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v3.26.1

REVENUE (Details) $ in Thousands | 3 Months Ended | 6 Months Ended |
--- | --- | --- | ---
Jun. 30, 2026 USD ($) | Jun. 30, 2025 USD ($) | Jun. 30, 2026 USD ($) region | Jun. 30, 2025 USD ($) | Dec. 31, 2025 USD ($)
REVENUE |  |  |  |  |
Contract liabilities recognized | $ 1,800 | $ 500 | $ 2,300 | $ 1,100 |
Revenue | 395,807 | 364,215 | 761,765 | 738,599 |
Contract liability | 14,313 |  | 14,313 |  | $ 2,815
Non-cash consideration |  |  |  |  |
REVENUE |  |  |  |  |
Property and equipment | 14,000 |  | 14,000 |  |
Contract liability | 12,300 |  | 12,300 |  |
Liabilities for required initial repairs | 1,700 |  | 1,700 |  |
Accommodations and rentals |  |  |  |  |
REVENUE |  |  |  |  |
Machinery and equipment | 33,200 |  | 33,200 |  | $ 31,200
Accommodations and rentals | ASC 842 |  |  |  |  |
REVENUE |  |  |  |  |
Revenue | 27,000 | 19,900 | 48,400 | 40,800 |
Permian Basin |  |  |  |  |
REVENUE |  |  |  |  |
Revenue | 215,508 | 187,293 | 411,539 | 367,136 |
Rockies |  |  |  |  |
REVENUE |  |  |  |  |
Revenue | 47,386 | 39,041 | 88,410 | 88,626 |
Marcellus/Utica |  |  |  |  |
REVENUE |  |  |  |  |
Revenue | 42,908 | 44,466 | 84,633 | 87,021 |
Eagle Ford |  |  |  |  |
REVENUE |  |  |  |  |
Revenue | 32,076 | 36,019 | 59,272 | 78,713 |
Mid-Continent |  |  |  |  |
REVENUE |  |  |  |  |
Revenue | 26,393 | 23,162 | 53,589 | 47,746 |
Haynesville/E. Texas |  |  |  |  |
REVENUE |  |  |  |  |
Revenue | 21,241 | 12,688 | 41,578 | 27,948 |
Bakken |  |  |  |  |
REVENUE |  |  |  |  |
Revenue | 14,612 | 25,389 | 29,427 | 48,053 |
Eliminations and other regions |  |  |  |  |
REVENUE |  |  |  |  |
Revenue | $ (4,317) | $ (3,843) | $ (6,683) | $ (6,644) |
Permian Basin, Haynesville and Bakken | Water Infrastructure |  |  |  |  |
REVENUE |  |  |  |  |
Number of revenue producing regions | region |  |  | 3 |  |
Percentage of revenue | 89.00% | 87.00% | 88.00% | 85.00% |
Permian Basin, Rockies and Marcellus/Utica | Water Services |  |  |  |  |
REVENUE |  |  |  |  |
Number of revenue producing regions | region |  |  | 3 |  |
Percentage of revenue | 80.00% | 73.00% | 79.00% | 73.00% |
Permian Basin, Midcon and Haynesville | Chemical Technologies |  |  |  |  |
REVENUE |  |  |  |  |
Number of revenue producing regions | region |  |  | 3 |  |
Percentage of revenue | 87.00% | 79.00% | 88.00% | 79.00% |

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