Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Select Water Solutions, Inc. (WTTR)
NYSEEnergyOil & Gas Equipment & ServicesSnapshot 2026-11-04
$15.44-8.64%
Close 2026-11-05 · 1-day change
NYSEEnergyOil & Gas Equipment & ServicesSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
0.67 → 0.56 EPS · FY ending Dec 31, 2027 · 4 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 4 to 4; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for WTTR yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Increase net capital expenditures to $200-$250 million in 2026 | The company increased capital spending guidance to $200-$250 million for 2026. | Intact | Capital expenditures fall below $180 million in FY26 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Nov 9, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
WTTR is a growth-oriented energy services business, with a tailwind from its sector and expansion in water infrastructure and chemical technologies. Its long-term thesis is intact, and the recent signal improved from mixed to mildly favorable, but earnings quality remains fragile.
The evidence flags WTTR as expensive, with an expectations gap score of 0.66 and high model confidence. Recent performance and sector support appear reflected in a favorable setup, but the evidence also flags weak execution quality and a turbulent sector regime, making that optimism vulnerable if results or guidance weaken.
Near term, reported results have been strong: water infrastructure revenue and chemical technologies revenue both rose from the first to the second quarter of 2026, and chemical gross margin also improved. Management is progressing on contracted water growth and higher-margin chemical offerings, while increased capital spending guidance reflects a larger infrastructure buildout. A guidance cut remains a meaningful risk, especially in an industry with frequent misses and peers that have recently missed.
Over the next few quarters, the thesis depends on WTTR sustaining segment growth and delivering returns from its expanded infrastructure investment. Guidance is a key swing factor: a cut would weaken confidence, while continued execution would support the current thesis. Energy-sector momentum also matters, with SLB, BKR, and HAL results serving as early signals of whether the sector tailwind persists.
For the next 1 to 3 years, WTTR has a credible growth story supported by recent execution, but its expensive valuation and fragile earnings quality make the thesis sensitive to guidance and sector conditions. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| They raised revenue guidance to at least $366 million for 2026. |
| Intact |
| Total revenue falls below $350 million in FY26 |
Revenue: $395.807M FY2026-Q2; GAAP. Published target: >= $366 million. Annual target cannot be compared with a quarterly or TTM observation. Aug 5, 2026395,807,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Grow Water Infrastructure revenue by 20-25% in 2026 | Select Water Solutions plans to grow Water Infrastructure revenue 20-25% in 2026. | Broken | Water Infrastructure revenue growth falls below 15% in FY26 | Water Infrastructure revenue growth: 25.67% FY2026-Q2; reported segment. Published target: 20-25% YoY revenue growth. Annual target cannot be compared with a quarterly or TTM observation. Aug 5, 202625.674355 percent · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$0.71 → $0.56 · observed estimates
$1.60B → $1.70B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $0.71 | $1,598,844,565 | 4 / 6 |
| 2026-07-25 | $0.65 | $1,567,201,420 | 5 / 7 |
| 2026-07-26 | $0.71 | $1,598,844,565 | 4 / 6 |
| 2026-07-27 | $0.65 | $1,567,201,420 | 5 / 7 |
| 2026-07-28 | $0.65 | $1,567,201,420 | 5 / 7 |
| 2026-07-29 | $0.71 | $1,598,844,565 | 4 / 6 |
| 2026-07-30 | $0.71 | $1,598,844,565 | 4 / 6 |
| 2026-07-31 | $0.65 | $1,567,201,420 | 5 / 7 |
| 2026-08-01 | $0.71 | $1,598,844,565 | 4 / 6 |
| 2026-08-02 | $0.71 | $1,598,844,565 | 4 / 6 |
| 2026-08-03 | $0.65 | $1,567,201,420 | 5 / 7 |
| 2026-08-04 | $0.65 | $1,567,201,420 | 5 / 7 |
| 2026-08-05 | $0.65 | $1,567,201,420 | 5 / 7 |
| 2026-08-06 | $0.65 | $1,567,201,420 | 5 / 7 |
| 2026-08-08 | $0.73 | $1,594,524,105 | 4 / 6 |
| 2026-08-09 | $0.68 | $1,562,819,610 | 5 / 7 |
| 2026-08-10 | $0.73 | $1,594,524,105 | 4 / 6 |
| 2026-08-12 | $0.73 | $1,594,524,105 | 4 / 6 |
| 2026-08-13 | $0.68 | $1,572,605,320 | 5 / 7 |
| 2026-08-14 | $0.73 | $1,594,524,105 | 4 / 6 |
| 2026-08-15 | $0.73 | $1,594,524,105 | 4 / 6 |
| 2026-08-16 | $0.73 | $1,594,524,105 | 4 / 6 |
| 2026-08-17 | $0.73 | $1,594,524,105 | 4 / 6 |
| 2026-08-18 | $0.73 | $1,594,524,105 | 4 / 6 |
| 2026-08-19 | $0.73 | $1,594,524,105 | 4 / 6 |
| 2026-08-20 | $0.75 | $1,613,209,034 | 4 / 6 |
| 2026-08-21 | $0.71 | $1,611,002,280 | 4 / 6 |
| 2026-08-22 | $0.72 | $1,611,002,280 | 4 / 6 |
| 2026-08-23 | $0.72 | $1,611,002,280 | 4 / 6 |
| 2026-08-24 | $0.72 | $1,611,002,280 | 4 / 5 |
| 2026-08-25 | $0.70 | $1,620,002,735 | 4 / 5 |
| 2026-08-26 | $0.73 | $1,619,602,735 | 4 / 5 |
| 2026-08-27 | $0.73 | $1,619,602,735 | 4 / 5 |
| 2026-08-28 | $0.73 | $1,619,602,735 | 4 / 5 |
| 2026-08-29 | $0.73 | $1,620,881,331 | 4 / 5 |
| 2026-08-30 | $0.73 | $1,620,881,331 | 4 / 5 |
| 2026-08-31 | $0.73 | $1,620,881,331 | 4 / 5 |
| 2026-09-01 | $0.73 | $1,620,881,331 | 4 / 5 |
| 2026-09-02 | $0.73 | $1,620,881,331 | 4 / 5 |
| 2026-09-03 | $0.73 | $1,620,881,331 | 4 / 5 |
| 2026-09-04 | $0.73 | $1,620,881,331 | 4 / 5 |
| 2026-09-05 | $0.73 | $1,620,881,331 | 4 / 5 |
| 2026-09-06 | $0.73 | $1,620,881,331 | 4 / 5 |
| 2026-09-07 | $0.73 | $1,620,881,331 | 4 / 5 |
| 2026-09-08 | $0.73 | $1,620,881,331 | 4 / 5 |
| 2026-09-09 | $0.73 | $1,620,881,331 | 4 / 5 |
| 2026-09-10 | $0.73 | $1,620,881,331 | 4 / 5 |
| 2026-09-11 | $0.73 | $1,620,881,331 | 4 / 5 |
| 2026-09-12 | $0.73 | $1,620,881,331 | 4 / 5 |
| 2026-09-13 | $0.73 | $1,620,881,331 | 4 / 5 |
| 2026-09-14 | $0.73 | $1,620,881,331 | 4 / 5 |
| 2026-09-15 | $0.73 | $1,620,881,331 | 4 / 5 |
| 2026-09-16 | $0.73 | $1,620,881,331 | 4 / 5 |
| 2026-09-17 | $0.73 | $1,620,881,331 | 4 / 5 |
| 2026-09-18 | $0.73 | $1,620,881,331 | 4 / 5 |
| 2026-09-19 | $0.73 | $1,620,881,331 | 4 / 5 |
| 2026-09-20 | $0.73 | $1,620,881,331 | 4 / 5 |
| 2026-09-21 | $0.73 | $1,620,881,331 | 4 / 5 |
| 2026-09-22 | $0.73 | $1,620,881,331 | 4 / 5 |
| 2026-09-23 | $0.73 | $1,620,881,331 | 4 / 5 |
| 2026-09-24 | $0.73 | $1,620,881,331 | 4 / 5 |
| 2026-09-25 | $0.73 | $1,620,881,331 | 4 / 4 |
| 2026-09-26 | $0.76 | $1,609,919,661 | 3 / 3 |
| 2026-09-27 | $0.76 | $1,609,919,661 | 3 / 3 |
| 2026-09-28 | $0.76 | $1,609,919,661 | 3 / 3 |
| 2026-09-29 | $0.76 | $1,609,919,661 | 3 / 3 |
| 2026-09-30 | $0.67 | $1,631,146,048 | 3 / 4 |
| 2026-10-01 | $0.67 | $1,680,737,671 | 4 / 4 |
| 2026-10-02 | $0.67 | $1,680,737,671 | 4 / 4 |
| 2026-10-03 | $0.67 | $1,680,737,671 | 4 / 4 |
| 2026-10-04 | $0.67 | $1,680,737,671 | 4 / 4 |
| 2026-10-05 | $0.67 | $1,680,737,671 | 4 / 4 |
| 2026-10-06 | $0.67 | $1,680,737,671 | 4 / 4 |
| 2026-10-07 | $0.60 | $1,703,904,338 | 4 / 4 |
| 2026-10-08 | $0.60 | $1,703,904,338 | 4 / 4 |
| 2026-10-09 | $0.60 | $1,703,904,338 | 4 / 4 |
| 2026-10-10 | $0.60 | $1,703,904,338 | 4 / 4 |
| 2026-10-11 | $0.60 | $1,703,904,338 | 4 / 4 |
| 2026-10-12 | $0.60 | $1,703,904,338 | 4 / 4 |
| 2026-10-13 | $0.58 | $1,703,904,338 | 4 / 4 |
| 2026-10-14 | $0.58 | $1,703,982,171 | 4 / 4 |
| 2026-10-15 | $0.58 | $1,692,648,838 | 4 / 4 |
| 2026-10-16 | $0.58 | $1,692,648,838 | 4 / 4 |
| 2026-10-17 | $0.58 | $1,692,648,838 | 4 / 4 |
| 2026-10-18 | $0.58 | $1,692,648,838 | 4 / 4 |
| 2026-10-19 | $0.58 | $1,692,648,838 | 4 / 4 |
| 2026-10-20 | $0.57 | $1,695,482,171 | 4 / 4 |
| 2026-10-21 | $0.57 | $1,695,482,171 | 4 / 4 |
| 2026-10-22 | $0.57 | $1,695,482,171 | 4 / 4 |
| 2026-10-23 | $0.57 | $1,695,482,171 | 4 / 4 |
| 2026-10-24 | $0.57 | $1,695,482,171 | 4 / 4 |
| 2026-10-25 | $0.57 | $1,695,482,171 | 4 / 4 |
| 2026-10-26 | $0.57 | $1,695,482,171 | 4 / 4 |
| 2026-10-27 | $0.57 | $1,695,482,171 | 4 / 4 |
| 2026-10-28 | $0.56 | $1,695,482,171 | 4 / 5 |
| 2026-10-29 | $0.56 | $1,695,482,171 | 4 / 5 |
| 2026-10-30 | $0.56 | $1,695,482,171 | 4 / 5 |
| 2026-10-31 | $0.56 | $1,695,482,171 | 4 / 5 |
| 2026-11-01 | $0.56 | $1,695,482,171 | 4 / 5 |
| 2026-11-02 | $0.56 | $1,695,482,171 | 4 / 5 |
| 2026-11-03 | $0.56 | $1,695,482,171 | 4 / 5 |
| 2026-11-04 | $0.56 | $1,695,482,171 | 4 / 5 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 7 Buy / Strong Buy · 0 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.