secwatch.observer — SEC 8-K summary ====================================== Issuer: Select Water Solutions, Inc. (WTTR) CIK: 0001693256 Form: 8-K Filed at: 2026-08-04T20:20:35+00:00 Accession: 0001140361-26-031155 Event type: earnings Sentiment: positive Materiality: 0.80 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Select Water Solutions Q2 revenue $396M, net income $22.6M; signs 7-yr MVC deal for 128M barrels -------------------------------------------------------------------------------- - 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. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1693256/000114036126031155/0001140361-26-031155-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1693256/000114036126031155/ef20079476_8k.htm HTML page: https://secwatch.observer/filing/0001140361-26-031155 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer