Aris Water Solutions(US:ARIS)2025-05-06 22:05Q1 2025 Performance Highlights - Produced water volumes increased by 7% sequentially and 3% year-over-year[13] - Water Solutions volumes increased by 7% sequentially and 54% year-over-year[13] - Net income was $16 million, and Adjusted EBITDA reached $57 million, a 4% sequential increase and a 6% year-over-year increase[13] - Adjusted Operating Margin remained strong at $044 per barrel[13] - Capital Expenditures were $21 million, down 44% year-over-year[13] Asset and Infrastructure - Aris Water Solutions has approximately 790 miles of produced water pipeline right of way[11] - The company's water handling facilities have a capacity of approximately 1800 kbwpd[11] - Water recycling facilities have a capacity of approximately 1400 kbwpd[11] - Recycled water storage capacity is approximately 16 million barrels[11] - Contracted dedicated acres at McNeill Ranch are approximately 625000[11] Q2 2025 Outlook - The company estimates Produced Water Handling Volumes between 1200 kbwpd and 1250 kbwpd[22] - Water Solutions Volumes are projected to be between 475 kbwpd and 525 kbwpd[22] - Adjusted Operating Margin per Barrel is expected to be between $041 and $043[22] - Adjusted EBITDA is projected to be between $500 million and $550 million[22] - Total Capital Expenditures are estimated to be between $200 million and $250 million[22] Strategic Initiatives - Aris Water Solutions purchased the McNeill Ranch for $450 million, spanning approximately 45000 surface acres in Texas and New Mexico[34] - The company applied for a permit to discharge up to 475 kbwpd of treated produced water for reservoir replenishment with the Texas Commission on Environmental Quality[30]