Select Water Solutions, Inc. (WTTR) Discusses Transition to Water Infrastructure Focus and Market Positioning Transcript
Summarize this article with:
SA Transcripts157.36K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Select Water Solutions, Inc. (WTTR) Discusses Transition to Water Infrastructure Focus and Market Positioning December 10, 2025 7:00 PM EST Company Participants John Schmitz - President, CEO & ChairmanChris George - Executive VP & CFOMichael Lyons - Executive VP, Chief Strategy Officer & CTO Conference Call Participants Jeffrey Robertson - Water Tower Research LLC Presentation Jeffrey RobertsonWater Tower Research LLC Thank you for joining us today for a fireside chat with CEO, John Schmitz; CFO, Chris George; Chief Strategy and Technology Officer, Mike Lyons; and Vice President, Garrett Williams from Select Water Solutions. I am Jeff Robertson, Managing Director for Natural Resources at Water Tower Research. Before we begin, I would like to remind participants that our discussion could include forward-looking statements as of today, December 11, 2025. Select's disclosures regarding such statements can be found under the Investors tab of its corporate homepage. If anyone is not familiar, Select Water Solutions is a leading provider of sustainable full life cycle water solutions to the energy industry and is an emerging water infrastructure solutions provider to municipal and industrial markets. These solutions are supported by the company's critical water infrastructure assets, including connected networks of pipelines, recycling, storage, disposal and solid treatment facilities and its water services and chemical technologies segments. Select owns an expansive infrastructure assets with high barriers to entry in every major producing -- U.S. producing basin.
The Water Infrastructure segment is the company's highest margin and fastest-growing segment. Select's scale and solutions provide significant through-the-cycle free cash flow generation capacity to fund organic growth prospects backed by long-term customer contracts and enhance its shareholder return opportunities.
The Water Infrastructure segment is expected to contribute about 60% of gross profit in the next 12 to 24 months, up from 51% for the first 9 months of 2025. Water Infrastructure