ProFrac Holding’s Earnings Call Highlights Efficiency Push
ProFrac Holding Corp. discussed its Q1 earnings, emphasizing operational efficiency gains, significant progress on a cost-saving program, and improving pricing despite difficult weather, proppant profitability issues, and negative free cash flow. The company highlighted advancements in its Stimulation Services, Makena technology, and e-blenders, expecting sequential improvement and a return to positive net income within a few quarters through efficiency and strategic pricing. Investors will be watching whether these efforts can lead to stronger free cash flow and a reduction in leverage.
ProFrac Holding Corp. (ACDC) grants 31,615 stock equivalent units
ProFrac Holding Corp.'s principal accounting officer, Henry Michael S, was granted 31,615 stock equivalent units. This award, which vests in three equal annual installments starting March 2026, corrects an earlier filing that misclassified it as restricted stock units. The units entitle the holder to a cash payment equal to the fair market value of one share of ProFrac's Class A common stock upon vesting, with no exercise price or expiration date.
ProFrac Holding Corp. (ACDC) officer vests 10,539 stock units
ProFrac Holding Corp.'s Principal Accounting Officer, Henry Michael S, had 10,539 stock equivalent units vest and cash-settle on March 27, 2026. These units were part of an award granted on March 28, 2025, and are linked to Class A common stock with no exercise price or expiration date. Following this transaction, Henry Michael S holds 21,076 stock equivalent units.
ProFrac Holding’s Earnings Call Highlights Efficiency Push
ProFrac Holding Corp. reported a cautiously optimistic Q1 2026, emphasizing record operational efficiency and significant progress on a $100 million cost savings program, despite challenges from winter weather and sector headwinds. The company achieved modest revenue growth and resilient EBITDA, driven by its Stimulation Services, while addressing pressure points in proppant profitability, cash flow, and leverage. Management is focused on utilizing new technologies like Makena and e-blenders, alongside pricing momentum, to improve margins and cash flow in the coming quarters.
ProFrac (ACDC) Principal Accounting Officer granted 39,188 stock equivalent units
ProFrac Holding Corp.'s Principal Accounting Officer, Henry Michael S, was granted 39,188 stock equivalent units as a compensation award on April 7, 2026. These units, which vest in three equal annual installments starting April 2027, entitle the holder to a cash payment equal to the fair market value of one share of ProFrac’s Class A common stock upon vesting. Following this grant, Henry Michael S now directly holds 60,264 stock equivalent units.
ProFrac (ACDC) ties 2026 PSU grants and $1M CFO bonus to stock and service
ProFrac Holding Corp. has granted new long-term equity incentives to senior executives, including performance-based restricted stock units (PSUs) that vest based on continued employment and stock price targets. Additionally, the company approved a $1,000,000 special cash incentive for its CFO, Austin Harbour, payable in quarterly installments subject to continued employment and robust clawback provisions. These compensation structures aim to align executive interests with long-term company performance and shareholder value.
ACDC SEC Filings - ProFrac Holding Corp. 10-K, 10-Q, 8-K Forms
This page provides a comprehensive overview of ProFrac Holding Corp.'s (NASDAQ: ACDC) SEC filings, including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms. It details the company's financial condition, segment performance, capital structure, and significant corporate events as a technology-focused energy services company. The article highlights recent filings discussing a $75M equity raise, Q2-25 financial results with declining revenue and widened losses, and material event reports, all summarized with AI-powered tools.
ProFrac (ACDC) awards 150,000 performance RSUs to COO Jeremy Spriggs
ProFrac Holding Corp. announced that its Chief Operations Officer, Jeremy Spriggs, was granted 150,000 performance-based Restricted Stock Units (RSUs). These RSUs, which represent contingent rights to Class A common stock, will vest only if specific stock price hurdles are met after April 7, 2027, and Spriggs remains continuously employed. The vesting tiers range from 10% at a 30-day VWAP of $7.00 to 40% at $18.00.
ProFrac (ACDC) CEO awarded 287,500 performance RSUs with stock price hurdles
ProFrac Holding Corp. CEO Johnathan Ladd Wilks was granted 287,500 performance-based Restricted Stock Units (RSUs) which will vest based on stock price hurdles and continued employment after April 7, 2027. These RSUs will convert to Class A common stock at no purchase price if the company's 30-day volume-weighted average price (VWAP) reaches specified thresholds of $7.00, $10.00, $14.00, and $18.00. Following this grant, Wilks directly holds 455,916 shares and has an indirect interest in an additional 1,275,835 shares through KWELL Holdings, LP.
ProFrac (ACDC) CCO awarded 150,000 RSUs tied to stock price goals
Matthew A. Greenwood, Chief Commercial Officer of ProFrac Holding Corp. (ACDC), was granted 150,000 performance-based Restricted Stock Units (RSUs). These RSUs will vest in tranches starting after April 7, 2027, based on specific 30-day volume-weighted average price (VWAP) targets for ACDC's stock, ranging from $7.00 to $18.00, and are contingent on his continued employment. Following this award, Greenwood directly holds 267,305 shares of Class A common stock.
ProFrac Holding Corp. (ACDC) awards 287,500 performance-based RSUs to chair
ProFrac Holding Corp. has granted its Executive Chairman, Matthew Wilks, 287,500 performance-based restricted stock units (RSUs). These RSUs, which convert into Class A common stock, will vest only if specific stock price thresholds are met after April 7, 2027, and Wilks remains continuously employed by the company. The vesting is tied to a 30-day volume-weighted average price (VWAP) reaching $7.00, $10.00, $14.00, and $18.00 at different percentages.
ProFrac Holding (ACDC) grants 150,000 performance RSUs to legal chief
ProFrac Holding Corp. (ACDC) has granted 150,000 performance-based restricted stock units (RSUs) to its Chief Legal Officer, Chief Compliance Officer, and Corporate Secretary, Steven Scrogham. These RSUs can convert into Class A common stock at no purchase price if specific stock price performance goals, tied to the 30-day volume-weighted average price (VWAP) and continuous employment, are met after April 7, 2027. Following this award, Scrogham's direct holdings will total 233,196 shares.
Performance RSUs tie ProFrac (ACDC) CFO pay to stock gains
ProFrac Holding Corp. CFO Harbour Austin has been granted 270,000 performance-based restricted stock units (RSUs) under the company's 2022 Long Term Incentive Plan. These RSUs will convert to Class A common stock if specific stock price targets, ranging from $7.00 to $18.00 per share, are met after April 7, 2027, and Austin remains employed. This aligns executive compensation with shareholder interests by linking a substantial portion of the CFO's pay to the company's stock performance.
ProFrac (ACDC) chair disposes RSU shares while retaining large stake
ProFrac Holding Corp.'s Executive Chairman, Matthew Wilks, reported the disposal of 21,363 and 23,165 shares of Class A common stock to the issuer at $6.63 per share, along with 14,477 shares for tax withholding, all related to restricted stock unit (RSU) vesting on March 27, 2026. These transactions are not open-market sales but rather standard RSU settlements and tax coverage under the company's 2022 Long Term Incentive Plan. Post-disposal, Wilks retains a substantial stake, holding 1,511,539 shares directly and an additional 422,097 shares indirectly through JCMWZ, LLC.
ProFrac (ACDC) CCO settles stock awards in cash, retains 117K shares
ProFrac Holding Corp.'s Chief Commercial Officer, Matthew A. Greenwood, reported the disposition of shares related to vested equity awards on March 31, 2026. These transactions involved 7,564 restricted stock units and 5,330 performance-based shares settled in cash, along with 4,151 shares withheld for taxes. After these dispositions, Greenwood directly holds 117,305 shares of ProFrac Class A common stock.
ProFrac (ACDC) chair Wilks records RSU vesting and tax share disposals
ProFrac Holding Corp. Executive Chairman Matthew Wilks reported routine dispositions of Class A common stock stemming from restricted stock unit (RSU) vesting. On March 31, 2026, he disposed of 8,254 shares to the issuer at $6.20 per share, settling RSUs granted in 2023. Additionally, 2,658 shares were disposed of at $0.00 to cover tax withholding obligations related to the RSU vesting. Following these transactions, Wilks directly owns 1,500,627 shares and indirectly holds 422,097 shares through JCMWZ, LLC.
ProFrac (NASDAQ: ACDC) CEO records routine share and tax dispositions
ProFrac Holding Corp. CEO Johnathan Ladd Wilks reported routine dispositions of Class A common stock related to compensation and tax withholding. He disposed of 7,673 shares back to the issuer for cash upon restricted stock unit vesting and 2,470 shares to cover associated withholding taxes. After these transactions, Wilks maintains substantial direct and indirect holdings, including convertible preferred stock.
ProFrac (ACDC) CCO reports share disposals tied to vesting awards
Matthew A. Greenwood, Chief Commercial Officer of ProFrac Holding Corp. (ACDC), reported several dispositions of Class A common stock on March 27, 2026. These transactions, which included returning shares to the issuer for vested performance-based and restricted stock awards and disposing of shares to cover withholding taxes, resulted in Greenwood directly holding 134,350 shares of ProFrac Class A common stock after these awards. The disposals were mostly settled in cash at $6.63 per share.
ProFrac (NASDAQ: ACDC) CLO reports equity award-related share disposals
ProFrac Holding Corp.'s CLO, CCO, and Corporate Secretary, Steven Scrogham, reported multiple dispositions of Class A common stock on March 27, 2026. These transactions involved shares returned to the issuer at $6.63 per share and shares disposed of to satisfy withholding taxes, all in connection with vested equity awards. Following these transactions, Scrogham directly holds 83,196 shares of ProFrac Class A common stock.
ProFrac (NASDAQ: ACDC) CFO logs equity award and tax-related share disposals
ProFrac Holding Corp's Chief Financial Officer, Harbour Austin, reported compensation-related disposals of Class A Common Stock. These transactions involved the disposal of shares to the issuer and for tax withholding, linked to the vesting of restricted stock units and performance-based shares on March 27, 2026. Following these disposals, Austin directly held 100,123 shares of ProFrac Class A Common Stock, with remaining equity awards scheduled to vest in 2027 and 2028.
ACDC SEC Filings - ProFrac Holding Corp. 10-K, 10-Q, 8-K Forms
This article provides a comprehensive overview of ProFrac Holding Corp.'s (ACDC) SEC filings, including 10-K annual reports, 10-Q quarterly earnings, and 8-K material event forms. It details how the company reports financial conditions, segment performance, and capital structure, utilizing AI-powered summaries for quick insights. The page also offers access to recent filings, such as a $75M equity raise and Q2-25 financial results, alongside data on market rankings and stock information for investors.
Execution and Integration Risks Loom as ProFrac Shifts Power Assets Toward Data Centers and Utilities
Profrac Holding Corp. Class A (ACDC) faces new execution and integration risks as it shifts its power generation assets away from hydrocarbons towards data centers and utilities. This pivot exposes the company to unfamiliar regulatory frameworks, competitive pressures, and operational complexities, compounded by potential issues from acquisitions. Wall Street currently holds a Moderate Sell consensus rating on ACDC stock.
Execution and Integration Risks Loom as ProFrac Shifts Power Assets Toward Data Centers and Utilities
Profrac Holding Corp. Class A (ACDC) faces new demand-related risks as it transitions its power generation assets to serve data centers and utilities. This strategic shift introduces unfamiliar regulatory, competitive, and operational challenges beyond its traditional hydrocarbon focus. Additionally, continued reliance on acquisitions brings integration risks that could hinder synergies and impact financial performance.
Execution and Integration Risks Loom as ProFrac Shifts Power Assets Toward Data Centers and Utilities
Profrac Holding Corp. Class A (ACDC) is facing significant execution and integration risks as it transitions its power generation assets to serve data centers and utilities. This strategic pivot introduces complexities such as unfamiliar regulatory environments, new competitive pressures, and operational challenges outside its core business. Wall Street currently holds a Moderate Sell consensus rating on ACDC stock due to these risks.
ProFrac (NASDAQ: ACDC) CCO receives 41,790 performance-based stock awards
Matthew A. Greenwood, Chief Commercial Officer of ProFrac Holding Corp. (NASDAQ: ACDC), was awarded 41,790 shares of Class A common stock through performance-based stock awards. These awards vested after the Compensation Committee certified the attainment of EBITDA, free cash flow, and other performance criteria for the 2025 performance period. Greenwood now directly holds 184,607 shares, with future vesting schedules set for March 2026, 2027, and 2028, contingent on his continued service.
ProFrac Holdings Earnings Call Highlights Turnaround Momentum
ProFrac Holding Corp's Q4 earnings call revealed a business in recovery, with significant rebounds in adjusted EBITDA, revenue, and free cash flow. The company emphasized disciplined spending, a successful cost-cutting program, and technological advancements while acknowledging near-term challenges from weather disruptions and a leveraged balance sheet. Management expressed confidence in continued operational improvements despite a challenging market backdrop and will focus on sustained cash generation and de-risking the capital structure.
Bumble, Lightwave Logic, Profrac Holding And Other Big Stocks Moving Higher On Thursday
Several prominent stocks, including Bumble, Lightwave Logic, and Profrac Holding, saw significant gains on Thursday. Bumble's shares rose after reporting fourth-quarter financial results and upbeat guidance, despite missing analyst earnings expectations but exceeding revenue forecasts. Lightwave Logic jumped due to a development agreement, while other companies like Petco, Himax, and Battalion Oil also experienced strong upward movement based on various company-specific news and market factors.
Fracking firm ProFrac posts $356M 2025 loss, targets $100M savings by mid-2026
ProFrac Holding Corp. announced its full year and fourth quarter 2025 financial results, reporting a widened net loss of $356 million for the year on revenues of $1.94 billion. Despite a challenging year, the company saw improved performance in Q4 2025 and is implementing a business optimization plan targeting $100 million in annualized savings by mid-2026. The outlook for Q1 2026 is softer due to weather conditions, but momentum is expected to build through the quarter.
ProFrac Holding Corp. (ACDC) CEO shifts LP-held Class A shares
ProFrac Holding Corp. CEO Johnathan Ladd Wilks reported an internal restructuring of indirect Class A common stock holdings. This involved 54,857 shares being distributed in-kind from Farjo Holdings, LP to its partners, including KWELL Holdings, LP, for no consideration. Following this transaction, Wilks now indirectly holds 1,275,835 shares through a limited partnership and directly holds 233,410 shares, with voting and investment control over indirectly held shares residing with KWELL Group, LLC.
ProFrac (ACDC) CFO granted 72,364 performance-share stocks after 2025 goals
ProFrac Holding Corp.'s Chief Financial Officer, Harbour Austin, has been awarded 72,364 Class A Common shares as performance-based equity compensation. These shares, valued at $0.00 per share, were granted following the certification of the company's 2025 EBITDA, free cash flow, and other performance goals by the Compensation Committee. The shares will vest in three equal annual installments beginning March 28, 2026, provided Austin maintains continued service and good standing with the company.
Executive at ProFrac (ACDC) receives 31,047-share performance stock award
Steven Scrogham, Chief Legal Officer of ProFrac Holding Corp. (ACDC), was granted 31,047 shares of Class A common stock as a performance-based award. This grant is tied to the company's 2025 performance goals, including EBITDA and free cash flow. The shares will vest in equal installments on March 28, 2026, 2027, and 2028, contingent on his continued service, and he now directly holds 132,221 shares.
ProFrac Holding Corp. Announces Fourth Quarter and Full Year 2025 Earnings Release and Conference Call Schedule
ProFrac Holding Corp. (NASDAQ: ACDC) has announced its fourth quarter and full year 2025 financial results will be released prior to a conference call webcast on Thursday, March 12, 2026, at 11:00 a.m. Eastern / 10:00 a.m. Central. The company, an energy services holding company focused on hydraulic fracturing, will provide an archive of the webcast on its investor relations website. This release also includes contact information for investor relations and details about ProFrac's business segments.
ProFrac to review Q4 and 2025 results in March 12 webcast
ProFrac Holding Corp. (NASDAQ: ACDC) announced it will report its fourth quarter and full year 2025 financial results on March 12, 2026. The company will host a webcast at 11:00 a.m. Eastern / 10:00 a.m. Central to discuss these results. ProFrac is an energy services holding company focused on hydraulic fracturing and related services.
ACDC SEC Filings - ProFrac Holding Corp. 10-K, 10-Q, 8-K Forms
This page provides a comprehensive overview of ProFrac Holding Corp.'s (NASDAQ: ACDC) SEC filings, including 10-K, 10-Q, and 8-K forms, offering investors detailed financial and operational insights. Recent filings highlight an employee stock plan, equity offerings to repay debt, and insider stock acquisitions by controlling entities and directors. The documents also provide financial results, showing shifts in revenue, EBITDA, and net debt.
ProFrac Holding Corp. SEC 10-Q Report
ProFrac Holding Corp. released its Q3 2024 Form 10-Q report, detailing its financial performance, business operations, and strategic initiatives. The company reported a total revenue of $575.3 million for Q3 2024, but experienced a net loss of $43.5 million for the quarter. Key business highlights include growth in stimulation and manufacturing segments driven by acquisitions, while the proppant production segment saw a decrease in revenue and significant goodwill impairment charges were recorded.
Director at ProFrac (NASDAQ: ACDC) receives 18,916-share equity grant in Form 4/A
ProFrac Holding Corp. director Gerald W. Haddock received an equity grant of 18,916 Class A common stock shares, increasing his directly held stake to 86,988 shares. This Form 4/A amendment corrects a previous filing error where his ownership was mistakenly reported as 68,988 shares. The shares were granted at no cost as an equity award, not purchased on the open market.
There's No Escaping ProFrac Holding Corp.'s (NASDAQ:ACDC) Muted Revenues Despite A 36% Share Price Rise
ProFrac Holding Corp. (NASDAQ:ACDC) has seen its share price rise 36% recently, but this gain barely offsets a 41% drop over the last year. Despite a low price-to-sales (P/S) ratio of 0.5x compared to an industry average of 1.3x, the company is facing declining revenues, which fell 12% last year and are projected to decrease by another 1.6% annually over the next three years. This poor revenue outlook suggests the low P/S ratio is justified, and a stable P/S is unlikely unless the company improves its top-line growth.
ProFrac Holding Insiders Placed Bullish Bets Worth US$14.9m
Over the past year, insiders at ProFrac Holding Corp. have made significant bullish bets, purchasing US$14.9 million worth of shares. The largest single purchase was US$10 million by insider Farris Wilks, at a price below the current market value, suggesting perceived undervaluation. Insiders currently own 4.9% of the company, valued at approximately US$37 million, indicating alignment with shareholder interests.
Lowenstein Continues to Assist ProFrac in Expanding its Pressure Pumping Portfolio with $140M Acquisition of REV Energy Holdings
Lowenstein Sandler LLP served as antitrust merger clearance counsel to ProFrac Holding Corp. in its $140 million acquisition of REV Energy Holdings, LLC. This acquisition expands ProFrac's geographic footprint into the Rockies and Eagle Ford, and is part of a series of acquisitions totaling over $1 billion advised by Lowenstein since Q3 2022. The deal involved a combination of ProFrac Class B common shares, seller-provided financing, cash, and debt assumption.
ProFrac announces $75 million public offering of Class A common stock
ProFrac Holding Corp. (NASDAQ: ACDC) announced a $75 million underwritten public offering of its Class A common stock, with an option for underwriters to purchase an additional $11.25 million. The company intends to use the proceeds to repay debt, pursue investments, and for working capital. This announcement follows a nearly 10% stock decline and coincides with a recent report of a Q2 2025 revenue decrease and a larger-than-expected loss per share.
Is ProFrac Holding (NASDAQ:ACDC) A Risky Investment?
ProFrac Holding Corp. (NASDAQ:ACDC) carries significant debt, with net debt at US$996.6m as of September 2025, and its liabilities outweigh its cash and near-term receivables by US$1.37b. The company reported a US$140m EBIT loss and a 12% revenue drop to US$2.0b, indicating that it is currently a risky investment. Simply Wall St suggests that the company would need to improve its operations and profitability quickly to become an attractive investment.
ProFrac’s Earnings Call: Navigating Challenges and Optimism
ProFrac Holding Corp. recently held its Q3 earnings call, revealing mixed financial performance with declines in revenue and EBITDA, and negative free cash flow due to market volatility and operational inefficiencies. Despite these challenges, the company is implementing cost-saving initiatives targeting $100 million in annual savings by Q2 2026 and strategic financial maneuvers. ProFrac remains optimistic about market recovery and growth opportunities in the natural gas and LNG sectors by 2026, supported by technological advancements.
ProFrac Holding Corp. Reports Third Quarter 2025 Results
ProFrac Holding Corp. announced its financial and operational results for the third quarter ended September 30, 2025, showing a total revenue of $403 million and a net loss of $92 million, reflecting challenging market conditions. The company is implementing business optimization strategies, including cost savings of $85 to $115 million annually, and anticipates sequential improvements in its Stimulation Services and Proppant Production segments for the fourth quarter. ProFrac leadership emphasized financial and operational discipline, aiming for recovery as commodity prices strengthen and the pressure pumping market tightens.
ProFrac (NASDAQ: ACDC) posts $403M revenue with 10% Adjusted EBITDA margin in third quarter
ProFrac Holding Corp. (NASDAQ: ACDC) announced its third-quarter 2025 results, reporting total revenue of $403 million and an Adjusted EBITDA of $41 million, or 10% of revenue. This marks a decrease from the second quarter's $502 million revenue and $79 million Adjusted EBITDA (16% of revenue). The company is implementing a business optimization plan targeting $85 million to $115 million in annualized cash savings by Q2 2026 to navigate challenging market conditions.
ProFrac Holding Corp. Announces Third Quarter 2025 Earnings Release and Conference Call Schedule
ProFrac Holding Corp. (NASDAQ: ACDC) announced it will report its third quarter 2025 financial results and host a conference call on Monday, November 10, 2025, at 11:00 a.m. Eastern / 10:00 a.m. Central. The call will be webcasted, with an archive available for 90 days on the company's investor relations website. ProFrac is an energy services holding company focused on hydraulic fracturing, proppant production, and related services for North American unconventional oil and natural gas E&P.
ProFrac Holding Corp. Reports Full Year and Fourth Quarter 2024 Results
ProFrac Holding Corp. announced its financial and operational results for the full year and fourth quarter ended December 31, 2024, reporting a total revenue of $2.19 billion for the full year and $455 million for the fourth quarter. The company experienced a net loss and lower Adjusted EBITDA compared to 2023, attributing Q4 performance to seasonal budget exhaustion, adverse weather, and pricing pressure. ProFrac is optimistic about 2025, anticipating improved operating efficiencies, growth in its Proppant Production segment, and the launch of its new venture, Livewire Power, for remote power generation solutions.
ProFrac Holding Corp. Announces Proposed Public Offering of Class A Common Stock
ProFrac Holding Corp. announced a proposed underwritten public offering of $75,000,000 of its Class A common stock, with an option for underwriters to purchase an additional $11,250,000. The company plans to use the net proceeds to repay borrowings, pursue investment opportunities, and for working capital. J.P. Morgan Securities LLC and Piper Sandler & Co. are acting as joint book-running managers for the offering.
ProFrac Holding Corp. (NASDAQ:ACDC) Held Back By Insufficient Growth Even After Shares Climb 45%
ProFrac Holding Corp.'s stock price has recently jumped 45%, though it remains down 12% over the last year. Despite a low price-to-sales (P/S) ratio of 0.5x, significantly below the industry average, the company's revenue has declined by 4.1% in the last year, with projections showing a further 4.4% annual decrease for the next three years, contrasting sharply with the broader industry's expected 4.0% growth. This insufficient growth and weak outlook are keeping the P/S ratio low, making a significant stock price increase unlikely without material change.
ProFrac Holding price target lowered to $5 from $6 at Piper Sandler - TipRanks
Piper Sandler analyst Derek Podhaizer lowered the firm's price target on ProFrac Holding (ACDC) to $5 from $6, maintaining a Neutral rating. The reduction reflects a challenging macro backdrop due to fluctuating oil and gas activity and renewed supply/demand concerns with WTI falling below $60/b. The firm continues to favor longer-cycle/production-focused defensive names over U.S. Land companies, anticipating potential upside for the latter no sooner than Q2 2026.
BofA Securities Adjusts ProFrac Price Target to $3.50 From $6.50, Maintains Underperform Rating - MarketScreener
BofA Securities has lowered its price target for ProFrac Holding Corp. to $3.50 from $6.50 and maintained an Underperform rating. This adjustment reflects a significant re-evaluation of the company's prospects by the analyst firm. The article also provides recent news headlines related to ProFrac's stock performance, insider transactions, and financial results.
