Aris Water Solutions(ARIS)
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Aris Water Solutions(ARIS) - 2024 Q1 - Quarterly Results
2024-05-08 04:20
Exhibit 99.1 Source: Aris Water Solutions, Inc. May 7, 2024 Aris Water Solutions, Inc. Reports First Quarter 2024 Results, Announces 17% Increase to Quarterly Dividend HOUSTON, Texas, May 7, 2024 – Aris Water Solutions, Inc. (NYSE: ARIS) (“Aris,” “Aris Water” or the “Company”) today announced financial and operating results for the first quarter ended March 31, 2024. FIRST QUARTER 2024 HIGHLIGHTS ● Increased produced water volumes 6% quarter-over-quarter and 19% versus the first quarter of 2023 ● Grew recyc ...
Aris Water Solutions, Inc. (ARIS) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
Zacks Investment Research· 2024-04-30 23:06
Aris Water Solutions, Inc. (ARIS) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended March 2024. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price. The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be release ...
Is Aris Water Solutions (ARIS) Outperforming Other Business Services Stocks This Year?
Zacks Investment Research· 2024-04-30 22:46
The Business Services group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Aris Water Solutions, Inc. (ARIS) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? By taking a look at the stock's year-to-date performance in comparison to its Business Services peers, we might be able to answer that question. Aris Water Solutions, Inc. is a member of the Busi ...
Aris Strategizes For Success In The Oil & Gas Industry
Seeking Alpha· 2024-04-11 05:01
DenGuy/E+ via Getty Images Thesis Shares of Aris Water Solutions, Inc. (NYSE:ARIS) nearly doubled in the past three months. They grew from $7.74 on January 19 to $15.15 on April 9. However, we need to take those numbers in context, because the shares had been at more than $20 in the summer of 2022, and then lost roughly two-thirds of their value: Data by YCharts Still, that decline should not be surprising because Aris provides environmental water solutions to energy companies in the Permian Basin and its c ...
Aris Water Solutions(ARIS) - 2023 Q4 - Earnings Call Presentation
2024-03-01 01:55
Aris Water Solutions, Inc. – Earnings Presentation Fourth Quarter and Full Year 2023 Cautionary Statements Forward-Looking Statements This presentation and the oral statements made in connection with this presentation contain “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Examples of forward-looking statements include, but are not limited to, statements, information, opinions or bel ...
Aris Water Solutions(ARIS) - 2023 Q4 - Earnings Call Transcript
2024-03-01 01:53
财务数据和关键指标变化 - 2023年全年调整后EBITDA为1.75亿美元,同比增长17%,超出了公司最初的指引范围 [7][13] - 2023年第四季度调整后EBITDA为4930万美元,同比增长37%,环比增长10% [21] - 2023年全年资本支出为1.56亿美元,低于公司最初的指引范围 [22] - 2023年全年净营运资本下降41%,带来4300万美元的现金流改善 [22] - 2023年全年实现了1400万美元的正自由现金流 [22] 各条业务线数据和关键指标变化 - 2023年全年产生水量增长19%,水解决方案业务量增长9% [13] - 2023年第四季度平均每天产生水量110万桶,超出预期 [13] - 2023年第四季度平均每天回收油量1,360桶,超出预期 [13][14] - 2023年第四季度水解决方案业务量较高,部分拉动自2024年第一季度的活动 [14] - 2023年第四季度水回收和供应业务量同比增长32%,环比增长5% [14] 各个市场数据和关键指标变化 - 公司预计2024年产生水量将增长2%至5%,调整后去年资产剥离的影响 [23] - 公司预计2024年回收油量约为每天1,300桶,平均油价76美元/桶 [24] - 公司预计2024年水解决方案业务量在430,000至470,000桶/天之间,与去年基本持平 [24] 公司战略和发展方向及行业竞争 - 公司保持谨慎的资本配置策略,专注于长期合同下的有机增长,同时选择性评估和完成新协议 [8][9] - 公司保持类似的收购纪律,继续关注战略适合性和各个指标的增值 [9] - 公司保守的资产负债表和充足的流动性为其提供了灵活性,可在时机和经济最有吸引力时进行投资 [9] - 行业存在一定的碎片化,公司认为行业有整合的需求,但公司将保持谨慎,确保任何收购都能为其业务带来增值 [63] 管理层对经营环境和未来前景的评论 - 公司预计2024年产生水量增长2%至5%,水解决方案业务量基本持平 [17][23][24] - 公司预计2024年将受益于2023年的资本投资,能够更好地利用现有系统提高资本效率 [18] - 公司预计2024年将实现持续的正自由现金流,这将改善其资本配置选择,包括增加股东回报 [19][28] - 公司预计2024年调整后EBITDA将达到1.8亿至2亿美元,同比增长9% [26] - 公司预计2024年资本支出将减少约40%至8.5亿至10.5亿美元 [26][27] 问答环节重要的提问和回答 问题1 **Eli Jossen提问** 公司如何考虑使用自由现金流,是否会增加股息或回购股票? [51] **Stephan Tompsett回答** 公司目前的负债率较低,不需要用现金流偿还债务。公司正在考虑增加股息或回购股票,以更好地反映公司的内在价值。公司将在今年晚些时候就此向投资者提供更多信息。 [52] 问题2 **Don Crist提问** 公司将电力设施连接到电网的进度如何,以及预计2024年会带来多少成本节约? [58] **Stephan Tompsett回答** 公司已经完成了21个设施中的16个电网连接,还有5个正在进行。公司2023年实现了760万美元的成本节约,超过了之前的7.5万美元目标。公司将在2024年继续获得一些增量的边际收益。 [60][61] 问题3 **John Daniel提问** 公司客户的并购整合会对公司的定价策略产生什么影响? [73] **Bill Zartler回答** 公司与客户的长期合同具有"随地附着"的性质,即使客户发生并购,合同也仍然有效。公司的基础设施和履约能力是关键,而不是客户关系本身。公司能够以几乎100%的可靠性交付服务,这是难以复制的。 [77]
Aris Water Solutions, Inc. (ARIS) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates
Zacks Investment Research· 2024-02-29 09:01
财务表现 - Aris Water Solutions, Inc. 在2023年12月报告的季度营收为1.0413亿美元,同比增长25.7% [1] - 每股收益为0.17美元,较去年同期的0.15美元有所增长 [1] - 公司的营收超出了Zacks Consensus Estimate 6.63%,但每股收益低于预期10.53% [1] 指标表现 - 每桶总体积的营收为0.71美元,低于两位分析师的平均预估0.79美元 [4] - 每桶直接运营成本为0.31美元,略低于两位分析师的平均预估0.32美元 [4] - 总体积为1,577 BBL/D,高于两位分析师的平均预估1,458.66 BBL/D [5] - 总水解决方案体积为482 BBL/D,高于两位分析师的平均预估400.93 BBL/D [6] - 生产水处理体积为1,095 BBL/D,高于两位分析师的平均预估1,057.74 BBL/D [7] 关联方营收 - 生产水处理包括关联方的营收为27.97百万美元,较三位分析师的平均预估75.85百万美元低 [8] - 水解决方案包括关联方的营收为6.42百万美元,较三位分析师的平均预估21.48百万美元低 [9] - 其他营收为0.48百万美元,较两位分析师的平均预估0.73百万美元低 [10] 股价表现 - Aris Water Solutions, Inc. 的股价在过去一个月中上涨了12.1%,表现优于Zacks S&P 500综合指数的4%变化 [11]
Aris Water Solutions, Inc. (ARIS) Misses Q4 Earnings Estimates
Zacks Investment Research· 2024-02-29 07:51
财报表现 - Aris Water Solutions, Inc. (ARIS)在最近的季度财报中每股收益为0.17美元,低于Zacks的预期0.19美元,较去年同期的每股收益0.15美元有所增长[1] - 公司的季度财报显示了-10.53%的盈利惊喜,过去四个季度中,公司三次超过了市场预期的每股收益[2] - Aris Water Solutions, Inc.在2023年12月季度的营收为1.0413亿美元,超过了Zacks的预期,过去四个季度中,公司四次超过了市场预期的营收[3] 股价表现 - 公司股价自年初以来上涨了约17.5%,表现优于标普500指数的6.5%[6] 盈利前景 - 公司的盈利前景将影响股价的短期走势,投资者可以关注管理层在财报电话会议中的评论[5] - 根据最新发布的数据和未来盈利预期,公司股价的可持续性将主要取决于管理层在财报电话会议中的评论[5] - 公司的盈利预期对股价的短期走势有很强的相关性,投资者可以关注盈利预期的变化趋势[8] - 在最新的盈利发布之前,Aris Water Solutions, Inc.的盈利预期趋势不利,目前的状态为Zacks Rank 5 (强烈卖出),预计股价将在短期内表现不佳[9] 行业排名 - 投资者应该注意行业前景对股价表现的影响,当前废物清理服务行业在Zacks行业排名中处于倒数32%,研究显示排名靠前的行业胜过排名靠后的行业[11]
Aris Water Solutions, Inc. Reports Fourth Quarter and Full Year 2023 Results and Provides 2024 Outlook
Businesswire· 2024-02-29 05:02
HOUSTON--(BUSINESS WIRE)--Aris Water Solutions, Inc. (NYSE: ARIS) (“Aris,” “Aris Water” or the “Company”) today announced financial and operating results for the fourth quarter and year ended December 31, 2023. FOURTH QUARTER AND FULL YEAR 2023 HIGHLIGHTS Increased total water volumes 4% quarter-over-quarter and 16% annually Grew recycled produced water volumes 8% for the year of 2023, including record volumes in the fourth quarter Achieved fourth quarter and full year 2023 net income of $13.0 million and $ ...
Aris Water Solutions(ARIS) - 2023 Q4 - Annual Report
2024-02-29 00:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ______ to ______ Commission File Number: 001-40955 Aris Water Solutions, Inc. (Exact name of registrant as specified in its charter) Delaware 87-1022110 (State or other juris ...