improving the everyone. range solid very appreciate today. a year to back We It's morning, and Chris, prices programs. you supportive been customers' us a price the XXs, capital to oil start good Thanks our joining of that's with
continue our end discipline on spending initial not to from development. of beyond beyond and capital restrain dealt capital of the may And industry shale be expecting we such, XXXX. while customers budgets, the As their XXXX repeat for with a budget exhaustion constructive at we're U.S.
the at market quarter, progressed expected. first we Looking activities as
activity sale quarter. lows revenues month The of had with first of picking first the slightly off of increasing quarter inverse in After non-core in and considering certain operations, the quarter. the the through month December trajectory January up our QX, up over were
profit core up gross associated with back basis meaningfully of increase in on a was margins. businesses However, XXX our the point
toward and recycling three our Infrastructure treatment To to and Water business, to our Looking on ongoing management as potential evolution transparency our business, the forward. accordingly transitions strategic present infrastructure these and businesses. we'll of systems into objectives approaches further of forward, reorganized report intent we chemical field us structure segments Services, capital loop Oilfield the of our we're intellectual positioned lead leverage it water capabilities and focus to of the providing our complex, the Water in going we've to development. efficient expertise and and industry efforts with operating for trends, Chemicals. the opportunities These long-term but continue believe help scale for uniquely logistics our increasingly services including the closed
high-volume business. pleased efforts infrastructure our expansion of we're note, New all our leverage of intensifying capital we disclosed to continue an on toward the of to by access, initial water-related to five-year and fixed is system year. to Northern our three that scope backed to the water construction scale of and to segments, which see take-or-pay And operator, Mexico While Mexico. Delaware phase developing New customers I'm designed these can The project, of this opportunity previously deliver infrastructure be in entire a major should services the allocation growth Basin this completed across our already system, that announce which under difficult the agreement and in core is a is integrated with
by as the our expansion heart we're and this approximately to daily system existing in This increasing customer overall and water geographic should agreement capacity system our full of we'll throughput to allow discussions as Given of development region, the acreage the to of potential supply this bring Northern XXX,XXX the ongoing to core day. the this XX% the of million. long-term incremental per of industrial commitment advantage $XX Delaware barrels expanding us to reach well take the project
As second Services environment. proceeds Today, we M&A relates the $XX remainder that growth like of This was excellent to the later prior a value it system. cash progress Northern under reallocate portion of strategic the realized total in harvest million $XX and and segment, our the approximately pipeline expect divestiture quarter. in Delaware good to made team a challenging non-cooperation the million into from with in of opportunity Wellsite just opportunities capital received an
million business with should maintaining enhancing margin sale addition cash along flow flow disclosed cover program the Cash our growth more and $XXX to business Northern the XXXX. proceeds well the operations than allocated current capital to from the our the $XXX to non-core as of generate system opportunities. meaningful operations, In that's we Delaware in from million of core expect as strategic to previously free
focus XXXX to capital cash can us in disciplined flow. with to expect You and continue a on to free drive a assets on return approach deployment
in good believe we margins. progress continue further profitability, to room to improve Turning first to have we the quarter, made our but
XXX Water quarter quarter. which points first XX%, Our was depreciation, gross margin, Services the over fourth excluding is basis up
Our by in that progression providing is continued investments customers margin value. and supported our solutions technology our
been shows to any continue we through QX around our customers detrimental ongoing have limit seen we've While able to improvement margin impact the in with conversations pricing, efficiencies.
the increasing from approximately in margins, points has made for first to XX% improvement. business this our products progress fourth Growing margin Chemicals Our the high supported quarter. quarter demand also XXX basis on
XX% frankly Margins approximately the during volumes through first polar the Bakken weather disappointing. the of margins Infrastructure Water associated also to in and our related the high-margin Charlson the limited our with were pipeline. increased quarter low. February uncharacteristically vortex Extreme system costs in and January Our GRR were
XX% well we XXXX margins to year, is segment's in expect line forward, Going the the this around rebound to performance. segment half which the with of second in by
like the activity. to it financial to to With over hand QX. as our forward steady modestly higher Nick see through second our detail. EBITDA be to walk I'd in we more to in expect we And Looking performance adjusted such, second than quarter quarter, Nick? customer that,
