Q4 2025 Tetra Technologies Inc Earnings Call Transcript

Feb 26, 2026 / 03:30 PM GMT

Release Date Price: €7.75 (-17.99%)

Transcript 10-K8-K

Key Points

Positve

Tetra Technologies Inc (TTI) achieved record financial performance in 2025, with significant revenue and adjusted EBITDA growth in its completion fluids segment.
The company maintained its position as the top supplier in the Gulf of America for completion fluids, with a 50% revenue increase in 2025 compared to 2024.
Tetra Technologies Inc (TTI) successfully expanded its production capacity at the West Memphis plant, producing 40% more bromine end products than its long-term supply agreement allows.
The company's global calcium chloride business set revenue and adjusted EBITDA records, with significant growth in tech-grade products for chip manufacturing.
Tetra Technologies Inc (TTI) made significant progress on its new bromine plant, completing phase one on time and below budget, with plans to increase bromine production capacity by 56%.

Negative

The Gulf of America activity is expected to shift towards more drilling and less completion in 2026, potentially impacting revenue compared to 2025.
Tetra Technologies Inc (TTI) faces higher costs for third-party bromine supply, which could pressure margins until its bromine processing plant becomes operational.
The company anticipates a modest growth rate in 2026 due to the cyclical nature of the deepwater market and the transition to more drilling activities.
There are competitive pricing pressures in the US land market, which could impact the profitability of Tetra Technologies Inc (TTI)'s water and flowback services.
The timeline for large-scale desalination projects has been extended, with potential revenue from these projects not expected until 2027.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

TTI.N - Tetra Technologies Inc
Q4 2025 Tetra Technologies Inc Earnings Call
Feb 26, 2026 / 03:30PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Hello and thank you for standing by. My name is Tiffany and I'll be your conference operator today. At this time, I would like to welcome everyone to the Petrotechnologies Inc. 4,225 in full year 2025 earnings conference call.

All lines have been placed on mute to prevent any background noise.

After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question during that time, simply press star, then the number one on your telephone keypad. I would now like to turn the call over to Kurt Halled, treasurer and investor relations. Kurt, please go ahead.

--------------------------------------------------------------------------------
Unidentified_2 [2]
----

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.