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Cactus (WHD) guidance and outlook
Cactus (WHD) raised its guidance on Oct 28, 2026: Capital expenditures $65.0M for FY2026. Cactus' 10-Q filed Oct 30, 2026 makes 7 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| Capital expenditures | FY2026 | $65.0M | raised |
From the earnings release filed Oct 28, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Oct 30, 2026
- We will continue to monitor the situation closely, but there is no guarantee that any future refund claim will be honored.
- We are incurring, and expect to continue to incur, elevated tariff expenses on our goods imported from Vietnam and China, and experience generally higher steel input costs at our Bossier City and Baytown manufacturing facilities primarily as a result of the broad Section 232 tariffs.
- We have experienced and expect to continue to experience disruptions to our operations, our customers’ drilling activities, employee movement, and our supply chain, along with increased freight and logistics costs due to the conflict.
- We will continue to monitor these developments and adjust our operations and supply chain activities to mitigate their impact.
- For the full year 2026, the Company expects its net capital expenditures to be approximately $65 million.
- The Board of Directors has also approved the investment of capex related to the Spoolable Technologies business in the Eastern hemisphere, with initial capital outlays included in the Company’s guidance.
- We will not be able to predict or control many of these factors, such as economic conditions in the markets where we operate, and competitive pressures.
Cactus' latest quarter
Cactus, Q3 2026: revenue $431M (+63% year over year), operating margin 21.8%, net earnings $62.2M, operating cash flow $18.4M. The chart follows the revenue to costs, profit and cash.
Questions
Did Cactus raise or lower its guidance?
Cactus (WHD) raised its guidance on Oct 28, 2026: Capital expenditures $65.0M for FY2026.
What does Cactus expect?
We will continue to monitor the situation closely, but there is no guarantee that any future refund claim will be honored. We are incurring, and expect to continue to incur, elevated tariff expenses on our goods imported from Vietnam and China, and experience generally higher steel input costs at our Bossier City and Baytown manufacturing facilities primarily as a result of the broad Section 232 tariffs. We have experienced and expect to continue to experience disruptions to our operations, our customers’ drilling activities, employee movement, and our supply chain, along with increased freigh
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.