WTTRSelect Water Solutions, Inc.
Oil & Gas Field Services, NEC
- Revenue
- $1.4B
- 3.1% YoY
- Operating margin
- 2.0%
- 45% YoY
- EBITDA
- $34M
- 41% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 6.7×
- $230M net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear10× net incomeCash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowClear19% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear3% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $765M | $1.4B | $1.6B | $1.5B | $1.4B | 3.1% |
| Operating income | −$66M | $39M | $61M | $54M | $29M | 47% |
| Net income | −$42M | $48M | $74M | $31M | $21M | 31% |
| Operating cash flow | −$16M | $33M | $285M | $235M | $215M | 8.6% |
| Capex | $40M | $72M | $136M | $173M | $295M | 70% |
| Stock-based comp | $9M | $16M | $17M | $26M | $20M | 25% |
| Buybacks | $1M | $20M | $62M | $8M | $7M | 7.9% |
| Dividends | — | $6M | $25M | $30M | $34M | 13% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
No pay-versus-performance disclosure yet.