Oct. 28 at 9:56 PM
Select Water Solutions (WTTR) Expands Water Infrastructure Platform
🔹 Margin-accretive growth ahead: Double-digit revenue and gross profit gains expected in 4Q25, with infrastructure now driving over 50% of total gross profit.
🔹 High-margin stability: Water Infrastructure segment gross margin reached 55.2% in 2Q25, Select’s highest among all divisions.
🔹 Strategic scale: ~2.5 million acres of dedications/ROFR underpin long-term contracts supporting lower cyclicality and stronger cash flow visibility.
🔹 Northern Delaware Basin core: 1.8 MMBw/d recycling capacity, 309 miles of pipeline, and 29 million barrels of storage powering growth through 2026+.
🔹 Future upside: New AV Farms JV in Colorado targets 60%+ gross margins and 25-year municipal and industrial contracts by 2027.
Read Jeffrey Robertson's full report for more!
https://www.watertowerresearch.com/doc?docID=IR_EnergTra_10272025
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