Inferra AI / Company / FTK

Flotek Industries Inc

FTK · Energy

Last earnings Sep 9, 2026

Key results

Revenuequarter

$10.6 million

International chemistry revenue was approximately $10.6 million in the second quarter of 2026, representing a more than 450% sequential increase from the first quarter.

SEC original ↗Flotek Industries Inc — Earnings release (8-K exhibit)EX-99Sep 9, 2026

International Chemistry revenuequarter

$10.6 million

International Chemistry revenue of $10.6 million represents 94% of full-year 2025 International Chemistry revenue Net Income and Adj.

SEC original ↗Flotek Industries Inc — Presentation / slide deck (8-K exhibit)EX-99Sep 9, 2026

2025 Revenue: $340MM - $350MM $360MM - $370MM +54% Adj.

SEC original ↗Flotek Industries Inc — Presentation / slide deck (8-K exhibit)EX-99Sep 9, 2026

YoY net incomequarter

463%

YoY net income increased 463% Proven Momentum: 3 Straight Years of Adjusted EBITDA** Growth The Convergence of

SEC original ↗Flotek Industries Inc — Presentation / slide deck (8-K exhibit)EX-99Sep 9, 2026

AI analysis

Q2 2026 · reported Sep 9, 2026

Based on: Earnings release + Q2 2026 deck + parent 8-K + 10-Q — transcript not held

Revenue · Q2 2026
$10.6M
EX-99 · Sep 9, 2026
International Chemistry revenue · Q2 2026
$10.6M
EX-99 · Sep 9, 2026

The quarter in charts

Guidance ladder — revenue

Delivered vs the company's guided range

EX-99 · Sep 9, 2026 Guide as stated by the company; range and midpoint computed from the stated figure.

Headline figures

MetricQ2 2026Prior qtrYear ago
Revenue$10.6 million——
International Chemistry revenue$10.6 million——
YoY net income463%——

EX-99 · Sep 9, 2026

Guidance · company-stated

Direction: Raised

Revenue$340 million

“Following strong second-quarter results, on August 4, 2026, the Company raised its full-year 2026 guidance for total revenue to a range of $340 million to $350 million and for Adjusted EBITDA (1) to a range of $47 million to $51 million.”

Revenue

“At the midpoints of the increased 2026 guidance ranges, total revenue and Adjusted EBITDA would represent growth of 54% and 58%, respectively, compared with the reported full-year 2025 metrics (2) .”

Company outlook — Raised

“Ryan Ezell said, We have continued to experience growing demand, in particular in international chemistry, since increasing our 2026 guidance last month, giving us the confidence to further increase our outlook for the year.”

Midpoint vs latest-quarter revenue+3107.5%computed from stated figures

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Md Pt revenue533%

(1) We are unable to reconcile our forward-looking Adjusted EBITDA guidance, a non-GAAP financial measure, to the most directly comparable GAAP financial measure, net income (loss), without unreasonable efforts, as we are unable to predict with a reasonable degree of certainty the impact of certain items that would be expected to impact the GAAP financial measure, including, among other items, certain stock-based compensation costs and interest costs related to fluctuations in borrowings under the Company s asset-based loan.

What changed vs last quarter

  • Guide midpoint vs latest-quarter revenue +3107.5% computed from stated figures

Company-stated claims

Sep 9, 2026

Historical · increased 463% · ebitda

“EBITDA* increased 463% and 109%, respectively, from year-ago quarter Raised Annual Revenue and Adj.”

EX-99 · Sep 9, 2026
General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Following strong second-quarter results, on August 4, 2026, the Company raised its full-year 2026 guidance for total revenue to a range of $340 million to $350 million and for Adjusted EBITDA (1) to a range of $47 million to $51 million

Based on: Earnings release + Q2 2026 deck + parent 8-K + 10-Q — transcript not held

Guidance & outlook

Direction: Raised

Revenue: “Following strong second-quarter results, on August 4, 2026, the Company raised its full-year 2026 guidance for total revenue to a range of $340 million to $350 million and for Adjusted EBITDA (1) to a range of $47 million to $51 million.”

Revenue: “At the midpoints of the increased 2026 guidance ranges, total revenue and Adjusted EBITDA would represent growth of 54% and 58%, respectively, compared with the reported full-year 2025 metrics (2) .”

Revenue — Raised (“Raises”)
“1 Flotek Raises 2026 Guidance Again on Continued Strength of International Sales HOUSTON, September 9, 2026 Flotek Industries, Inc.”

Revenue — Raised (“increase”)
“( Flotek or the Company ) (NYSE FTK) today announced an increase to its previously disclosed guidance estimates for 2026 total revenue and Adjusted EBITDA.”

Revenue — Raised (“raised”)
“Following strong second-quarter results, on August 4, 2026, the Company raised its full-year 2026 guidance for total revenue to a range of $340 million to $350 million and for Adjusted EBITDA (1) to a range of $47 million to $51 million.”

Revenue — Raised (“increased”)
“At the midpoints of the increased 2026 guidance ranges, total revenue and Adjusted EBITDA would represent growth of 54% and 58%, respectively, compared with the reported full-year 2025 metrics (2) .”

Company outlook — Raised (“increasing”)
“Ryan Ezell said, We have continued to experience growing demand, in particular in international chemistry, since increasing our 2026 guidance last month, giving us the confidence to further increase our outlook for the year.”

Classified from the release's primary full-year outlook statement.

Capital allocation

(1) We are unable to reconcile our forward-looking Adjusted EBITDA guidance, a non-GAAP financial measure, to the most directly comparable GAAP financial measure, net income (loss), without unreasonable efforts, as we are unable to predict with a reasonable degree of certainty the impact of certain items that would be expected to impact the GAAP financial measure, including, among other items, certain stock-based compensation costs and interest costs related to fluctuations in borrowings under the Company s asset-based loan.

SEC original ↗Flotek Industries Inc — Earnings release (8-K exhibit)EX-99Sep 9, 2026

We are unable to reconcile this forward-looking non-GAAP measure to the most directly comparable GAAP measure without unreasonable efforts, as we are unable to predict with a reasonable degree of certainty the impact of certain items that would be expected to impact the GAAP measure, including, among other items, certain stock-based compensation costs and interest costs related to fluctuations in borrowings outstanding under the Company s asset based loan.

SEC original ↗Flotek Industries Inc — Presentation / slide deck (8-K exhibit)EX-99Sep 9, 2026

2023 2024 2025 533% 2026 $mm 2025 2026 Md Pt Revenue $237 $365*** Net Income Adj EBITDA** $30.5 $32.8 N/A*** $52*** $mm 12/31/25 6/30/26 Net Debt $37 $45.5 Leverage Ratio 1.1X 0.9X (a) Market Cap $519 $846 (a) using mid-point 2026 guidance Flotek Industries (FTK) Industry: Energy & Technology // 16 INVEST: Houston 3rd Edition Leadership Summit November 5th JW Marriott Houston, TX DEP Permian BBQ November 10-11th 2026 Scharbauer Sports Complex Midland, TX Roth Deer Valley December 9th-12th 2026 Park City, UT DEP NY Executive Series December 3rd 2026 Nasdaq MarketSite New York, NY Investor Contact: Mike Critelli ir@flotekind.

SEC original ↗Flotek Industries Inc — Presentation / slide deck (8-K exhibit)EX-99Sep 9, 2026

The ABL provides up to $ 20.0 million of credit availability, which is limited by a borrowing base consisting of (i) 85 % of eligible accounts receivable, plus (ii) 60 % of the value of eligible inventory not to exceed 100 % of the eligible accounts receivable, plus (iii) 60 % of the value of certain real estate holdings.

SEC original ↗Flotek Industries Inc — 10-Q Quarterly report10-QAug 6, 2026

As of June 30, 2026, the Company had approximately $ 6.6 million of available borrowings under the ABL.

SEC original ↗Flotek Industries Inc — 10-Q Quarterly report10-QAug 6, 2026

Borrowings under the ABL bear interest at the Wall Street Journal Prime Rate (subject to a floor of 5.5 %) plus 2.0 % per annum.

SEC original ↗Flotek Industries Inc — 10-Q Quarterly report10-QAug 6, 2026

Strategy & priorities

Our momentum through 2026 reflects sustained demand for Flotek's real-time data and chemistry technologies, strong customer response to our innovative solutions, and the continued execution of our corporate strategy.

SEC original ↗Flotek Industries Inc — Earnings release (8-K exhibit)EX-99Sep 9, 2026

We believe these initiatives position Flotek for sustainable growth and continued shareholder value creation.

SEC original ↗Flotek Industries Inc — Earnings release (8-K exhibit)EX-99Sep 9, 2026

is a leading chemistry and data technology company focused on servicing the Energy industry.

SEC original ↗Flotek Industries Inc — Earnings release (8-K exhibit)EX-99Sep 9, 2026

Flotek has established collaborative partnerships focused on sustainable and optimized chemistry and data solutions, aiming to reduce the environmental impact of energy on land, air, water and people.

SEC original ↗Flotek Industries Inc — Earnings release (8-K exhibit)EX-99Sep 9, 2026

The forward-looking statements relate to future industry trends and economic conditions, forecast performance or results of current and future initiatives and the outcome of contingencies and other uncertainties that may have a significant impact on the Company s business, future operating results and liquidity.

SEC original ↗Flotek Industries Inc — 10-Q Quarterly report10-QAug 6, 2026

Risks & headwinds

Consequently, forward-looking statements are inherently subject to risks and 2 uncertainties, and actual results and outcomes may differ materially from the results and outcomes discussed in the forward-looking statements.

SEC original ↗Flotek Industries Inc — Earnings release (8-K exhibit)EX-99Sep 9, 2026

Further information about the risks and uncertainties that may impact the Company are set forth in the Company s most recent filing with the Securities and Exchange Commission on Form 10-K (including, without limitation, in the Risk Factors section thereof), and in the Company s other SEC filings and publicly available documents.

SEC original ↗Flotek Industries Inc — Earnings release (8-K exhibit)EX-99Sep 9, 2026

Consequently, forward-looking statements are inherently subject to risks and uncertainties, and actual results and outcomes may differ materially from the results and outcomes discussed in the forward-looking statements.

SEC original ↗Flotek Industries Inc — Presentation / slide deck (8-K exhibit)EX-99Sep 9, 2026

Further information about the risks and uncertainties that may impact the Company are set forth in the Company s most recent filing with the Securities and Exchange Commission on Form 10-K and Form 10-Q (including, without limitation, in the "Risk Factors" section thereof), and in the Company s other SEC filings and publicly available documents.

SEC original ↗Flotek Industries Inc — Presentation / slide deck (8-K exhibit)EX-99Sep 9, 2026

The forward-looking statements relate to future industry trends and economic conditions, forecast performance or results of current and future initiatives and the outcome of contingencies and other uncertainties that may have a significant impact on the Company s business, future operating results and liquidity.

SEC original ↗Flotek Industries Inc — 10-Q Quarterly report10-QAug 6, 2026

Forward-looking statements are based upon current expectations and assumptions that are subject to risks and uncertainties that can cause actual results to differ materially from those projected, anticipated or implied.

SEC original ↗Flotek Industries Inc — 10-Q Quarterly report10-QAug 6, 2026

Documents

Earnings deck slides

0 decks with slide view

Flotek Industries Inc — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Flotek Industries Inc — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Flotek Industries Inc — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Flotek Industries Inc — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Flotek Industries Inc — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Flotek Industries Inc — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Flotek Industries Inc — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Flotek Industries Inc — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Flotek Industries Inc — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Flotek Industries Inc — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Flotek Industries Inc — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Flotek Industries Inc — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Flotek Industries Inc — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Filings

33 documents

Earnings releases

5 documents

Presentations

13 documents

Transcripts

0 documents

No transcripts for Flotek Industries Inc are held in this edition of the library.

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