Select Water Solutions

WTTR

Market cap $1.08B

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.

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.

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.

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.

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.

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.

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.

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.

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.

Select Water Solutions, Inc. (NYSE:WTTR ) Q2 2025 Earnings Conference Call August 6, 2025 11:00 AM ET Company Participants Christopher K. George - Executive VP & CFO Garrett Williams - Corporate Participant John D.