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Select Water Solutions (WTTR) investor relations material
Select Water Solutions Fireside Chat summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Fireside Chat summary11 Dec, 2025
Introduction and agenda
Discussion focused on the company's transition to a water infrastructure provider, industry trends, and future growth opportunities.
Background and experience of the speaker
Leadership team has deep experience in water logistics, infrastructure, and chemistry, with a history of innovation in water management for energy and industrial markets.
Current industry trends
Shift from call-out water services to long-term infrastructure contracts, emphasizing recycling and reuse over disposal.
Water Infrastructure segment is now the highest margin and fastest growing, expected to contribute 60% of gross profit in the next 12-24 months.
Industry faces increasing water management challenges, especially in the Permian Basin, with growing demand for recycling and beneficial reuse.
How do contracts and moats protect infrastructure margins?
What is the strategy for non-O&G market expansion?
How does the Northern Delaware network balance water?
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Next Select Water Solutions earnings date
Q4 202517 Feb, 2026
Next Select Water Solutions earnings date
Q4 202517 Feb, 2026
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Frequently asked questions
Select Water Solutions Inc. provides water management solutions to the oil and gas industry. The company offers services including water sourcing, treatment, recycling, and disposal, as well as the delivery of related chemical products. Select Water Solutions supports hydraulic fracturing and production activities with environmentally focused and cost-effective water management strategies. The company is headquartered in Houston, Texas, and its shares are listed on the NYSE.
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