Select Water Solutions: Water Infrastructure Outshines Completion Weakness

Select Water Solutions remains a Buy despite recent underperformance, driven by long-term demand for water midstream solutions in the Permian Basin. WTTR's integrated recycling and dual-pipeline infrastructure, plus a new lithium-extraction project, are set to fuel multiyear growth and revenue diversification. Short-term pressures include negative free cash flow from elevated capex and softer completions activity, but liquidity and debt remain manageable.

Seeking Alpha • Dec 2, 2025

Select Water Solutions, Inc. (WTTR) Q3 2025 Earnings Call Transcript

Select Water Solutions, Inc. ( WTTR ) Q3 2025 Earnings Call November 5, 2025 11:00 AM EST Company Participants Garrett Williams John Schmitz - President, CEO & Chairman Chris George - Executive VP & CFO Michael Lyons - Executive VP, Chief Strategy Officer & CTO Michael Skarke - Executive VP & COO Conference Call Participants Robert Brooks - Northland Capital Markets, Research Division Donald Crist - Johnson Rice & Company, L.L.C., Research Division Scott Gruber - Citigroup Inc. Exchange Research Derek Podhaizer - Piper Sandler & Co., Research Division Derrick Whitfield - Texas Capital Securities, Research Division Jeffrey Robertson - Water Tower Research LLC John Daniel - Daniel Energy Partners, LLC Presentation Operator Greetings, and welcome to the Select Water Solutions 2025 Third Quarter Earnings Conference Call.

Seeking Alpha • Nov 5, 2025

Select Water Solutions Announces Third Quarter 2025 Financial and Operational Results and Other Strategic Updates

Generated revenue of $322 million and cash flow from operating activities of $72 million during the third quarter of 2025 Increased Chemical Technologies revenue and gross profit by 13% and 34%, respectively, in the third quarter of 2025 as compared to the second quarter of 2025 Announced multiple new long-term contracted Water Infrastructure projects in the Permian Basin backed by approximately 65,000 acres of additional leasehold and right-of-first-refusal ("ROFR") acreage dedications Enhanced multiple existing Water Infrastructure long-term contracts covering 309,000 acres of dedication through the addition of long-term contracted last-mile water transfer and logistics services to the benefit of Water Services GAINESVILLE, Texas , Nov. 4, 2025 /PRNewswire/ -- Select Water Solutions, Inc. (NYSE: WTTR) ("Select" the "Company", "we" or "us"), a leading provider of sustainable water and chemical solutions, today announced its financial and operating results for the quarter ended September 30, 2025, as well as other strategic updates. John Schmitz, Chairman of the Board, President and CEO, stated, "During the third quarter of 2025, Select advanced its strategic objectives to increase Water Infrastructure scale and posted strong Chemical Technologies sequential growth in both revenues and gross margins, while furthering our Water Services rationalization and efficiency efforts.

PRNewsWire • Nov 4, 2025

Select Water Solutions, Inc. (WTTR) Meets Q3 Earnings Estimates

Select Water Solutions, Inc. (WTTR) came out with quarterly earnings of $0.03 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.15 per share a year ago.

Zacks Investment Research • Nov 4, 2025

Compared to Estimates, Select Water Solutions, Inc. (WTTR) Q3 Earnings: A Look at Key Metrics

Although the revenue and EPS for Select Water Solutions, Inc. (WTTR) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Zacks Investment Research • Nov 5, 2025

Select Water Solutions Announces Quarterly Cash Dividend of $0.07 Per Share

GAINESVILLE, Texas , Oct. 24, 2025 /PRNewswire/ -- Select Water Solutions, Inc. (NYSE: WTTR) ("Select" or the "Company"), a leading provider of sustainable water and chemical solutions to the energy industry, today announced that its Board of Directors declared a quarterly cash dividend of $0.07 per share of Class A common stock to be paid on November 17, 2025, to holders of record as of the close of business on November 7, 2025. A comparable distribution of $0.07 per unit has also been approved to the unitholders of SES Holdings, LLC, which will be subject to the same payment and record dates.

PRNewsWire • Oct 24, 2025

Select Water Solutions and Mariana Minerals Break Ground on Texas's First Commercial Produced Water Lithium Extraction Facility

JOAQUIN, Texas , Oct. 22, 2025 /PRNewswire/ -- Select Water Solutions, Inc. ("Select", NYSE: WTTR) and Mariana Minerals ("Mariana") today announced the groundbreaking of a pioneering produced water lithium extraction facility in Joaquin, Texas, located in Shelby County, within the Haynesville shale region. The facility will be funded, designed, constructed, and operated by Mariana Minerals and leverage Select's extensive water treatment expertise and existing pipeline infrastructure network to source, transport, and manage the produced water streams critical to the extraction process, for which Select will receive a royalty payment.

PRNewsWire • Oct 22, 2025

Select Water Solutions, Inc. (WTTR) Surges 14.0%: Is This an Indication of Further Gains?

Select Water Solutions, Inc. (WTTR) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

Zacks Investment Research • Oct 16, 2025

Select Water Solutions Announces 2025 Third Quarter Earnings Release and Conference Call Schedule

GAINESVILLE, Texas , Oct. 13, 2025 /PRNewswire/ -- Select Water Solutions, Inc. (NYSE: WTTR) today announced that it will release 2025 third quarter financial results on November 4, 2025 after the market closes. In conjunction with the release, the Company has scheduled a conference call, which will also be broadcast live over the Internet, on Wednesday, November 5, 2025 at 11:00 a.m.

PRNewsWire • Oct 13, 2025

SELECT WATER SOLUTIONS ANNOUNCES DUAL LISTING ON NYSE TEXAS

GAINESVILLE, Texas , Aug. 14, 2025 /PRNewswire/ -- Select Water Solutions (NYSE: WTTR), a leading provider of sustainable water management and chemical solutions, proudly announces the dual listing of its common stock on NYSE Texas, the newly launched fully electronic equities exchange headquartered in Dallas, Texas. John Schmitz, Chairman of the Board, President and CEO, stated, "We are pleased to join NYSE Texas as a Founding Member.

PRNewsWire • Aug 14, 2025