Flowco Holdings Inc. (FLOC) is a pure-play production optimization and artificial lift company with a #1 market position in every product. They have a highly visible recurring revenue stream and a who's who of customers ranging from large majors to small family-owned and private equity-backed oil companies. With 1,300 employees operating in every major basin in the U.S., they have a vertically integrated model where they manufacture everything they sell or rent. They are headquartered in Houston with over 200 customers.
Flowco Holdings Inc. (FLOC), a pure-play production optimization and artificial lift company, presented at the Barclays 39th Annual CEO Energy-Power Conference 2025. The company, led by President, CEO & Director Joseph Edwards, outlined its market position, growth strategies, and recent acquisitions.
Flowco operates with a vertically integrated model, manufacturing all products it sells or rents. With a workforce of roughly 1,300 employees operating in every major basin in the U.S., the company serves over 200 customers, ranging from large majors to small family-owned and private equity-backed oil companies. The company's revenue stream is highly visible and recurring, with a focus on the production phase of oil and gas wells.
The company's artificial lift segment, which accounts for about 60% of its business, leads the market in various technologies. Flowco invented the high-pressure gas lift technique, which has grown significantly since its inception six years ago. This technology has helped Flowco capture a 15% market share from legacy forms of artificial lift, mainly ESPs (Electrical Submersible Pumps).
In the vapor recovery segment, Flowco captures methane vapors that are byproducts of oil and gas production, allowing oil companies to monetize molecules that would otherwise be vented or flared. This segment comprises about 40% of the company's business.
Flowco's recent acquisition of 155 units from Archrock has further solidified its sector leadership in high-pressure gas lift systems. The acquisition was completed at a fair value, and the systems were integrated into Flowco's existing fleet operations with minimal overhead.
The company's growth strategy focuses on organic growth and maintaining its market leadership position. Flowco's artificial lift technologies are projected to grow at rates significantly higher than legacy forms of lift, with growth rates well north of 10% per year.
In conclusion, Flowco Holdings Inc. (FLOC) demonstrated its market leadership and growth potential in the artificial lift and vapor recovery sectors at the Barclays 39th Annual CEO Energy-Power Conference 2025. The company's vertically integrated model, recurring revenue stream, and market leadership position make it a strong player in the oilfield services sector.
References:
[1] https://seekingalpha.com/article/4819248-flowco-holdings-inc-floc-presents-at-barclays-39th-annual-ceo-energy-power-conference-2025
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