Jun 2026 (Q2 FY26) — Aug 6, 2026
ProFrac Q2 FY26 — Strong Q2 Results, Accelerated Engine Upgrades, and Early RFP Season
Read the full callProFrac earnings: last reported Thu, 6 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 498 | −0.8% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | -7.6 | +4.0 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | -79.7 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
1Y: $3.65 on 17 Oct 2025 → $4.07. High $8.06 (4 Jun 2026), low $3.19 (24 Nov 2025).
Overview
Call summaries
ProFrac Q2 FY26 — Strong Q2 Results, Accelerated Engine Upgrades, and Early RFP Season
Read the full callEvery analysed call
Financials
Net profit, year on year: +26% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 575 | 455 | 600 | 502 | 403 | 437 | 450 | 498 |
| Expenses | 580 | 502 | 584 | 560 | 482 | 542 | 496 | 536 |
| Operating profit | -4 | -47 | 16 | -58 | -79 | -105 | -46 | -38 |
| Operating margin | −0.8% | −10.3% | 2.7% | −11.6% | −19.6% | −24.1% | −10.3% | −7.6% |
| Interest | 41 | 39 | 36 | 35 | 35 | 33 | 33 | 33 |
| Profit before tax | -45 | -84 | -15 | -103 | -113 | -138 | -79 | -71 |
| Tax rate | 3.3% | −21.4% | −2.0% | −4.3% | 17.9% | −1.9% | −2.0% | −5.1% |
| Net profit | -45 | -105 | -17 | -108 | -101 | -143 | -83 | -80 |
| EPS ($ per share) | -0.29 | — | -0.12 | -0.68 | -0.60 | — | -0.47 | -0.45 |
| Line item | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|
| Reserves | — | — | -1,186 | -16 | -236 | -610 |
| Total liabilities | — | 517 | 3 | 1,742 | 1,849 | 1,692 |
| Fixed assets | — | 364 | 1,396 | 1,779 | 1,761 | 1,464 |
| Total assets | — | 665 | 1,282 | 3,071 | 2,988 | 2,573 |
| Line item | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|
| Cash from operations | 45 | 44 | 415 | 554 | 367 | 190 |
| Cash from investing | -45 | -78 | -1,029 | -716 | -372 | -164 |
| Cash from financing | -15 | 37 | 646 | 150 | -5 | -18 |
| Capital expenditure | -48 | -87 | -356 | -267 | -255 | -170 |
| Free cash flow | -3 | -43 | 59 | 287 | 112 | 20 |
53 filings between Mar 9, 2026 and Aug 25, 2026.
Purchases
$9.75M
10 purchases by 3 insiders
Sales
None
No insider sold shares.
Also filed: 19 dispositions to the issuer, 2 other filings.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Wilks Dan H. | $6.48M | — | Aug 25, 2026 |
| THRC Holdings, LP | $2.87M | — | Aug 25, 2026 |
| Wilks Matthew | $401.9K | — | Aug 11, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 25, 2026 | Wilks Dan H. 10% owner | Purchase | 30,820 | $148.1K |
| Aug 25, 2026 | THRC Holdings, LP 10% owner | Purchase | 30,820 | $148.1K |
| Aug 24, 2026 | Wilks Dan H. 10% owner | Purchase | 363,757 | $1.71M |
| Aug 24, 2026 | THRC Holdings, LP 10% owner | Purchase | 363,757 | $1.71M |
| Aug 21, 2026 | Wilks Dan H. 10% owner | Purchase | 212,650 | $1.01M |
| Aug 21, 2026 | THRC Holdings, LP 10% owner | Purchase | 212,650 | $1.01M |
| Aug 11, 2026 | Wilks Matthew Chief Executive Officer | Purchase | 22,481 | $122.4K |
| Aug 11, 2026 | Wilks Dan H. 10% owner | Purchase | 202,331 | $1.10M |
| Aug 10, 2026 | Wilks Matthew Chief Executive Officer | Purchase | 57,519 | $279.5K |
| Aug 10, 2026 | Wilks Dan H. 10% owner | Purchase | 517,669 | $2.52M |
| Aug 7, 2026 | Wilks Johnathan Ladd Director | Disposition to issuer | 370,883 | $0 |
| Jun 25, 2026 | Wilks Dan H. 10% owner | Other | 1,071,454 | $5.06M |
| Jun 25, 2026 | Wilks Farris 10% owner | Other | 1,071,454 | $5.06M |
| May 27, 2026 | Rinaldi Matthew Daniel Director | Award | 22,421 | $0 |
| May 27, 2026 | HADDOCK GERALD W Director | Award | 22,421 | $0 |
| May 27, 2026 | Nieuwoudt Stacy Durbin Director | Award | 22,421 | $0 |
| May 27, 2026 | Krylov Sergei Director | Award | 22,421 | $0 |
| May 27, 2026 | GLEBOCKI THERESA Director | Award | 22,421 | $0 |
| Apr 7, 2026 | Spriggs Jeremy Chief Operations Officer | Award | 150,000 | $0 |
| Apr 7, 2026 | Wilks Johnathan Ladd Chief Executive Officer | Award | 287,500 | $0 |
| Apr 7, 2026 | Greenwood Matthew A Chief Commercial Officer | Award | 150,000 | $0 |
| Apr 7, 2026 | Harbour Austin Chief Financial Officer | Award | 270,000 | $0 |
| Apr 7, 2026 | Scrogham Steven CLO, CCO & Corp. Sec. | Award | 150,000 | $0 |
| Apr 7, 2026 | Wilks Matthew Executive Chairman | Award | 287,500 | $0 |
| Mar 31, 2026 | Greenwood Matthew A Chief Commercial Officer | Disposition to issuer | 5,330 | $33.0K |
| Mar 31, 2026 | Greenwood Matthew A Chief Commercial Officer | Disposition to issuer | 7,564 | $46.9K |
| Mar 31, 2026 | Wilks Matthew Executive Chairman | Tax withheld | 2,658 | $0 |
| Mar 31, 2026 | Wilks Johnathan Ladd Chief Executive Officer | Tax withheld | 2,470 | $0 |
| Mar 31, 2026 | Wilks Matthew Executive Chairman | Disposition to issuer | 8,254 | $51.2K |
| Mar 31, 2026 | Greenwood Matthew A Chief Commercial Officer | Tax withheld | 4,151 | $0 |
| Mar 31, 2026 | Wilks Johnathan Ladd Chief Executive Officer | Disposition to issuer | 7,673 | $47.6K |
| Mar 27, 2026 | Harbour Austin Chief Financial Officer | Tax withheld | 12,191 | $0 |
| Mar 27, 2026 | Harbour Austin Chief Financial Officer | Disposition to issuer | 18,247 | $121.0K |
| Mar 27, 2026 | Harbour Austin Chief Financial Officer | Disposition to issuer | 19,624 | $130.1K |
| Mar 27, 2026 | Scrogham Steven CLO, CCO & Corp. Sec. | Disposition to issuer | 7,830 | $51.9K |
| Mar 27, 2026 | Scrogham Steven CLO, CCO & Corp. Sec. | Disposition to issuer | 12,429 | $82.4K |
| Mar 27, 2026 | Scrogham Steven CLO, CCO & Corp. Sec. | Disposition to issuer | 11,462 | $76.0K |
| Mar 27, 2026 | Greenwood Matthew A Chief Commercial Officer | Tax withheld | 12,238 | $0 |
| Mar 27, 2026 | Greenwood Matthew A Chief Commercial Officer | Disposition to issuer | 8,762 | $58.1K |
| Mar 27, 2026 | Greenwood Matthew A Chief Commercial Officer | Disposition to issuer | 12,429 | $82.4K |
| Mar 27, 2026 | Greenwood Matthew A Chief Commercial Officer | Disposition to issuer | 11,462 | $76.0K |
| Mar 27, 2026 | Scrogham Steven CLO, CCO & Corp. Sec. | Disposition to issuer | 5,366 | $35.6K |
| Mar 27, 2026 | Greenwood Matthew A Chief Commercial Officer | Disposition to issuer | 5,366 | $35.6K |
| Mar 27, 2026 | Wilks Matthew Executive Chairman | Tax withheld | 14,477 | $0 |
| Mar 27, 2026 | Wilks Matthew Executive Chairman | Disposition to issuer | 23,165 | $153.6K |
| Mar 27, 2026 | Scrogham Steven CLO, CCO & Corp. Sec. | Tax withheld | 11,938 | $0 |
| Mar 27, 2026 | Wilks Matthew Executive Chairman | Disposition to issuer | 21,363 | $141.6K |
| Mar 27, 2026 | Wilks Johnathan Ladd Chief Executive Officer | Tax withheld | 13,895 | $0 |
| Mar 27, 2026 | Wilks Johnathan Ladd Chief Executive Officer | Disposition to issuer | 21,306 | $141.3K |
| Mar 27, 2026 | Wilks Johnathan Ladd Chief Executive Officer | Disposition to issuer | 19,650 | $130.3K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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