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
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 14.2% |
| Our one-year growth estimate | diamond | 9.9% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 4.3 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 32 industry peers · Company calendar date is not available
WTTR — COO transition
Dated 2026-06-01
Executive Vice President and Chief Commercial Officer — Michael C. Skarke: Mr. Skarke's role was expanded and his title changed, but he remains an executive officer with a strategic focus on commercialization and business development.
Why it matters: Good results in Chemical Technologies can help overall revenue grow. This area is set to grow a lot.
Supportive ifChemical Technologies revenue grows by 10-15% in Q2 2026.
Worry ifChemical Technologies revenue growth falls below 10% in Q2 2026.
Why it matters: Hitting this growth target shows strong business activity. It matches what management wants.
Supportive ifQ2 revenue growth of 25% or more compared to the previous year.
Worry ifQ2 revenue growth falls below 20%.
Why it matters: A return to revenue growth would signal a positive shift in the energy sector. This could improve investor confidence in Select Water Solutions.
Supportive ifThree-year revenue growth increases above 2%.
Worry ifThree-year revenue growth stays below 2%.
Why it matters: This revenue figure is crucial to assess the segment's growth momentum. A decline could signal challenges in market demand or pricing.
Worry ifChemical Technologies made less than $85 million in revenue for Q3 2026.
Less concerning ifChemical Technologies revenue was at or above $85 million for Q3 2026.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$185 on $10,000 · ±1.8% | How much price usually moves either way. |
| Bad day | $429 loss on $10,000 · 4.3% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,044 loss on $10,000 · 20.4% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: This level of spending shows the company's commitment to growth and infrastructure. It can affect future revenue potential.
Supportive ifNet capital spending hits $250 million in 2026.
Worry ifNet capital spending is less than $250 million in 2026.
Why it matters: This growth range shows if the company is on track to meet its annual goals. Strong growth supports investor confidence.
Supportive ifWater Infrastructure revenue grows by 5% to 10% compared to Q2 2026.
Worry ifWater Infrastructure revenue growth is less than 5% compared to Q2 2026.
Why it matters: This range shows the company's efficiency and profit. Meeting this goal can build investor trust.
Supportive ifAdjusted EBITDA is between $90 million and $94 million for Q3 2026.
Worry ifAdjusted EBITDA falls below $90 million for Q3 2026.