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- **$100M Cost Savings Initiative**: 80% fleet dedications, 15% maintenance cost reduction, and 26% fuel economy improvements. 
- **Market Recovery**: Q4 2025 pump hours +20% YoY, with LNG export capacity expansion supporting 30% increase in natural gas demand. 
- **Technology Leadership**: ProPilot 2.0's AI maintenance scheduling reduced downtime by 18%. Flotek's gas conditioning solutions command $3B-$6B market. 
- **Financial Flexibility**: $200M capital raises via senior notes, ABL paydowns, to $160M. 
- **Operational Efficiency**: 80% fleet dedications, 15% maintenance cost reduction. 


**【Management Opening Remarks】**
- ProFrac reported Q3 2025 revenue of $403 million, with adjusted EBITDA of $41 million and free cash flow of -$29 million. The company emphasized cost management initiatives, including $100 million in annualized savings by mid-2026, through headcount reduction, operational efficiency, improvements, and capital expenditure optimization.

**【CEO Commentary】**
- Ladd Wilks highlighted the company's vertically integrated platform and technology leadership (ProPilot 2.0, Seismos partnership) driving 26% fuel economy improvements and closed-loop fracturing capabilities. Q4 2025 activity stabilized post-September deferrals, with October pump hours rebounding 20% YoY. The company's asset management program reduced maintenance costs by 15% through centralized fleet optimization. 

**【CFO Financial Commentary】
- Austin Harbour detailed $100M cost savings via labor reduction, nonlabor expense optimization, and capital allocation shifts to $160M-190M 2025 capex. Flotek transaction provided $80M liquidity, with 60% equity stake in Flotek Industries. Q3 2025 free cash flow improved 20% QoQ to -$29M, via ABL paydowns. 

**【Q&A Highlights】**
- Customer program dedications (80% fleets under contract) drove 35% utilization improvement. Flotek's gas conditioning solutions command $3B-$6B market. ProPilot 2.0's AI-driven maintenance scheduling reduced nonproductive time by 18%. 

**【Strategic Initiatives】**
- ProFrac's e-frac fleets saw 26% fuel economy improvements. Seismos' closed-loop fracturing captured 45% market share in the Haynesville basin. 


ProFrac Holding Corp. (ACDC) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

ACDC

ACDC fundamentals

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