The earnings call presented a mix of strong operational performance and growth, notably with record volumes and a successful integration of McNeill Ranch. However, uncertainties around commodity prices, tariffs, and potential capital expenditure reductions were significant concerns, creating a balanced view of the company's outlook.

Company Guidance

In the Aris Water Solutions First Quarter 2025 Earnings Conference Call, the company provided guidance reflecting a strong start to the fiscal year with record volumes in Produced Water Handling and Water Supply, driven by higher-than-anticipated completion activity. Aris reported a 7% sequential growth in both Produced Water and Water Solution volumes compared to the previous quarter. The company achieved an adjusted operating margin of $0.44 per barrel and a record adjusted EBITDA of $56.5 million. Looking ahead to the second quarter, Aris expects Produced Water volumes to range between 1.2 million and 1.25 million barrels per day and Water Solutions volumes between 475,000 and 525,000 barrels per day. The adjusted operating margin is projected to slightly decrease to between $0.41 and $0.43 per barrel due to timing of well maintenance expenses and lower skim oil price realizations. Despite potential uncertainties in commodity prices and tariffs, Aris remains confident in its long-term contracts and robust customer base, enabling flexibility in capital investments and resilience in free cash flow generation.

Record Volumes and Growth

Aris Water Solutions achieved record volumes in both Produced Water Handling and Water Supply, growing these volumes by 7% sequentially versus the fourth quarter of last year.

Strong Adjusted EBITDA

The company reported an adjusted EBITDA of $56.5 million, marking a 4% sequential increase and a 6% year-over-year growth.

Successful Integration of McNeill Ranch

Aris completed its first full quarter integrating McNeill Ranch, opening opportunities for additional revenue streams such as large-scale solar and surface royalty development.

Improvement in Financial Metrics

Adjusted operating margins were at $0.44 per barrel, reflecting sustained operational improvements over the last 24 months.

Refinancing and Credit Upgrade

The company successfully refinanced its senior notes, upsizing the offering to $500 million due to significant investor demand, and received a credit upgrade from Moody's.

Aris Water Solutions (ARIS) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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ARIS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 11, 2025	2025 (Q3)	0.34 / -	0.34	―	―	―
Aug 11, 2025	2025 (Q2)	0.30 / 0.33	0.29	13.79% (+0.04)	―	―
May 06, 2025	2025 (Q1)	0.29 / 0.35	0.34	2.94% (<+0.01)
Feb 26, 2025	2024 (Q4)	0.32 / 0.29	0.26	11.54% (+0.03)
Nov 04, 2024	2024 (Q3)	0.28 / 0.34	0.23	47.83% (+0.11)
Aug 06, 2024	2024 (Q2)	0.23 / 0.29	0.22	31.82% (+0.07)
May 07, 2024	2024 (Q1)	0.23 / 0.34	0.17	100.00% (+0.17)
Feb 28, 2024	2023 (Q4)	0.22 / 0.26	0.15	73.33% (+0.11)
Nov 01, 2023	2023 (Q3)	0.21 / 0.23	0.23	0.00% (0.00)
Aug 02, 2023	2023 (Q2)	0.12 / 0.22	0.196	12.24% (+0.02)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ARIS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 11, 2025	$23.34	$23.73	+1.67%
May 06, 2025	$25.30	$19.85	-21.54%
Feb 26, 2025	$25.39	$30.65	+20.72%
Nov 04, 2024	$16.32	$20.67	+26.65%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Aris Water Solutions (ARIS) report earnings?

Aris Water Solutions (ARIS) is schdueled to report earning on Nov 11, 2025, After Close (Confirmed).

What is Aris Water Solutions (ARIS) earnings time?

Aris Water Solutions (ARIS) earnings time is at Nov 11, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is ARIS EPS forecast?

ARIS EPS forecast for the fiscal quarter 2025 (Q3) is 0.34.

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