ProFrac Holding 2025 Q3 Earnings Record Net Loss Widens 112.4% Amid Revenue Drop

ProFrac Holding (ACDC) reported its fiscal 2025 Q3 earnings on November 10, 2025, missing revenue estimates and guidance amid deteriorating market conditions. , while net losses widened to $92.40 million (a 112.4% increase). Guidance was revised downward, .

Revenue

Revenue declined sharply across all segments. The Stimulation Services segment generated $343 million, down from $432 million in Q2 2025, . , . , including program deferrals and margin compression.

Earnings/Net Income

ProFrac’s losses deepened significantly, , . The $92.40 million net loss marked a 112.4% year-over-year increase, underscoring the company’s struggle to maintain profitability amid challenging market dynamics.

Price Action

Post-Earnings Price Action Review

The stock price of ProFrac Holding has experienced mixed short-term performance, . However, . The post-earnings selloff reflects investor concerns over deteriorating margins, operational inefficiencies, and a lack of immediate turnaround signs, despite management’s cost-cutting and technology-driven efficiency initiatives.

CEO Commentary

CEO attributed Q3 challenges to market volatility and sudden program deferrals, which caused margin compression and inefficiencies. He emphasized strategic priorities: selective fleet utilization, cost optimization, . Wilks expressed cautious optimism about Q4 stabilization and 2026 recovery, driven by LNG demand and disciplined capital deployment, .

Guidance

. Management expects Q4 operational stabilization with improved activity levels as deferred programs resume, positioning the company to capitalize on 2026 market recovery through higher utilization, margin expansion, and LNG-driven activity.

Additional News

, targeting COGS, SG&A, and capital expenditures. , . A strategic partnership with Flowtech Industries was disclosed, . Additionally, , further enhancing liquidity.