NASDAQ$ACDC

ProFrac Holding Corp · Q3 2025 earnings

Q3 2025 earnings · · Before market open · Investor relations

Briefing

ProFrac Holding reported Q3 2025, revenue of $351.2M, net income of $1.8M.

For Q3 2025, ProFrac Holding reported revenue of $351.2M, net income of $1.8M. Management discusses operating trends, liquidity, and outlook in the quarterly filing.

  • Revenue $351.2M.
  • Net income $1.8M.
  • ProFrac Holding highlights liquidity, operations, and near-term priorities.

Headline financials

Total Revenue

$403M

Previous: $575M-29.9%
EPS (adj)

-$1.02

Previous: -$0.29-252.4%
Adjusted EBITDA

$40.9M

No prior period
Adjusted EBITDA Margin

10.0%

No prior period
Stimulation Services Adjusted EBITDA Margin

6.0%

No prior period
Proppant Production Adjusted EBITDA Margin

10.0%

No prior period
Manufacturing Adjusted EBITDA Margin

7.0%

No prior period
Other Business Activities Adjusted EBITDA Margin

20.0%

No prior period
Capital Expenditures

-$133M

Previous: -$192M+30.5%
Net Income

-$101M

Previous: -$45.2M-123.2%
Operating Income

-$78.8M

Previous: -$4.3M-1732.6%

Revenue & EPS history

ProFrac · Revenue · Quarterly

$403M

Q3 2025-29.9%vs Q3 2024
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

ProFrac · $632M total across 3 segments · Q3 2023

  • Stimulation services
    $490M-26.8%
  • Proppant production
    $98.4M+300.0%
  • Manufacturing
    $43.8M-10.1%

Forward guidance

The filing outlines ProFrac Holding's outlook, including capital allocation, operating priorities, and sector risks relevant to upcoming periods.

Tailwinds

  • ProFrac Holding discusses operational execution and demand trends in the filing.
  • Balance sheet and liquidity actions support the business plan.
  • Production and commodity exposure drive earnings leverage.

Headwinds

  • Macro, pricing, and cost inflation may pressure margins.
  • Segment mix and one-time items can affect comparability.
  • Commodity prices and volumes remain volatile.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 15 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

-0.4%

Avg return

Earnings day

+1.3%

Avg return

5 days after

+7.2%

Avg return

30 days after

53%

8 / 15 earnings

Positive

+19.6%

Q3 2024

Best reaction

-21.6%

Q4 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.5%+8.4%+5.5%
Q4 2025+18.6%+15.5%+0.3%
Q3 2025-20.1%-24.1%-9.9%
Q1 2025-7.3%+8.3%+94.5%
Q4 2024+0.6%+10.9%-21.1%
Q3 2024+19.6%+11.7%+32.2%
Q2 2024-19.9%-12.4%-10.6%
Q1 2024+12.0%+22.8%+23.1%
Q4 2023-1.8%-1.4%+6.6%
Q3 2023-4.9%+6.0%-5.0%
Q2 2023-11.3%-18.3%-12.3%
Q1 2023+8.2%+2.9%+25.5%
Q4 2022-21.6%-24.4%-20.5%
Q3 2022+7.3%+5.6%-11.9%
Q2 2022+13.7%+7.5%+11.0%
Q1 2022
Q4 2021
Q3 2021
Q2 2021
Q1 2021
Q4 2020
Q3 2020
Q2 2020
Q1 2020

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