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Aris Water Solutions (ARIS)
NYSE:ARIS
Earnings Data
Report Date
Jul 30, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.3Last Year’s EPS
0.29Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 06, 2025
|% Change Since: -8.25%
|Next Earnings Date:Jul 30, 2025
Earnings Call Sentiment|Positive
Aris Water Solutions reported strong performance in the first quarter of 2025 with record volumes and financial metrics. The company is well-positioned with long-term contracts and a strong customer base. However, there are concerns about potential impacts from commodity price volatility and tariff uncertainties. The company is prepared to moderate capital investments if market conditions change significantly.Company Guidance
In the first quarter of 2025, Aris Water Solutions achieved significant financial and operational milestones, as reported in their earnings call. The company posted an all-time high adjusted EBITDA of $56.5 million, up 4% sequentially and 6% year-over-year, driven by a 7% sequential growth in both Produced Water Handling and Water Solutions volumes. They achieved an adjusted operating margin of $0.44 per barrel, although margins are expected to slightly decrease to between $0.41 and $0.43 per barrel in the second quarter due to anticipated well maintenance expenses and lower skim oil price realizations. Capital expenditures were $21 million, a 44% decrease from the first quarter of the previous year. Looking ahead, Aris expects Produced Water volumes to range between 1.2 million and 1.25 million barrels per day and Water Solutions volumes to be between 475,000 and 525,000 barrels per day in the second quarter. Despite facing potential headwinds from commodity price fluctuations and tariff uncertainties, Aris remains confident in its ability to adapt its capital investments and maintain strong financial health, underscored by a low debt-to-adjusted EBITDA ratio of 2.2 times and $372 million in liquidity.Record Volumes and Strong Performance
Aris Water Solutions reported record volumes in both Produced Water Handling and Water Supply, driven by higher-than-anticipated completion activity and sustained demand. Produced Water volumes and Water Solution volumes grew 7% sequentially from the previous quarter.
Adjusted EBITDA and Operating Margin
The company achieved a record adjusted EBITDA of $56.5 million, up 4% sequentially and 6% year-over-year, with an adjusted operating margin of $0.44 per barrel.
Successful Integration of McNeill Ranch
The first quarter marked the first full quarter of integrating McNeill Ranch into operations, and the company is evaluating additional revenue streams such as solar and surface royalty development.
Balance Sheet Improvements
Aris Water Solutions refinanced its senior notes, upsized the offering to $500 million, and received a credit rating upgrade from Moody's.
ARIS Earnings History
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 |
|---|---|---|---|
May 06, 2025 | $25.45 | $19.97 | -21.53% |
Feb 26, 2025 | $25.54 | $30.83 | +20.71% |
Nov 04, 2024 | $16.42 | $20.80 | +26.67% |
Aug 06, 2024 | $14.68 | $14.04 | -4.36% |
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 Jul 30, 2025, TBA Not Confirmed.
What is Aris Water Solutions (ARIS) earnings time?
Aris Water Solutions (ARIS) earnings time is at Jul 30, 2025, TBA Not 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 (Q2) is 0.3.