Select Water Solutions, Inc. (WTTR) M&A Call Transcript

Select Water Solutions, Inc. ( WTTR ) M&A Call September 25, 2026 10:00 AM EDT Company Participants Garrett Williams - Vice President of Corporate Finance & Investor Relations John Schmitz - President, CEO & Chairman Chris George - Executive VP & CFO Michael Skarke - Executive VP & Chief Commercial Officer Conference Call Participants James Rollyson - Raymond James & Associates, Inc., Research Division Derrick Whitfield - Texas Capital Securities, Research Division Scott Gruber - Citigroup Inc., Research Division Robert Brooks - Northland Capital Markets, Research Division Donald Crist - Johnson Rice & Company, L.L.C., Research Division Jeffrey Robertson - Water Tower Research LLC

Greetings, and welcome to the Select Water Solutions Conference Call. [Operator Instructions] As a reminder, this conference is being recorded. I'd now like to turn the call over to your host, Garrett Williams, Vice President, Corporate Finance and Investor Relations. Please go ahead, sir.

Thank you, operator, and good morning, everyone. We appreciate you joining us for Select Water Solutions conference call to discuss our announced acquisition of Pilot Water Solutions. With me today are John Schmitz, our Founder, Chairman, President and Chief Executive Officer; Chris George, Executive Vice President and Chief Financial Officer; Michael Skarke, Executive Vice President and Chief Commercial Officer; and Mike Lyons, Executive Vice President and Chief Strategy and Technology Officer. Before I turn the call over to John, I have a few housekeeping items to cover. A replay of today's call will be available by webcast and accessible from our website at selectwater.com. There will also be a recorded telephonic replay until October 9, 2026. The access information for this replay was also included in the acquisition press release. Please note that the information reported on this call speaks only as of today, September 25, 2026, and therefore, time-sensitive information may no longer be accurate as of