Select Water Solutions, Inc. (WTTR)
NYSEEnergyOil & Gas Equipment & ServicesSnapshot 2026-09-04
$20.06-0.55%
Close 2026-09-04 · 1-day change
NYSEEnergyOil & Gas Equipment & ServicesSnapshot 2026-09-04
QuarterlyIQ Insights · WTTR
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within energy on a research-validated quality screen. As of 2026-09-04.
The screen ranks WTTR against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 3 of the last 3 quarter-over-quarter moves. Historically, Energy names rated strong grew net income 53% of the time over the next year (vs 58% for the rest of the cohort, n=1735).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue expanding Water Infrastructure segment through volume growth, new contracts, and margin improvement.
Stated as a priority in 2 of last 2 quarters. Water Infrastructure segment revenue grew from $96.7 million in 2026-Q1 to $101.6 million in 2026-Q2 (+5%), with gross margin before D&A improving from 56.2% to 58.3%. Year-over-year revenue increased 26% from $80.9 million in 2025-Q2 to $101.6 million in 2026-Q2. Management is delivering on growth and margin expansion in this segment.
“Water Infrastructure segment produced record revenue of $102 million, up 26% year-over-year, with gross margins before D&A of 58%.”
“Water Infrastructure segment generated record quarterly revenue of $96.7 million, up 19% sequentially.”
Invest in infrastructure growth and acquisitions with net capital expenditures targeted between $250 million and $290 million for 2026.
Stated as a priority in 2 of last 2 quarters. Net capital expenditures guidance increased from $200-$250 million in 2026-Q1 to $250-$290 million in 2026-Q2. Actual net capital expenditures were $77.3 million in 2026-Q1 and $69.7 million in 2026-Q2. Management is maintaining disciplined capital allocation aligned with growth investments.
Target strong year-over-year revenue growth of 25-30% in the Water Infrastructure segment for full year 2026.
Stated as a priority in 2 of last 2 quarters. Water Infrastructure segment revenue grew 26% year-over-year from $80.9 million in 2025-Q2 to $101.6 million in 2026-Q2, matching management's guidance of 25-30% growth. The trajectory is delivering as expected.
Drive sequential revenue and gross profit growth in Chemical Technologies segment through product development and market share gains.
Stated as a priority in 2 of last 2 quarters. Chemical Technologies segment revenue increased 23% sequentially from $78 million in 2026-Q1 to $96 million in 2026-Q2, with gross margin before D&A improving from 19.1% to 20.2%. Management is delivering sequential growth and margin expansion.
Maintain and grow consolidated Adjusted EBITDA through operational improvements and segment growth.
Stated as a priority in 2 of last 2 quarters. Adjusted EBITDA increased from $77.6 million in 2026-Q1 to $92.7 million in 2026-Q2 (+19%). Management expects $90-$94 million Adjusted EBITDA in 2026-Q3, indicating sustained strong consolidated profitability.
Over the trailing year it converted 2.51x of net income into operating cash flow. Historically, Energy names rated neutral grew net income 40% of the time over the next year (vs 46% for the rest of the cohort, n=1319).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
8 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Energy names rated stable grew net income 59% of the time over the next year (vs 56% for the rest of the cohort, n=627).
Not investment advice. As of 2026-09-04.
“We now expect net capital expenditures of $250 1 $290 million in 2026.”
“We now expect net capital expenditures in 2026 to increase to $200 1 $250 million.”
“We are well on track to meet the upper end of our full year guidance for the Water Infrastructure segment of 25-30% year-over-year growth.”
“We are well on track to exceed the high end of our previously guided range of 20-25% year-over-year growth for Water Infrastructure.”
“Chemical Technologies revenue of $96 million, a 23% increase sequentially, with gross margin before D&A of 20%.”
“Chemical Technologies segment generated revenues of $78 million with gross margin before D&A of 19.1%.”
“Adjusted EBITDA was $92.7 million in Q2 2026, up $15 million sequentially.”
“Adjusted EBITDA was $77.6 million in Q1 2026, up $13 million from Q4 2025.”