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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