Select Water Solutions reports Q4 EPS 0c, consensus 2c

Reports Q4 revenue $346.5M, consensus $320.85M. John Schmitz, Chairman of the Board, President and CEO, stated, “The fourth quarter concluded a record year for Select across a number of key operational and financial metrics. During full-year 2025, we improved our consolidated margins, increased adjusted EBITDA, streamlined our Water Services segment, deployed high-performing chemical product offerings that drove significant market share capture, and most importantly, made great strides with our ongoing Northern Delaware water infrastructure network build-out. In 2025, we proudly surpassed one billion barrels of cumulative produced water recycled, culminating from a multi-year strategic effort that has concurrently driven more than 800% revenue growth in our Water Infrastructure segment since the beginning of 2021. This milestone achievement has driven significant value to not only Select and our shareholders, but also the regions and communities where we operate.”