Select Water Solutions, Inc. Class A (WTTR)

Over the past six months, Select Water Solutions, Inc. (WTTR) stock has trended upwards by 26.56%, but has declined 19.0% over the past year. Key events impacting the stock price include the Q3 2025 financial results, which reported revenue of $322 million and an EPS of $0.03, exceeding analysts' expectations. The company also announced a quarterly cash dividend of $0.07 per share and broke ground on a lithium extraction facility. Northland downgraded Select Water Solutions from Outperform to Market Perform due to valuation concerns. Q2 2025 revenue was $364.2 million, with a net income of $10.6 million, representing a net income and revenue miss. The first quarter of 2025 saw consolidated revenue of $374.4 million, a 7% sequential increase from Q4 2024.

Demand for Select Water Solutions' products and services exhibits seasonality, particularly affecting its Water Services and Chemical Technologies segments. The fourth quarter typically experiences lower activity levels, while the first quarter often sees improved activity levels. The Water Infrastructure segment has shown more stable revenues.

Select Water Solutions, Inc. (WTTR) is a leading provider of sustainable water management and chemical solutions to the energy industry, operating within the Energy sector. The company's business is divided into three primary segments: Water Services, which includes water transfer, flowback and well testing, fluids hauling, water containment, and water network automation; Oilfield Chemicals (Chemical Technologies), which develops, manufactures, and provides chemicals used in hydraulic fracturing, stimulation, cementing, and well completions; and Water Infrastructure, which focuses on water sourcing, recycling, gathering, transferring, and disposal of water.

Select Water Solutions, Inc. is headquartered in Gainesville, Texas, and also maintains a Houston office. The company provides its water management and chemical solutions to the energy industry across the United States, with significant operations in major North American shale plays, including the Permian Basin.

Select Water Solutions maintains a positive brand reputation, emphasizing its role as a leading provider of sustainable water and chemical solutions to the energy industry. The company released its 2024 Sustainability Report, highlighting its commitment to environmental stewardship and operational excellence, including a 9% increase in water recycling and an 8% reduction in greenhouse gas emissions. The 2022 Sustainability Report marked the first year the company publicly released its Scope 1 and Scope 2 emissions data. The company's governance risk is considered moderate, with an ISS score of 4 out of 10 as of August 1, 2025.

Select Water Solutions Inc. (WTTR) is primarily owned by institutional shareholders (80.37%) and insiders (78.26%), with a smaller percentage held by retail investors (0.00%). Major institutional owners include BlackRock, Inc., Dimensional Fund Advisors Lp, and Vanguard Group Inc. Significant individual/insider owners include Ses Legacy Holdings LLC, Crestview Partners II GP LP, and L. E. Simmons.