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ACDC ProFrac Holding Corp.

Trailing twelve months to 2026-06-30 · as filed 2026-08-06, not restated
Energy

Scale

Market cap
$887m
Revenue TTM
$1.8bn
Net income TTM
$-409m
Free cash flow
$-61m
Composite score
12.4
Sector rank
#2083

Valuation

P / E
EV / EBITDA
14.0
EV / sales
1.0
FCF yield
-6.85%
Earnings yield vs 10-yr
-50.83pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
-22.9%
EBITDA margin
7.2%
ROE
-75.3%
ROIC
-18.9%
Revenue growth
-16.2%

Insider activity, last 90 days

Net open-market
$9.75m
Buyers
3
Sellers
0

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

Our Stimulation Services segment, which primarily relates to ProFrac LLC, owns and operates a fleet of mobile hydraulic fracturing units and other auxiliary equipment that generates revenue by providing stimulation services to our customers. We have observed increased customer demand for hydraulic fracturing equipment that can operate with fuel other than diesel as well as a reduced supply of this equipment due to industry attrition. Stimulation Services revenues for the three and six months ended June 30, 2026 decreased $2.5 million and $120.0 million, or 1% and 13%, respectively, from the same periods in 2025. …ProFrac Holding Corp., 10-Q, period ended 2026-06-30, filed 2026-08-06

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