WTTR · Select Water Solutions, Inc.
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AI Brief
Q2 FY26 earnings call · Aug 5, 2026TL;DR. Select Water Solutions delivered Q2 record revenue and gross profit in both Water Infrastructure and Chemical Technologies, beat Adjusted EBITDA guidance ($93M vs. $77–80M range), and signed a new 128-million-barrel MVC plus 14 conveyed SWDs in the Northern Delaware. The company raised its 2026 net CapEx guidance to $250–$290M (from $250M prior high end) to fund growth, and guided Q3 Adjusted EBITDA to $90–$94M.
- + Water Infrastructure posted record Q2 revenue of $102M, up 26% year-over-year, with 58% gross margins before D&A, and is tracking to the high end of full-year guidance.
- + Chemical Technologies set a record with $96M of revenue, up 23% sequentially and 42% year-over-year, with gross margin before D&A of 20.2%.
- + Executed a major new 7-year, 128-million-barrel MVC with a large public operator, including conveyance of 14 SWDs, expanding the Northern Delaware network.
- + Operating cash flow improved sharply to $86.7M in Q2 (vs. $10.2M in Q1), and net income of $22.6M more than doubled sequentially and grew 93% year-over-year.
- − Net CapEx guidance for 2026 raised to $250–$290M from a prior $250M high end to fund new infrastructure projects, reducing near-term free cash flow.
- − Chemical Technologies Q3 revenue is guided to $85–$90M, a sequential decline from the $96M record, with management noting 'modest seasonal impacts' possible in Q4.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Oil & Gas Equipment & Services — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
WTTR
this stock
Select Water Solutions, Inc.
|
$2.75B | +90.4% | +120.8% | — | 4.5% |
|
SLB
Slb Limited/Nv
|
$76.49B | +26.8% | +9.5% | 25.1 | 4.1% |
|
BKR
Baker Hughes Co
|
$55.51B | +22.1% | -0.3% | — | 2.5% |
|
TS
Tenaris SA
|
$28.00B | +44.7% | — | — | 0.8% |
|
FTI
TechnipFMC plc
|
$27.84B | +54.5% | +9.4% | 24.7 | 3.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| WTTR | +2.6% | +1.3% | +32.1% | +1.2% | +90.4% |
| SPY | -0.4% | -0.2% | +12.4% | +0.2% | +12.0% |
| vs SPY | +3.0% | +1.5% | +19.7% | +1.0% | +78.4% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.