Select Energy Services (WTTR) Earnings Dates, Call Summary & Reports

Q: When does Select Energy Services Inc (WTTR) report earnings?

Select Energy Services Inc (WTTR) is schdueled to report earning on May 05, 2026, After Close (Confirmed).

Q: What is Select Energy Services Inc (WTTR) earnings time?

Select Energy Services Inc (WTTR) earnings time is at May 05, 2026, After Close (Confirmed).

Q: Where can I see when companies are reporting earnings?

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

Q: What companies are reporting earnings today?

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

Q: What is WTTR EPS forecast?

WTTR EPS forecast for the fiscal quarter 2026 (Q1) is 0.06.

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Earnings Data

Report Date

May 05, 2026

After Close (Confirmed)

Period Ending

2026 (Q1)

Consensus EPS Forecast

0.06

Last Year’s EPS

0.08

Same Quarter Last Year

Analyst Consensus

Strong Buy

Based on 3 Analysts Ratings

Earnings Call Summary

Q4 2025

Earnings Call Date:Feb 17, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call conveyed strong positive operational and financial momentum — record consolidated revenue and adjusted EBITDA, robust growth and high margins in Water Infrastructure and Chemical Technologies, volume milestones, long-term contracts, and promising diversification initiatives (lithium and beneficial reuse). Offsetting risks include near-term project timing slippages, significant 2026 capital expenditures that will consume cash until assets mature, regulatory/disposal constraints in the Northern Delaware Basin, and some revenue decline in Water Services driven by divestments. On balance, the positives (record results, high-margin infrastructure, clear growth guidance and long-term contracts) outweigh the near-term execution and capital intensity risks.

Company Guidance

Select's guidance builds on a strong 2025 backdrop ($1.4B revenue, record $260M adjusted EBITDA, 330M+ barrels recycled in 2025 and >1 billion barrels recycled since 2021) and outlines specific near‑term and 2026 targets: Water Infrastructure is expected to grow 20%–25% year‑over‑year in 2026 (Q1 revenue and gross profit before D&A up 7%–10% vs. Q4’25) while maintaining roughly 54% gross margins; Water Services should hold relatively steady into Q1 with gross margin before D&A of 19%–21% (FY26 revenues down YoY largely due to divestments—>80% of the decline); Chemical Technologies is expected to deliver similar full‑year revenue in 2026 with 19%–20% gross margins (Q1 revenue in the high $70s–$80M range); consolidated adjusted EBITDA is guided to $65M–$68M for Q1 (Q4’25 was $64.2M, above prior $60M–$64M guidance). Financial and cash‑flow items include 2026 net CapEx of $175M–$225M (after $10M–$15M asset sales) with ~$50M–$60M of maintenance spend, Q1 D&A of $46M–$50M (trending to low‑$50Ms over 2026), interest expense of $5M–$7M/quarter, cash tax payments of $5M–$10M in 2026, and a targeted 5%–10% YoY reduction in SG&A (below 11% of revenue for FY26); operationally the company added 55,000 bpd of disposal capacity in Q4, executed multiple MVCs adding nearly 1M dedicated acres with an average contract term of 11 years, and remains on track to grow Water Infrastructure to >60% of consolidated gross profit within 24 months.

Record Annual Revenue and Adjusted EBITDA

Consolidated 2025 revenue of $1.4 billion and record adjusted EBITDA of $260 million; Q4 adjusted EBITDA of $64.2 million (above guidance of $60M–$64M) with Q1 2026 adjusted EBITDA guidance of $65M–$68M.

Water Infrastructure Volume and Milestones

Recycled produced water volumes grew 18% in 2025 to more than 330 million barrels; reached a milestone of 1 billion barrels recycled since 2021, supporting >800% water infrastructure revenue growth over the past five years.

Strong Water Infrastructure Profitability and Growth Outlook

Q4 Water Infrastructure gross profit before D&A increased 5% with gross margin of 54%; company targets 20%–25% year-over-year revenue growth for the segment in 2026 and expects the segment to reach >60% of consolidated gross profit within 24 months.

Chemical Technologies Momentum

Chemical Technologies delivered 19% revenue growth in 2025 and 45% growth in gross profit before D&A versus 2024; record Q4 revenue of $87 million (14% sequential) and Q4 gross margins ~20%; 2026 guidance calls for similar revenue with margins of 19%–20%.

Water Services Operational Improvement

Water Services Q4 revenue rose ~7% sequentially (offsetting expected seasonal decline) with gross margin improving ~2 percentage points to 20%; Q4 gross profit before D&A grew ~16% for the segment and 2026 margin guidance of 19%–21%.

Commercial Backlog and Long-Term Contracts

Added nearly 1 million dedicated acreage with an average contract term of 11 years and executed multiple MVCs; average contract tenor supports long-term predictable cash flow and underwriting of future infrastructure growth.

Technology Diversification and Low‑Cost Royalty Streams

Announced lithium extraction partnerships (Haynesville and Permian) expected to generate initial royalty revenues by early 2027; additional pilots and potential iodine/strontium-magnesium opportunities could add high-margin, low-capex royalty streams leveraging existing infrastructure.

Capital Deployment and Cost Discipline Targets

2025 net CapEx of $279 million (Q4 net CapEx $70M); 2026 net CapEx guidance $175M–$225M (including $10M–$15M expected asset sales); management targets a 5%–10% year-over-year reduction in SG&A and SG&A below 11% of revenue in 2026.

Select Energy Services (WTTR) 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

Daily Earnings Calendar >

WTTR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
May 05, 2026	2026 (Q1)	0.06 / -	0.08	―	―	―
Feb 17, 2026	2025 (Q4)	0.03 / 0.06	-0.02	385.00% (+0.08)	―
Nov 04, 2025	2025 (Q3)	<0.01 / 0.03	0.15	-80.00% (-0.12)	―
Aug 05, 2025	2025 (Q2)	0.13 / 0.10	0.13	-23.08% (-0.03)	―
May 06, 2025	2025 (Q1)	0.06 / 0.08	0.04	100.00% (+0.04)	―
Feb 18, 2025	2024 (Q4)	0.08 / -0.02	0.27	-107.41% (-0.29)	―
Nov 05, 2024	2024 (Q3)	0.14 / 0.15	0.14	7.14% (<+0.01)	―
Jul 30, 2024	2024 (Q2)	0.12 / 0.13	0.2	-35.00% (-0.07)	―
Apr 30, 2024	2024 (Q1)	0.07 / 0.04	0.12	-66.67% (-0.08)	―
Feb 20, 2024	2023 (Q4)	0.15 / 0.27	0.167	61.68% (+0.10)	―

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

WTTR Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 17, 2026	$13.26	$14.41	+8.67%
Nov 04, 2025	$11.54	$11.34	-1.71%
Aug 05, 2025	$9.03	$8.53	-5.57%
May 06, 2025	$8.08	$7.16	-11.41%

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 Select Energy Services Inc (WTTR) report earnings?

Select Energy Services Inc (WTTR) is schdueled to report earning on May 05, 2026, After Close (Confirmed).

What is Select Energy Services Inc (WTTR) earnings time?

Select Energy Services Inc (WTTR) earnings time is at May 05, 2026, 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 WTTR EPS forecast?

WTTR EPS forecast for the fiscal quarter 2026 (Q1) is 0.06.