ProPetro Q4 Revenue $289.68M Beats Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 18 2026
0mins
Should l Buy PUMP?
Reports Q4 revenue $289.68M, consensus $286M. Sam Sledge, CEO, commented, "ProPetro's fourth quarter and full-year performance demonstrates the strength and resilience of our industrialized model, delivering strong results despite challenging market conditions. Our legacy completions business continues to generate meaningful free cash flow, fueling ongoing investments in PROPWR. Meanwhile, our disciplined approach to cost and fleet management drove notable margin improvements in the fourth quarter. Market uncertainty remains, driven by a slowdown in completions activity in the Permian Basin, compounded by tariff impacts and OPEC+ production increases throughout 2025. Despite these headwinds, our resilient completions business and expanding PROPWR platform provide ProPetro with a strong foundation to navigate and withstand ongoing market turbulence."
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Analyst Views on PUMP
Wall Street analysts forecast PUMP stock price to rise
5 Analyst Rating
3 Buy
2 Hold
0 Sell
Moderate Buy
Current: 12.220
Low
11.00
Averages
14.40
High
20.00
Current: 12.220
Low
11.00
Averages
14.40
High
20.00
About PUMP
ProPetro Holding Corp is an integrated energy service company, which is focused on providing hydraulic fracturing, wireline, and other complementary energy and power generation services to upstream oil and gas companies engaged in the exploration and production (E&P) of North American oil and natural gas resources. Its segments include hydraulic fracturing (inclusive of acidizing and wet sand solutions), wireline, cementing and power generation services. Its hydraulic fracturing fleets range from approximately 50,000 to 80,000 HHP depending on the job design and customer demand at the wellsite. It owns and operates a fleet of mobile wireline units and other auxiliary equipment to perform well completion services. It provides cementing services for the completion of new wells and remedial work on existing wells. It has formed PROPWR to provide power generation services to oil and gas producers and for non-oil and gas applications such as general industrial projects and data centers.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Optimistic Market Outlook: With structural growth in data center electrification, ProPetro's leading position in the BTM power market will be further solidified, and near-term catalysts, including additional data center contracts or expansions, could accelerate ProPwr's deployment and enhance the company's overall market value.
See More
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- Stable Financial Performance: Despite challenges, ProPetro reported fourth-quarter revenue of $290 million, a 1% decrease from the third quarter, but net income of $1 million demonstrates effective cost control and cash flow maintenance, bolstering investor confidence.
- Capital Expenditure Plans: CFO Weatherl indicated that capital expenditures for 2026 are expected to range between $390 million and $435 million, with $140 million to $160 million allocated for the completions business, reflecting the company's cautious optimism and strategic investments for future market conditions.
- PROPWR Growth Outlook: Sledge reaffirmed PROPWR's five-year growth target, aiming for at least 750 megawatts of capacity by the end of 2028 and over 1 gigawatt by the end of 2030, indicating the company's long-term strategic positioning in the renewable energy sector.
See More
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See More
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- Strong Cash Flow: Net cash provided by operating activities reached $81 million in Q4, a significant increase from $42 million in Q3 2025, bolstering the company's financial flexibility and investment capacity.
- Future Capital Expenditure Guidance: The company anticipates full-year 2026 capital expenditures between $390 million and $435 million, with the Completions business expected to account for $140 million to $160 million, indicating a continued commitment to investing in its electric fleet portfolio.
See More
