{"filings":[{"id":2052081,"accession_number":"0001140361-26-031155","cik":1693256,"company_name":"Select Water Solutions, Inc.","ticker":"WTTR","form_type":"8-K","filed_at":"2026-08-04T20:20:35+00:00","items":["2.02","9.01"],"status":"ready","headline":"Select Water Solutions Q2 revenue $396M, net income $22.6M; signs 7-yr MVC deal for 128M barrels","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 2026 revenue $395.8M (+8% seq, +9% YoY); net income $22.6M vs $9.4M in Q1 2026.","Adjusted EBITDA $92.7M, up from $77.6M in Q1 2026; Q3 guidance $90-94M.","Record Water Infrastructure revenue $101.6M (+5% seq); record Chemical Technologies revenue $96.0M (+23% seq).","Signed 7-year agreement with large public operator: 14 SWDs conveyed, 19-mile pipeline, 128M barrel MVC in Northern Delaware Basin.","Net capex guidance raised to $250-290M for 2026; free cash flow $17.0M in Q2."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2768420000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":780036,"accession_number":"0001140361-26-023584","cik":1693256,"company_name":"Select Water Solutions, Inc.","ticker":"WTTR","form_type":"8-K","filed_at":"2026-06-01T21:00:50+00:00","items":["5.02","9.01"],"status":"ready","headline":"Select Water Solutions COO Skarke moves to Chief Commercial Officer; no successor named","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Michael C. Skarke transitioned from EVP & COO to EVP & Chief Commercial Officer effective June 1, 2026.","No replacement COO will be appointed; business segment leaders report directly to the CEO.","Skarke will focus on water infrastructure network build-out, acquisitions integration, and diversification.","Compensation arrangements for Skarke remain unchanged."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":2768420000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94749,"accession_number":"0001140361-26-020043","cik":1693256,"company_name":"Select Water Solutions, Inc.","ticker":"WTTR","form_type":"8-K","filed_at":"2026-05-08T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Select Water Solutions annual meeting results: directors elected, auditor ratified, say-on-pay passed","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["87.24% of outstanding shares (120.5M) were present at the May 7, 2026 annual meeting.","All seven director nominees elected; Gayle L. Burleson got 113.3M votes for, 656k withheld.","Proposal 2: Ratification of Grant Thornton LLP as auditor for fiscal 2026 passed with 119.5M votes for.","Proposal 3: Non-binding advisory vote on executive compensation passed with 111.8M votes for, 1.4M against.","Broker non-votes: 6.5M shares on director election and say-on-pay proposals."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":2768420000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94748,"accession_number":"0001140361-26-019129","cik":1693256,"company_name":"Select Water Solutions, Inc.","ticker":"WTTR","form_type":"8-K","filed_at":"2026-05-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Select Water Q1 rev $366M (+6% QoQ), adj EBITDA $77.6M; raises Water Infra growth guidance to 25-30%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $366.0M vs $346.6M Q4'25; net income $9.4M, up from net loss ($2.1M) in Q4'25.","Water Infrastructure segment record rev $96.7M (+19% QoQ); full-year growth guidance raised from 20-25% to 25-30%.","Q2 2026 adj EBITDA guidance $77-80M; net capex raised to $200-250M.","Closed $28.6M of acquisitions in Northern Delaware Basin adding disposal capacity, water rights, and storage.","Generated $10.2M operating cash flow; total liquidity $307.7M after $191.7M equity offering and $70M debt repayment."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":365958000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2768420000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":107362,"accession_number":"0001104659-26-019434","cik":1693256,"company_name":"Select Water Solutions, Inc.","ticker":"WTTR","form_type":"8-K","filed_at":"2026-02-25T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Select Water Solutions closes $201.25M common stock offering; underwriters exercised option in full","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Aggregate gross proceeds of approximately $201.25 million from sale of Class A common stock at $12.75 per share.","Underwriters exercised 30-day option for additional $26.25 million in full, closing occurred February 25, 2026.","J.P. Morgan and BofA Securities acted as representatives of the underwriters for the offering.","Previously disclosed underwriting agreement for $175 million base offering with up to $26.25 million option."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2768420000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":107361,"accession_number":"0001104659-26-018372","cik":1693256,"company_name":"Select Water Solutions, Inc.","ticker":"WTTR","form_type":"8-K","filed_at":"2026-02-23T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Select Water Solutions prices $175M public offering of common stock at $12.75/share","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Offering of 13,725,491 shares of Class A common stock at $12.75 per share.","Underwriters granted 30-day option to purchase up to 2,058,824 additional shares ($26.25M).","Net proceeds of ~$166.6M to be used for water infrastructure growth, acquisitions, or debt repayment.","Offering expected to close Feb 23, 2026; J.P. Morgan and BofA Securities lead book-running managers."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2768420000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":107360,"accession_number":"0001104659-26-017594","cik":1693256,"company_name":"Select Water Solutions, Inc.","ticker":"WTTR","form_type":"8-K","filed_at":"2026-02-19T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Select Water Solutions launches $175M public offering of Class A common stock","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["$175M underwritten public offering of Class A common stock; underwriters have 30-day option to purchase additional $26.25M.","Proceeds for general corporate purposes, including water infrastructure growth capital, potential acquisitions, or debt repayment.","J.P. Morgan and BofA Securities are lead book-running managers.","Offering subject to market conditions; no assurance of completion or terms."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2768420000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":107359,"accession_number":"0001140361-26-005834","cik":1693256,"company_name":"Select Water Solutions, Inc.","ticker":"WTTR","form_type":"8-K","filed_at":"2026-02-17T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Select Water Solutions FY2025 Adj EBITDA $260.3M; guides Q1 Adj EBITDA $65-68M; new infrastructure contracts","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Full year 2025 revenue $1.4B, net income $21.5M, Adj EBITDA $260.3M; Q4 rev $346.5M, Adj EBITDA $64.2M.","Water Infrastructure rev +8% YoY to $313M; Chemical Technologies rev +19% YoY to $308M; gross margin before D&A improved.","Guides Q1 2026 Adj EBITDA $65-68M; FY 2026 capex $175-225M; Water Infrastructure rev growth 20-25% YoY.","New contracts: 15M bbl MVC, ~180,000 acres dedications; adds 14 mi pipeline, 3.5M bbl storage, 55K bbl/d disposal.","Acquired disposal permit/pits in Eddy County, NM; Winkler County disposal; Rockies 15-yr deal with 9.6M bbl MVC."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":1407344000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2768420000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":123718,"accession_number":"0001104659-25-109314","cik":1693256,"company_name":"Select Water Solutions, Inc.","ticker":"WTTR","form_type":"8-K","filed_at":"2025-11-10T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Select Water Q3 rev $322M, net income $2.3M; adds 65K acres of infrastructure dedications","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 rev $322M (vs $371M YoY), net income $2.3M (vs $18.8M), Adj. EBITDA $59.5M (vs $72.8M).","Chemical Technologies rev +13% q/q, gross profit +34% q/q on market share gains.","Signed long-term contracts adding ~65K acres across Permian; 12-year agreements in Delaware Basin.","Q4 Adj. EBITDA guided $60-$64M; 2025 net capex raised to $250-$275M.","Free cash flow -$19.4M in Q3; liquidity $175.5M down from $279.3M in Q2."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":1060842000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2768420000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":123717,"accession_number":"0001140361-25-037869","cik":1693256,"company_name":"Select Water Solutions, Inc.","ticker":"WTTR","form_type":"8-K","filed_at":"2025-10-10T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Select Water Solutions enters severance agreements with four executive officers","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Agreements with CFO George, COO Skarke, EVP Lyons, and EVP Ortowski effective Oct 9, 2025.","Severance pay of 1x base salary plus bonus opportunity for non-CIC termination; 2x within 24 months of CIC.","COBRA premium reimbursement up to 12 months (24 months post-CIC) and pro-rata bonus provided.","Skarke's prior employment agreement terminated; new agreements include 12-month non-compete and non-solicit for three officers.","All four executives are subject to confidentiality covenants; agreements aim to standardize senior management compensation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":2768420000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":140402,"accession_number":"0001140361-25-028927","cik":1693256,"company_name":"Select Water Solutions, Inc.","ticker":"WTTR","form_type":"8-K","filed_at":"2025-08-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Select Water Q2 adjusted EBITDA $72.6M, net income up 22%; Bakken swap, Peak strategic review","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 revenue $364.2M (-2.7% QoQ); net income $11.7M (+22% QoQ); adjusted EBITDA $72.6M (+13.4% QoQ).","Water Infrastructure revenue $80.9M (+12% QoQ); gross margin before D&A 55.2%; 20% YoY growth expected in 2026.","Closed asset swap with OMNI: acquired Bakken landfill/treatment assets; divested trucking ops for $17.7M cash + 862K shares.","Evaluating strategic alternatives for Peak Rentals; Scott McNeill appointed CEO of Peak to lead capital formation.","New Permian contracts: 12-year and 8-year deals; ~59K dedicated acres and 385K ROFR acres; capex ~$40M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":738599000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2768420000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":158067,"accession_number":"0001140361-25-017561","cik":1693256,"company_name":"Select Water Solutions, Inc.","ticker":"WTTR","form_type":"8-K","filed_at":"2025-05-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Select Water Q1 revenue $374M, net income $9.6M, adj. EBITDA $64M; Q2 guide $68-72M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $374.4M, up 7% sequentially; net income $9.6M vs net loss $2.1M in Q4 2024.","Adjusted EBITDA $64.0M, up 14% sequentially; Q2 2025 adjusted EBITDA guided to $68-72M.","Signed 11-year Delaware Basin contract with 265,000+ acres; expects $100-125M incremental capex.","2025 net capex raised to $225-250M; free cash flow conversion guided to 5-15% of adjusted EBITDA.","New $300M revolver and $250M term loan executed; invested additional $10M in AV Farms water rights."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":374384000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2768420000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":158066,"accession_number":"0001140361-25-017557","cik":1693256,"company_name":"Select Water Solutions, Inc.","ticker":"WTTR","form_type":"8-K","filed_at":"2025-05-06T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Select Water Solutions 2025 annual meeting: all director nominees elected, auditor ratified, say-on-pay approved","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All 8 director nominees elected; e.g., Gayle L. Burleson received 103.3M for, 0.6M withheld (99.5% support) with 6.0M broker non-votes.","Proposal 2: Ratification of Grant Thornton LLP as auditor for FY2025 passed with 108.7M for, 1.2M against, 7,650 abstain.","Proposal 3: Non-binding advisory vote on executive compensation approved with 101.7M for, 2.2M against, 34,268 abstain, 6.0M broker non-votes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":2768420000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":176445,"accession_number":"0001140361-25-005021","cik":1693256,"company_name":"Select Water Solutions, Inc.","ticker":"WTTR","form_type":"8-K","filed_at":"2025-02-18T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Select Water Solutions Q4 revenue $349M, FY Adj EBITDA $258.4M; guides Q1 Adj EBITDA $60-64M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["FY24 revenue $1.5B, net income $35.5M; Q4 net loss $2.1M, Adj EBITDA $56.2M.","Water Infra revenue $291M FY24 (+26% YoY); Q4 gross margin before D&A 54.7%.","New Permian Basin projects: 15-year Delaware agreement, 7-year Central Basin facility; capex $39-41M.","Colorado water rights partnership: $62M initial investment, rights to >16,300 acre-feet/year.","FY25 guidance: consolidated Adj EBITDA to grow; Water Infra revenue +15-25%; net capex $170-190M; Q1 $60-64M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":1452075000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2768420000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":176444,"accession_number":"0001140361-25-002459","cik":1693256,"company_name":"Select Water Solutions, Inc.","ticker":"WTTR","form_type":"8-K","filed_at":"2025-01-30T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Select Water Solutions expands board to nine, appoints Cope and Roberts; Thacker not seeking re-election","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board increased from 8 to 9 directors on Jan 24, 2025; Timothy A. Roberts and Bruce E. Cope, CPA appointed effective immediately.","Roberts is CEO/Partner at Iron Horse Midstream with 20+ years oil & gas experience; Cope is former SVP/CAO/Controller at Hunt Consolidated with 30+ years.","Troy W. Thacker will not stand for re-election at 2025 Annual Meeting but will continue as director until then; no disagreement cited.","New directors will receive standard non-employee director compensation and enter into indemnification agreements."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":2768420000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":176443,"accession_number":"0001104659-25-006825","cik":1693256,"company_name":"Select Water Solutions, Inc.","ticker":"WTTR","form_type":"8-K","filed_at":"2025-01-29T23:59:59+00:00","items":["1.01","1.02","2.03","7.01","9.01"],"status":"ready","headline":"Select Water Solutions closes $550M sustainability-linked credit facility; new 5-year term","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New facility includes $300M revolver and $250M term loan, with $200M accordion option over 4 years.","Previous $300M credit facility repaid in full and terminated on January 24, 2025.","Pricing tied to sustainability targets: total recordable incident rate and produced water recycling volumes.","As of closing, revolver undrawn (except ~$20M in letters of credit); term loan fully funded.","Pro forma liquidity of nearly $400M supports growth in Water Infrastructure segment."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2768420000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":193299,"accession_number":"0001140361-24-045294","cik":1693256,"company_name":"Select Water Solutions, Inc.","ticker":"WTTR","form_type":"8-K","filed_at":"2024-11-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Select Water Solutions Q3 revenue $371M, net income up 26% sequentially; dividend raised 17%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 revenue $371.3M (+2% seq); net income $18.8M (+26% seq); Adjusted EBITDA $72.8M (+5% seq).","Water Infrastructure segment revenue $82M (+20% seq); gross margin before D&A 56.7% (vs 51% in Q2), surpassing 50% target early.","Quarterly base dividend increased 17%; Q4 Adjusted EBITDA guided $60-62M (temporary decline due to asset downtime in New Mexico).","Secured long-term contracts: Permian (12-yr, 5,000 acres + 57,000 acre ROFR), Midland Basin (8-yr, 20,000 acre, 35MM bbl minimum), Bakken connections.","Free cash flow $20.4M; net capex $31.5M; full-year net capex guidance at low end of $170-190M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":1103028000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2768420000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":209652,"accession_number":"0001140361-24-034960","cik":1693256,"company_name":"Select Water Solutions, Inc.","ticker":"WTTR","form_type":"8-K","filed_at":"2024-07-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Select Water Solutions Q2 net income triples to $14.9M; Adj. EBITDA $69.6M, guides Q3 flat","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $365.1M, flat sequentially but down 9.8% YoY; gross margin expanded to 16.5% from 14.4% Q1.","Water Infrastructure segment gross margin before D&A hit 51.0%, 407 bps sequential improvement.","Closed $9M NE disposal assets acquisition and $29.4M Trinity acquisition; signed Permian contracts with $55-60M capex.","Q3 2024 Adj. EBITDA guidance $66-70M; net capex guidance raised to $170-190M for growth projects.","Operating cash flow $83.1M, free cash flow $37.4M; liquidity $129.8M as of June 30."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":731679000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2768420000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":227778,"accession_number":"0001140361-24-025099","cik":1693256,"company_name":"Select Water Solutions, Inc.","ticker":"WTTR","form_type":"8-K","filed_at":"2024-05-09T23:59:59+00:00","items":["5.07","9.01","2.02"],"status":"ready","headline":"Select Water Solutions annual meeting passes all proposals; equity plan approved with 24.5% opposition","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All seven director nominees elected, with votes ranging from 91.6M to 83.7M for.","Ratification of Grant Thornton as auditor passed with 100.8M for, 0.7M against.","Advisory vote on executive compensation approved (89.9M for); frequency set at one year.","2024 Equity Incentive Plan approved with 68.5M for, 22.2M against (24.5% opposed).","Approximately 85.4% of outstanding shares represented at the meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":2768420000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":227777,"accession_number":"0001140361-24-023422","cik":1693256,"company_name":"Select Water Solutions, Inc.","ticker":"WTTR","form_type":"8-K","filed_at":"2024-04-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Select Water Q1 revenue $366.5M, Adj. EBITDA $59.8M; guides Q2 EBITDA $64-68M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $3.9M; adjusted EBITDA $59.8M, up 3% sequentially from Q4 2023.","Water Infrastructure segment revenue $63.5M (+4.4% seq); gross margin before D&A 46.9%.","Closed acquisitions of Buckhorn (Bakken, March 1) and Trinity (Permian, April 1) for $29.4M cash.","Q2 2024 guidance: Adj. EBITDA $64-68M; expects >40% EBITDA conversion to FCF for 2024.","Signed four long-term contracts in Permian/Haynesville with $15-17M combined capex."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":366548000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2768420000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":246577,"accession_number":"0001140361-24-011109","cik":1693256,"company_name":"Select Water Solutions, Inc.","ticker":"WTTR","form_type":"8-K","filed_at":"2024-03-04T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Select Water Solutions appoints Chris George as CFO; Swyka departs March 29","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Chris George appointed EVP & CFO effective March 4, 2024; previously SVP Corp Dev, IR & Sustainability.","Nick Swyka steps down as CFO; will serve through March 29, 2024 for transition; departure not due to disagreement.","Swyka to receive $360K severance plus $288K target bonus, pro-rated 2024 bonus, and COBRA premium reimbursement up to 15 months.","George has been with Select since 2012, led over two dozen acquisitions, prior UBS investment banking."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2768420000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":246576,"accession_number":"0001140361-24-008587","cik":1693256,"company_name":"Select Water Solutions, Inc.","ticker":"WTTR","form_type":"8-K","filed_at":"2024-02-20T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Select Water Solutions reports record FY2023 revenue $1.6B, Adj EBITDA $258M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["FY2023 revenue $1.6B (+14% YoY); net income $79.2M; Adjusted EBITDA $258.3M.","Water Infrastructure segment revenue up 84% YoY to $230.0M; gross profit up 162%.","Q4 2023 Adj EBITDA $58.3M; Q1 2024 guidance Adj EBITDA $52-56M.","Announced Thompson Pipeline (~$25M, Bakken) with 225,000 acre dedication; other expansion projects.","Returned $86.7M to shareholders in 2023 via repurchases ($61.8M) and dividends ($24.9M)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":1585353000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2768420000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":263994,"accession_number":"0000950170-23-056884","cik":1693256,"company_name":"Select Water Solutions, Inc.","ticker":"WTTR","form_type":"8-K","filed_at":"2023-10-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Select Water Solutions Q3 revenue $389M (+4% YoY); net income $15.3M; dividend raised 20%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 revenue $389.3M (+4% YoY), net income $15.3M (vs $24.7M Q3'22), adjusted EBITDA $63.0M.","Water Infrastructure revenue $58.4M (+86% YoY); new 10-year contracts for Delaware Basin system with ~$10-12M capex.","Operating cash flow $118.2M; accounts receivable down $75M; debt-free with $249M liquidity.","Quarterly dividend increased 20% vs prior quarter; FY capital expenditure guidance tightened to $120-130M.","Water Services revenue $251.9M, Chemical Technologies $79.0M; both segments outperformed industry activity decline."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":1210493000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2768420000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":281220,"accession_number":"0000950170-23-037347","cik":1693256,"company_name":"Select Water Solutions, Inc.","ticker":"WTTR","form_type":"8-K","filed_at":"2023-08-03T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Select Water Solutions Q2 revenue $405M (+20% YoY), net income $22.6M; realigns segments","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $404.6M (Q2 2023), up 20% YoY; net income $22.6M, +55% YoY; Adj. EBITDA $69.8M, +47% YoY.","Cash flow from operations $102M; reduced AR by $62M and raised year-end AR reduction target to $100M.","Repurchased $39M of shares (~5% of Class A) and paid $5.9M dividends; net debt reduced $10.5M.","Moved water sourcing and temporary logistics from Water Infrastructure to Water Services; renamed Oilfield Chemicals to Chemical Technologies.","Q3 outlook: Water Services revenue down low- to mid-single digits; Water Infrastructure revenue up mid-single digits with margin improvement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":821220000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2768420000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":299983,"accession_number":"0001104659-23-057221","cik":1693256,"company_name":"Select Water Solutions, Inc.","ticker":"WTTR","form_type":"8-K","filed_at":"2023-05-08T23:59:59+00:00","items":["5.02","5.03","5.07","7.01","9.01"],"status":"ready","headline":"Select Energy Services renames to Select Water Solutions; CEO gets new employment pact","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["CEO Schmitz new employment agreement through Dec 2025: $800k salary, 115% bonus target, 2x severance (3x on change in control).","Stockholders approved name change to Select Water Solutions, Inc.; effective May 8, 2023; ticker WTTR unchanged.","Officer exculpation amendment to charter approved per new Delaware law provisions.","All director nominees elected; Grant Thornton ratified as independent auditor for FY2023.","Annual meeting votes passed with 78.65% quorum of shares present."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2768420000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":299982,"accession_number":"0000950170-23-016793","cik":1693256,"company_name":"Select Water Solutions, Inc.","ticker":"WTTR","form_type":"8-K","filed_at":"2023-05-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Select Energy Q1 revenue $417M record; net income $13.7M (+81% QoQ); Adj EBITDA $67.2M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $416.6M record, up 9% QoQ, 41% YoY; net income $13.7M (+81% QoQ).","Adjusted EBITDA $67.2M (+29% QoQ); Water Infrastructure rev $101.5M (+32% QoQ).","Cash flow ops -$18M due to $78.6M working capital build; targeting $75M AR reduction by end 2023.","Repurchased $8M shares in March, additional $25M through April; $50M authorization reinitiated.","Signed multiple long-term infrastructure projects with MVCs in Haynesville, Midcon, DJ Basin, East Texas."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":416592000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2768420000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":320072,"accession_number":"0000950170-23-003465","cik":1693256,"company_name":"Select Water Solutions, Inc.","ticker":"WTTR","form_type":"8-K","filed_at":"2023-02-21T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Select Energy Services reports Q4 2022 revenue of $382M, full-year $1.4B, and announces acquisitions and rebranding","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Full year 2022 revenue of $1.4 billion, up 81% from 2021; Q4 2022 revenue of $382 million, up 2% sequentially.","Net income for full year 2022 was $54.9 million, compared to a net loss of $50.1 million in 2021.","Acquired Permian Basin water infrastructure for ~$44 million, including pipelines, storage, disposal, and buyout of joint venture interests.","Announced rebranding to Select Water Solutions, Inc., effective first half 2023, retaining ticker WTTR.","Entered 10-year agreement for Delaware Basin recycling project with 100,000 bbl/day capacity, total cost $10-11 million."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":1387420000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":2768420000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":338227,"accession_number":"0001104659-22-114892","cik":1693256,"company_name":"Select Water Solutions, Inc.","ticker":"WTTR","form_type":"8-K","filed_at":"2022-11-04T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Select Energy Services appoints Robin Fielder to Board, replacing David Baldwin","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["David Baldwin resigned from the Board effective Nov 3, 2022; no disagreement cited.","Robin Fielder appointed as independent director on Nov 4, 2022 to fill vacancy.","Fielder appointed to Audit Committee and Nominating, Governance and Sustainability Committee.","She receives standard non-employee director compensation and entered an indemnification agreement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":2768420000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":338226,"accession_number":"0001564590-22-036207","cik":1693256,"company_name":"Select Water Solutions, Inc.","ticker":"WTTR","form_type":"8-K","filed_at":"2022-11-02T23:59:59+00:00","items":["2.02","3.02","9.01"],"status":"ready","headline":"Select Energy Q3 revenue $375M, net income $24.7M; acquires Breakwater and Cypress assets","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 revenue $375.1M (+12% sequential); net income $24.7M; Adjusted EBITDA $62.8M (+32% sequential).","Acquired Breakwater Energy Partners for ~9.2M shares + ~$12.6M debt; Cypress Bakken assets for ~0.95M shares.","Acquisitions expected to generate ~$110-115M revenue and >$30M Adjusted EBITDA on full-year 2022 basis.","Commenced quarterly dividend of $0.05/share for Q3; no debt drawn on credit facility; liquidity $244.7M.","Q4 guidance: Water Infrastructure low double-digit revenue growth; Oilfield Chemicals mid-single-digit growth."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":1005744000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2768420000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":338225,"accession_number":"0001104659-22-110669","cik":1693256,"company_name":"Select Water Solutions, Inc.","ticker":"WTTR","form_type":"8-K","filed_at":"2022-10-21T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Select Energy Services General Counsel Adam Law to depart by Nov. 11, 2022; severance detailed","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Adam Law, SVP, General Counsel, Corporate Secretary and CCO, to separate effective no later than Nov. 11, 2022.","Severance includes $170,000 salary (6 months), $190,400 bonus for 2022, COBRA reimbursement for 6 months.","Accelerated vesting of 77,000 restricted shares; all other unvested equity forfeited.","No successor named; transition support required."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":2768420000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":355593,"accession_number":"0001564590-22-027491","cik":1693256,"company_name":"Select Water Solutions, Inc.","ticker":"WTTR","form_type":"8-K","filed_at":"2022-08-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Select Energy Q2 revenue $335.9M, net income $14.6M, adjusted EBITDA $47.7M; all segments up","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $335.9M, up 14% sequentially; net income $14.6M, up 83% from Q1 2022.","Adjusted EBITDA $47.7M (+48% seq); gross margin before D&A 19.3% vs 17.4% in Q1.","Water Services revenue $196M (+20% seq); Water Infrastructure $60.3M (+3% seq); Oilfield Chemicals $79.6M (+10% seq).","Cash from operations $11.1M; net capex $9.9M; total liquidity $221.3M; no borrowings on credit facility.","Guides for continued Q3 growth and margin improvement; added 75,000 bpd recycling capacity at two new facilities."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":630672000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2768420000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":373821,"accession_number":"0001564590-22-019288","cik":1693256,"company_name":"Select Water Solutions, Inc.","ticker":"WTTR","form_type":"8-K","filed_at":"2022-05-10T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Select Energy Services announces annual meeting voting results; all directors elected","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All eight director nominees elected; Douglas J. Wall received 89.96% of votes cast, lowest support.","Gayle L. Burleson and Luis Fernandez-Moreno elected as new directors with 99.82% and 99.75% respectively.","Ratification of Grant Thornton as auditor for FY2022 approved with 99.96% of votes cast.","Broker non-votes totaled 14,048,229 on all director proposals."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":2768420000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":373820,"accession_number":"0001564590-22-017540","cik":1693256,"company_name":"Select Water Solutions, Inc.","ticker":"WTTR","form_type":"8-K","filed_at":"2022-05-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Select Energy Q1 rev $294.8M; closes Nuverra deal, launches ESG-linked credit facility","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 2022 revenue $294.8M, up 16% sequentially from Q4 2021 and 105% YoY from Q1 2021.","Net income $8.0M (vs $11.2M Q4 2021 and net loss $27.4M Q1 2021); Adjusted EBITDA $32.2M, up 22% sequentially.","Closed acquisition of Nuverra Environmental Solutions on Feb 23; issued ~4.2M shares and repaid $18.8M debt.","Closed $270M sustainability-linked credit facility with pricing tied to recycled water volumes and safety.","Repurchased 2.3M shares for $16.4M in Q1; liquidity $213.3M, no borrowings outstanding."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":294769000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2768420000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":392475,"accession_number":"0001104659-22-035557","cik":1693256,"company_name":"Select Water Solutions, Inc.","ticker":"WTTR","form_type":"8-K","filed_at":"2022-03-18T23:59:59+00:00","items":["1.01","2.03","7.01","9.01"],"status":"ready","headline":"Select Energy Services refinances $270M revolver with sustainability-linked pricing, extended to 2027","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Entered $270M senior secured revolving credit facility amended and restated from prior 2017 credit agreement.","Sustainability-linked pricing tied to safety incident rate and recycled water volumes; margin adjustment ±5 bps.","Maturity extended to March 2027; borrowing base based on receivables and inventory; optional $135M accordion.","Company targets doubling recycled produced water volumes in coming years; liquidity enhanced."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2768420000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":392474,"accession_number":"0001104659-22-026147","cik":1693256,"company_name":"Select Water Solutions, Inc.","ticker":"WTTR","form_type":"8-K","filed_at":"2022-02-23T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Select Energy Services completes acquisition of Nuverra Environmental Solutions","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Nuverra stockholders received 0.2551 Select shares per Nuverra share; ~$19M of Nuverra debt to be repaid.","Acquisition adds over 300,000 bbl/d of permitted disposal capacity, bringing total to over 2 million bbl/d.","Added 60-mile underground twin pipeline network in Haynesville for produced water transport.","More than 84% of Nuverra shares voted in favor; 350 Nuverra employees join Select.","Select expects meaningful cost and revenue synergies, including elimination of public company costs."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2768420000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":392473,"accession_number":"0001564590-22-005941","cik":1693256,"company_name":"Select Water Solutions, Inc.","ticker":"WTTR","form_type":"8-K","filed_at":"2022-02-22T23:59:59+00:00","items":["9.01","2.02"],"status":"ready","headline":"Select Energy Q4 rev $255M, net income $11.2M, Adj EBITDA $26.4M; M&A adds $300M run-rate","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $255.1M (+25% seq.), net income $11.2M (vs Q3 loss $14.2M), Adj EBITDA $26.4M (+74% seq.).","Water Services rev +25% seq., Water Infrastructure +27%, Oilfield Chemicals +22% seq.","Closed Agua Libre (Oct 2021) and HB Rentals (Dec 2021) acquisitions; Nuverra deal expected to close imminently.","Q1 2022 guidance: 5-15% revenue growth across segments with modest gross margin improvement.","No revolver borrowings; cash $85.8M; total liquidity $202.9M as of Dec 31, 2021."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":764620000.0,"consensus_period":"2021-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2768420000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":410828,"accession_number":"0001193125-21-354782","cik":1693256,"company_name":"Select Water Solutions, Inc.","ticker":"WTTR","form_type":"8-K","filed_at":"2021-12-13T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Select Energy Services acquires Nuverra Environmental for ~$45M; also buys HB Rentals onshore assets","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Nuverra holders receive 0.255 shares of WTTR per NES share (~4.2M shares); includes assumption of ~$20M debt.","Transaction unanimously approved by both boards; expected close Q1 2022, subject to NES stockholder approval.","Support agreements cover ~85% of Nuverra voting shares; termination fee of $2.5M payable by Nuverra under certain conditions.","Select also closed HB Rentals acquisition Dec 3, 2021 — issued 1.2M shares and paid $1.5M cash for U.S. onshore rentals operations.","Nuverra adds >300K bbl/day disposal capacity and a 60-mile twin pipeline in Haynesville; >60% revenue from production-related services."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2768420000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":410827,"accession_number":"0001104659-21-146343","cik":1693256,"company_name":"Select Water Solutions, Inc.","ticker":"WTTR","form_type":"8-K","filed_at":"2021-12-03T23:59:59+00:00","items":["3.02"],"status":"ready","headline":"Select Energy Services acquires accommodations assets for stock and cash","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Select Energy subsidiary Peak Oilfield Services acquired H.B. Rentals accommodations assets.","Consideration: 1,211,375 shares of WTTR Class A common stock and ~$1.5M cash.","Shares issued in private placement to SESI, L.L.C., relying on Section 4(a)(2) exemption."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":2768420000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":410826,"accession_number":"0001564590-21-053590","cik":1693256,"company_name":"Select Water Solutions, Inc.","ticker":"WTTR","form_type":"8-K","filed_at":"2021-11-02T23:59:59+00:00","items":["9.01","2.02"],"status":"ready","headline":"Select Energy Q3 revenue $204.6M (+27% QoQ); net loss narrows; M&A closed, new recycling contract","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $204.6M (+27% QoQ, +102% YoY); net loss $14.2M vs $19.6M QoQ; Adjusted EBITDA $15.1M (double QoQ).","Closed acquisitions of Complete (July), UltRecovery (Aug), Agua Libre (Oct 1). Agua Libre adds $70-80M annualized revenue.","Awarded 3-year take-or-pay contract for produced water recycling facility in DJ Basin; 15,000 bbl/day capacity, completion Q1 2022.","Segment revenue: Water Services $112.5M (+46.7% QoQ), Water Infrastructure $36.8M (+10.4%), Oilfield Chemicals $55.4M (+8.3%).","Cash and equivalents $107.4M; no revolver borrowings; total liquidity $232.2M as of Sept 30, 2021."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":509492000.0,"consensus_period":"2021-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2768420000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":429593,"accession_number":"0001104659-21-108167","cik":1693256,"company_name":"Select Water Solutions, Inc.","ticker":"WTTR","form_type":"8-K","filed_at":"2021-08-20T23:59:59+00:00","items":["3.02","7.01","9.01"],"status":"ready","headline":"Select Energy Services enters stalking horse deal to acquire Agua Libre Midstream for $15M cash and 902,593 shares","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Consideration: $15M cash plus 902,593 shares of WTTR Class A common stock.","Stalking horse bid under Section 363 of Bankruptcy Code; subject to court approval and competing bids at auction.","Agua Libre operates water midstream, logistics, and production services in TX, NM, OK, LA, ND.","Acquisition would expand Select's produced water infrastructure and reuse capabilities, particularly in Permian Basin.","Expected to close in second half of 2021; business to remain operational throughout process."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2768420000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":429592,"accession_number":"0001564590-21-040294","cik":1693256,"company_name":"Select Water Solutions, Inc.","ticker":"WTTR","form_type":"8-K","filed_at":"2021-08-03T23:59:59+00:00","items":["9.01","2.02"],"status":"ready","headline":"Select Energy Q2 rev $161M (+12% Q/Q), Adj EBITDA $7.6M; closed Complete acquisition","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 revenue $161.1M, net loss $19.6M, Adj EBITDA $7.6M vs ($8.3M) a year ago.","Water Services rev $76.7M (+19% seq); Oilfield Chemicals $51.1M (+23% seq); Water Infrastructure $33.3M.","Closed Complete acquisition July 9: issued 3.6M shares + $14.2M cash; expects $100M+ annual revenue.","Acquired UltRecovery for sustainable production enhancement; exclusive supply deal with Emission Rx.","Appointed Walt Dale as SVP – Industrial Solutions to lead diversification beyond oilfield."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":304859000.0,"consensus_period":"2021-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2768420000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":429590,"accession_number":"0001104659-21-095473","cik":1693256,"company_name":"Select Water Solutions, Inc.","ticker":"WTTR","form_type":"8-K/A","filed_at":"2021-07-23T23:59:59+00:00","items":["3.02"],"status":"ready","headline":"Select Energy Services completes acquisition of Complete Energy Services for 3.6M shares and $14.2M cash","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Completed acquisition of Complete Energy Services on July 9, 2021.","Acquired substantially all water-related assets and ongoing operations of Complete.","Total consideration: 3.6 million shares of WTTR Class A common stock and $14.2 million cash to Superior Energy Services.","Shares issued in private transaction under Section 4(a)(2) based on Superior's accredited investor status."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2768420000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":429591,"accession_number":"0001564590-21-036757","cik":1693256,"company_name":"Select Water Solutions, Inc.","ticker":"WTTR","form_type":"8-K","filed_at":"2021-07-15T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Select Energy Services acquires Complete Energy Services for 3.6M shares + $14.2M cash","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Consideration: 3.6M shares of Class A common stock and $14.2M cash, subject to post-closing adjustments.","Acquisition adds over 300,000 barrels per day of permitted disposal capacity in Oklahoma and Texas.","Complete's YTD revenue ~60% production-related; Select's production revenue share expected to double to ~20% pro forma.","More than 700 field personnel joining Select; deal expected to be meaningfully accretive to shareholders.","Select reaffirms no debt and strong cash position; Q2 2021 earnings call scheduled for August 4, 2021."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2768420000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}