Latest Earnings Results: Q3 '26
Estimated EPS
$0.13
Reported EPS
$0.10
Surprise
-22.99%
Estimated Rev
$231.84M
Reported Rev
$240.16M
Surprise
+3.59%
• Reported GAAP EPS of $0.10 up 600.00% YoY • Reported revenue of $240.16M up 94.86% YoY • WaterBridge raised 2026 produced water handling volume guidance to 2.65B and Adjusted EBITDA to $465.49B, while lowering capital expenditures guidance to $530.56B.
Bullish Takeaway
WaterBridge recorded 2.8M per day, Speedway Phase I volumes exceeded expectations with new access agreements, and 2026 volume and Adjusted EBITDA guidance midpoints were raised.
Bearish Takeaway
WaterBridge reported borrowings of $1.84B versus $1.64B in Q2, net income and Adjusted EBITDA Margin below Q2, and reliance on limited customers and one region for most revenues.
Generated by Stocktwits using AI and company-reported earnings data for Q3 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q4 '26 | $0.15 | -- | -- | N/A |
Q3 '26 | $0.13 | $0.10 | -22.99% | MISSED |
Q2 '26 | $0.09 | -- | -- | N/A |
Q1 '26 | $0.07 | -- | -- | N/A |