Inferra AI / Company / WTTR
Select Water Solutions, Inc.
WTTR · Energy
Last earnings Oct 13, 2026
Key results
Net incomequarter
22%
In the second quarter of 2025, we increased net income by 22% and adjusted EBITDA by 13% when compared to the first quarter of 2025 and improved consolidated margins despite modestly reduced consolidated revenue levels.
SEC original ↗Select Water Solutions, Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025
Revenuequarter
12%
"In our Water Infrastructure segment, we increased both our recycling and disposal volumes during the second quarter of 2025, resulting in sequential increases in revenue and gross profit of approximately 12% and 17%, respectively.
SEC original ↗Select Water Solutions, Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025
Consolidated Financial Information revenuequarter
$364.2 million
Second Quarter 2025 Consolidated Financial Information Revenue for the second quarter of 2025 was $364.2 million as compared to $374.4 million in the first quarter of 2025 and $365.1 million in the second quarter of 2024.
SEC original ↗Select Water Solutions, Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025
Net income for the second quarter of 2025 was $11.7 million as compared to a net income of $9.6 million in the first quarter of 2025 and net income of $14.9 million in the second quarter of 2024.
SEC original ↗Select Water Solutions, Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025
Total gross marginquarter
15.9%
Total gross margin was 15.9% in the second quarter of 2025 as compared to 14.9% in the first quarter of 2025 and 16.5% in the second quarter of 2024.
SEC original ↗Select Water Solutions, Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025
Gross marginquarter
27.1%
Gross margin before D&A for the second quarter of 2025 was 27.1% as compared to 25.2% for the first quarter of 2025 and 26.7% for the second quarter of 2024.
SEC original ↗Select Water Solutions, Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025
Business Segment Information The Water Infrastructure segment generated revenues of $80.9 million in the second quarter of 2025 as compared to $72.4 million in the first quarter of 2025 and $68.6 million in the second quarter of 2024.
SEC original ↗Select Water Solutions, Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025
Gross margin before D&A for Water Infrastructure was 55.2% in the second quarter of 2025 as compared to 53.7% in the first quarter of 2025 and 51.0% in the second quarter of 2024.
SEC original ↗Select Water Solutions, Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025
AI analysis
Q2 2025 · reported Aug 6, 2025
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
The quarter in charts
GAAP gross margin
Percent of revenue, as stated
EX-99 · Aug 6, 2025 Margin values as stated in the release.
Headline figures
| Metric | Q2 2025 | Prior qtr | Year ago |
|---|---|---|---|
| Net income | 22% | — | — |
| Revenue | 12% | — | — |
| Consolidated Financial Information revenue | $364.2 million | $374.4 million | — |
| Total gross margin | 15.9% | 14.9% | — |
| Gross margin | 27.1% | 25.2% | — |
Guidance · company-stated
Direction: Reiterated
“We maintain our 2025 net capital expenditures guidance of $225 million to $250 million, with a bias to the higher-end resulting from the latest announced awards, better positioning us for 2026 and beyond.”
“Water Infrastructure revenues increased 11.7% sequentially relative to the first quarter of 2025, ahead of Company guidance, driven by increases in both our recycled and disposal volumes.”
Classified from the release's primary full-year outlook statement.
Margin
Capital allocation
We maintain our 2025 net capital expenditures guidance of $225 million to $250 million, with a bias to the higher-end resulting from the latest announced awards, better positioning us for 2026 and beyond.
What changed vs last quarter
- Gross margin +1.0 pts computed from stated figures
Event summary
Select Water Solutions, Inc. Q2 2025 — In the second quarter of 2025, we increased net income by 22% and adjusted EBITDA by 13% when compared to the first quarter of 2025 and improved consolidated margins despite modestly reduced consolida…
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
Direction: Reiterated
Company outlook: “We maintain our 2025 net capital expenditures guidance of $225 million to $250 million, with a bias to the higher-end resulting from the latest announced awards, better positioning us for 2026 and beyond.”
Revenue: “Water Infrastructure revenues increased 11.7% sequentially relative to the first quarter of 2025, ahead of Company guidance, driven by increases in both our recycled and disposal volumes.”
Company outlook — Reiterated (“maintain”)
“We maintain our 2025 net capital expenditures guidance of $225 million to $250 million, with a bias to the higher-end resulting from the latest announced awards, better positioning us for 2026 and beyond.”
Revenue — Raised (“increased”)
“Water Infrastructure revenues increased 11.7% sequentially relative to the first quarter of 2025, ahead of Company guidance, driven by increases in both our recycled and disposal volumes.”
Classified from the release's primary full-year outlook statement.
Capital allocation
We maintain our 2025 net capital expenditures guidance of $225 million to $250 million, with a bias to the higher-end resulting from the latest announced awards, better positioning us for 2026 and beyond.
SEC original ↗Select Water Solutions, Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025
Cash Flow and Capital Expenditures Cash flow provided by operations for the second quarter of 2025 was $82.6 million as compared to cash flow used in operations of $5.1 million in the first quarter of 2025 and cash flow provided by operations of $83.1 million in the second quarter of 2024.
SEC original ↗Select Water Solutions, Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025
Net capital expenditures for the second quarter of 2025 were $71.7 million, comprised of $79.4 million of capital expenditures partially offset by $7.7 million of cash proceeds from asset sales.
SEC original ↗Select Water Solutions, Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025
Cash flows from financing activities during the second quarter of 2025 included $15.7 million of net inflows, primarily reflecting $25.0 million of borrowings from the sustainability-linked credit facility, partially offset by $8.3 million of quarterly dividends and distributions paid.
SEC original ↗Select Water Solutions, Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025
The Company had $250.0 million of borrowings outstanding under the term loan component of its sustainability-linked credit facility as of June 30, 2025 and March 31, 2025, with an additional $25.0 million of revolver borrowings outstanding as of June 30, 2025.
SEC original ↗Select Water Solutions, Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025
There were no revolver borrowings outstanding as of March 31, 2025.
SEC original ↗Select Water Solutions, Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025
Strategy & priorities
(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 June 30, 2025, as well as other strategic updates.
SEC original ↗Select Water Solutions, Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025
John Schmitz, Chairman of the Board, President and CEO, stated, During the second quarter of 2025, Select improved its profitability and cash flow while continuing to advance its strategic objectives to grow Water Infrastructure scale and margin.
SEC original ↗Select Water Solutions, Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025
Importantly, we have also executed on, or are now underway with, multiple strategic opportunities to rationalize our Water Services segment in support of our rapidly growing Water Infrastructure platform.
SEC original ↗Select Water Solutions, Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025
While the OMNI transaction is a strong step towards rationalizing the Water Services portfolio, we see additional opportunity to unlock value from our strategic assets within our Water Services segment.
SEC original ↗Select Water Solutions, Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025
Scott joins us as CEO of Peak and is leading the strategic development and transaction planning for the business.
SEC original ↗Select Water Solutions, Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025
Risks & headwinds
Such statements are not guarantees of future performance or events and are subject to known and unknown risks and uncertainties that could cause our actual results, events or financial positions to differ materially from those included within or implied by such forward-looking statements.
SEC original ↗Select Water Solutions, Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025
These risks and uncertainties include the risks that the benefits contemplated from our recent acquisitions may not be realized, the ability of Select to successfully integrate the acquired businesses operations, including employees, and realize anticipated synergies and cost savings and the potential impact of the consummation of the acquisitions on relationships, including with employees, suppliers, customers, competitors and creditors.
SEC original ↗Select Water Solutions, Inc. — Earnings release (8-K exhibit)EX-99Aug 6, 2025
Legal Proceedings 59 Item 1A.
SEC original ↗Select Water Solutions, Inc. — 10-Q Quarterly report10-QAug 5, 2026
Our future results will depend upon various other risks and uncertainties, including those described under the heading Part I Item 1A.
SEC original ↗Select Water Solutions, Inc. — 10-Q Quarterly report10-QAug 5, 2026
Earnings deck slides
0 decks with slide viewSelect Water Solutions, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
33 documents- Q3 2026
- 8-KWTTR
- 8-KWTTR
- 8-KWTTR
- Q2 2026
- 8-KWTTR
- EX-99WTTR
- 10-QWTTR
- 8-KWTTR
- Q1 2026
- 8-KWTTR
- 8-KWTTR
- 10-QWTTR
- 8-KWTTR
- Q4 2025
- 8-KWTTR
- 8-KWTTR
- EX-99WTTR
- 8-KWTTR
- EX-99WTTR
- 10-KWTTR
- 8-KWTTR
- Q3 2025
- 8-KWTTR
- 10-QWTTR
- 8-KWTTR
- Q2 2025
- 8-KWTTR
- 10-QWTTR
- Q1 2025
- 10-QWTTR
- 8-KWTTR
- 8-KWTTR
- Q4 2024
- 10-KWTTR
- 8-KWTTR
- 8-KWTTR
- 8-KWTTR
- Q3 2024
- 10-QWTTR
- 8-KWTTR
- Q2 2024
- 10-QWTTR
Earnings releases
13 documentsPresentations
1 document- Q2 2026
- WTTRDeck
Transcripts
0 documentsNo transcripts for Select Water Solutions, Inc. are held in this edition of the library.
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