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Select Water Solutions, Inc. (WTTR) Q4 2025 Earnings Call Transcript

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Select Water Solutions reported Q4 2025 earnings with EPS of $0.02, matching estimates, and revenue of $346.5M, beating expectations by $25.65M despite a 0.73% year-over-year decline. CEO John Schmitz led the February 18, 2026, earnings call alongside CFO Chris George and COO Michael Skarke, highlighting operational resilience amid market challenges. The company emphasized strategic priorities, including cost management and technology investments, as key drivers for 2026 growth despite flat revenue trends. Analysts from Citigroup, Northland Capital, and Piper Sandler participated, probing execution risks and margin sustainability in a volatile sector. A replay of the call is available on the company’s website, with a telephonic replay accessible until March 4, 2026.
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Select Water Solutions, Inc. (WTTR) Q4 2025 Earnings Call Transcript

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SA Transcripts158.48K FollowersFollow5ShareSaveCommentsQ4: 2026-02-17 Earnings SummaryInsightsTranscript InsightsPlay CallPlay CallEPS of $0.02 beats by $0.00 | Revenue of $346.50M (-0.73% Y/Y) beats by $25.65M Select Water Solutions, Inc. (WTTR) Q4 2025 Earnings Call February 18, 2026 11:00 AM EST Company Participants Garrett WilliamsJohn Schmitz - President, CEO & ChairmanChris George - Executive VP & CFOMichael Skarke - Executive VP & COO Conference Call Participants Scott Gruber - Citigroup Inc., Research DivisionRobert Brooks - Northland Capital Markets, Research DivisionDerek Podhaizer - Piper Sandler & Co., Research DivisionJeffrey Robertson - Water Tower Research LLCSean Meakim Presentation Operator Greetings, and welcome to the Select Water Solutions Fourth Quarter Earnings Conference Call. [Operator Instructions] As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Garrett Williams, Vice President, Corporate Finance and Investor Relations. Garrett, please go ahead.

Garrett Williams Thank you, operator, and good morning, everyone. We appreciate you joining us for Select Water Solutions conference call and webcast to review our financial and operational results for the fourth quarter and full year of 2025. With me today are John Schmitz, our Founder, Chairman, President and Chief Executive Officer; Chris George, Executive Vice President and Chief Financial Officer; Michael Skarke, Executive Vice President and Chief Operating Officer; and Mike Lyons, Executive Vice President and Chief Strategy and Technology Officer. Before I turn the call over to John, I have a few housekeeping items to cover. A replay of today's call will be available by webcast and accessible from our website at selectwater.com. There will also be a recorded telephonic replay available until March 4, 2026. The access information for this replay was also included in yesterday's earnings release. Please note that the information reported on this call speaks only as of today, February 18, 2026, and therefore, time-sensitive information may no longer be accurate as of the time of the replay listening or transcript reading. In addition, the comments made by management during this conference call may

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Source: Seeking Alpha