Mammoth Energy Services (TUSK)
NASDAQ:TUSK
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Earnings Data
Report Date
Aug 07, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
-0.74Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call was materially positive: the company reported very strong sequential and year-over-year revenue growth, returned to positive adjusted EBITDA and net income, reduced SG&A meaningfully with a clear path to lower run-rates, strengthened the aviation rental portfolio with disciplined capital allocation, and raised full-year guidance (including a pull-forward to full-year EBITDA positivity). Offsetting items include below-expectation margins in sand, margin pressure in drilling due to front-loaded costs, and a still-developing infrastructure/fiber business that will drag EBITDA in 2026. On balance, the positive operational inflection points, robust balance sheet ($125M cash, debt-free), and upgraded outlook outweigh the remaining execution and margin challenges.Company Guidance
Strong Revenue Growth
Consolidated revenue was $22.0M, up 90% year-over-year and 133% sequentially (Q1 2026 vs Q1 2025 and Q4 2025). Full-year revenue guidance raised to greater than 60% growth (from ~50%).
Return to Positive Adjusted EBITDA and Net Income
Adjusted EBITDA from continuing operations was positive $1.9M in Q1 2026 versus losses of $6.8M in Q4 2025 and $2.3M in Q1 2025. Net income from continuing operations was $4.7M, or $0.10 per diluted share, vs net losses in prior periods.
Rentals Segment Surge (Aviation-Led)
Rental revenue was $13M, up ~294% sequentially and 584% year-over-year. Aviation portfolio expanded (just over $90M deployed post-quarter) and a monetized aviation APU generated ~20% gross IRR; sequential and expected utilization improvements are driving the rental lead in growth.
Accommodations Delivered High Margins and Volume
Accommodations revenue was $3.5M, up ~25% sequentially and 67% year-over-year. Nights on rent rose to 24,778 (vs 21,384 in Q4 2025 and 16,108 in Q1 2025). Gross margins were ~40%, the highest in five quarters.
Material SG&A and Cost Reductions
SG&A was $3.6M in Q1 2026, down 38% sequentially (from $5.7M) and down from prior run-rates (~$25M in 2024 to ~$20M in 2025). Management sees line of sight to an annual SG&A run rate of ~$11M–$12M as structural cost reductions continue.
Strong Balance Sheet and Capital Allocation
Debt-free balance sheet with $125.1M in unrestricted cash, cash equivalents, and marketable securities at quarter-end. First meaningful share repurchases executed (187,000 shares for $400k) and disciplined CapEx: Q1 CapEx $11.7M (majority into rentals/aviation) with subsequent $25.7M deployed for six engines.
Upgraded Outlook and Execution Proof Points
Management raised 2026 guidance to expect full-year adjusted EBITDA positive (a year earlier than prior guidance), citing stronger-than-expected rental (aviation) performance, cost discipline, and early benefits from operational fixes implemented since Q4 2025.
TUSK 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
TUSK Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 11, 2026 | $2.39 | $2.91 | +21.76% |
Mar 06, 2026 | $2.55 | $2.12 | -16.86% |
Oct 31, 2025 | $2.13 | $2.04 | -4.23% |
Aug 08, 2025 | $2.45 | $2.34 | -4.49% |
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 Mammoth Energy Services (TUSK) report earnings?
Mammoth Energy Services (TUSK) is schdueled to report earning on Aug 07, 2026, After Close (Confirmed).
What is Mammoth Energy Services (TUSK) earnings time?
Mammoth Energy Services (TUSK) earnings time is at Aug 07, 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 TUSK EPS forecast?
Currently, no data Available