaterBridge Schedules Third Quarter Earnings Release and Conference Call
2026-09-03 · WaterBridge Infrastructure’s (WBI) Approach to Managing Water Resources
2026-08-14 · WaterBridge (WBI) Raised Guidance Again, So Why Did Shares Slip?
2026-08-13 · WaterBridge Infrastructure Unit Prices Expanded $150 Million Notes Offering
2026-08-13 · WaterBridge Announces Pricing of Upsized $150,000,000 Offering of Additional 6.500% Senior Notes due 2033
2026-08-13 · WaterBridge Infrastructure Unit Plans $100 Million Senior Notes Offering
2026-08-13 · WaterBridge Announces Launch of $100,000,000 Offering of Additional 6.500% Senior Notes due 2033
2026-08-13 · WaterBridge Infrastructure (WBI) Q2 2026 Earnings Call Transcript
2026-08-10 · WaterBridge Infrastructure (WBI) Could Be 5% Undervalued On Earnings Guidance And Dividend
2026-08-09 · WBI Q2 Earnings Call Highlights
2026-08-06 · WaterBridge Infrastructure LLC (WBI) (Q2 2026) Earnings Call Highlights: Record Revenue and ...
2026-08-06 · WaterBridge Infrastructure LLC Q2 2026 Earnings Call Summary
Price (daily)
Full chart · RSI · MACD · patterns