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Flotek Industries (FTK) earnings and revenue breakdown
Latest: Q3 2026 · 10-Q filed Nov 6, 2026 · Flotek Industries (FTK) Q3 2026 earnings results →
Q3 2026 Revenue up 104% year over year to $114M · 12¢ of every $1 of revenue kept as net profit · operating margin 15.7%
Flotek Industries made $114M in Q3 2026 (+104% Y/Y): Products $99.6M, Rental $12.5M, Services $2.2M. Operating margin 15.7%, net earnings $13.3M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Nov 6, 2026.
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What changed this quarter
Revenue was $114.4M in Q3 2026, up 104% year over year and up 15% from the previous quarter. Products was the largest line at 87% of revenue. Products added $52.0M year over year (up 109%), 89% of the total change. Services declined 3%.
Gross margin was 24.0%, down 7.8 points from Q3 2025. Operating profit was $18.0M, a 15.7% margin (down 0.5 points year over year). Of the extra revenue versus Q3 2025, 15% reached operating profit, below the 16% margin then. Operating expenses grew 9% against revenue growth of 104%. The fastest-growing cost line was SG&A (+15%). Net earnings were $13.3M, down 35% year over year. The effective tax rate was 18.6%.
Operating cash flow was −$10.3M. Non-cash charges added back $666K of depreciation and $1.0M of share-based compensation. Working capital and other items used $25.2M. Capital expenditures of $463K exceeded it, leaving free cash flow of −$10.7M.
Quarterly history
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 10-Q | Nov 6, 2026 | $114M | +104% | 15.7% | $13.3M | −$10.3M |
| Q2 2026 | 10-Q | Aug 6, 2026 | $99.4M | +70% | 15.0% | $10.0M | −$6.6M |
| Q1 2026 | 10-Q | May 7, 2026 | $70.1M | +26% | 10.8% | $4.7M | $21K |
| Q4 2025 | 10-K | Mar 16, 2026 | $67.5M | +33% | 8.9% | $3.0M | $6.2M |
| Q3 2025 | 10-Q | Nov 7, 2025 | $56.0M | +13% | 16.2% | $20.4M | −$1.9M |
| Q2 2025 | 10-Q | Aug 8, 2025 | $58.4M | +26% | 4.4% | $1.8M | −$4.5M |
| Q1 2025 | 10-Q | May 8, 2025 | $55.4M | +37% | 10.1% | $5.4M | $7.3M |
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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 Flotek Industries
Flotek strives to be the collaborative partner of choice for solutions that reduce the environmental impact of energy on air, water, land and people. An advanced technology-driven, chemical and data analytics company, Flotek seeks to provide unique and innovative solutions to its customers in both the domestic and international energy markets. The Company is committed to delivering products and services that endeavor to maximize customer returns by leveraging chemistry as the common value creation platform. The Company’s Chemistry Technologies (“CT”) segment designs, develops, manufactures, packages, distributes and markets optimized chemistry solutions that we believe help customers improve their return on invested capital, lower operational costs and realize tangible environmental benefits aimed at enhancing the profitability of hydrocarbon producers.
In its own words, from its 10-K, filed Mar 16, 2026.
Flotek Industries against its Miscellaneous Chemical Products peers
The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +104% against the peers' median +9%. Operating margin: 15.7% against the peers' median 8.2%.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| FTK Flotek Industries | Q3 2026 | $114M | +104% | 15.7% |
| CBT Cabot | Q4 FY26 | $1.0B | +12% | 12.0% |
| ESI Element Solutions | Q3 2026 | $995M | +52% | 11.4% |
| OEC Orion S.A. | Q3 2026 | $473M | +5% | 4.8% |
| WDFC WD 40 | Q4 FY26 | $177M | +8% | 10.8% |
| ARQ Arq | Q3 2026 | $38.2M | +9% | 8.2% |
| FSI Flexible Solutions International | Q2 2026 | $7.6M | -33% | -29.2% |
| ASPI ASP Isotopes | Q2 2026 | $5.1M | +328% | -667.5% |
| PURE Pure Bioscience | Q4 FY26 | $659K | -14% | -76.3% |
Source: Flotek Industries 10-Q on SEC EDGAR · CIK 928054 · Miscellaneous Chemical Products
Guidance and outlook
13F: who owns FTK and who is buying
More on FTK
History
Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results
- Flotek Industries guidance history: guided vs reported
- Flotek Industries gross margin by quarter
- Flotek Industries operating margin by quarter
- Flotek Industries net income by quarter
- Flotek Industries R&D spending by quarter
- Flotek Industries capital expenditures by quarter
- Flotek Industries Products revenue by quarter
- Flotek Industries Rental revenue by quarter
- Flotek Industries Services revenue by quarter