Select Water Solutions

Q2 FY2026 EarningsQ2 FY26 results significantly exceeded consensus across all key profitability metrics. Revenue of $395.8M beat expectations by 6.11%, while GAAP EPS reached $0.17 compared to the $0.095 mean estimate. The Chemical Technologies segment delivered a standout performance with a 23% sequential revenue increase. Management provided robust Q3 Adjusted EBITDA guidance of $90–$94M, suggesting sustained momentum in Water Infrastructure despite raising full-year CapEx guidance to $250–$290M.