Added to YB: 2026-05-13
Pitch date: 2026-05-10
ACDC [neutral]
ProFrac Holding Corp.
+0.3%
current return
Author Info
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Company Info
ProFrac Holding Corp. operates as a technology-focused energy services holding company in the United States.
Market Cap
$1.2B
Pitch Price
$6.76
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.73
P/E
-2.63
EV/Sales
1.42
Sector
Energy Equipment and Services
Category
turnaround
ACDC Q1 2026 Update – $ACDC
ACDC (earnings): Q1 rev $449.6M (-25% YoY), adj EBITDA $54M (-58% YoY), margin 12% vs 21.6% (-9.6pp). Weather hit EBITDA by $9.3M. Stimulation rev $407M (-22% YoY), EBITDA $32M (-69% YoY). Pricing increases secured for most fleets late Q2, fully reflected H2 2026. 65-70% of $100M cost savings realized. Q2 expected stronger on tighter calendars. Trades 10x EV/TTM EBITDA, 8.8x 2026E. Negative FCF. Leveraged balance sheet risk, but cheap if cycle bottomed.
Read full article (3 min)