Select Water Solutions is expected to post Q3 2026 revenue of $390.54 million and EPS of $0.17, as its current share price of $15.44 remains well below the $24.57 average analyst price target.
Investors are primarily focused on the expansion of the Water Infrastructure segment, which management guided to achieve 5%–10% sequential revenue growth following a record second quarter.
This report follows the transformative $700 million acquisition of Pilot Water Solutions, which closed on November 2, 2026, significantly increasing the company's produced water handling capacity in the Delaware Basin.
The strategic shift toward an infrastructure-led model is expected to drive higher profitability, with management targeting segment gross margins of 56%–58% for the third quarter.