Financial Data and Key Metrics Changes - The company recorded adjusted EBITDA of $56.5 million for Q1 2025, up 4% sequentially and 6% year-over-year, driven by record volumes in produced water handling and water solutions [12] - Adjusted operating margin was $0.44 per barrel, reflecting the durability of operating improvements over the last 24 months [12] - Capital expenditures (CapEx) were $21 million, down 44% compared to Q1 2024 [12] Business Line Data and Key Metrics Changes - Produced water volumes and water solution volumes grew 7% sequentially compared to Q4 2024 [7] - The first quarter represented the first full quarter integrating the McNeil Ranch into operations, with ongoing evaluations for additional revenue streams [7][9] Market Data and Key Metrics Changes - The company expects produced water volumes for Q2 2025 to be between 1.2 million and 1.25 million barrels per day, and water solutions volumes to be around 1 million barrels per day [13] - The current WTI price strip represents a $6 million to $8 million headwind to the business [13] Company Strategy and Development Direction - The company is focused on managing capital investments to align with customer activity levels and has a strong position due to long-term contracts in the Northern Delaware Basin [5][6] - There is an emphasis on beneficial reuse efforts and desalination of produced water for various applications, including reservoir replenishment and industrial use [9][10] - The company is exploring opportunities in industrial water treatment and mineral extraction, with plans for an iodine facility expected to be operational by early 2026 [10][12] Management's Comments on Operating Environment and Future Outlook - Management noted that while there is significant uncertainty around commodity prices and tariffs, the company is off to a strong start in 2025 and expects this strength to continue into Q2 [10][11] - The management team expressed confidence in their ability to manage through volatility and maintain free cash flow, even if customer activity levels decrease [17] Other Important Information - The company successfully refinanced senior notes, upsizing the offering to $500 million, and ended the quarter with net debt of $480 million and a liquidity of $372 million [14] - A dividend of $0.14 per share was declared for Q2 2025, to be paid on June 18 [14] Q&A Session Summary Question: Expectations for water cuts and volumes if producers move to maintenance mode - Management indicated that they can flex capital expenditures down by 25% to 30% if volumes decrease, and water cuts will remain the same, impacting volume rather than the cut itself [20][21][22] Question: Update on M&A activity and seller motivations - Management noted that while there is some discomfort in the market due to volatility, the bid-ask spread remains close, and they are well-positioned to take advantage of opportunities [23][24][26] Question: Volume growth cadence and one-time impacts in Q1 - Management confirmed that Q1 volumes were strong due to better-than-expected well performance and increased interruptible volumes, but future growth will depend on customer activity [30][31][32] Question: Capital allocation in a downside environment - The company remains committed to maintaining balance sheet strength and plans to continue dividend growth while having the ability to flex down capital expenditures if necessary [33][34][35] Question: Update on McNeil Ranch commercialization - Management reported that McNeil Ranch is exceeding expectations with multiple inbound opportunities for surface royalty activities and has already secured permits for disposal capacity [38][39][40] Question: Competitive landscape and impact of new pipelines - Management stated that new pipeline projects do not impact their competitive position due to long-term contracts and a large dedicated customer base [49][50][58] Question: Q2 guidance assumptions regarding interruptible volumes - Management indicated that Q2 guidance is primarily based on contracted volumes, with interruptible volumes viewed as a bonus [60][61] Question: Cost recovery for desalination and potential for iodine production - Management confirmed that operational costs for desalination could be below $1 per barrel, and they are evaluating the economics of iodine production based on the size of the facility [84][86]

Company Performance - Aris Water Solutions reported quarterly earnings of $0.25 per share, exceeding the Zacks Consensus Estimate of $0.23 per share, and showing an increase from $0.23 per share a year ago, representing an earnings surprise of 8.70% [1] - The company posted revenues of $120.49 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 3.37%, and up from $103.41 million year-over-year [2] - Over the last four quarters, Aris Water Solutions has surpassed consensus revenue estimates four times, but has only beaten EPS estimates once [2] Stock Performance - Aris Water Solutions shares have increased approximately 6.6% since the beginning of the year, contrasting with the S&P 500's decline of 3.9% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating it is expected to perform in line with the market in the near future [6] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.25 on revenues of $123.65 million, and for the current fiscal year, it is $1.07 on revenues of $498.66 million [7] - The outlook for the Waste Removal Services industry, in which Aris Water Solutions operates, is currently in the bottom 23% of over 250 Zacks industries, which may impact stock performance [8]

Aris Water Solutions, Inc. – Earnings Presentation First Quarter 2025 Cautionary Statements Forward-Looking Statements This presentation and the oral statements made in connection with this presentation contain "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Examples of forward-looking statements include, but are not limited to, statements, information, opinions or beliefs regarding ...

Financial Performance - The company reported a net income of $16.0 million for Q1 2025, representing a 16% increase from Q4 2024[8]. - Adjusted EBITDA for Q1 2025 was $56.5 million, up 4% sequentially and 6% year-over-year[5]. - Total revenue for Q1 2025 was $120.491 million, a 16.5% increase from $103.406 million in Q1 2024[24]. - Net income attributable to Aris Water Solutions, Inc. for Q1 2025 was $8.611 million, compared to $7.623 million in Q1 2024, reflecting a 13.0% increase[24]. - Operating income remained stable at $27.835 million in Q1 2025, slightly down from $27.858 million in Q1 2024[24]. - Adjusted Net Income for Q1 2025 was $21,415 thousand, up from $20,125 thousand in Q1 2024, showing an increase of 6.4%[43]. - Net Income for Q1 2025 was $16,000 thousand, slightly down from $16,830 thousand in Q1 2024, representing a decrease of 4.9%[43]. - The company reported a diluted net income per share of $0.25 for Q1 2025, compared to $0.23 in Q1 2024[24]. Volume and Operations - Aris Water Solutions achieved record volumes in both Produced Water Handling and Water Solutions, with Produced Water Handling volumes growing 7% sequentially and 3% year-over-year[5]. - The total volumes handled in Q1 2025 reached 1,750 thousand barrels of water per day, a 7% increase from Q4 2024 and a 15% increase year-over-year[7]. - Produced Water Handling Volumes increased to 1,191 thousand barrels per day in Q1 2025, up from 1,159 in Q4 2024, and 1,112 in Q1 2024, reflecting a growth of 2.8% quarter-over-quarter and 7.1% year-over-year[39]. - The company sold 475 thousand barrels of Recycled Produced Water in Q1 2025, up from 337 thousand barrels in Q1 2024, indicating a significant increase of 41.0%[39]. - Recycled water volumes grew 3% sequentially and 41% year-over-year, reaching 475 thousand barrels sold per day[7]. - Total Volumes for Q1 2025 were 157,492 thousand barrels, an increase from 138,603 thousand barrels in Q1 2024, representing a growth of 13.5%[42]. Financial Position - Total assets increased to $1.446 billion as of March 31, 2025, up from $1.408 billion at the end of 2024[26]. - Long-term debt rose to $490.113 million as of March 31, 2025, compared to $441.662 million at the end of 2024[26]. - Total stockholders' equity attributable to Aris Water Solutions, Inc. increased to $408.119 million as of March 31, 2025, from $385.841 million at the end of 2024[26]. - As of March 31, 2025, Aris had a leverage ratio of 2.2X, below its target range of 2.5X – 3.5X[10]. - The Leverage Ratio as of March 31, 2025, was 2.23, calculated using Net Debt of $479,948 thousand and Trailing Twelve Months Adjusted EBITDA of $215,316 thousand[47]. Cash Flow and Expenses - Cash flow from operating activities showed a net cash used of $6.835 million in Q1 2025, a significant decrease from $43.809 million provided in Q1 2024[27]. - Cash at the end of Q1 2025 was $24.574 million, down from $28.673 million at the beginning of the period[27]. - Capital Expenditures for Q1 2025 were $21,162 thousand, a decrease from $37,716 thousand in Q1 2024, reflecting a reduction of 43.8%[49]. - For Q2 2025, the company anticipates Adjusted EBITDA to be impacted by approximately $2 million in well maintenance expenses that were deferred from Q1[12]. Dividends and Outlook - The Board of Directors declared a dividend of $0.14 per share for Q2 2025, to be paid on June 18, 2025[11]. - The company maintains its full-year 2025 outlook for volume, Adjusted EBITDA, and capital expenditures, while remaining vigilant about potential impacts from lower oil prices[13].

Wall Street expects flat earnings compared to the year-ago quarter on higher revenues when Aris Water Solutions, Inc. (ARIS) reports results for the quarter ended March 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be r ...

Core Viewpoint - Aris Mining Corporation is undergoing a leadership transition with Richard Orazietti stepping down as CFO and Cameron Paterson set to take over in July 2025, reflecting the company's commitment to strong financial governance and growth strategy [1][2]. Group 1: Leadership Transition - Richard Orazietti will resign as CFO after Q1 2025 reporting, with Cameron Paterson joining as the new CFO in July 2025 [1]. - Neil Woodyer, CEO of Aris Mining, expressed gratitude for Orazietti's contributions and welcomed Paterson, highlighting his relevant experience from Pan American Silver Corp. [2]. Group 2: Cameron Paterson's Background - Cameron Paterson has extensive financial leadership experience in the mining sector, having served in executive roles at Pan American Silver since 2015 [3]. - He holds a Chartered Professional Accountant designation and degrees in Economics and Accounting from the University of Victoria and the University of British Columbia, respectively [4]. Group 3: Company Overview - Aris Mining was founded in September 2022, focusing on becoming a leading gold mining company in Latin America, combining current production with growth through asset expansion and exploration [5]. - The company operates two underground gold mines in Colombia, producing 210,955 ounces of gold in 2024, with plans to increase annual production to over 500,000 ounces by ramping up operations in the coming years [6]. - Aris Mining is also pursuing partnerships with Colombia's small-scale mining sector to promote safe and environmentally responsible operations [7].

VANCOUVER, BC, April 8, 2025 /PRNewswire/ - Aris Mining Corporation (Aris Mining or the Company) (TSX: ARIS) (NYSE-A: ARMN) reports gold production of 54,763 ounces (oz) for the first quarter of 2025 (Q1 2025), with 47,549 oz from Segovia and 7,214 oz from the Marmato Upper Mine.Q1 2025 Gold Production Highlights: Chart 1: Q1 2025 Gold Production (oz) Year-over-Year (CNW Group/Aris Mining Corporation) Positive trends across both the Segovia and Marmato operations, with a total gold production of 54,7 ...

Investment Rating - The report suggests a positive outlook for the aerospace and defense sectors, highlighting potential investment opportunities in companies like Howmet Aerospace, Loar Holdings, and Raytheon Technologies [6][7]. Core Insights - The AI data center sector is experiencing significant investment, with major companies like Microsoft and Meta planning to invest over $345 billion in AI infrastructure by 2025, indicating a potential bubble in the market [2][23]. - The aerospace industry is showing signs of recovery, with Airbus delivering approximately 70 aircraft in March, reflecting an 11% year-on-year increase [29]. - The defense sector is witnessing substantial contracts, such as Lockheed Martin receiving a $4.94 billion contract for precision strike missiles, indicating strong government spending in defense [35]. Summary by Sections Global Market Review - The U.S. stock market has shown a cautious sentiment, with the S&P 500 index declining over 1% recently, reflecting a risk-off attitude among investors [13]. Infrastructure - The AI data center sector is facing risks of overheating, with significant investments planned by major tech companies [23]. - The PJM Interconnection has released a reliability resource plan to ensure new power plants can connect to the grid efficiently [26]. - Poland is advised to delay the closure of coal plants to avoid a power shortage by 2030 [27]. Industrial Equipment - The price index for electric motors and generators in the U.S. has shown a year-on-year increase of 26% [20]. - China's transformer exports in early 2025 saw a significant increase of 48% year-on-year, indicating strong demand [57]. Energy - U.S. electricity prices have decreased by 35.5% recently, while the market for natural gas is showing mixed signals [5]. - The average spot price for uranium in the global market has decreased by 7.9% month-on-month [4]. Aerospace - The price index for aircraft engines and components has remained stable, with a year-on-year increase of 6.2% [31]. - The aerospace sector is actively pursuing sustainable development, facing challenges in achieving net-zero emissions [29]. Defense - The U.S. government defense spending price index has shown a year-on-year increase of 2.1% [36]. - The defense industry is experiencing a surge in contract awards, particularly in precision strike and unmanned systems [35].

Aris Water Solutions, Inc. (ARIS) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years. ...

The Business Services group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Is Amadeus IT Group SA Unsponsored ADR (AMADY) one of those stocks right now? Let's take a closer look at the stock's year-to-date performance to find out.Amadeus IT Group SA Unsponsored ADR is one of 289 individual stocks in the Business Services sector. Collectively, these companies sit at #8 in the Zacks Sector Rank. The Zacks Sector Rank gauges the strength of ...