Select Water Solutions Q3 2026 Revenue Tops Estimates at $412.2M, but EPS Misses at $0.16

Select Water Solutions (WTTR) posted mixed third-quarter 2026 results, with revenue above the estimate and adjusted EPS below it. Revenue was $412.2 million, up 28% from a year earlier, above the $398.0 million estimate, and adjusted EPS was $0.16, up 433% from a year earlier, below the $0.18 estimate.

Shares rose 1.9% in premarket trading as of 7:00 a.m. ET, to $16.48 from a $16.18 close.

Q3 2026 scorecard

By our calculation, revenue was $14.2 million above the estimate and adjusted EPS was $0.02 below it. The QoQ column compares with the previous quarter's revenue of $395.8 million and adjusted EPS of $0.17. The YoY column compares with $322.2 million and $0.03 in the same quarter a year earlier.

Track record

• EPS record. Adjusted EPS beat the estimate in 4 of the last 8 reports, including this one.
• Revenue record. Revenue beat the estimate in 7 of the last 8 reports.
• Revenue trend. Revenue over the last 5 reports, oldest first: $322.2 million, $346.5 million, $366.0 million, $395.8 million and $412.2 million.

What to watch

• Next-quarter estimates. Consensus calls for EPS of $0.12 and revenue of $379.3 million next quarter, based on 4 analysts.
• Revenue growth. Whether revenue keeps growing from a year earlier after this quarter's 28% increase to $412.2 million.
• Estimate record. Whether Select Water Solutions extends a record of beating EPS estimates in 4 of its last 8 reports.
• Related coverage. See our reports on Ionis Pharmaceuticals, Affiliated Managers, Ocular Therapeutix and Barrick Mining.

Sources: Results are from Select Water Solutions's Nov. 9, 2026 quarterly report. Estimates are consensus figures. The prior-quarter and year-ago comparison figures are from Select Water Solutions's earlier quarterly reports. Items labeled by our calculation are our own arithmetic. This article is informational only and is not investment advice.