ACDCProFrac Holding Corp.
Oil & Gas Field Services, NEC
- Revenue
- $1.9B
- 11% YoY
- Operating margin
- -11.6%
- 322% YoY
- EBITDA
- $191M
- 50% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 4.5×
- $859M net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear—Cash flow under 80% of net income
- Dilutive SBCClear0% of revenueOver 10% of revenue
- Payouts exceed cash flowClear0% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear12% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $768M | $2.4B | $2.6B | $2.2B | $1.9B | 11% |
| Operating income | −$18M | $412M | $167M | −$60M | −$226M | 274% |
| Net income | — | $92M | −$59M | −$208M | −$356M | 71% |
| Operating cash flow | $44M | $415M | $554M | $367M | $190M | 48% |
| Capex | $87M | $356M | $267M | $255M | $170M | 33% |
| Stock-based comp | — | $67M | $30M | $7M | $9M | 27% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | $1M | $658K | 47 | — |
| FY2024 | $1M | $1M | 97 | — |
| FY2023 | $901K | −$147K | 40 | — |