Q3 2025 Select Water Solutions Inc Earnings Call Transcript

Nov 5, 2025 / 04:00 PM GMT

Release Date Price: $11.48 (-1.71%)

Transcript 8-K10-Q

Key Points

Positve

Select Water Solutions Inc (WTTR) secured incremental contracts in water infrastructure, enhancing long-term cash flow generation.
The company achieved strong sequential revenue and margin improvement in its chemical technologies segment.
Select Water Solutions Inc (WTTR) is recycling nearly 1 million barrels of water per day in the Permian Basin, creating significant operational efficiencies.
The company signed several new midstream contracts in the Permian Basin, adding over 65,000 additional acres under long-term dedication.
Select Water Solutions Inc (WTTR) announced the groundbreaking of Texas's first commercial produced water lithium extraction facility, expected to generate significant royalty payments.

Negative

Water infrastructure revenue decreased by 2.5% due to reduced skim oil sales and lower realized oil prices.
The water services segment saw a 23% sequential revenue decrease, impacted by the divestment of legacy trucking operations.
Gross margins in the water services segment came in slightly below expectations during the third quarter.
The company expects sequential revenue declines in water services due to ongoing lower activity levels and typical fourth-quarter seasonality.
Select Water Solutions Inc (WTTR) incurred $35 million of cash outflows for acquisitions, impacting near-term cash flow.

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

WTTR.N - Select Water Solutions Inc
Q3 2025 Select Water Solutions Inc Earnings Call
Nov 05, 2025 / 04:00PM GMT

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Presentation
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Unidentified_1 [1]
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Greetings and welcome to the Select Water Solutions 2025 3rd quarter earnings conference call. At this time, all participants are in a listen-only mode. A brief question-and-answer session will follow the formal presentation. Should anyone require operator assistance during the conference, please press 0 on your telephone keypad. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Garrett Williams, VP corporate finance and IR.

Thank you. You may begin.

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Unidentified_2 [2]
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