Select Water Solutions Posts Strong Q2 2026 Growth on Infrastructure and Chemical Tech Gains
Event summary
- Select Water Solutions reported Q2 2026 revenue of $396M, up 8% sequentially from Q1 2026.
- Water Infrastructure segment hit record revenue of $102M, a 5% sequential increase.
- Chemical Technologies segment saw a 23% sequential revenue jump to $96M.
- Signed a seven-year agreement with a large public operator for 14 saltwater disposal wells and a new pipeline project in the Northern Delaware Basin.
The big picture
Select Water Solutions' Q2 2026 results highlight the growing demand for sustainable water and chemical solutions in the energy sector. The company's strategic focus on long-term contracts and infrastructure development positions it well to capitalize on increasing completions intensity and complexity in key basins like the Permian. The Northern Delaware Basin agreement underscores Select's ability to optimize produced water management, a critical factor as operators seek to balance production growth with environmental responsibility.
What we're watching
- Infrastructure Expansion
- How the Northern Delaware Basin pipeline project will impact Select's long-term cash flow streams and network utilization.
- Chemical Tech Demand
- Whether the 23% sequential revenue growth in Chemical Technologies can be sustained amid rising raw material costs.
- Capital Expenditures
- The pace at which Select will execute its increased $250–$290M net capital expenditure plan for 2026.