NYSE$ARIS

Aris Water Solutions Inc · Q1 2025 earnings

Q1 2025 earnings · · After market close · Investor relations

Briefing

Aris Water Solutions reported Q1 2025, revenue of $120.5M, net income of $16M.

For Q1 2025, Aris Water Solutions reported revenue of $120.5M, net income of $16M. Management discusses operating trends, capital, and sector risks in the quarterly filing.

  • Q1 2025 revenue $120.5M.
  • Net income $16M.
  • Aris Water Solutions highlights liquidity, execution, and sector-specific risks in MD&A.

Headline financials

Total Revenue

$120M

Previous: $103M+16.5%
EPS (adj)

$0.35

Previous: $0.34+2.9%
Total Volumes

1.8M

Previous: 1.5M+14.9%
Produced Water Handling Volumes

1.2M

Previous: 1.2M+2.8%
Recycled Produced Water Volumes Sold

475.0K

Previous: 337.0K+40.9%
Groundwater Volumes Sold

84.0K

Previous: 27.0K+211.1%
Total Water Solutions Volumes

559.0K

Previous: 364.0K+53.6%
Skim Oil Recoveries

2.0K

Previous: 1.7K+13.5%
Skim Oil Recoveries (% of PWH Volumes)

0.2%

Previous: 0.1%+6.7%
PWH Revenue/Barrel

$0.86

Previous: $0.81+6.2%
Water Solutions Revenue/Barrel

$0.55

Previous: $0.51+7.8%
Revenue/Barrel of Total Volumes

$0.76

Previous: $0.74+2.7%
Direct Operating Costs/Barrel

$0.32

Previous: $0.29+10.3%
Gross Margin/Barrel

$0.32

Previous: $0.32+0.0%
Adjusted Operating Margin/Barrel

$0.44

Previous: $0.46-4.3%
Net Income

$16M

Previous: $16.8M-4.9%
Operating Income

$27.8M

Previous: $27.9M-0.1%
Gross Profit

$50.9M

Previous: $44.3M+14.9%

Revenue & EPS history

Aris Water Solutions · Revenue · Quarterly

$120M

Q1 2025+16.5%vs Q1 2024
Beat estimate in 14 of 15 quarters(93%)
ActualEstimate

Revenue by segment

Aris Water Solutions · $65.3M total across 3 segments · Q2 2023

  • Produced Water Handling
    $49.7M
  • Water Solutions
    $14.9M
  • Other Revenue
    $645K

Forward guidance

Energy and industrial services filers cite commodity prices, activity levels, and capital returns rather than long-range EPS targets.

Tailwinds

  • Higher realized prices or volumes when markets cooperate.
  • Cost control and acquisition synergies.
  • Shareholder returns when free cash flow allows.

Headwinds

  • Commodity and rig-count volatility.
  • Project delays and customer concentration.
  • Environmental and permitting constraints.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

+3.3%

Avg return

Earnings day

-1.3%

Avg return

5 days after

+15.1%

Avg return

30 days after

58%

14 / 24 earnings

Positive

+32.6%

Q1 2023

Best reaction

-22.8%

Q2 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2025-5.9%-3.4%+38.7%
Q2 2025+1.7%-3.9%+234.7%
Q1 2025-21.8%-5.9%+6.2%
Q4 2024+20.7%-1.8%+18.5%
Q3 2024+28.8%-3.5%-17.5%
Q2 2024-0.4%-0.8%+13.8%
Q1 2024+13.6%+3.6%+2.9%
Q4 2023+22.1%+5.4%+28.6%
Q3 2023+8.9%+4.8%+28.8%
Q2 2023+0.6%-4.1%-6.6%
Q1 2023+32.6%-16.8%-20.4%
Q4 2022-18.7%-7.2%+10.2%
Q3 2022-5.0%+12.5%+8.9%
Q2 2022-22.8%+0.5%-9.2%
Q1 2022-2.7%-11.8%-16.3%
Q4 2021+19.0%+1.3%+4.3%
Q4 2020+0.5%+3.5%-21.7%
Q3 2020+0.1%-1.1%-5.5%
Q2 2020+5.4%+5.0%+7.6%
Q3 2017-1.2%-1.2%-1.0%
Q2 2017+0.0%-4.3%+0.0%
Q1 2017-5.5%-13.7%+9.6%
Q4 2016+4.9%+11.1%-7.4%
Q3 2016+4.3%+0.0%+55.7%
Q2 2016
Q1 2016
Q4 2015
Q3 2015
Q3 2014
Q4 2014
Q1 2014
Q2 2014
Q3 2013
Q2 2013
Q1 2013
Q4 2012
Q3 2012
Q2 2012
Q1 2012
Q4 2011
Q3 2011
Q2 2011
Q1 2011
Q4 2010
Q3 2010
Q2 2010
Q1 2010
Q4 2009

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