Select Water Solutions Reports $412 Million in Q3 Revenue and $93 Million Adjusted EBITDA
Select Water Solutions reported Q3 2026 revenue of $412.2M, up 28% YoY, and net income of $22.9M. Adjusted EBITDA rose 57% to $93.5M. The company completed the sale of a majority interest in Peak Rentals and acquired Pilot Water. Water Infrastructure set a record quarterly revenue, handling 1.7M barrels per day of produced water.
How this was made
The 30-second read
Why it matters
The earnings beat and acquisition expansion strengthen the company's growth narrative, likely prompting buying interest.
Market read
First‑report earnings release with material scale; relevant for traders targeting water‑services and mid‑cap growth stocks.
What to watch
Potential integration risks from the recent Pilot Water acquisition could temper long‑term upside.
Background
Select Water Solutions (WTTR) filed an 8‑K on Nov 9, 2026, announcing its Q3 earnings and recent strategic transactions.
Ticker impact
Select Water Solutions reported Q3 2026 revenue of $412.2M and adjusted EBITDA of $93.5M, a 57% YoY increase, marking a material earnings release.
likely upward pressure as the market prices in the earnings beat and improved margins
Revenue and EBITDA both rose sharply year‑over‑year, beating prior expectations and indicating operational momentum.
Market effects
Water infrastructure sector may see broader optimism from Select's record water‑midstream performance.
U.S. mid‑cap energy‑services segment could benefit from the earnings surprise.
Limited to U.S. investors focused on water‑services and mid‑stream assets.
Counterpoint
If the market has already priced in the beat, the stock could face short‑term profit‑taking.
Key entities
- companySelect Water Solutions
U.S. water‑infrastructure provider reporting Q3 results.
- companyPilot Water
Acquired asset expanding Select's mid‑stream position.
