Aris Water Solutions, Inc. (ARIS) Q3 2024 Earnings Call Transcript Summary
Aris Water Solutions, Inc. (ARIS) Q3 2024 Earnings Call Transcript Summary
Capital expenditures for the nine months were $83 million, with the full-year guidance maintained between $98 million and $105 million.The following is a summary of the Aris Water Solutions, Inc. (ARIS) Q3 2024 Earnings Call Transcript:
以下是Aris Water Solutions, Inc. (ARIS) 2024年第三季度業績會議實錄總結:
Financial Performance:
財務表現:
Aris Water Solutions reported a strong financial performance in Q3 2024, with an adjusted EBITDA of $54.3 million, up 21% year-over-year and 9% sequentially.
Adjusted operating margin was $0.45 per barrel, up 13% compared to the same quarter last year.
Capital expenditures for the nine months were $83 million, with the full-year guidance maintained between $98 million and $105 million.
Aris Water Solutions在2024年第三季度表現強勁，調整後的EBITDA爲5430萬美元，同比增長21%，環比增長9%。
調整後的營業利潤率爲每桶0.45美元，比去年同期增長13%。
前九個月的資本支出爲8300萬美元，全年指導範圍維持在9800萬美元至10500萬美元之間。
Business Progress:
業務進展:
Aris saw produced water volumes grow 2% sequentially and 6% year-over-year. Recycled water volumes increased 25% sequentially and 16% year-over-year.
The company expects stronger water demand moving into 2025, driven by operations in the Northern Delaware Basin.
Plans to scale up desalination technologies in 2025 for treated produced water and explore mineral extraction potentials.
Actively working on projects for beneficial reuse of water with partners like ConocoPhillips and ExxonMobil.
Aris的產水量環比增長了2%，同比增長了6%。再生水用量環比增長了25%，同比增長了16%。
公司預計隨着北德拉華盆地業務的推動，2025年將迎來更強勁的用水需求。
計劃於2025年擴大海水淡化技術，用於處理產水，並探索礦產開採潛力。
正在積極與康菲石油和康菲美孚等合作伙伴合作，推動水資源的有益再利用項目。
Opportunities:
機會：
Sustained investments in operational efficiencies and cost reductions are projected to enhance future cash flows.
Opportunities for beneficial reuse of treated produced water in industries outside oil and gas.
Potential expansion in mineral extraction technology such as iodine, magnesium, ammonia, and lithium.
持續投資操作效率和成本降低，預計將增強未來現金流。
油氣行業外處理產水的有益重複利用機會。
潛在擴展錠狀鋶、鎂、氨和鋰等礦產提取技術。
Risks:
風險：
Possible variability in skim oil recoveries impacting quarterly financial results.
The company is prone to market risks associated with commodity price volatility and regulatory changes.
可能的粗油回收變動可能影響季度財務結果。
該公司容易受商品價格波動和監管變化帶來的市場風險影響。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。
