Select Water Solutions Förvaltning
Förvaltning kriterier kontrolleras 4/4
Select Water Solutions VD är John Schmitz, utsedd i Jan 2021, har en mandatperiod på 5.67 år. totala årliga ersättningen är $ 4.88M, bestående av 16.4% lön 83.6% bonusar, inklusive företagsaktier och optioner. äger direkt 2.92% av företagets aktier, värda $ 83.47M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 4.1 år respektive 4.3 år.
Viktig information
John Schmitz
Verkställande direktör
US$4.9m
Total ersättning
| VD-lön i procent | 16.41% |
| Anställning som VD | 5.7yrs |
| Ägande av VD | 2.9% |
| Ledningens genomsnittliga anställningstid | 4.1yrs |
| Styrelsens genomsnittliga mandatperiod | 4.3yrs |
Senaste uppdateringar av ledningen
Recent updates
Uppdatering av berättelse • Sep 03
WTTR: Contracted Permian Water Infrastructure And Iodine Partnership Will Support Future Stability
Analysts now see fair value for Select Water Solutions at $24.00, up from $22.83. They cite recent research that highlights improved EBITDA trends, stronger free cash flow conversion, and an increasingly contracted infrastructure revenue base, along with updated profit margin and future P/E assumptions.
Uppdatering av berättelse • Aug 20
WTTR: Permian Infrastructure Expansion And Long Contracts Will Drive Future Margin Upside
Analysts have raised their price target on Select Water Solutions to $26 from $24, citing a narrower valuation gap versus peers and expectations that potential contract and project wins could support earnings over time. Analyst Commentary on Select Water Solutions Recent research highlights a constructive tone around Select Water Solutions, with bullish analysts focusing on both the company’s evolving business mix and its potential to secure additional contracts and projects over time.Seeking Alpha • Aug 10
Select Water: Great Execution, But I Am Not Diving In Yet
Summary Select Water (WTTR) delivered a strong Q2, with revenue up 8.7% and EBITDA of $93M, beating prior guidance. WTTR’s Water Infrastructure segment led growth, aided by a major seven-year Northern Delaware Basin contract and new mineral extraction opportunities. Valuation models (DCF, APV, multiples) yield a blended price target of $17.28, about 14.6% below current levels, reflecting higher margins but increased CAPEX. Key watch items include pipeline construction, mineral extraction progress (iodine, lithium), and evolving risk factors such as regulatory and CAPEX escalation. Read the full article on Seeking AlphaAnalysartikel • Aug 07
Results: Select Water Solutions, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts
As you might know, Select Water Solutions, Inc. ( NYSE:WTTR ) just kicked off its latest second-quarter results with...Uppdatering av berättelse • Aug 05
WTTR: Permian Water Shift And Iodine Royalty Potential Support Future Stability
The analyst price target for Select Water Solutions has moved higher by about $1 to $22.83, supported by recent research that highlights its shift toward higher margin water infrastructure, expectations for increasing water handling demand in the Permian Basin, and EBITDA forecasts that are above consensus in the coming years. Analyst Commentary Recent Street research on Select Water Solutions points to a generally constructive view on the stock, with several firms lifting price targets and highlighting the companys shift toward higher margin water infrastructure and expectations for increased water handling demand in the Permian Basin.
Uppdatering av berättelse • Jun 30
WTTR: Infrastructure Shift And Permian Demand Will Drive Measured Future Outlook
Analysts have raised their fair value estimate for Select Water Solutions from $16.00 to $21.00, citing a series of higher price targets around $21 to $22, as well as expectations for a shift toward higher margin water infrastructure with longer duration contracts and growing Permian Basin water handling demand. Analyst Commentary Recent research on Select Water Solutions centers on how quickly the company can shift its mix toward higher margin water infrastructure while managing execution risks in a still cyclical energy services backdrop.Analysartikel • Jun 20
Select Water Solutions (WTTR) Stock Could Be 20% Below Fair Value on Infrastructure Narrative
Select Water Solutions (WTTR) has drawn fresh attention after recent trading, with the stock closing at $17.70. Investors are weighing this price against the company’s latest financial profile and longer term return record. See our latest analysis for Select Water Solutions. While Select Water Solutions’ share price has slipped 1.9% over the past day and 6.4% over the past week, the 90 day share price return of 22.8% alongside a 1 year total shareholder return of 96.6% points to stronger...Uppdatering av berättelse • Jun 16
WTTR: Water Infrastructure Shift And Permian Volumes Will Drive Future Margin Upside
Analysts have lifted their implied fair value estimate for Select Water Solutions from $19.00 to $24.00, citing the company's shift toward higher margin water infrastructure, expectations for stronger revenue growth and profit margins, and Street research that includes multiple Buy ratings and higher price targets around $21 to $22. Analyst Commentary Bullish analysts are highlighting Select Water Solutions' shift toward higher margin water infrastructure as a key driver behind recent price target moves around the low US$20s.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analys av ersättningar till VD
| Datum | Total ersättning | Lön | Företagets resultat |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$32m |
| Mar 31 2026 | n/a | n/a | US$22m |
| Dec 31 2025 | US$5m | US$800k | US$21m |
| Sep 30 2025 | n/a | n/a | US$20m |
| Jun 30 2025 | n/a | n/a | US$33m |
| Mar 31 2025 | n/a | n/a | US$35m |
| Dec 31 2024 | US$5m | US$800k | US$31m |
| Sep 30 2024 | n/a | n/a | US$60m |
| Jun 30 2024 | n/a | n/a | US$58m |
| Mar 31 2024 | n/a | n/a | US$66m |
| Dec 31 2023 | US$4m | US$792k | US$74m |
| Sep 30 2023 | n/a | n/a | US$54m |
| Jun 30 2023 | n/a | n/a | US$61m |
| Mar 31 2023 | n/a | n/a | US$54m |
| Dec 31 2022 | US$8m | US$600k | US$48m |
| Sep 30 2022 | n/a | n/a | US$50m |
| Jun 30 2022 | n/a | n/a | US$17m |
| Mar 31 2022 | n/a | n/a | -US$12m |
| Dec 31 2021 | US$8m | US$577k | -US$42m |
| Sep 30 2021 | n/a | n/a | -US$70m |
| Jun 30 2021 | n/a | n/a | -US$88m |
| Mar 31 2021 | n/a | n/a | -US$116m |
| Dec 31 2020 | US$280k | US$15k | -US$339m |
| Sep 30 2020 | n/a | n/a | -US$331m |
| Jun 30 2020 | n/a | n/a | -US$295m |
| Mar 31 2020 | n/a | n/a | -US$244m |
| Dec 31 2019 | US$3m | US$544k | US$3m |
Ersättning vs marknad: John s total kompensation ($USD 4.88M ) är under genomsnittet för företag av liknande storlek på US marknaden ($USD 6.99M ).
Ersättning vs inkomst: Ersättningen från John har varit i linje med företagets resultat under det senaste året.
VD OCH KONCERNCHEF
John Schmitz (66 yo)
5.7yrs
Anställning
US$4,876,029
Kompensation
Mr. John D. Schmitz is the Chairman and Founder of B29 Investments, LP. In 1997, he co-founded B29 Investments, LP. He serves as President and Chief Executive Officer at Select Water Solutions, Inc., since...
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| President | 5.7yrs | US$4.88m | 2.92% $ 83.5m | |
| Executive VP & CFO | 2.5yrs | US$1.51m | 0.26% $ 7.5m | |
| Executive VP | no data | US$1.43m | 0.11% $ 3.2m | |
| Executive Vice President of Business & Regulatory Affairs | 8.8yrs | US$1.34m | 1.19% $ 34.1m | |
| Executive VP & Chief Commercial Officer | less than a year | US$1.53m | 0.28% $ 8.0m | |
| VP & Chief Accounting Officer | 8.3yrs | inga uppgifter | 0.089% $ 2.5m | |
| Vice President of Corporate Finance & Investor Relations | no data | inga uppgifter | inga uppgifter | |
| Senior VP | less than a year | inga uppgifter | 0.039% $ 1.1m |
4.1yrs
Genomsnittlig anställningstid
44yo
Genomsnittlig ålder
Erfaren ledning: WTTR s ledningsgrupp anses vara erfaren ( 4.1 års genomsnittlig anställningstid).
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| President | 18.8yrs | US$4.88m | 2.92% $ 83.5m | |
| Independent Director | 4.3yrs | US$222.18k | 0.061% $ 1.7m | |
| Independent Director | 1.7yrs | US$217.74k | 0.021% $ 595.7k | |
| Independent Director | 5.3yrs | US$237.18k | 0.074% $ 2.1m | |
| Independent Director | 1.7yrs | US$217.74k | 0.021% $ 595.7k | |
| Lead Independent Director | 9.8yrs | US$262.18k | 0.056% $ 1.6m | |
| Independent Director | 3.8yrs | US$222.18k | 0.034% $ 960.1k |
4.3yrs
Genomsnittlig anställningstid
60yo
Genomsnittlig ålder
Erfaren styrelse: WTTR s styrelse anses vara erfaren ( 4.3 års genomsnittlig mandatperiod).
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/09/14 11:12 |
| Aktiekurs vid dagens slut | 2026/09/11 00:00 |
| Intäkter | 2026/06/30 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Select Water Solutions, Inc. bevakas av 12 analytiker. 6 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| James Larkin | BofA Global Research |
| Thomas Curran | B. Riley Securities, Inc. |
| Scott Gruber | Citigroup Inc |