Hello and welcome to CNBC. com. I'm Frank Holland, anchor of Worldwide Exchange.I'm joined by Jim Mturn, CEO of CR, a global leader in materials and water infrastructure ahead of the company's investor day. Jim, thanks for taking a minute to talk to us. >> Good to be here, Frank.>> All right, why don't we just start off with your general outlook on the business. You're going to release financial targets tomorrow, but just your outlook on the business. How bullish are you on this business.I I don't imagine y ...

Group 1 - Select Water Solutions, Inc. reported revenue of $364.22 million for the quarter ended June 2025, reflecting a year-over-year decline of 0.3% and an EPS of $0.10 compared to $0.13 a year ago [1] - The reported revenue was a surprise of -0.28% against the Zacks Consensus Estimate of $365.22 million, with an EPS surprise of -23.08% compared to the consensus estimate of $0.13 [1] - The stock has returned -0.6% over the past month, underperforming the Zacks S&P 500 composite's +1% change, and currently holds a Zacks Rank 4 (Sell) [3] Group 2 - Revenue from Chemical Technologies was $67.7 million, below the four-analyst average estimate of $73.97 million, representing a year-over-year change of +1.7% [4] - Revenue from Water Services was $215.66 million, exceeding the average estimate of $207.72 million, but showing a -6.2% change compared to the year-ago quarter [4] - Revenue from Water Infrastructure was $80.86 million, slightly below the average estimate of $81.22 million, with a year-over-year change of +17.9% [4] - Gross Profit before D&A for Water Services was $42.35 million, below the average estimate of $44.87 million [4] - Gross Profit before D&A for Chemical Technologies was $11.82 million, slightly above the average estimate of $11.58 million [4] - Gross Profit before D&A for Water Infrastructure was $44.64 million, exceeding the average estimate of $42.69 million [4]

Core Insights - Select Water Solutions, Inc. reported revenue of $374.38 million for Q1 2025, marking a year-over-year increase of 2.1% and exceeding the Zacks Consensus Estimate by 3.67% [1] - The company achieved an EPS of $0.08, up from $0.04 a year ago, representing a surprise of 14.29% over the consensus estimate of $0.07 [1] Revenue Breakdown - Chemical Technologies revenue was $76.35 million, surpassing the average estimate of $71.09 million, reflecting a year-over-year increase of 2.2% [4] - Water Services revenue reached $225.65 million, slightly below the average estimate of $215.31 million, with a year-over-year decrease of 1.2% [4] - Water Infrastructure revenue was $72.39 million, underperforming the estimated $75.09 million, but showing a significant year-over-year increase of 14% [4] Profitability Metrics - Gross Profit before D&A for Water Services was $43.93 million, below the average estimate of $46.32 million [4] - Gross Profit before D&A for Chemical Technologies was $11.62 million, exceeding the estimated $10.34 million [4] - Gross Profit before D&A for Water Infrastructure was $38.90 million, slightly below the average estimate of $39.25 million [4] Stock Performance - Over the past month, Select Water Solutions, Inc. shares returned -0.2%, contrasting with the Zacks S&P 500 composite's increase of 11.5% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Insights - Xylem reported $2.07 billion in revenue for Q1 2025, a year-over-year increase of 1.8% and an EPS of $1.03 compared to $0.90 a year ago, exceeding Zacks Consensus Estimates for both revenue and EPS [1] - The company delivered a revenue surprise of +1.26% and an EPS surprise of +8.42% compared to analyst expectations [1] Revenue Breakdown - Measurement & Control Solutions generated $490 million, exceeding the average estimate of $466.09 million, reflecting a year-over-year increase of +6.1% [4] - Applied Water revenue was $435 million, slightly below the average estimate of $428.62 million, showing a year-over-year decrease of -0.2% [4] - Water Infrastructure revenue reached $581 million, surpassing the average estimate of $575.20 million, with a year-over-year increase of +1.2% [4] - Water Solutions and Services reported $563 million, slightly below the estimated $564.67 million [4] Stock Performance - Xylem's shares have returned -3% over the past month, compared to a -0.8% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]