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ProFrac Holding (ACDC) earnings and revenue breakdown
Latest: Q3 2026 · 10-Q filed Nov 5, 2026 · ProFrac Holding (ACDC) Q3 2026 earnings results →
Q3 2026 Revenue up 27% year over year to $511M · 14¢ of every $1 of revenue lost · operating margin -6.7%
ProFrac Holding made $511M in Q3 2026 (+27% Y/Y): Service $432M, Product $79.6M. Operating margin -6.7%, net loss $74.0M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Nov 5, 2026.
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What changed this quarter
Revenue was $511.1M in Q3 2026, up 27% year over year and up 3% from the previous quarter. Service was the largest line at 84% of revenue. Service added $80.3M year over year (up 23%), 74% of the total change.
Operating costs exceeded revenue by $34.4M, an operating margin of -6.7%. Total costs grew 13% against revenue growth of 27%. The fastest-growing cost line was Cost of revenue (+24%). The quarter ended with a net loss of $74.0M, narrower than the previous quarter's $74.7M loss.
Operating cash flow was $51.1M (up 1011% year over year). Non-cash charges added back $96.7M of depreciation and amortization and $2.0M of share-based compensation. Working capital and other items added $26.4M. After investment in property, plant & equipment, net ($37.6M), free cash flow as the company reports it was $13.5M.
Quarterly history
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 10-Q | Nov 5, 2026 | $511M | +27% | -6.7% | −$74.0M | $51.1M |
| Q2 2026 | 10-Q | Aug 6, 2026 | $498M | -0.8% | -7.6% | −$74.7M | $22.9M |
| Q1 2026 | 10-Q | May 8, 2026 | $450M | -25% | -10.3% | −$80.8M | $9.3M |
| Q4 2025 | 10-K | Mar 13, 2026 | $436M | -4% | -24.1% | −$140M | $49.5M |
| Q3 2025 | 10-Q | Nov 10, 2025 | $403M | -30% | -19.5% | −$92.4M | $4.6M |
| Q2 2025 | 10-Q | Aug 7, 2025 | $502M | -13% | -10.8% | −$107M | $96.7M |
| Q1 2025 | 10-Q | May 7, 2025 | $600M | +3% | 2.7% | −$15.4M | $38.7M |
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🌏Named in Asian annual reportsinteractive
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🔄Rotation against the market and its industry (RRG)interactive
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⚖️Fair value by methodinteractive
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📈Investments: gains and what it boughtinteractive
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Customers and suppliers named in filings
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About ProFrac Holding
ProFrac Holding Corp. is a technology-focused, vertically integrated, innovation-driven energy services holding company providing hydraulic fracturing, proppant production, other completion services and other complementary products and services including distributed power generation to leading upstream oil and natural gas companies engaged in the exploration and production (“E&P”) of North American unconventional oil and natural gas resources throughout the United States. ProFrac operates in four business segments: Stimulation Services, Proppant Production, Manufacturing, and Flotek. For more information, please visit ProFrac’s website at www.PFHoldingsCorp.com .
In its own words, from its 8-K, filed Aug 6, 2026.
ProFrac Holding against its Oil & Gas Field Services, NEC peers
The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +27% against the peers' median +7%. Operating margin: -6.7% against the peers' median 8.7%.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| ACDC ProFrac Holding | Q3 2026 | $511M | +27% | -6.7% |
| SLB SLB Limited | Q3 2026 | $9.4B | +6% | 10.8% |
| HAL Halliburton | Q3 2026 | $5.7B | +2% | 10.9% |
| LBRT Liberty Energy | Q3 2026 | $1.2B | +26% | 1.6% |
| OII Oceaneering International | Q3 2026 | $785M | +6% | 11.7% |
| NESR National Energy Services Reunited | Q2 2026 | $521M | +59% | 12.5% |
| RES RPC | Q3 2026 | $468M | +5% | -11.5% |
| XPRO Expro | Q3 2026 | $440M | +7% | 1.1% |
| WTTR Select Water Solutions | Q2 2026 | $396M | +9% | 8.7% |
Source: ProFrac Holding 10-Q on SEC EDGAR · CIK 1881487 · Oil & Gas Field Services, NEC
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History
Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results