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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