Compression Technology Tuesday: NGS Record Quarter, Select Water Infrastructure Beat, and the TETRA Sector Read-Through

NGS delivered record rental revenue, HP utilization, and EBITDA in Q1 2026. Select Water posted record Water Infrastructure revenue. TETRA outpaced a 24% frac decline. Three companies. One signal: the infrastructure build is running.

Compression Technology Tuesday: NGS Record Quarter, Select Water Infrastructure Beat, and the TETRA Sector Read-Through