NYSE$ARIS

Aris Water Solutions Inc · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

Aris Water Solutions reported Q2 2025, revenue of $124.1M, net income of $14.1M, diluted EPS of $0.07.

For Q2 2025, Aris Water Solutions reported revenue of $124.1M, net income of $14.1M, diluted EPS was $0.07. Management discusses operating trends, capital, and sector risks in the quarterly filing.

  • Revenue $124.1M.
  • Net income $14.1M.
  • Diluted EPS $0.07.
  • Aris Water Solutions MD&A highlights liquidity, capital, and core trends.
  • Segment and macro factors shape year-over-year comparisons.

Headline financials

Total Revenue

$124M

Previous: $101M+22.7%
EPS (adj)

$0.07

Previous: $0.29-75.9%
Total Volumes

1.8M

Previous: 1.5M+20.8%
Produced Water Handling Volumes

1.2M

Previous: 1.1M+12.9%
Recycled Produced Water Volumes Sold

425.0K

Previous: 314.0K+35.4%
Groundwater Volumes Sold

98.0K

Previous: 48.0K+104.2%
Total Water Solutions Volumes

523.0K

Previous: 362.0K+44.5%
Skim Oil Recoveries

2.8K

Previous: 1.5K+90.9%
Skim Oil Recoveries (% of PWH Volumes)

0.2%

Previous: 0.1%+64.3%
PWH Revenue/Barrel

$0.87

Previous: $0.84+3.6%
Water Solutions Revenue/Barrel

$0.53

Previous: $0.52+1.9%
Revenue/Barrel of Total Volumes

$0.77

Previous: $0.76+1.3%
Direct Operating Costs/Barrel

$0.36

Previous: $0.30+20.0%
Gross Margin/Barrel

$0.29

Previous: $0.32-9.4%
Adjusted Operating Margin/Barrel

$0.41

Previous: $0.46-10.9%
Net Income

$14.1M

Previous: $13.1M+7.5%
Operating Income

$26.3M

Previous: $23.9M+10.1%
Gross Profit

$46.1M

Previous: $41.2M+11.9%

Revenue & EPS history

Aris Water Solutions · Revenue · Quarterly

$124M

Q2 2025+22.7%vs Q2 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

Management discusses operational priorities, capital allocation, and sector risks in the quarterly filing.

Tailwinds

  • Execution on core operating metrics cited in MD&A.
  • Balance sheet liquidity and covenant headroom.
  • Strategic investments supporting long-term growth.

Headwinds

  • Macro demand and input-cost volatility.
  • Regulatory or competitive pressures in the sector.
  • One-time items affecting GAAP comparability.

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 Q2 2025

Historical avgQ2 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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