Back to top

Image: Bigstock

ProFrac Holding Corp. (ACDC) Reports Q3 Earnings: What Key Metrics Have to Say

Read MoreHide Full Article

For the quarter ended September 2026, ProFrac Holding Corp. (ACDC - Free Report) reported revenue of $511.1 million, up 26.8% over the same period last year. EPS came in at -$0.44, compared to -$0.60 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $516.97 million, representing a surprise of -1.14%. The company delivered an EPS surprise of -76%, with the consensus EPS estimate being -$0.25.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how ProFrac Holding Corp. performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Revenues- Stimulation services: $421.3 million compared to the $449.31 million average estimate based on two analysts. The reported number represents a change of +22.9% year over year.
  • Revenues- Eliminations: $-185.3 million versus $-201.7 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +48.1% change.
  • Revenues- Proppant production: $101 million compared to the $123.73 million average estimate based on two analysts. The reported number represents a change of +32.2% year over year.
  • Revenues- Manufacturing: $53.4 million versus the two-analyst average estimate of $46.37 million. The reported number represents a year-over-year change of +11%.
  • Adjusted EBITDA- Stimulation services: $37.1 million versus the two-analyst average estimate of $50.23 million.
  • Adjusted EBITDA- Eliminations: $-2.6 million versus $-3.15 million estimated by two analysts on average.
  • Adjusted EBITDA- Manufacturing: $5.6 million versus $4.64 million estimated by two analysts on average.
  • Adjusted EBITDA- Proppant production: $2.4 million versus $8.31 million estimated by two analysts on average.

View all Key Company Metrics for ProFrac Holding Corp. here>>>

Shares of ProFrac Holding Corp. have returned -16.8% over the past month versus the Zacks S&P 500 composite's -0.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

Published in