WaterBridge Infrastructure Future Growth
Future criteria checks 6/6
WaterBridge Infrastructure is forecast to grow earnings and revenue by 75.5% and 20.8% per annum respectively. EPS is expected to grow by 78.2% per annum. Return on equity is forecast to be 48.4% in 3 years.
Key information
75.5%
Earnings growth rate
78.22%
EPS growth rate
| Energy Services earnings growth | 21.8% |
| Revenue growth rate | 20.8% |
| Future return on equity | 48.43% |
| Analyst coverage | Low |
| Last updated | 15 Jul 2026 |
Recent future growth updates
Recent updates
Long Haul Produced Water Takeaway Will Support Multi Year Earnings Upside
Catalysts About WaterBridge Infrastructure WaterBridge Infrastructure provides produced water handling, transportation and disposal solutions in the Delaware Basin. What are the underlying business or industry changes driving this perspective?
WBI: Earnings Outlook And Water Volumes Will Shape A Balanced 2026 Narrative
Analysts have adjusted their price target on WaterBridge Infrastructure to approximately $33.57 from $32.00, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E estimates. What’s in the News for WaterBridge Infrastructure Zacks upgraded WaterBridge (WBI) to a Rank #2 (Buy), citing increased optimism around earnings prospects and an upward trend in earnings estimates as the key drivers for the rating change.
Heavy Reliance On Produced Water Volumes Will Limit Long-Term Earnings Upside
Catalysts About WaterBridge Infrastructure WaterBridge Infrastructure operates an integrated produced water gathering, transportation and disposal network in the Delaware Basin. What are the underlying business or industry changes driving this perspective?WaterBridge Infrastructure: Undervalued Company With Sights On Volume Growth In 2026
Summary Waterbridge Infrastructure is rated a buy, with shares undervalued by over 63% YoY based on 2026 EBITDA guidance and project momentum. WBI’s 2026 adjusted EBITDA guidance is $425–$465 million, underpinned by increased water handling capacity and the Speedway Pipeline Phase II expansion. Net leverage is targeted below 3x by FY 2026, with deleveraging and liquidity management central to the investment thesis. Key risks include missing EBITDA targets, rising debt, and declining cash, which could undermine the current valuation. Read the full article on Seeking AlphaLong Haul Water Volumes And Contracted Projects Will Support Stable Future Earnings
Catalysts About WaterBridge Infrastructure WaterBridge Infrastructure operates a large-scale produced water handling and transport network serving E&P operators in the Delaware Basin. What are the underlying business or industry changes driving this perspective?Earnings and Revenue Growth Forecasts
| Date | Revenue | Earnings | Free Cash Flow | Cash from Op | Avg. No. Analysts |
|---|---|---|---|---|---|
| 12/31/2028 | 1,290 | 68 | 257 | N/A | 3 |
| 12/31/2027 | 1,078 | 32 | -57 | N/A | 4 |
| 12/31/2026 | 900 | 22 | -127 | N/A | 4 |
| 6/30/2026 | 751 | 4 | N/A | N/A | N/A |
| 3/31/2026 | 629 | -3 | -132 | 212 | N/A |
| 12/31/2025 | 526 | -5 | -119 | 160 | N/A |
| 9/30/2025 | 733 | -91 | N/A | N/A | N/A |
| 12/31/2024 | 316 | 3 | -86 | 74 | N/A |
| 12/31/2023 | 201 | 15 | -99 | 48 | N/A |
Analyst Future Growth Forecasts
Earnings vs Savings Rate: WBI's forecast earnings growth (75.5% per year) is above the savings rate (3.7%).
Earnings vs Market: WBI's earnings (75.5% per year) are forecast to grow faster than the US market (16.7% per year).
High Growth Earnings: WBI's earnings are expected to grow significantly over the next 3 years.
Revenue vs Market: WBI's revenue (20.8% per year) is forecast to grow faster than the US market (12.8% per year).
High Growth Revenue: WBI's revenue (20.8% per year) is forecast to grow faster than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: WBI's Return on Equity is forecast to be very high in 3 years time (48.4%).
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Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/08/09 01:10 |
| End of Day Share Price | 2026/08/07 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
WaterBridge Infrastructure LLC is covered by 9 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Theresa Chen | Barclays |
| John Mackay | Goldman Sachs |
| Donald Crist | Johnson Rice & Company, L.L.C. |