Profrac Holding Corp. Class A (ACDC)
NASDAQ:ACDC
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Earnings Data
Report Date
Aug 06, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.3Last Year’s EPS
-0.58Same Quarter Last Year
Moderate Sell
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed an overall constructive and improving outlook: management delivered quarter results that outperformed expectations despite weather-related headwinds, reported record operational efficiency in stimulation services, and documented meaningful progress on a $100 million run-rate cost savings program. They also highlighted positive market dynamics (geopolitical-driven tightening), executed price increases for most fleets, and promoted technology differentiation (Makena, e-blenders) that could drive longer-term value. Offsetting factors include a significant QoQ profitability drop in Proppant Production, negative free cash flow, elevated debt/revolver usage, operational issues at proppant mines, and emerging input cost pressures. Management expects sequential improvement in Q2 and further gains into the back half of the year.Company Guidance
Modest Revenue Growth
Total revenue of $450 million in Q1 2026, up from $437 million in Q1 2025 (approx. +3%).
Solid Adjusted EBITDA Despite Weather
Adjusted EBITDA of $54 million (11.9% margin) in Q1 2026; management estimates a ~ $9.3 million weather-related EBITDA headwind and pro forma adjusted EBITDA margin would have been ~13.6% if weather impacts were excluded.
Stimulation Services Operational Record
Stimulation Services revenue of $407 million (up from $384 million year-over-year) and record efficiency in March with average pumping hours per active fleet >600 and one fleet recording 682 hours; fleet count maintained in the low-20s to preserve discipline.
Progress on $100M Run-Rate Cost Savings Program
Company has achieved the majority of the $100 million annualized savings target: labor-related savings running at or above the midpoint of the $35–$45 million target, non-labor SG&A and R&M initiatives progressing toward the $30–$40 million target, and CapEx efficiency already at the high end of the $20–$30 million target (including 2025 reductions).
Pricing Momentum and Commercial Actions
Management implemented price increases for the majority of active fleets; increases begin to layer into results through late Q2 and more fully in the back half of the year, driven by tightening horsepower availability and fuel-efficiency demand.
Technology & Commercial Potential — Makena
Makena (integrated ProPilot 2.0 + Seismos) reported to potentially increase perforation performance by up to 33% and may unlock previously stranded acreage; company is in active commercial price-discovery discussions with customers.
E-Blender Deployment Benefits
Internally designed electric blenders delivering material capital efficiency and reliability benefits; management cites ~98% reduction in MPT associated with blenders on deployed units and expects meaningful R&M and CapEx savings as full fleet is deployed.
Segment Improvements — Manufacturing & Flotek
Manufacturing revenue increased to $48 million from $43 million QoQ, with adjusted EBITDA improving to $7 million (from $4 million). Flotek revenues rose to $72 million from $43 million QoQ with adjusted EBITDA improving to $11 million (from $10 million).
ACDC Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ACDC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $7.13 | $6.58 | -7.71% |
Mar 12, 2026 | $5.86 | $6.96 | +18.77% |
Nov 10, 2025 | $5.03 | $4.02 | -20.08% |
Aug 07, 2025 | $6.27 | $6.12 | -2.39% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Profrac Holding Corp. Class A (ACDC) report earnings?
Profrac Holding Corp. Class A (ACDC) is schdueled to report earning on Aug 06, 2026, After Close (Confirmed).
What is Profrac Holding Corp. Class A (ACDC) earnings time?
Profrac Holding Corp. Class A (ACDC) earnings time is at Aug 06, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is ACDC EPS forecast?
ACDC EPS forecast for the fiscal quarter 2026 (Q2) is -0.3.