Select Water Solutions, Inc. — Form 8-K
Filed August 4, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 28/100
What the filing says
Select Water executed a definitive agreement with a large public operator covering 14 saltwater disposal wells in New Mexico, conveyance of those assets to Select, and construction of 19 miles of large-diameter pipeline. The deal includes a 128-million-barrel minimum volume commitment (MVC) over seven years, with full project cost of $25–$30 million expected to be operational within twelve months. Q2 2026 consolidated revenue was $395.8M (up 8% sequentially), with Adjusted EBITDA of $92.7M; net income was $22.6M.
Why this rating
Deal is ~$25-30M capex against $837.4B market cap (0.003-0.004% of size). 128M-barrel MVC validates strategy but is normal contract activity. Q2 results strong but routine quarterly performance—no material acquisition, no major restatement or leadership event.
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