ProFrac Holding Corp (NAS:ACDC)

Q2 2026 ProFrac Holding Corp Earnings Call Transcript

Aug 6, 2026 / 03:00 PM GMT

Release Date Price: $4.47 (-0.89%)

Transcript 10-Q8-K

Key Points

Positve

ProFrac Holding Corp (ACDC) delivered improved second-quarter results, with revenues up to $498 million and adjusted EBITDA rising to $69 million, exceeding expectations.
The company successfully closed a new $300 million ABL credit facility with Eclipse Business Capital, enhancing liquidity and extending its maturity profile.
ProFrac Holding Corp (ACDC) is seeing strong demand for its high-spec dual-fuel equipment, leading to an accelerated engine upgrade program to meet operator demand.
The deployment of new e-blender technology is progressing on schedule, delivering expected efficiency benefits including lower repair and maintenance costs and improved uptime.
Management highlighted a constructive market backdrop with early RFP season discussions, positioning the company for potential pricing gains and a stronger 2027.
The company's cost optimization program targeting $100 million in annualized savings remains on track, with continued progress across labor, non-labor, and capital expenditure initiatives.

Negative

ProFrac Holding Corp (ACDC) experienced incremental competitive pricing pressure in the sand market, particularly in the West Texas region.
Pumping hours per fleet moderated in May and June due to more calendar white space than anticipated, leading to lower utilization than peak levels.
The company reported negative free cash flow of $8 million in the second quarter, although an improvement from the prior quarter.
Total debt remained high at approximately $1.1 billion, with borrowings under the ABL facility increasing to $162 million from $116 million in Q1.
The broader market environment is characterized by significant oil price volatility, driven by ongoing geopolitical conflicts, creating uncertainty for future operations.
The company's profit production segment saw EBITDA margins remain flat at 5%, with volumes and profitability broadly in line with the previous quarter.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ACDC.OQ - ProFrac Holding Corp
Q2 2026 ProFrac Holding Corp Earnings Call
Aug 06, 2026 / 03:00PM GMT

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Presentation
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Unidentified_1 [1]
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Greetings and welcome to the ProFrac Second Quarter Earnings Conference Call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation.

If anyone needs to require operator assistance, please press *0 on your telephone keypad.

It is now my pleasure to introduce your host, Michael Messina, Senior Vice President of Finance.

Thank you. You may begin.

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Unidentified_2 [2]
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Thank you, operator. Good morning, everyone. We appreciate you joining us for Profac Holding

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