$WTTR

Select Water Solutions, Inc. (WTTR): Entry into a Material Definitive Agreement

Select Water Solutions, Inc. (WTTR) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. Exhibit 99.1 Contacts: NEWS RELEASE Select Water Solutions Garrett Williams – VP, Corporate Finance & Investor Relations (713) 296-1010 IR@selectwater.com FOR IMMEDIATE RELEASE Dennard Lascar Investor Relations Ken Dennard / Natalie Hairston (713) 529-6600 WTTR@dennardlascar.com

Original reporting
Published Sep 24, 2026, 8:45 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Sep 24, 2026, 8:55 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
AlphAI market briefCorporate actions
Primary signal
$WTTR
Bullish
high confidence
Mentioned
$WTTR
Relevance
6/10
AlphAI data visualization · based on SEC EDGAR 8-K
Decision brief

The 30-second read

$WTTRBullishHigh
01

Why it matters

The acquisition is expected to increase pro‑forma profitability, improve leverage, and provide long‑term contracted cash flow.

02

Market read

The deal is material for the water infrastructure niche and could influence related energy‑service equities.

03

What to watch

Potential regulatory scrutiny of water‑rights and the $15 M earn‑out contingent on performance.

Relevance 6/10Novelty 9/10Timing: announced today

Background

Select Water Solutions (WTTR) is a NYSE‑listed water midstream operator expanding its footprint in the Delaware Basin.

Company-level read

Ticker impact

$WTTRBullishHigh confidence
Context

Select Water announced a definitive agreement to acquire Pilot Water Solutions for $700 million in cash and stock.

Expected impact

stock may rise on deal accretion and balance‑sheet strength

Evidence & confidence

Deal size is material, adds high‑margin water infrastructure, and improves leverage; investors typically reward such strategic M&A.

Market effects

strengthens water midstream sector and may boost related infrastructure stocks

adds capacity in the Delaware Basin, supporting regional oil‑and‑gas operators

limited to energy‑service and water‑management markets

Counterpoint

Deal execution risk and integration challenges could pressure the stock if closing delays occur.

Key entities

  • Select Water Solutions, Inc.

    Acquirer, NYSE‑listed water midstream firm

  • Pilot Water Solutions LLC

    Target, private water midstream operator

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Select Water Solutions (WTTR) stock rose 4.4% premarket after announcing a $700M deal to acquire Pilot Water Solutions, expanding its Permian Basin operations. The acquisition includes cash, stock, and contingent payments, adding 2.7M barrels/day disposal capacity and 700 miles of pipelines. The company expects $120M-$130M in 2027 adjusted EBITDA and $10M-$15M in annual cost synergies.

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Select Water Solutions Announces Agreement to Acquire Pilot Water Solutions

Select Water Solutions (WTTR) will acquire Pilot Water Solutions, a private water midstream company, for $700M plus a $15M earnout. The deal includes $600M cash and $100M stock. Pilot Water adds 480,000 barrels/day of contracts and 306,000 dedicated acres, with 2027 EBITDA estimated at $120-130M. The acquisition is expected to close in Q4 2026, with Water Infrastructure representing 70% of Select's 2027 profitability.

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ProPetro (PUMP) is up 10% post-earnings at $11.73. Select Water Solutions (WTTR) reported $395.8M revenue, up 8.7% YoY, beating estimates, and its stock rose 8.7% to $20.11. Borr Drilling (BORR) saw revenue decline 13.2% YoY, missing estimates, but its stock increased 14.6% to $4.88. Bristow Group (VTOL) reported $411.8M revenue, up 9.4% YoY, beating expectations, but its stock fell 5.2% to $45.24. Helmerich & Payne (HP) reported flat revenue but beat estimates, with its stock up 40.9% to $46.90