Sign In
Buy ACDC
Profrac Holding Earnings Calls
| Release date | May 07, 2026 |
| EPS estimate | -$0.370 |
| EPS actual | -$0.470 |
| EPS Surprise | -27.03% |
| Revenue estimate | 426.391M |
| Revenue actual | 449.6M |
| Revenue Surprise | 5.44% |
| Release date | Mar 12, 2026 |
| EPS estimate | -$0.440 |
| EPS actual | -$0.510 |
| EPS Surprise | -15.91% |
| Revenue estimate | 396.035M |
| Revenue actual | 436.5M |
| Revenue Surprise | 10.22% |
| Release date | Nov 10, 2025 |
| EPS estimate | -$0.430 |
| EPS actual | -$0.600 |
| EPS Surprise | -39.53% |
| Revenue estimate | 402.946M |
| Revenue actual | 403.1M |
| Revenue Surprise | 0.0382% |
| Release date | Aug 07, 2025 |
| EPS estimate | -$0.290 |
| EPS actual | -$0.670 |
| EPS Surprise | -131.03% |
| Revenue estimate | 470.824M |
| Revenue actual | 501.9M |
| Revenue Surprise | 6.60% |
Last 4 Quarters for Profrac Holding
Below you can see how ACDC performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 07, 2025 |
| Price on release | $6.12 |
| EPS estimate | -$0.290 |
| EPS actual | -$0.670 |
| EPS surprise | -131.03% |
| Date | Price |
|---|---|
| Aug 01, 2025 | $6.51 |
| Aug 04, 2025 | $6.58 |
| Aug 05, 2025 | $6.74 |
| Aug 06, 2025 | $6.27 |
| Aug 07, 2025 | $6.12 |
| Aug 08, 2025 | $6.31 |
| Aug 11, 2025 | $6.09 |
| Aug 12, 2025 | $6.32 |
| Aug 13, 2025 | $3.63 |
| 4 days before | -5.99% |
| 4 days after | -40.69% |
| On release day | 3.10% |
| Change in period | -44.24% |
| Release date | Nov 10, 2025 |
| Price on release | $4.02 |
| EPS estimate | -$0.430 |
| EPS actual | -$0.600 |
| EPS surprise | -39.53% |
| Date | Price |
|---|---|
| Nov 04, 2025 | $5.12 |
| Nov 05, 2025 | $5.27 |
| Nov 06, 2025 | $5.11 |
| Nov 07, 2025 | $5.03 |
| Nov 10, 2025 | $4.02 |
| Nov 11, 2025 | $4.25 |
| Nov 12, 2025 | $3.82 |
| Nov 13, 2025 | $3.70 |
| Nov 14, 2025 | $3.82 |
| 4 days before | -21.58% |
| 4 days after | -4.86% |
| On release day | 5.85% |
| Change in period | -25.39% |
| Release date | Mar 12, 2026 |
| Price on release | $6.96 |
| EPS estimate | -$0.440 |
| EPS actual | -$0.510 |
| EPS surprise | -15.91% |
| Date | Price |
|---|---|
| Mar 06, 2026 | $5.40 |
| Mar 09, 2026 | $5.43 |
| Mar 10, 2026 | $5.84 |
| Mar 11, 2026 | $5.86 |
| Mar 12, 2026 | $6.96 |
| Mar 13, 2026 | $6.35 |
| Mar 16, 2026 | $6.53 |
| Mar 17, 2026 | $6.77 |
| Mar 18, 2026 | $6.60 |
| 4 days before | 28.89% |
| 4 days after | -5.17% |
| On release day | -8.76% |
| Change in period | 22.22% |
| Release date | May 07, 2026 |
| Price on release | $6.58 |
| EPS estimate | -$0.370 |
| EPS actual | -$0.470 |
| EPS surprise | -27.03% |
| Date | Price |
|---|---|
| May 01, 2026 | $7.32 |
| May 04, 2026 | $7.50 |
| May 05, 2026 | $7.52 |
| May 06, 2026 | $7.13 |
| May 07, 2026 | $6.58 |
| May 08, 2026 | $6.66 |
| May 11, 2026 | $6.78 |
| May 12, 2026 | $6.84 |
| May 13, 2026 | $7.11 |
| 4 days before | -10.11% |
| 4 days after | 8.05% |
| On release day | 1.22% |
| Change in period | -2.87% |
Profrac Holding Earnings Call Transcript Summary of Q1 2026
ProFrac reported Q1 2026 results that exceeded the company’s March expectations despite weather-related disruptions (approx. $9M adjusted EBITDA headwind). Revenue was $450M and adjusted EBITDA $54M (11.9% margin). Operational momentum accelerated in March with record pumping hours per fleet and continued into April/May. The company cites a meaningful market tightening following geopolitical events (late-February Iran-related disruptions) that has pushed operators to pull work forward, reduced calendar white space, and created an environment for pricing improvement. ProFrac has implemented price increases on the majority of its active fleets that will layer into Q2 and more fully in the back half of the year. The company is maintaining a disciplined, low-20s active-fleet posture and will only accelerate upgrades/activations if contract duration and pricing meet strict criteria. Cost optimization initiatives are well advanced — management says it has achieved the majority of a $100M annualized savings target (labor and CapEx reductions largely realized; additional SG&A and R&M savings expected to materialize through the year). CapEx guidance for 2026 is $155M–$185M (including Flotek) and $145M–$175M excluding Flotek. Segment notes: Stimulation Services revenue improved to $407M with segment EBITDA $32M (weather was an approx. $7.8M headwind); Proppant Production faced operational issues and lower volumes after Q4, reducing segment EBITDA to $7M; Manufacturing and Flotek contributed positive EBITDA ($7M and $11M, respectively). Cash and liquidity: $34M cash and $108M total liquidity at quarter end; total debt ~$1.09B, most maturities in 2029. Strategic highlight: Makena, the integrated completion-optimization platform (surface automation + subsurface intelligence), is in commercial price discovery and may unlock previously stranded acreage. Management expects Q2 to trend higher sequentially and sees the potential for further margin improvement in H2 as pricing and cost initiatives fully take hold.
