Recent 8-K filings for WTTR

• August 4, 2026, 4:20 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  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.

• May 5, 2026, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  Select Water Q1 rev $366M (+6% QoQ), adj EBITDA $77.6M; raises Water Infra growth guidance to 25-30%

  Revenue $366.0M vs $346.6M Q4'25; net income $9.4M, up from net loss ($2.1M) in Q4'25.

• February 25, 2026, 6:59 PM ET other material materiality 0.65 neutral item 8.01item 9.01

  Select Water Solutions closes $201.25M common stock offering; underwriters exercised option in full

  Aggregate gross proceeds of approximately $201.25 million from sale of Class A common stock at $12.75 per share.

• February 23, 2026, 6:59 PM ET other material materiality 0.75 neutral item 7.01item 8.01item 9.01

  Select Water Solutions prices $175M public offering of common stock at $12.75/share

  Offering of 13,725,491 shares of Class A common stock at $12.75 per share.

• February 19, 2026, 6:59 PM ET other material materiality 0.75 neutral item 7.01item 9.01

  Select Water Solutions launches $175M public offering of Class A common stock

  $175M underwritten public offering of Class A common stock; underwriters have 30-day option to purchase additional $26.25M.

• February 17, 2026, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Select Water Solutions FY2025 Adj EBITDA $260.3M; guides Q1 Adj EBITDA $65-68M; new infrastructure contracts

  Full year 2025 revenue $1.4B, net income $21.5M, Adj EBITDA $260.3M; Q4 rev $346.5M, Adj EBITDA $64.2M.

• November 10, 2025, 6:59 PM ET earnings materiality 0.75 neutral item 2.02item 9.01

  Select Water Q3 rev $322M, net income $2.3M; adds 65K acres of infrastructure dedications

  Q3 rev $322M (vs $371M YoY), net income $2.3M (vs $18.8M), Adj. EBITDA $59.5M (vs $72.8M).

• August 6, 2025, 7:59 PM ET earnings materiality 0.75 neutral item 2.02item 9.01

  Select Water Q2 adjusted EBITDA $72.6M, net income up 22%; Bakken swap, Peak strategic review

  Q2 revenue $364.2M (-2.7% QoQ); net income $11.7M (+22% QoQ); adjusted EBITDA $72.6M (+13.4% QoQ).

• May 6, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Select Water Q1 revenue $374M, net income $9.6M, adj. EBITDA $64M; Q2 guide $68-72M

  Revenue $374.4M, up 7% sequentially; net income $9.6M vs net loss $2.1M in Q4 2024.

• February 18, 2025, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Select Water Solutions Q4 revenue $349M, FY Adj EBITDA $258.4M; guides Q1 Adj EBITDA $60-64M

  FY24 revenue $1.5B, net income $35.5M; Q4 net loss $2.1M, Adj EBITDA $56.2M.

• January 29, 2025, 6:59 PM ET debt materiality 0.70 positive item 1.01item 1.02item 2.03item 7.01item 9.01

  Select Water Solutions closes $550M sustainability-linked credit facility; new 5-year term

  New facility includes $300M revolver and $250M term loan, with $200M accordion option over 4 years.

• November 5, 2024, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Select Water Solutions Q3 revenue $371M, net income up 26% sequentially; dividend raised 17%

  Q3 revenue $371.3M (+2% seq); net income $18.8M (+26% seq); Adjusted EBITDA $72.8M (+5% seq).

• July 31, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Select Water Solutions Q2 net income triples to $14.9M; Adj. EBITDA $69.6M, guides Q3 flat

  Revenue $365.1M, flat sequentially but down 9.8% YoY; gross margin expanded to 16.5% from 14.4% Q1.

• April 30, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  Select Water Q1 revenue $366.5M, Adj. EBITDA $59.8M; guides Q2 EBITDA $64-68M

  Net income $3.9M; adjusted EBITDA $59.8M, up 3% sequentially from Q4 2023.

• March 4, 2024, 6:59 PM ET leadership materiality 0.60 neutral item 5.02item 7.01item 9.01 ◈ executive_change ×2

  Select Water Solutions appoints Chris George as CFO; Swyka departs March 29

  Chris George appointed EVP & CFO effective March 4, 2024; previously SVP Corp Dev, IR & Sustainability.

• February 20, 2024, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01 ◈ Earnings Releases

  Select Water Solutions reports record FY2023 revenue $1.6B, Adj EBITDA $258M

  FY2023 revenue $1.6B (+14% YoY); net income $79.2M; Adjusted EBITDA $258.3M.

• October 31, 2023, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  Select Water Solutions Q3 revenue $389M (+4% YoY); net income $15.3M; dividend raised 20%

  Q3 revenue $389.3M (+4% YoY), net income $15.3M (vs $24.7M Q3'22), adjusted EBITDA $63.0M.

• August 3, 2023, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01 ◈ Earnings Releases

  Select Water Solutions Q2 revenue $405M (+20% YoY), net income $22.6M; realigns segments

  Revenue $404.6M (Q2 2023), up 20% YoY; net income $22.6M, +55% YoY; Adj. EBITDA $69.8M, +47% YoY.

• May 8, 2023, 7:59 PM ET other material materiality 0.60 neutral item 5.02item 5.03item 5.07item 7.01item 9.01 ◈ Shareholder Votes ×4◈ Governance Changes ×2

  Select Energy Services renames to Select Water Solutions; CEO gets new employment pact

  CEO Schmitz new employment agreement through Dec 2025: $800k salary, 115% bonus target, 2x severance (3x on change in control).

• May 3, 2023, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01 ◈ Earnings Releases

  Select Energy Q1 revenue $417M record; net income $13.7M (+81% QoQ); Adj EBITDA $67.2M

  Revenue $416.6M record, up 9% QoQ, 41% YoY; net income $13.7M (+81% QoQ).

• February 21, 2023, 6:59 PM ET earnings materiality 0.90 positive item 2.02item 9.01 ◈ Earnings Releases

  Select Energy Services reports Q4 2022 revenue of $382M, full-year $1.4B, and announces acquisitions and rebranding

  Full year 2022 revenue of $1.4 billion, up 81% from 2021; Q4 2022 revenue of $382 million, up 2% sequentially.

• November 2, 2022, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 3.02item 9.01 ◈ Earnings Releases

  Select Energy Q3 revenue $375M, net income $24.7M; acquires Breakwater and Cypress assets

  Q3 revenue $375.1M (+12% sequential); net income $24.7M; Adjusted EBITDA $62.8M (+32% sequential).

• August 2, 2022, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Select Energy Q2 revenue $335.9M, net income $14.6M, adjusted EBITDA $47.7M; all segments up

  Revenue $335.9M, up 14% sequentially; net income $14.6M, up 83% from Q1 2022.

• May 3, 2022, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Select Energy Q1 rev $294.8M; closes Nuverra deal, launches ESG-linked credit facility

  Q1 2022 revenue $294.8M, up 16% sequentially from Q4 2021 and 105% YoY from Q1 2021.

• March 18, 2022, 7:59 PM ET debt materiality 0.65 positive item 1.01item 2.03item 7.01item 9.01

  Select Energy Services refinances $270M revolver with sustainability-linked pricing, extended to 2027

  Entered $270M senior secured revolving credit facility amended and restated from prior 2017 credit agreement.

• February 23, 2022, 6:59 PM ET M&A materiality 0.75 positive item 7.01item 8.01item 9.01

  Select Energy Services completes acquisition of Nuverra Environmental Solutions

  Nuverra stockholders received 0.2551 Select shares per Nuverra share; ~$19M of Nuverra debt to be repaid.

• February 22, 2022, 6:59 PM ET earnings materiality 0.85 positive item 9.01item 2.02

  Select Energy Q4 rev $255M, net income $11.2M, Adj EBITDA $26.4M; M&A adds $300M run-rate

  Q4 revenue $255.1M (+25% seq.), net income $11.2M (vs Q3 loss $14.2M), Adj EBITDA $26.4M (+74% seq.).

• December 13, 2021, 6:59 PM ET M&A materiality 0.75 positive item 1.01item 7.01item 9.01

  Select Energy Services acquires Nuverra Environmental for ~$45M; also buys HB Rentals onshore assets

  Nuverra holders receive 0.255 shares of WTTR per NES share (~4.2M shares); includes assumption of ~$20M debt.

• November 2, 2021, 7:59 PM ET earnings materiality 0.75 positive item 9.01item 2.02

  Select Energy Q3 revenue $204.6M (+27% QoQ); net loss narrows; M&A closed, new recycling contract

  Revenue $204.6M (+27% QoQ, +102% YoY); net loss $14.2M vs $19.6M QoQ; Adjusted EBITDA $15.1M (double QoQ).

• August 20, 2021, 7:59 PM ET M&A materiality 0.60 neutral item 3.02item 7.01item 9.01

  Select Energy Services enters stalking horse deal to acquire Agua Libre Midstream for $15M cash and 902,593 shares

  Consideration: $15M cash plus 902,593 shares of WTTR Class A common stock.

• August 3, 2021, 7:59 PM ET earnings materiality 0.75 positive item 9.01item 2.02

  Select Energy Q2 rev $161M (+12% Q/Q), Adj EBITDA $7.6M; closed Complete acquisition

  Q2 revenue $161.1M, net loss $19.6M, Adj EBITDA $7.6M vs ($8.3M) a year ago.

• July 23, 2021, 7:59 PM ET M&A materiality 0.70 neutral item 3.02

  Select Energy Services completes acquisition of Complete Energy Services for 3.6M shares and $14.2M cash

  Completed acquisition of Complete Energy Services on July 9, 2021.

• July 15, 2021, 7:59 PM ET M&A materiality 0.75 positive item 7.01item 9.01

  Select Energy Services acquires Complete Energy Services for 3.6M shares + $14.2M cash

  Consideration: 3.6M shares of Class A common stock and $14.2M cash, subject to post-closing adjustments.

Executive changes

Materiality & sentiment trend

Max materiality 0.90 · Median 0.75 · Most common event earnings

24 positive 0 negative 19 neutral

source · WTTR on sec.gov