WTTR Earnings
Tuesday, May 05 2026
EPS Estimate
$0.06
$0.04 – $0.11
Revenue Estimate
$345M
Current Price
$15.43
Our Position
neutralWater Solutions taps equity raise amid growth forecast
structured data
est. revisions falling
(-89.3pp / 30d)
The equity raise signals management confidence in deploying capital for growth despite near-term dilution to existing shareholders. The 20-25% growth guidance and stable 54% gross margins suggest strong underlying unit economics, but the market's immediate negative reaction reflects typical dilution angst — the real question is whether WTTR can execute on that growth and justify the larger share count.
Watch: Monitor 2026 quarterly results against the 20-25% growth guidance — if the company delivers on that range, dilution concerns fade and the stock could recover. Watch also for management commentary on how the $175M proceeds are deployed (organic capex, acquisitions, or debt reduction) to gauge capital discipline.
Data Signal Summary
1 bullish
2 bearish
Insider selling cluster
Put/call 0.3 (bullish skew)
Price downtrend
Key Context
Insider Activity
selling
Price Trend
downtrend
From 52w High
0.0%
P/E Ratio
69.0
Est. Revisions (30d)
+1.3% 1up/0dn
Analyst Target (mean)
$18 $16–$19 +14%
Options P/C Ratio
0.33
Est. Dispersion
116% 4 analysts
Insider Cluster
strong sell
Fund Convergence
strong D.E. Shaw, Renaissance, Citadel
Recent Activity
insider trades
60 transactions
Sell
·
CRESTVIEW PARTNERS II GP, L.P. (Beneficial Owner of more than 10% of a Class of Security)
·3,096,223 shares
·$46,814,892
Other
·
CRESTVIEW PARTNERS II GP, L.P. (Beneficial Owner of more than 10% of a Class of Security)
·2,430,240 shares
Award
·
WILSON ROBERT ALLEN (General Counsel)
·49,690 shares
Award
·
SCHMITZ JOHN D (Chief Executive Officer)
·125,590 shares
Award
·
ORTOWSKI CODY (Officer)
·27,561 shares
55 more
Award
·
SKARKE MICHAEL
·29,450 shr
Award
·
SZYMANSKI BRIAN
·17,885 shr
Award
·
GEORGE CHRISTOPHER KILE
·25,674 shr
Award
·
LYONS MICHAEL JAMES
·10,602 shr
Award
·
SCHMITZ JOHN D
·143,084 shr
Award
·
ORTOWSKI CODY
·32,552 shr
Award
·
SKARKE MICHAEL
·38,394 shr
Award
·
SZYMANSKI BRIAN
·18,988 shr
Award
·
GEORGE CHRISTOPHER KILE
·44,714 shr
Award
·
LYONS MICHAEL JAMES
·34,221 shr
Other
·
SCHMITZ JOHN D
·265,250 shr
Award
·
SCHMITZ JOHN D
·91,154 shr
Sell
·
SCHMITZ JOHN D
·50,757 shr
·$661,027
Award
·
ORTOWSKI CODY
·20,005 shr
Award
·
SKARKE MICHAEL
·21,375 shr
Award
·
SZYMANSKI BRIAN
·12,981 shr
Award
·
GEORGE CHRISTOPHER KILE
·18,634 shr
Award
·
LYONS MICHAEL JAMES
·7,695 shr
Sell
·
SCHMITZ JOHN D
·281,493 shr
·$3,142,869
Sell
·
SCHMITZ JOHN D
·313,867 shr
·$3,474,222
Award
·
WALL DOUGLAS JAMES
·17,422 shr
Award
·
FERNANDEZ MORENO LUIS M
·17,422 shr
Award
·
BURNETT RICHARD ALAN
·17,422 shr
Award
·
BURLESON GAYLE L.
·17,422 shr
Award
·
FIELDER ROBIN H.
·17,422 shr
Award
·
COPE BRUCE E.
·17,422 shr
Award
·
ROBERTS TIMOTHY A.
·17,422 shr
Award
·
SCHMITZ JOHN D
·118,774 shr
Award
·
ORTOWSKI CODY
·34,995 shr
Award
·
SKARKE MICHAEL
·29,275 shr
Award
·
SZYMANSKI BRIAN
·13,867 shr
Award
·
GEORGE CHRISTOPHER KILE
·27,649 shr
Award
·
SCHMITZ JOHN D
·122,196 shr
Award
·
IBRAHIM CHRISTINA M
·23,202 shr
Award
·
ORTOWSKI CODY
·26,817 shr
Award
·
SKARKE MICHAEL
·28,654 shr
Award
·
SZYMANSKI BRIAN
·18,474 shr
Award
·
GEORGE CHRISTOPHER KILE
·30,124 shr
Award
·
LYONS MICHAEL JAMES
·28,654 shr
Award
·
SCHMITZ JOHN D
·55,788 shr
Sell
·
SCHMITZ JOHN D
·73,450 shr
·$957,054
Award
·
ORTOWSKI CODY
·16,437 shr
Award
·
SKARKE MICHAEL
·13,750 shr
Award
·
SZYMANSKI BRIAN
·6,513 shr
Award
·
GEORGE CHRISTOPHER KILE
·12,987 shr
Sell
·
SCHMITZ JOHN D
·26,550 shr
·$349,289
Sell
·
SCHMITZ JOHN D
·300,000 shr
·$4,127,250
Award
·
GEORGE CHRISTOPHER KILE
·5,562 shr
Sell
·
SKARKE MICHAEL
·13,421 shr
·$131,257
Award
·
WALL DOUGLAS JAMES
·16,447 shr
Award
·
THACKER TROY W.
·16,447 shr
Award
·
FERNANDEZ MORENO LUIS M
·16,447 shr
Award
·
BURNETT RICHARD ALAN
·16,447 shr
Award
·
BURLESON GAYLE L.
·16,447 shr
Award
·
FIELDER ROBIN H.
·16,447 shr
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