GoAI
Get started
Select Water Solutions, Inc. logo

Select Water Solutions, Inc.

WTTR

NYSEEnergyOil & Gas Equipment & Services

Open in GoAI

Previous close

$19.72

−$0.24 · -1.20%

Aug 21, 4:00 PM ET

WTTR company overview

Regular session · ET · Market data may be delayed.

GoAI snapshot

AI-powered factor overview

Jul 10, 2026

GoAI score

Hold

Wait — insufficient conviction to act

Valuation

47

Fair Value

Momentum

59

Neutral

Sentiment

63

Bullish

Risk resilience

64

Moderate Risk

Full GoAI research

Thesis, catalysts, evidence, and risk analysis.

View full GoAI research

AI-generated, informational only, and not investment advice.

Company profile

Company website

Select Water Solutions, Inc. provides water management solutions to the energy industry in the United States. It operates in three segments: Water Infrastructure, Water Services, and Chemical Technologies. Its Water Infrastructure segment engages in the recycling, gathering, transferring, and disposal of water through a network of permanent pipeline infrastructure, water recycling and treatment facilities, water storage facilities, and SWDs and landfills; fluid disposals; pipelines and logistics; and solid management services. The Water Services segment offers water-related services, including water sourcing, water transfer, flowback and well testing, water containment, fluids hauling, water monitoring, and water network automation; AquaView automation services; technology solutions comprising hydrographic mapping, water volume and quality monitoring, remote pit and tank monitoring, leak detection, asset and fuel tracking, and automated-equipment services; and various surface rental equipment and workforce accommodation services. The Chemical Technologies segment offers technical solutions, products, and services related to chemical applications in the oil and gas industry; and water treatment and flow assurance solutions. This segment also develops, manufactures, manages logistics, and provides chemicals, including polymers for use in hydraulic fracturing, stimulation, cementing, and well completions; and offers production chemical solutions for underperforming wells, corrosion and scale monitoring, chemical inventory management, well failure analysis, and lab services. It serves oil and gas producers. The company was formerly known as Select Energy Services, Inc. and changed its name to Select Water Solutions, Inc. in May 2023. Select Water Solutions, Inc. was founded in 2008 and is headquartered in Gainesville, Texas.

Industry
Oil & Gas Equipment & Services
Sector
Energy
Headquarters
US
CEO
John D. Schmitz
Listed since
Jun 26, 2017
Employees
3,300

Market position

Day range

Current $19.72

52-week range

Current $19.72

Open
$20.24
Previous close
$19.96
Volume
1.14M
0.6× average
Average volume
1.89M
Average daily volume
Market cap
2.16B USD
Beta
1
Market reference 1
50-day average
$19.5316
+0.96% above average
200-day average
$15.2028
+29.71% above average

Financials

Financial snapshot

Latest / TTM

Valuation & yield

Enterprise value
1.43B USD
P/E (TTM)
72.79×
P/B (TTM)
2.55×
P/S (TTM)
1.51×
EV / EBITDA
6.56×
Earnings yield
1.98%
Free cash flow yield
-7.46%
Dividend yield
1.42%

Profitability & efficiency

Gross margin
19.03%
Operating margin
4.01%
Net margin
2.24%
Return on equity
2.63%
Return on assets
1.33%
Return on invested capital
2.53%

Financial health

Debt / equity
0.28×
Current ratio
1.57×
Altman Z-score
2.86
Piotroski F-score
6 of 9

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin
Gross, operating, and net margin trends17%8%-1%-11%Gross margin, FY2021: 2.73%Gross margin, FY2022: 11.59%Gross margin, FY2023: 14.61%Gross margin, FY2024: 15.11%Gross margin, FY2025: 14.00%Operating margin, FY2021: -8.57%Operating margin, FY2022: 2.82%Operating margin, FY2023: 3.86%Operating margin, FY2024: 3.75%Operating margin, FY2025: 2.54%Net margin, FY2021: -5.52%Net margin, FY2022: 3.48%Net margin, FY2023: 4.69%Net margin, FY2024: 2.11%Net margin, FY2025: 1.51%FY2021FY2022FY2023FY2024FY2025
Gross margin FY2021 2.73%. Gross margin FY2022 11.59%. Gross margin FY2023 14.61%. Gross margin FY2024 15.11%. Gross margin FY2025 14.00%. Operating margin FY2021 -8.57%. Operating margin FY2022 2.82%. Operating margin FY2023 3.86%. Operating margin FY2024 3.75%. Operating margin FY2025 2.54%. Net margin FY2021 -5.52%. Net margin FY2022 3.48%. Net margin FY2023 4.69%. Net margin FY2024 2.11%. Net margin FY2025 1.51%.

Income trends

Revenue

1.41B USD-3.08%

Operating income

35.76M USD-34.37%

Net income

21.22M USD-30.74%
Income trends across reported periods1.75B USD1.09B USD429.73M USD−230.63M USDRevenue, FY2021: 764.62M USDRevenue, FY2022: 1.39B USDRevenue, FY2023: 1.59B USDRevenue, FY2024: 1.45B USDRevenue, FY2025: 1.41B USDOperating income, FY2021: −65.54M USDOperating income, FY2022: 39.16M USDOperating income, FY2023: 61.19M USDOperating income, FY2024: 54.49M USDOperating income, FY2025: 35.76M USDNet income, FY2021: −42.23M USDNet income, FY2022: 48.28M USDNet income, FY2023: 74.4M USDNet income, FY2024: 30.64M USDNet income, FY2025: 21.22M USDFY2021FY2022FY2023FY2024FY2025
Revenue FY2021 764.62M USD. Revenue FY2022 1.39B USD. Revenue FY2023 1.59B USD. Revenue FY2024 1.45B USD. Revenue FY2025 1.41B USD. Operating income FY2021 −65.54M USD. Operating income FY2022 39.16M USD. Operating income FY2023 61.19M USD. Operating income FY2024 54.49M USD. Operating income FY2025 35.76M USD. Net income FY2021 −42.23M USD. Net income FY2022 48.28M USD. Net income FY2023 74.4M USD. Net income FY2024 30.64M USD. Net income FY2025 21.22M USD.
Metric (USD)FY2025FY2024FY2023FY2022FY2021
Revenue1.41B USD1.45B USD1.59B USD1.39B USD764.62M USD
Cost of goods sold1.21B USD1.23B USD1.35B USD1.23B USD743.76M USD
Gross profit197.08M USD219.47M USD231.66M USD160.76M USD20.86M USD
Selling, general, and administrative161.32M USD159.98M USD155.55M USD118.94M USD83.08M USD
Operating expenses161.32M USD164.98M USD170.47M USD121.59M USD86.4M USD
Interest expense23.18M USD6.97M USD4.39M USD2.7M USD1.71M USD
Depreciation and amortization174.5M USD154.69M USD140.08M USD114.6M USD92.25M USD
Operating income35.76M USD54.49M USD61.19M USD39.16M USD−65.54M USD
Net income21.22M USD30.64M USD74.4M USD48.28M USD−42.23M USD

Company facts updated Aug 24, 2026.

Earnings

EPS beat rate
64%
7 beats, 3 misses, 1 met estimate
Average EPS surprise
+42.44%
11 comparable reports
Latest EPS result
0.17
Estimate 0.13 · Beat by 28.11%

EPS: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly EPS actual values compared with estimates0.210.120.04-0.05Q1 '25MissQ2 '25BeatQ3 '25MissQ4 '25MetQ1 '26BeatQ2 '26BeatQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Feb 18, 2025: actual -0.01, estimate 0.08, surprise -112.50%, Miss. Q2 2025, reported May 6, 2025: actual 0.08, estimate 0.07, surprise +14.29%, Beat. Q3 2025, reported Aug 5, 2025: actual 0.1, estimate 0.13, surprise -23.08%, Miss. Q4 2025, reported Nov 4, 2025: actual 0.03, estimate 0.03, surprise 0.00%, Met estimate. Q1 2026, reported Feb 17, 2026: actual 0.057, estimate 0.01, surprise +468.70%, Beat. Q2 2026, reported May 5, 2026: actual 0.08, estimate 0.062, surprise +28.91%, Beat. Q3 2026, reported Aug 4, 2026: actual 0.17, estimate 0.133, surprise +28.11%, Beat. Q4 2026, reported Nov 3, 2026: actual —, estimate 0.17, surprise —, Comparison unavailable.

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly Revenue actual values compared with estimates411.64M371.89M332.13M292.38MQ1 '25BeatQ2 '25BeatQ3 '25MissQ4 '25BeatQ1 '26BeatQ2 '26BeatQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Feb 18, 2025: actual 349.05M USD, estimate 335.55M USD, surprise +4.02%, Beat. Q2 2025, reported May 6, 2025: actual 374.38M USD, estimate 362.72M USD, surprise +3.22%, Beat. Q3 2025, reported Aug 5, 2025: actual 364.22M USD, estimate 366.74M USD, surprise -0.69%, Miss. Q4 2025, reported Nov 4, 2025: actual 322.24M USD, estimate 308.21M USD, surprise +4.55%, Beat. Q1 2026, reported Feb 17, 2026: actual 346.5M USD, estimate 321.63M USD, surprise +7.73%, Beat. Q2 2026, reported May 5, 2026: actual 365.96M USD, estimate 344.63M USD, surprise +6.19%, Beat. Q3 2026, reported Aug 4, 2026: actual 395.81M USD, estimate 373.33M USD, surprise +6.02%, Beat. Q4 2026, reported Nov 3, 2026: actual —, estimate 391.2M USD, surprise —, Comparison unavailable.

Analyst ratings

Third-party consensus; not a GoAI recommendation.

Analyst price target

Average target

$22.67

14.96% upside
Past 12 months12-month forecastHigh $26.00Average $22.67Low $21.00

Rating distribution

15 ratings
Strong buy00%
Buy1387%
Hold17%
Sell17%
Strong sell00%

Recent analyst actions

5 institutions
B of A SecuritiesmaintainBuy
Northland Capital MarketsupgradeMarket PerformOutperform

WTTR news

marketbeat.com

Select Water Solutions Builds Water Infrastructure Growth Engine in Permian

Select Water Solutions NYSE: WTTR is positioning its Water Infrastructure business as its primary growth engine, with the company expanding produced-water recycling, disposal, pipeline and storage systems for oil and gas…

Read source
prnewswire.com

Select Water Solutions Announces Significant Water Infrastructure Expansion with a Large Public Operator in the Northern Delaware Basin

Executed 12-year amended agreement with a large public operator for produced water gathering and disposal and treated water supply and distribution across more than 875,000 dedicated and right-of-first-refusal ("ROFR")…

Read source
defenseworld.net

Assenagon Asset Management S.A. Raises Holdings in Select Water Solutions, Inc. $WTTR

Assenagon Asset Management S.A. boosted its position in Select Water Solutions, Inc. (NYSE: WTTR) by 41.0% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission.…

Read source
defenseworld.net

Select Water Solutions Q2 Earnings Call Highlights

Select Water Solutions (NYSE: WTTR) reported higher revenue, earnings and adjusted EBITDA for the second quarter of 2026, supported by record results in its Water Infrastructure and Chemical Technologies segments and…

Read source
zacks.com

Surging Earnings Estimates Signal Upside for Select Water Solutions, Inc. (WTTR) Stock

Select Water Solutions, Inc. (WTTR) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Read source
seekingalpha.com

Select Water: Great Execution, But I Am Not Diving In Yet

Select Water (WTTR) delivered a strong Q2, with revenue up 8.7% and EBITDA of $93M, beating prior guidance. WTTR's Water Infrastructure segment led growth, aided by a major seven-year Northern Delaware Basin contract and…

Read source

Corporate actions

Annual dividends per share

Cash distributions grouped by calendar year; partial years are marked.

$0.28

2025 complete year+33.3% since 2023

2026 partial: $0.21

* Partial calendar year in the available dividend history.

Corporate action history

Dividend

Ex-dividend Aug 7, 2026

$0.07

Quarterly

Record Aug 7, 2026 · Payment Aug 19, 2026

Dividend

Ex-dividend Apr 30, 2026

$0.07

Quarterly

Record Apr 30, 2026 · Payment May 13, 2026

Dividend

Ex-dividend Feb 6, 2026

$0.07

Quarterly

Record Feb 6, 2026 · Payment Feb 18, 2026

Dividend

Ex-dividend Nov 7, 2025

$0.07

Quarterly

Record Nov 7, 2025 · Payment Nov 17, 2025

Dividend

Ex-dividend Aug 5, 2025

$0.07

Quarterly

Record Aug 5, 2025 · Payment Aug 15, 2025

Dividend

Ex-dividend May 6, 2025

$0.07

Quarterly

Record May 6, 2025 · Payment May 16, 2025

WTTR peers

Exxon Mobil Corporation logo

XOM

Exxon Mobil Corporation

$165.11

-0.63%

Chevron Corporation logo

CVX

Chevron Corporation

$205.24

-0.26%

Shell plc logo

SHEL

Shell plc

$93.33

-0.34%

TotalEnergies SE logo

TTE

TotalEnergies SE

$89.89

-1.11%

ConocoPhillips logo

COP

ConocoPhillips

$134.87

-0.01%

Petróleo Brasileiro S.A. - Petrobras logo

PBR

Petróleo Brasileiro S.A. - Petrobras

$19.15

+0.74%

ETFs holding WTTR

Funds reporting this stock among their holdings, ordered by reported position size.

Vanguard Morningstar Total Stock Market ETF logoVanguard Morningstar Total Stock Market ETFVTI
Market value
69.44M
Weight
0.00%
AUM
2.3T USD
Expense ratio
0.03%
Price / 1D
$378.24+0.44%
Avantis U.S. Small Cap Value ETF logoAvantis U.S. Small Cap Value ETFAVUV
Market value
68.49M
Weight
0.22%
AUM
31.27B USD
Expense ratio
0.25%
Price / 1D
$126.45+0.66%
iShares Russell 2000 ETF logoiShares Russell 2000 ETFIWM
Market value
58.38M
Weight
0.07%
AUM
81.62B USD
Expense ratio
0.19%
Price / 1D
$299.96+0.77%
VanEck Oil Services ETF logoVanEck Oil Services ETFOIH
Market value
40.27M
Weight
2.04%
AUM
1.97B USD
Expense ratio
0.35%
Price / 1D
$415.33-0.18%
Vanguard Extended Market ETF logoVanguard Extended Market ETFVXF
Market value
25.22M
Weight
0.03%
AUM
93.7B USD
Expense ratio
0.05%
Price / 1D
$245.53+0.82%
iShares Russell 2000 Growth ETF logoiShares Russell 2000 Growth ETFIWO
Market value
20.99M
Weight
0.14%
AUM
15.16B USD
Expense ratio
0.24%
Price / 1D
$387.37+1.24%
Vanguard Energy ETF logoVanguard Energy ETFVDE
Market value
16.75M
Weight
0.13%
AUM
12.4B USD
Expense ratio
0.09%
Price / 1D
$179.58-0.08%
Invesco S&P Global Water Index ETF logoInvesco S&P Global Water Index ETFCGW
Market value
16.71M
Weight
1.60%
AUM
1.05B USD
Expense ratio
0.58%
Price / 1D
$65.10+0.37%

Continue in GoAI

Research WTTR

research.disclaimer