Jun 2026 (Q2 FY26) — Aug 6, 2026
WaterBridge Q2 FY26 — Record Revenue & Adjusted EBITDA, Strategic Acquisitions, and Raised Guidance
Read the full callWaterBridge (WBI) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
WaterBridge earnings: last reported Thu, 6 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 218 | +128.0% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 18.5 | +0.5 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 5.1 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
$28.19 −1.05% · −$0.3
Performance +17.5% 1Y
1Y: $23.99 on 17 Oct 2025 → $28.19. High $36.21 (22 Jul 2026), low $18.76 (7 Jan 2026).
- Previous close
- $28.49
- 52-week range
- $18.76 – $36.21
- One year
- +12.90%
Overview
- Symbol
- WBI
- Sector
- Energy
- Exchange
- US
- Currency
- USD
Call summaries
Every analysed call
WaterBridge earnings calls (WBI)
Financials
What the filings say
Net profit, against the quarter before: +45% (quarter to jun 2026 against mar 2026).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 90 | 87 | 98 | 96 | 123 | 209 | 201 | 218 |
| Operating profit | 19 | 15 | 16 | 17 | 24 | 22 | 30 | 40 |
| Operating margin | 21.0% | 17.3% | 16.1% | 18.0% | 19.2% | 10.7% | 15.2% | 18.5% |
| Profit before tax | 3 | 1 | 2 | 7 | 4 | -14 | 11 | 17 |
| Tax rate | 3.3% | 11.4% | 4.4% | 0.1% | −8.3% | 5.5% | 10.0% | 13.2% |
| Net profit | — | — | — | — | -1 | -5 | 4 | 5 |
| EPS ($ per share) | — | — | — | — | -0.02 | -0.10 | 0.08 | 0.10 |
| Line item | Dec 2024 | Dec 2025 |
|---|---|---|
| Reserves | 0 | -5 |
| Total liabilities | 688 | 1,852 |
| Fixed assets | 1,101 | 2,286 |
| Total assets | 1,351 | 3,700 |
| Line item | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|
| Cash from operations | 48 | 74 | 160 |
| Cash from investing | -171 | -324 | -219 |
| Cash from financing | 129 | 250 | 97 |
| Net cash flow | 6 | 0 | 38 |
| Capital expenditure | -148 | -160 | -279 |
| Free cash flow | -99 | -86 | -119 |
Insider filings
35 filings between Dec 12, 2025 and Sep 18, 2026.
Open market
decisions to buy or sellPurchases
$263.8K
4 purchases by 4 insiders
Sales
$584.16M
4 sales by 4 insiders
Compensation
not trading decisions- 11
- Award — granted as compensation
- 5
- Tax withheld — shares kept back by the company to cover tax
Also filed: 7 other filings, 4 conversions.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| WBR Holdings LLC | — | $177.14M | Jun 22, 2026 |
| Capobianco David N | — | $177.14M | Jun 22, 2026 |
| WaterBridge Resources LLC | — | $177.14M | Jun 22, 2026 |
| DEVON ENERGY CORP/DE | — | $52.74M | Jun 22, 2026 |
| Reitz Michael Howard JR | $99.7K | — | Jan 6, 2026 |
| Long Jason Thomas | $99.2K | — | Jan 5, 2026 |
| Bolling Harrison Fenner | $40.0K | — | Jan 5, 2026 |
| McNeely Scott Lloyd | $25.0K | — | Jan 6, 2026 |
Latest filings (45)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 18, 2026 | McNeely Scott Lloyd Executive VP, CFO | Tax withheld | 9,838 | $303.6K |
| Sep 18, 2026 | Reitz Michael Howard JR See Remarks | Tax withheld | 12,461 | $384.5K |
| Sep 18, 2026 | Long Jason Thomas Chief Executive Officer | Tax withheld | 18,036 | $556.6K |
| Sep 18, 2026 | Carrig Janet Director | Award | 4,536 | $0 |
| Sep 18, 2026 | DAILY GREGORY S Director | Award | 4,536 | $0 |
| Sep 18, 2026 | CRANE JAMES R Director | Award | 4,536 | $0 |
| Sep 18, 2026 | Williams Jason Frederick Executive VP, CAO | Tax withheld | 9,182 | $283.4K |
| Sep 18, 2026 | Bolling Harrison Fenner Executive VP and GC | Tax withheld | 9,182 | $283.4K |
| Sep 18, 2026 | Chase Valerie Director | Award | 4,536 | $0 |
| Aug 4, 2026 | Bolling Harrison Fenner Executive VP and GC | Award | 29,886 | $0 |
| Aug 4, 2026 | Long Jason Thomas Chief Executive Officer | Award | 44,829 | $0 |
| Aug 4, 2026 | Reitz Michael Howard JR See Remarks | Award | 39,599 | $0 |
| Aug 4, 2026 | Williams Jason Frederick Executive VP, CAO | Award | 29,886 | $0 |
| Aug 4, 2026 | McNeely Scott Lloyd Executive VP, CFO | Award | 32,875 | $0 |
| Jun 22, 2026 | DEVON ENERGY CORP/DE 10% owner | Other | 1,755,174 | $0 |
| Jun 22, 2026 | DEVON ENERGY CORP/DE 10% owner | Conversion | 1,755,174 | $0 |
| Jun 22, 2026 | DEVON ENERGY CORP/DE 10% owner | Sale | 1,755,174 | $52.74M |
| Jun 22, 2026 | WaterBridge Resources LLC 10% owner | Other | 4,464,012 | $0 |
| Jun 22, 2026 | WaterBridge Resources LLC 10% owner | Conversion | 4,464,012 | $0 |
| Jun 22, 2026 | WaterBridge Resources LLC 10% owner | Sale | 5,894,826 | $177.14M |
| Jun 22, 2026 | Capobianco David N Director | Other | 4,464,012 | $0 |
| Jun 22, 2026 | Capobianco David N Director | Conversion | 4,464,012 | $0 |
| Jun 22, 2026 | Capobianco David N Director | Sale | 5,894,826 | $177.14M |
| Jun 22, 2026 | WBR Holdings LLC 10% owner | Other | 4,464,012 | $0 |
| Jun 22, 2026 | WBR Holdings LLC 10% owner | Conversion | 4,464,012 | $0 |
| Jun 22, 2026 | WBR Holdings LLC 10% owner | Sale | 5,894,826 | $177.14M |
| May 6, 2026 | WaterBridge Resources LLC 10% owner | Other | 2,456,248 | $0 |
| May 6, 2026 | Capobianco David N Director | Other | 2,456,248 | $0 |
| May 6, 2026 | WBR Holdings LLC 10% owner | Other | 2,456,248 | $0 |
| Apr 13, 2026 | Chase Valerie Director | Award | 2,830 | $0 |
| Jan 6, 2026 | Reitz Michael Howard JR See Remarks | Purchase | 4,865 | $99.7K |
| Jan 6, 2026 | McNeely Scott Lloyd See Remarks | Purchase | 1,278 | $25.0K |
| Jan 5, 2026 | Bolling Harrison Fenner See Remarks | Purchase | 2,000 | $40.0K |
| Jan 5, 2026 | Long Jason Thomas Chief Executive Officer | Purchase | 5,000 | $99.2K |
| Dec 12, 2025 | Carrig Janet Director | Award | 6,500 | $0 |
| Oct 1, 2025 | CRANE JAMES R Director | Award | 6,500 | $0 |
| Oct 1, 2025 | DAILY GREGORY S Director | Award | 6,500 | $0 |
| Sep 18, 2025 | Long Jason Thomas Chief Executive Officer | Award | 137,500 | $0 |
| Sep 18, 2025 | Bolling Harrison Fenner Executive VP, General Counsel | Award | 70,000 | $0 |
| Sep 18, 2025 | CRANE JAMES R Director | Purchase | 100,000 | $2.00M |
| Sep 18, 2025 | CRANE JAMES R Director | Purchase | 200,000 | $4.00M |
| Sep 18, 2025 | DAILY GREGORY S Director | Purchase | 75,000 | $1.50M |
| Sep 18, 2025 | Reitz Michael Howard JR President, COO | Award | 95,000 | $0 |
| Sep 18, 2025 | Williams Jason Frederick Executive VP, CAO | Award | 70,000 | $0 |
| Sep 18, 2025 | McNeely Scott Lloyd Executive VP, CFO | Award | 75,000 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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