Flowco (NYSE:FLOC) Releases Earnings Results, Misses Estimates By $0.09 EPS

Flowco (NYSE:FLOC) issued its earnings results on Tuesday. The company reported $0.28 earnings per share for the quarter, missing the consensus estimate of $0.37 by ($0.09), FiscalAI reports. Flowco had a return on equity of 48.49% and a net margin of 5.49%.The firm had revenue of $235.86 million during the quarter.

Here are the key takeaways from Flowco’s conference call:

• Positive Sentiment: Flowco delivered solid Q2 growth, with revenue up 13% sequentially to $236 million, adjusted EBITDA up 10% to $93.9 million, and margins near 40%; free cash flow was approximately $50 million.
• Positive Sentiment: The Valiant acquisition is performing ahead of expectations, with integration substantially complete and early cross-selling opportunities emerging across Flowco’s broader artificial-lift and production-optimization platform.
• Negative Sentiment: Production Solutions margins declined 229 basis points because of a less favorable mix and higher operating, maintenance, fuel, and lubricant costs. Management expects these cost pressures to continue into Q3, with limited ability to pass lubricant costs through to customers.
• Positive Sentiment: Management guided to Q3 adjusted EBITDA of $92 million to $98 million, while citing continued demand for production-optimization technologies, rising customer activity, and potential efficiency gains from AI-enabled fleet maintenance and operational data.
• Positive Sentiment: Flowco ended the period with leverage below one times and approximately $446 million of available credit capacity; the board also approved a one-time $0.14-per-share special dividend for Class A shareholders in addition to the regular $0.09 dividend.

Flowco Price Performance

FLOC traded up $0.49 during midday trading on Wednesday, reaching $23.75. 564,684 shares of the company’s stock were exchanged, compared to its average volume of 621,908. The company has a quick ratio of 1.48, a current ratio of 3.09 and a debt-to-equity ratio of 1.00. The business has a 50-day simple moving average of $21.37 and a two-hundred day simple moving average of $22.55. The firm has a market capitalization of $2.15 billion, a price-to-earnings ratio of 20.30 and a beta of 0.90. Flowco has a one year low of $14.03 and a one year high of $28.26.

Flowco Announces Dividend

The firm also recently declared a special dividend, which will be paid on Monday, August 31st. Investors of record on Friday, August 21st will be given a $0.14 dividend. The ex-dividend date of this dividend is Friday, August 21st. Flowco’s dividend payout ratio is 30.77%.

Wall Street Analysts Forecast Growth

FLOC has been the subject of several research reports. Weiss Ratings cut shares of Flowco from a “hold (c)” rating to a “hold (c-)” rating in a research note on Monday, August 3rd. Wall Street Zen raised Flowco from a “hold” rating to a “buy” rating in a report on Sunday. Zacks Research downgraded Flowco from a “strong-buy” rating to a “hold” rating in a research report on Monday, May 4th. Citigroup started coverage on Flowco in a research report on Thursday, May 28th. They set a “neutral” rating and a $31.00 price objective on the stock. Finally, Jefferies Financial Group restated a “buy” rating and issued a $33.00 target price on shares of Flowco in a research note on Thursday, May 7th. Four analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat.com, Flowco has an average rating of “Moderate Buy” and an average target price of $29.20.

Hedge Funds Weigh In On Flowco

Hedge funds and other institutional investors have recently modified their holdings of the stock. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. acquired a new stake in Flowco in the 1st quarter valued at $298,000. Goldman Sachs Group Inc. bought a new position in shares of Flowco during the first quarter valued at $878,000. Woodline Partners LP bought a new position in shares of Flowco during the first quarter valued at $1,282,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC acquired a new stake in shares of Flowco in the 1st quarter valued at $3,070,000. Finally, Strs Ohio bought a new stake in shares of Flowco in the 1st quarter worth about $92,000.

Trending Headlines about Flowco

Here are the key news stories impacting Flowco this week:

• Positive Sentiment: Strong Q2 operating performance: Revenue increased to $235.9 million from $193.2 million a year earlier, while adjusted EBITDA reached $93.9 million, up 23%. Operating cash flow was $95.2 million and free cash flow totaled $49.8 million, supporting Flowco’s recurring-dividend model. Flowco Holdings Reports Second Quarter 2026 Results
• Positive Sentiment: Special dividend announced: Flowco declared a one-time $0.14-per-share cash dividend for Class A shareholders of record on August 21, payable August 31, in addition to its regular $0.09 quarterly dividend. The payout signals confidence in liquidity and cash generation, although the stock typically adjusts around the ex-dividend date. Flowco Announces Special Dividend
• Positive Sentiment: Valuation support: An analysis argues that Flowco trades at roughly 6.5 times estimated 2026 EBITDA, below compression-industry peers at approximately 8–10 times, despite balance-sheet strength and recurring well-lifecycle service revenue. The Valiant acquisition is also contributing to rental revenue and EBITDA growth. Flowco Continues Steady Performance
• Neutral Sentiment: Q3 outlook indicates stable but potentially slower growth: Management forecast adjusted EBITDA of $92 million to $98 million, broadly in line with Q2, while integrating Valiant and managing cost pressures. Flowco Forecasts Q3 Adjusted EBITDA
• Negative Sentiment: Quarterly earnings missed expectations: Diluted EPS was $0.28, below the $0.37 consensus estimate and down from $1.26 a year earlier, creating a key overhang despite the revenue and cash-flow gains. Flowco Misses Q2 Earnings Estimates
• Negative Sentiment: Insider selling remains a risk: Reported insider activity showed no purchases and approximately 8.97 million shares sold over the past six months, which may raise concerns about insider confidence or near-term supply.

Flowco Company Profile

We are a leading provider of production optimization, artificial lift and methane abatement solutions for the oil and natural gas industry. Our products and services include a full range of equipment and technology solutions that enable our customers to efficiently and cost-effectively maximize the profitability and economic lifespan of the production phase of their operations. Our principal products and services are organized into two business segments: (i) Production Solutions; and (ii) Natural Gas Technologies.