EX-99.1

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EX-99.1

EX-99.1

Exhibit 99.1

WaterBridge Announces Second Quarter 2026 Results

Reports second quarter 2026 produced water handling volumes of 2.6 million barrels per day and revenue of $217.8 million, representing quarter-over-quarter growth of 6% and 8%, respectively

Announces strategic acquisition of Ranger Water Midstream in Lea County, New Mexico

Announces doubling of environmental waste management business facilities and scale through agreement to acquire the Northern Delaware Basin Landfill in Lea County, New Mexico, and greenfield investment in constructing a fourth waste management facility in the Stateline area

Increases full year 2026 guidance as a result of recent acquisitions and positive commercial project developments

Declares quarterly cash dividend of $0.05 per share

HOUSTON—(BUSINESS WIRE)—WaterBridge Infrastructure LLC (NYSE: WBI; NYSE TX: WBI) (the “Company” or “WaterBridge”) today announced its financial and operating results for the second quarter of 2026.

Second Quarter 2026 Financial and Operational Highlights

• Produced water handling volumes of 2.6 million barrels per day, representing an increase of 6% quarter-over-quarter

• Revenue of $217.8 million, representing an increase of 8% quarter-over-quarter

• Net income of $14.6 million

• Net income margin of 7%

• Adjusted EBITDA of $115.8 million

• Adjusted EBITDA Margin of 53%(1)

• Gross margin of $58.1 million

• Adjusted Operating Margin of $124.1 million(1)

• Announced quarterly cash dividend of $0.05 per share

Recent Milestones

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• Closed strategic acquisition of Ranger Water Midstream, adding ~70 Mbpd of produced water handling capacity, ~30 miles of produced water pipelines, and ~1.2MM barrels of produced water storage capacity in Lea County, New Mexico

• Announced the near-term doubling of facilities and capacity of the Company's complementary environmental waste management business through two investments:

o Agreed to acquire the Northern Delaware Basin Landfill (the "NDB Landfill") in Lea County, New Mexico, expanding the Company's environmental waste management footprint into desirable and growing New Mexico markets and providing another scalable platform for future growth

o Invested in the near-term organic construction of a new ~280 acre environmental waste management facility in the Stateline region

o WaterBridge’s two existing facilities set a daily processing record subsequent to quarter end, further bolstering conviction in the Company's environmental waste management business growth prospects

• Updated full year 2026 guidance ranges based on the anticipated impacts of the Ranger Water Midstream acquisition, NDB Landfill acquisition, greenfield landfill facility construction, and high-return commercial projects to allow incremental growth capture:

o Increased produced water handling volumes guidance range to 2.55 to 2.75 million barrels per day

o Increased Adjusted EBITDA guidance range to $435 to $475 million

o Increased Capital Expenditures guidance range to $530 to $590 million

• Brought first volumes online for Speedway Phase I Pipeline project in July 2026, with volumes on track to continue ramping through the quarter

• Announced that the special committee of independent directors formed to evaluate the potential conversion from a Delaware limited liability company to a Texas corporation acknowledges the long-term benefits of conversion and expects to re-visit the decision when full index eligibility requirements are met

Prior to the closing of WaterBridge's initial public offering (the "IPO") on September 18, 2025, WaterBridge completed the successful combination (the "Combination") of its legacy entities WaterBridge Equity Finance LLC ("WBEF"), WaterBridge NDB Operating LLC ("NDB Operating") and Desert Environmental LLC ("Desert Environmental"). For second quarter 2026 figures presented in this release, prior year figures are not presented for comparison, as they reflect only NDB Operating results, and therefore have limited utility relative to the current period. Instead, the Company will compare our current quarter results to the prior quarter results, and expects to be able to provide prior-year periods for comparison beginning in the third quarter of 2026. Comparisons to the second

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quarter of 2025 can be found in the Company's Quarterly Report on Form 10-Q, which was filed with the U.S. Securities and Exchange Commission (“SEC”) on August 5, 2026.

Management Commentary

Jason Long, Chief Executive Officer of WaterBridge, stated, “Our second quarter results reflect the continued strength of our base business, with sequential growth in both volumes and revenue and operations continuing to outperform across the platform. Speedway Phase I is now online and ramping as expected, giving us strong visibility into one of our most important near-term growth drivers, while the ongoing ramp of the Kraken project further reinforces the durability of our underl

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EX-99.1

EX-99.1

Exhibit 99.1

WaterBridge Announces First Quarter 2026 Results

Increases full-year 2026 guidance ranges for produced water handling volumes and Adjusted EBITDA to 2.525 million barrels per day to 2.725 million barrels per day and $425 million to $465 million, respectively

Reports first quarter 2026 produced water handling volumes of 2.5 million barrels per day and revenue of $201.0 million

Declares quarterly cash dividend of $0.05 per share

HOUSTON—(BUSINESS WIRE)—WaterBridge Infrastructure LLC (NYSE: WBI; NYSE TX: WBI) (the “Company” or “WaterBridge”) today announced its financial and operating results for the first quarter of 2026.

Recent Financial and Operational Highlights

• Average produced water handling volumes of 2.5 million barrels per day

• Revenue of $201.0 million

• Net income of $9.5 million, with net income margin of 5%

• Adjusted EBITDA of $102.9 million, with Adjusted EBITDA Margin of 51%(1)

• Gross margin of $48.2 million and Adjusted Operating Margin of $111.3 million(1)

• Increased 2026 guidance ranges based on increased confidence in commercial demand, supported by a strengthening macroeconomic backdrop:

o Increased produced water handling volumes guidance range to 2.525 million barrels per day to 2.725 million barrels per day, representing approximately 8% year-over-year volume growth

o Increased Adjusted EBITDA guidance range to $425 million to $465 million, representing approximately 10% annual Adjusted EBITDA growth

• Conducted the formal Speedway Phase II Open Season from February 23, 2026, through April 20, 2026. As a result of the strong demand demonstrated throughout the process, WaterBridge is progressing commercial discussions with high-quality counterparts, representing both new and existing customers

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Prior to the closing of WaterBridge's initial public offering (the "IPO") on September 18, 2025, WaterBridge completed the successful combination (the "Combination") of its legacy entities WaterBridge Equity Finance LLC ("WBEF"), WaterBridge NDB Operating LLC ("NDB Operating") and Desert Environmental LLC ("Desert Environmental"). For first quarter 2026 figures presented in this release, prior year figures are not presented for comparison, as they reflect only NDB Operating results, and therefore have limited utility relative to the current period. Instead, the Company will compare our current quarter results to the prior quarter results, and expects to be able to provide prior-year periods for comparison beginning in the third quarter of 2026. Comparisons to the first quarter of 2025 can be found in the Company's Quarterly Report on Form 10-Q, which was filed with the U.S. Securities and Exchange Commission (“SEC”) on May 6, 2026.

Management Commentary

Jason Long, Chief Executive Officer of WaterBridge, stated, “We delivered a strong first quarter that validates our platform and keeps our key second-half milestones on track. Speedway Phase I is progressing toward a mid-year start, the Kraken MVC ramp is on schedule, and the Phase II open season closed with demand that exceeded our expectations from new and existing customers looking for the unique long-haul capacity that WaterBridge provides. That operational visibility, combined with a more supportive macroeconomic backdrop for E&P activity, gives us the conviction to raise our full-year produced water handling volume guidance to 2.525 to 2.725 million barrels per day and our Adjusted EBITDA guidance to $425 million to $465 million. The opportunities ahead of WaterBridge across produced water handling, beneficial reuse, and the infrastructure that the basin will require for the next decade are as compelling as they have ever been."

Scott McNeely, Chief Financial Officer of WaterBridge, stated, "Our first quarter results highlight strong execution as we continue to scale our platform. Looking forward, our commercial and operational demand picture has strengthened since we set initial guidance, and the macro environment is supportive of the E&P activity levels that underpin our volume outlook. On that basis, we are raising full-year produced water handling volume and EBITDA guidance ranges. WaterBridge is well positioned to capitalize on a growing set of opportunities in the Delaware Basin as demand for produced water handling continues to accelerate, while delivering sustained and compelling value for our shareholders."

First Quarter Operational Results

Produced water handling volumes for the first quarter were 2.5 million barrels per day, representing a 4% decrease compared to fourth quarter 2025 volumes. Volume decline was driven by lower seasonal activity levels to begin the year, partially offset by increased produced water handling volumes due to the continued ramp of the Kraken project.

First quarter capital expenditures were $110.9 million, primarily driven by continued construction costs for the first phase of the Speedway Pipeline project and continued i

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EX-99.1

Exhibit 99.1

WaterBridge Announces Fourth Quarter and Fiscal Year 2025 Results

Reports fourth quarter 2025 produced water handling volumes of 2.6 million barrels per day and revenue of $208.9 million, representing quarterly growth of 1% and 2%, respectively

Reports full year 2025 combined produced water handling and pro forma revenue growth of 15% and 19%, respectively, year-over-year

Achieved a single-day volume record of approximately 2.9 million barrels per day of produced water handling volumes in fourth quarter 2025

Announced an open season for the second phase of the Speedway long-haul produced water pipeline project in February 2026

HOUSTON—(BUSINESS WIRE)—WaterBridge Infrastructure LLC (NYSE: WBI) (the “Company” or “WaterBridge”) today announced its financial and operating results for the fourth quarter and fiscal year ended December 31, 2025.

Prior to the closing of WaterBridge's initial public offering (the "IPO") on September 18, 2025, WaterBridge completed the successful combination (the "Combination") of its legacy entities WaterBridge Equity Finance LLC ("WBEF"), WaterBridge NDB Operating LLC ("NDB Operating") and Desert Environmental LLC ("Desert Environmental"). Key operational metrics in this release for full year 2025 and all quarters prior to fourth quarter 2025 are presented on a combined basis, and financial results reported in this release for full year 2025 and all quarters prior to fourth quarter 2025 are presented on a pro forma basis in accordance with Article 11 of Regulation S-X, assuming the Combination and the IPO had occurred on January 1, 2024.

Fourth Quarter 2025 Financial Highlights

• Produced water handling volumes of 2.6 million barrels per day, up 1% compared to third quarter combined produced water handling volumes

• Revenue of $208.9 million, up 2% compared to third quarter pro forma revenue

• Net loss of $13.6 million, with net loss margin of 7%

• Adjusted EBITDA of $103.8 million, with Adjusted EBITDA Margin of 50%(1)

• Gross margin of $46.8 million

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• Adjusted Operating Margin of $108.9 million(1)

Fiscal Year 2025 Financial Highlights

• Combined produced water handling volumes of 2.4 million barrels per day, up 15% year-over-year

• Pro forma revenue of $790.0 million, up 19% year-over-year

• Pro forma net loss of $58.1 million, with pro forma net loss margin of 7%

• Pro forma Adjusted EBITDA of $402.8 million, with pro forma Adjusted EBITDA Margin of 51%(1)

• Pro forma gross margin of $209.1 million

• Pro forma Adjusted Operating Margin of $416.9 million(1)

Recent Milestones

• Continued development of our large-diameter gathering and transportation Speedway Pipeline project (the "Speedway Pipeline"), with an open season for Phase II of the project commencing in February 2026. Phase II is expected to provide up to 500,000 barrels per day (bpd) of throughput capacity, in addition to the 500,000 bpd of throughput capacity for the initial phase of the Speedway Pipeline, for customers in Eddy and Lea counties, New Mexico, increasing access to low pressure pore space on LandBridge (NYSE: LB) surface acreage in the Central Basin Platform.

• Announced inaugural quarterly cash dividend of $0.05 per share in the first quarter of 2026

• Provided full year 2026 Adjusted EBITDA guidance of $420 to $460 million, with year-over-year anticipated growth driven by large scale, minimum volume commitment-backed capital projects

• Realized 99.7% operational uptime with measurement variance of less than 1% across our system for full year 2025, demonstrating the benefits of WaterBridge's optimized, advanced, and technology-driven operations

• Achieved a single-day volume record of approximately 2.9 million barrels per day of produced water handling in fourth quarter of 2025

Management Commentary

Jason Long, Chief Executive Officer of WaterBridge, stated, “2025 was a milestone year for WaterBridge as we brought the largest integrated pure-play water infrastructure network in the United States to the public markets via an upsized IPO. During our first full quarter as a publicly traded company, we achieved record revenues and strong Adjusted EBITDA margins. Featuring

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predictable cash flows and the Delaware Basin’s most expansive integrated pure-play network of produced water facilities, WaterBridge is uniquely positioned to serve the expanding water takeaway needs of producers. As we enter 2026, we remain dedicated to enabling critical flow assurance through our responsibly developed pore space and recycling infrastructure."

Scott McNeely, Chief Financial Officer of WaterBridge, stated, "WaterBridge entered 2026 from a position of strength and with robust demand for large-scale, high return growth projects. In the year to come, we anticipate further accelerating commercial momentum with the ramp of our bpx Kraken project, the anticipated completion of phase 1 of the Speedway Pipeline project, and strong demand for