WaterBridge Reports Transformative 2025 with Volume Growth, Expansion Plans

The company's Q4 and full-year earnings call highlighted continued produced water volume increases and a slate of high-return organic projects.

Mar. 19, 2026 at 9:13am

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WaterBridge, a leading produced water infrastructure company, reported a 'transformative year' in 2025 following its upsized IPO in September. The company saw a 15% year-over-year increase in full-year 2025 produced water volumes, reaching an average of 2.4 million barrels per day. WaterBridge also cited continued rate improvements, contributing to full-year 2025 pro forma revenue of $790 million, up 19% from 2024. The company is dedicating significant capital to high-return organic projects, including 'long-haul and out-of-basin solutions' for New Mexico customers.

Why it matters

WaterBridge's strong operational performance and growth plans underscore the increasing demand for reliable produced water infrastructure in the Delaware Basin, a key oil and gas producing region. As the industry focuses on sustainability and reducing environmental impact, companies like WaterBridge that can provide efficient water management solutions are well-positioned to capitalize on these trends.

The details

WaterBridge reported fourth-quarter produced water volumes of 2.6 million barrels per day (MMbpd), with a single-day record of 2.9 MMbpd. The company achieved 99.7% operational uptime in 2025, with measurement variance of less than 1% across the system. Key projects include the ongoing Speedway Phase I expansion and new initiatives like 'long-haul and out-of-basin solutions' for New Mexico customers. WaterBridge also highlighted its relationship with LandBridge, which provides access to underutilized pore space as a key differentiator.

  • WaterBridge completed its upsized IPO in September 2025.
  • In Q4 2025, WaterBridge reported a single-day produced water volume record of 2.9 MMbpd.
  • For the full year 2025, WaterBridge's combined produced water volumes averaged 2.4 MMbpd, up 15% year-over-year.

The players

WaterBridge Infrastructure LLC

An integrated, pure-play water infrastructure company based in Houston, Texas.

Michael Reitz

Chief Operating Officer of WaterBridge.

Scott McNeely

Chief Financial Officer of WaterBridge.

LandBridge

A partner that provides WaterBridge access to underutilized pore space, a key differentiator for the company.

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