Aris Water Solutions has seen an 86% rise since my strong buy rating in July 2024, surpassing my initial price target. The company excels in produced water handling and recycling, with long-term contracts with major oil companies like ConocoPhillips and Chevron. Recent acquisitions and technological advancements, including the McNeil Ranch purchase and industrial water assets, are set to boost revenue and cut costs.
Aris Water Solutions, Inc. (NYSE:ARIS ) Q4 2024 Earnings Conference Call February 27, 2025 9:00 AM ET Company Participants David Tuerff - Senior Vice President-Finance & Investor Relations Bill Zartler - Founder & Executive Chairman Amanda Brock - President & Chief Executive Officer Stephan Tompsett - Chief Financial Officer Conference Call Participants John Mackay - Goldman Sachs Noah Katz - JPMorgan Praneeth Satish - Wells Fargo Jeffrey Campbell - Seaport Research Partners Derrick Whitfield - Texas Capital Don Crist - Johnson Rice Operator Greetings and welcome to Aris Water Solutions Fourth Quarter 2024 Earnings Conference Call. At this time all participants are in a listen-only mode.
Although the revenue and EPS for Aris Water Solutions (ARIS) give a sense of how its business performed in the quarter ended December 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Aris Water Solutions, Inc. (ARIS) came out with quarterly earnings of $0.17 per share, missing the Zacks Consensus Estimate of $0.27 per share. This compares to earnings of $0.17 per share a year ago.
Besides Wall Street's top -and-bottom-line estimates for Aris Water Solutions (ARIS), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended December 2024.
Aris Water Solutions, a small-cap company in water management for oil and gas, has seen significant growth and offers investors an interesting exposure to the growth of the Permian Basin. The company benefits from long-term fee-based contracts, a full-cycle water management model, and potential expansion into mineral extraction, presenting a strong growth opportunity beyond the current service area. Despite impressive revenue and operating income growth, the company's capital-intensive nature and leveraged balance sheet require careful consideration.
Aris Water Solutions (ARIS) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
Aris Water Solutions is rated a Buy due to expected margin expansion in FY 2025 and beyond. Aris benefits from strong customer relationships, especially with key players like Chevron and ConocoPhillips, enhancing its competitive advantage in the Permian Basin. The company's focus on cost reduction and a favorable business mix, including higher-margin recycled water sales, supports sustained profitability.
Aris Water Solutions, Inc. (NYSE:ARIS ) Q3 2024 Earnings Conference Call November 5, 2024 9:00 AM ET Company Participants David Tuerff – Senior Vice President-Finance and Investor Relations Bill Zartler – Founder and Executive Chairman Amanda Brock – President and Chief Executive Officer Stephan Tompsett – Chief Financial Officer Conference Call Participants John Mackay – Goldman Sachs Jeffrey Campbell – Seaport Research Partners Wade Suki – Capital One Praneeth Satish – Wells Fargo Noah Katz – JPMorgan Charles Bryant – Citi Sean Mitchell – Daniel Energy Partners Operator Ladies and gentlemen, good morning and welcome to the Aris Water Solutions Third Quarter 2024 Earnings Conference Call. At this time all participants are in a listen-only mode.
While the top- and bottom-line numbers for Aris Water Solutions (ARIS) give a sense of how the business performed in the quarter ended September 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Aris Water Solutions, Inc. (ARIS) came out with quarterly earnings of $0.22 per share, missing the Zacks Consensus Estimate of $0.27 per share. This compares to earnings of $0.17 per share a year ago.