Select Water Solutions, Inc. (WTTR) Reports Q4 Earnings: What Key Metrics Have to Say

Core Insights - Select Water Solutions, Inc. reported revenue of $346.5 million for the quarter ended December 2025, reflecting a slight decline of 0.7% year-over-year, while EPS improved to $0 from -$0.01 in the previous year [1] - The revenue exceeded the Zacks Consensus Estimate of $320.81 million by 8.01%, although the EPS fell short of the consensus estimate of $0.01, resulting in a 100% EPS surprise [1] Financial Performance - Revenue from Chemical Technologies was $86.97 million, surpassing the average estimate of $75.19 million, marking a significant year-over-year increase of 38.2% [4] - Water Services generated revenue of $178.34 million, exceeding the estimated $156.36 million but showing a decline of 14.8% compared to the same quarter last year [4] - Revenue from Water Infrastructure was reported at $81.19 million, slightly below the estimated $88 million, but showed a year-over-year increase of 5.7% [4] Profitability Metrics - Gross Profit before D&A for Water Services was $34.94 million, exceeding the average estimate of $30.2 million [4] - Gross Profit before D&A for Chemical Technologies was $17.66 million, higher than the estimated $14.3 million [4] - Gross Profit before D&A for Water Infrastructure was $43.92 million, which fell short of the average estimate of $46.67 million [4] Stock Performance - Shares of Select Water Solutions, Inc. have increased by 8.5% over the past month, contrasting with a -1.4% change in the Zacks S&P 500 composite [3] - The company currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]