WBI earnings / call / takeaways

WBI earnings call: key takeaways

What WBI said on its earnings call of November 4, 2026: results against expectations, what changed since last quarter, guidance and the questions analysts pressed on.

By Lician·November 4, 2026·AI-generated from the call transcript and Lician data

Revenue grew 10% to $240.2 million, driven by higher volumes and rates. (7:15)
Outlook: full-year 2026 produced water handling volume: 2.65-2.75 million barrels per day (7:15)

Results vs expectations

Metric	Consensus	Reported	Result
EPS	$0.10	–	–
Revenue	$233.4M	–	–

EPS basis: Provider EPS (EODHD), not yet checked against the SEC

What changed since last quarter

The company raised its full year 2026 produced water handling volume guidance to 2.65 to 2.75 million barrels per day, up from 2.55 to 2.75 million barrels per day. (7:15)
Adjusted EBITDA guidance was raised to 465 to 485 million, up from 435 to 475 million. (7:15)
The company lowered the midpoint of its capital expenditures guidance to 530 to 560 million from 530 to 590 million. (7:15)

Guidance

Metric	This call	Previous call
Other	Full-year 2026 produced water handling volume: 2.65-2.75 million barrels per day. (7:15)	not captured
EBITDA	Full-year adjusted EBITDA: $465-485 million. (7:15)	not captured
Capex	Capital expenditures: $530-560 million. (7:15)	not captured

What analysts pressed on

Whether the growth in gas production could lead to higher water oil ratios and impact water handling demand. (22:02)
How the recent acquisition in waste management will affect supply and demand fundamentals in the Delaware Basin. (23:06)
Concerns about potential regulatory changes and their impact on the company's operations. (16:50)

In their words

We've made significant commercial progress on a water supply solution for a large scale data center Jason Long (4:06)
We're well positioned to lead it. These drivers give us confidence in the growth trajectory of the business Jason Long (4:06)
The growth that we're seeing can no way be cannibalized by recycling (29:50)

Read the full transcript with the AI summary, or listen on the company's official webcast.

Every past call in full and transcript search come with Lician Pro.

Written by AI from the automatic transcript of the company's public webcast and Lician's earnings data. Each sentence cites the passage it comes from, and a sentence with a figure that is not in its sources was removed. Not investment advice.