Flowco Q4 revenue beats on higher Surface Equipment sales

Flowco Holdings

26/02/2026 11:07

Overview

Oil and gas solutions provider's Q4 revenue beat analyst expectations

Adjusted net income for Q4 beat analyst expectations

Company announced acquisition of Valiant Artificial Lift Solutions

Outlook

Flowco expects to close Valiant acquisition in March 2026

Company plans to use credit facility to fund Valiant acquisition

Flowco anticipates incremental growth from Valiant acquisition

Result Drivers

PRODUCTION SOLUTIONS - Revenue increased 1.5% from Q3 2025 due to higher Surface Equipment sales, with improved EBITDA margin from reduced SG&A expenses

NATURAL GAS TECHNOLOGIES - Revenue rose 35.9% from Q3 2025 driven by Vapor Recovery and Natural Gas Systems sales, though EBITDA margin decreased due to sales mix

ACQUISITION STRATEGY - Acquisition of Valiant Artificial Lift Solutions expected to expand market reach and enhance artificial lift capabilities

Company press release: ID:nBw40J7S3a

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$197.20 mln
$189.47 mln (6 Analysts)
Q4 Adjusted Net Income
Beat
$45.70 mln
$44.96 mln (4 Analysts)
Q4 Net Income
$43 mln
Q4 Adjusted EBITDA
Beat
$83.50 mln
$77.95 mln (7 Analysts)
Q4 Adjusted EBITDA Margin
42.40%


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the oil related services and equipment peer group is "buy"

Wall Street's median 12-month price target for Flowco Holdings Inc is $28.00, about 25.7% above its February 25 closing price of $22.28

The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 11 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)