Select Water Solutions, Inc.

NYSE:WTTR 株式レポート

時価総額:US$2.6b

Select Water Solutions 過去の業績

過去 基準チェック /16

Select Water Solutionsは、平均年間42.9%の収益成長を遂げていますが、 Energy Services業界の収益は、年間 成長しています。収益は、平均年間44.6% 14.2%収益成長率で 成長しています。 Select Water Solutionsの自己資本利益率は1.9%であり、純利益率は1.5%です。

主要情報

42.90%

収益成長率

44.92%

EPS成長率

Energy Services 業界の成長23.71%
収益成長率14.20%
株主資本利益率1.91%
ネット・マージン1.54%
前回の決算情報31 Mar 2026

最近の業績更新

Recent updates

ナラティブの更新 Jun 02

WTTR: Permian Water Infrastructure Shift Will Support Future Earnings Stability

Narrative Update on Select Water Solutions The analyst price target for Select Water Solutions has been raised from about $17.30 to approximately $21.83. Analysts highlight the company’s shift toward higher margin water infrastructure, longer duration contracts, and expectations for stronger water handling demand in the Permian Basin, supported by multiple recent target increases and a new $22 initiation.
ナラティブの更新 May 03

WTTR: Infrastructure Scale And Equity Raise Will Shape Measured Future Outlook

Analysts have nudged their price targets on Select Water Solutions higher by $1.50 to a range of about $16 to $18. They cited recent Q4 results, margin strength in Water Infrastructure, gains in Chemical Technologies, and an improved free cash flow outlook supported by growth projects and potential acquisitions.
ナラティブの更新 Apr 19

WTTR: Water Infrastructure Expansion And Equity Raise Will Shape Balanced Future Outlook

Narrative Update on Select Water Solutions Analysts have lifted the consolidated price target on Select Water Solutions by $2, to $16 from $14, citing stronger Water Infrastructure margins, higher long term topline expectations for that segment, ongoing Chemical Technologies market share gains, and a refreshed outlook that still views the shares as attractively valued. Analyst Commentary Recent research updates on Select Water Solutions have centered on reactions to Q4 results, revisions to segment expectations, and the implications of the company’s capital plans.
ナラティブの更新 Apr 05

WTTR: Water Infrastructure Network Effect Will Drive Future Margin And Cash Flow Upside

Analysts have raised the implied fair value estimate for Select Water Solutions to $19.00 from $16.00. This reflects stronger expectations around Water Infrastructure growth projects, higher margin potential in Infrastructure and Chemical Technologies, and a lower assumed future P/E multiple, as seen in recent price target increases from $16 to $18.
ナラティブの更新 Mar 22

WTTR: Water Infrastructure Margins And Equity Raise Will Shape Future Share Appeal

Analysts have lifted the fair value estimate for Select Water Solutions to $16.00 from $12.00, citing stronger Water Infrastructure margins, higher long term revenue and profit assumptions, and ongoing gains in Chemical Technologies as key supports for the higher price targets in the $16.00 to $18.00 range. Analyst Commentary Recent Street research on Select Water Solutions has centered on Q4 performance, the outlook for Water Infrastructure, and the contribution from Chemical Technologies.
Seeking Alpha Mar 09

Select Water: Hold Your Water For Now

Summary Select Water's strategic shift toward Water Infrastructure targets higher-margin, recurring revenue, with significant investments and expansion in recycling and disposal capacity. Valuation methods (DCF, APV, peer multiples) yield a price target of $12.52 or approximately 9.5% lower than its current valuation. WTTR is positioned to benefit from AI-driven data center water demand and more pipeline capacity coming online. Key risks include uncertainty from the tax receivable agreement and potential regulatory impacts from seismic activity near disposal wells. Read the full article on Seeking Alpha
ナラティブの更新 Mar 08

WTTR: Water Infrastructure Margin Expansion Will Drive Future Upside

Narrative Update on Select Water Solutions The analyst price target for Select Water Solutions has moved higher by $1.50 to $16.50, with analysts pointing to solid Q4 results, expanding Water Infrastructure margins, gains in Chemical Technologies, and an updated outlook for future cash generation and growth projects as key supports for their revisions. Analyst Commentary Recent research updates point to a cluster of positive views on Select Water Solutions, with several firms lifting price targets after the Q4 report.
ナラティブの更新 Feb 22

WTTR: Infrastructure Network Effect And Chemicals Strength Will Drive Future Upside

Analysts have raised their price target on Select Water Solutions to $15.80 from $14.33, citing what they view as bullish recent results, the growing network effect in the infrastructure segment and strength in chemicals supported by confident longer term estimates. Analyst Commentary Bullish Takeaways Bullish analysts describe recent Q4 results and management commentary as "decisively bullish," which they see as supportive of the recent price target increase and upgraded rating.
ナラティブの更新 Feb 07

WTTR: Lithium Deals And Onshore Activity Will Guide Future Share Appeal

Narrative Update on Select Water Solutions The analyst price target for Select Water Solutions remains at $12, with analysts pointing to what they see as a reasonable current valuation and looking for stronger FY26 adjusted EBITDA, additional bolt-on deals like the recent lithium extraction move, or a pickup in U.S. onshore activity before taking a more positive stance. Analyst Commentary Bearish analysts recently shifted to a more cautious stance on Select Water Solutions, moving the rating to Market Perform with a US$12 price target.
分析記事 Jan 26

Select Water Solutions (NYSE:WTTR) Is Paying Out A Dividend Of $0.07

The board of Select Water Solutions, Inc. ( NYSE:WTTR ) has announced that it will pay a dividend of $0.07 per share on...
ナラティブの更新 Jan 24

WTTR: Lithium Deals And Onshore Activity Will Shape Future Share Appeal

Analysts held their fair value estimate for Select Water Solutions at $12.00, with recent research framing this as a reasonable current level. The research also highlighted that a stronger adjusted EBITDA outlook into FY26, additional bolt-on deals such as lithium extraction, or a clear pickup in U.S. onshore activity would be key drivers for any shift in price targets from here.
分析記事 Jan 22

The Return Trends At Select Water Solutions (NYSE:WTTR) Look Promising

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
ナラティブの更新 Jan 10

WTTR: Lithium Alliance And Onshore Activity Will Shape Fairly Priced Shares

Analysts now anchor their price view for Select Water Solutions at US$12, reflecting a blend of one firm's downgrade based on what it sees as a reasonable current valuation, and another firm's higher US$16 target supported by recent results and guidance. The updated assumptions incorporate modest shifts in the discount rate, revenue growth, profit margin and future P/E inputs.
ナラティブの更新 Dec 26

WTTR Lithium Extraction Alliance Will Drive Future Upside From Fairly Priced Shares

Analysts have nudged their fair value estimate for Select Water Solutions higher, lifting the target from $10.00 to $12.00 as they balance solid recent execution and emerging growth optionality against a view that the shares now trade near reasonable valuation levels. Analyst Commentary Bearish analysts have grown more cautious on Select Water Solutions, resetting expectations as the share price has rallied toward what they view as fair value.
ナラティブの更新 Dec 12

WTTR Will Benefit From Lithium Extraction And Share Repurchase Tailwinds

Analysts have modestly trimmed their price target on Select Water Solutions to $16.00 from $18.00, reflecting a more cautious view on margins and near term profitability, even as expectations for revenue growth and long term earnings multiples have edged higher. Analyst Commentary Recent Street research on Select Water Solutions reflects a nuanced but generally constructive backdrop, with bullish analysts emphasizing the company’s improving execution and upside potential relative to current valuation.
分析記事 Dec 08

Select Water Solutions, Inc. (NYSE:WTTR) Shares Could Be 41% Below Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, Select Water Solutions fair value estimate is US$19.08 Select...
ナラティブの更新 Nov 10

WTTR: Strong Execution And New Facility Will Drive Profitability Higher

Analysts have increased their price target for Select Water Solutions by $1 to $16. They cite solid quarterly performance across core divisions and improved guidance supported by strength in Chemical Technologies.
ナラティブの更新 Oct 27

Lithium Extraction and Water Recycling Will Shape Long-Term Resilience

Analysts have lowered their price target for Select Water Solutions slightly, adjusting it from $14.50 to $14.33. They cited updated valuation inputs and a modest decrease in the estimated future price-to-earnings ratio.
分析記事 Sep 24

Select Water Solutions, Inc. (NYSE:WTTR) Stock Rockets 26% As Investors Are Less Pessimistic Than Expected

Select Water Solutions, Inc. ( NYSE:WTTR ) shareholders have had their patience rewarded with a 26% share price jump in...
分析記事 Aug 14

Select Water Solutions' (NYSE:WTTR) Shareholders Have More To Worry About Than Only Soft Earnings

NYSE:WTTR 1 Year Share Price vs Fair Value Explore Select Water Solutions's Fair Values from the Community and select...
分析記事 May 09

Select Water Solutions, Inc. Just Recorded A 14% EPS Beat: Here's What Analysts Are Forecasting Next

As you might know, Select Water Solutions, Inc. ( NYSE:WTTR ) just kicked off its latest first-quarter results with...
分析記事 Apr 25

Select Water Solutions, Inc.'s (NYSE:WTTR) CEO Compensation Looks Acceptable To Us And Here's Why

Key Insights Select Water Solutions will host its Annual General Meeting on 2nd of May CEO John Schmitz's total...
分析記事 Mar 09

Investors Still Waiting For A Pull Back In Select Water Solutions, Inc. (NYSE:WTTR)

With a price-to-earnings (or "P/E") ratio of 33.7x Select Water Solutions, Inc. ( NYSE:WTTR ) may be sending very...
分析記事 Feb 19

Is Select Water Solutions (NYSE:WTTR) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Feb 03

Returns On Capital Are Showing Encouraging Signs At Select Water Solutions (NYSE:WTTR)

There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
分析記事 Jan 18

Select Water Solutions (NYSE:WTTR) Ticks All The Boxes When It Comes To Earnings Growth

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
分析記事 Jan 03

Estimating The Intrinsic Value Of Select Water Solutions, Inc. (NYSE:WTTR)

Key Insights Select Water Solutions' estimated fair value is US$14.38 based on 2 Stage Free Cash Flow to Equity Current...
分析記事 Dec 03

Market Participants Recognise Select Water Solutions, Inc.'s (NYSE:WTTR) Earnings Pushing Shares 45% Higher

Select Water Solutions, Inc. ( NYSE:WTTR ) shares have had a really impressive month, gaining 45% after a shaky period...
分析記事 Nov 13

We Think That There Are Some Issues For Select Water Solutions (NYSE:WTTR) Beyond Its Promising Earnings

Select Water Solutions, Inc. ( NYSE:WTTR ) just released a solid earnings report, and the stock displayed some...
分析記事 Oct 28

Select Water Solutions' (NYSE:WTTR) Dividend Will Be Increased To $0.07

Select Water Solutions, Inc. ( NYSE:WTTR ) has announced that it will be increasing its periodic dividend on the 15th...
分析記事 Oct 19

Investors Appear Satisfied With Select Water Solutions, Inc.'s (NYSE:WTTR) Prospects

There wouldn't be many who think Select Water Solutions, Inc.'s ( NYSE:WTTR ) price-to-earnings (or "P/E") ratio of...
Seeking Alpha Oct 08

Select Water Services: The Permian Tsunami

Summary Select Water Services has shown strong growth, driven by increased demand for water treatment and disposal in the Permian Basin, despite recent market volatility. The company’s strategic acquisitions and long-term contracts position it well for future growth, with significant capital expenditures planned for infrastructure expansion. Current trading levels suggest potential for significant share price appreciation, with a target of $18 per share, making it an attractive investment below $11. The urgency for environmentally beneficial water reuse in the Permian Basin presents a catalyst for Select’s continued success and market leadership. Read the full article on Seeking Alpha
分析記事 Sep 27

Calculating The Intrinsic Value Of Select Water Solutions, Inc. (NYSE:WTTR)

Key Insights Select Water Solutions' estimated fair value is US$9.29 based on 2 Stage Free Cash Flow to Equity Select...
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新しいナラティブ Sep 24

Water Infrastructure Growth Powers Sustainable Earnings And Margin Expansion

Aggressive expansion into water infrastructure aims at boosting revenue and gross profit through acquisitions and high-margin projects like increased recycling capacity.

収支内訳

Select Water Solutions の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

NYSE:WTTR 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 261,399221620
31 Dec 251,407211580
30 Sep 251,410201540
30 Jun 251,459331540
31 Mar 251,460351530
31 Dec 241,452311550
30 Sep 241,478601630
30 Jun 241,496581610
31 Mar 241,535661540
31 Dec 231,585741540
30 Sep 231,592541250
30 Jun 231,578611210
31 Mar 231,509541180
31 Dec 221,387481120
30 Sep 221,261501060
30 Jun 221,09017980
31 Mar 22916-12870
31 Dec 21765-42750
30 Sep 21643-70700
30 Jun 21539-88640
31 Mar 21471-116630
31 Dec 20605-339710
30 Sep 20748-331800
30 Jun 20976-295920
31 Mar 201,207-2441050
31 Dec 191,29231100
30 Sep 191,378-11020
30 Jun 191,446171000
31 Mar 191,51528990
31 Dec 181,529371020
30 Sep 181,47140970
30 Jun 181,22819880
31 Mar 18969-3720
31 Dec 17692-17560
30 Sep 17475-8440
30 Jun 17395-9370
31 Mar 1732345350
31 Dec 16302-1350
30 Sep 16314-27400
31 Dec 155360570

質の高い収益: WTTRには$11.0M } という大きな 一回限りの 利益があり、過去 12 か月の財務実績が31st March, 2026に影響を及ぼしています。

利益率の向上: WTTRの現在の純利益率 (1.5%)は、昨年(2.4%)よりも低くなっています。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: WTTR過去 5 年間で収益を上げており、収益は年間42.9%増加しています。

成長の加速: WTTRは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。

収益対業界: WTTRは過去 1 年間で収益成長率がマイナス ( -38.8% ) となったため、 Energy Services業界平均 ( -26.2% ) と比較することが困難です。


株主資本利益率

高いROE: WTTRの 自己資本利益率 ( 1.9% ) は 低い とみなされます。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/06/09 03:55
終値2026/06/09 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Select Water Solutions, Inc. 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。12

アナリスト機関
James LarkinBofA Global Research
Thomas CurranB. Riley Securities, Inc.
Scott GruberCitigroup Inc