Tetra Technologies beats Q2 estimates, raises 2025 guidance, shares surge

Published 29/07/2025, 22:40
Tetra Technologies beats Q2 estimates, raises 2025 guidance, shares surge

Investing.com -- Tetra Technologies Inc (NYSE:TTI) reported second quarter earnings that exceeded analyst expectations and raised its full-year guidance, sending shares up 4.5% as investors responded positively to the company’s performance despite industry headwinds.

The oil and gas services provider posted adjusted earnings of $0.09 per share, beating the analyst consensus of $0.08. Revenue reached $174 million, slightly above estimates of $173.65 million and up 1.1% YoY. The company achieved record adjusted EBITDA of $35.9 million with margins of 20.6%.

Tetra raised its full-year 2025 revenue guidance to between $610 million and $630 million, surpassing analyst expectations of $602.7 million. The company also projects adjusted EBITDA of $100-110 million and GAAP net income before taxes of $21-34 million.

"Our employees delivered an exceptional second quarter with Adjusted EBITDA of $35.9 million, adjusted EBITDA margins of 20.6% and base business free cash flow of $37.4 million – all above our expectations," said Brady Murphy, TETRA President and CEO. "This performance was achieved despite a sixteen-month decline in the U.S. rig count and lower oil prices due to overall market uncertainty."

The company’s Completion Fluids & Products segment was particularly strong, with revenue increasing 18% sequentially and 9% YoY to $109 million. The segment achieved adjusted EBITDA of $40.1 million with impressive 36.7% margins.

Tetra ended the quarter with $69 million in cash and a net leverage ratio of 1.2 times adjusted EBITDA. The company continues to invest in its Arkansas bromine processing facility, having invested $22 million in the first half of 2025, funded by the $53 million in base business free cash flow generated during the same period.

The company is also advancing its emerging growth initiatives in battery energy storage systems and produced water desalination, positioning itself for diversified revenue streams beyond its traditional oil and gas services.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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