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Mar 31, 2025
ProFrac Q1 2025 Earnings Report
ProFrac Holding Corp. reported strong first quarter 2025 results with significant increases in revenue and Adjusted EBITDA compared to the previous quarter.
Key Takeaways
ProFrac Holding Corp. announced strong first quarter 2025 results, with total revenue increasing to $600 million and Adjusted EBITDA rising to $130 million, reflecting improved operating efficiency and higher volumes in Proppant Production.
Total revenue increased by 32% to $600 million in Q1 2025 compared to $455 million in Q4 2024.
Adjusted EBITDA surged by 83% to $130 million in Q1 2025 from $71 million in Q4 2024, representing 22% of revenue.
Net loss improved significantly to $15 million in Q1 2025 from $102 million in Q4 2024.
Proppant Production volumes reached their highest levels since November 2023 in March.
Revenue by Segment
Forward Guidance
ProFrac anticipates a decline in active fleet count in Stimulation Services due to operators extending completion intervals and reducing activity on less favorable projects. However, gas market dynamics remain favorable, with continued interest for services in the second half of 2025 and early 2026. The company is also identifying potential capital expenditure reductions to align with market conditions.
Positive Outlook
- Gas market dynamics remain relatively favorable.
- Continued inbounds for services in the second half of 2025 and early 2026.
- Ability to respond rapidly to evolving market conditions.
- Asset management platform and in-house capabilities enable optimization of repair and maintenance.
- Company is identifying approximately $70-100 million in potential capital expenditure reductions.
Challenges Ahead
- Active fleet count in Stimulation Services has declined from recent Q1 peak.
- Operators are extending intervals between completions.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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