ACDC Earnings Prediction
The chart below shows how ACDC performed 10 days before and after its earnings report, based on data from the past quarters. Typically, ACDC sees a +12.13% change in stock price 10 days leading up to the earnings, and a +4.60% change 10 days following the report. On the earnings day itself, the stock moves by -3.26%. This data can give you a slight idea of what to expect for the next quarter's release.
ACDC Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
454.70M
-7.03%
-20.96%
Gross Margin
0.84%
-92.96%
-93.28%
Operating Margin
-9.83%
-456.16%
-584.24%
Net Margin
-22.37%
13.38%
195.90%
EPS
-0.66
-11.86%
127.59%
No Data Available
ACDC Earnings Analysis
ProFrac Holding Corp Corporation (ACDC.O) Earnings Conference Call
Positive
Earnings Surprise Report: ProFrac Holding Corp. beat earnings expectations with a reported EPS of $-0.375, exceeding the expectation of $-0.39.
Q4 Revenue and EBITDA Performance: In Q4, ProFrac delivered revenue of $455 million and adjusted EBITDA of $71 million, demonstrating resilience despite typical fourth quarter challenges.
Strong Financial Performance: For the full year 2024, ProFrac achieved revenue of $2.19 billion and adjusted EBITDA of $501 million, showcasing strong financial performance amidst competitive pressures.
Stimulation Business Improvement: The company has seen a sizable improvement in activity in its Stimulation business since the end of 2024, with record efficiencies achieved in January 2025.
New Power Generation Venture: ProFrac introduced a new business venture, Livewire Power, focusing on power generation for electric frac operations, marking a significant step forward in their strategy.
Free Cash Flow Performance: The company generated $54 million of free cash flow in Q4 and $185 million in total for 2024, highlighting effective cash management and capital discipline.
Asset Management Enhancement: ProFrac's asset management platform is enhancing the quality and economics of their pumping operations, leading to improved customer relationships and operational efficiencies.
Strategic Proppant Positioning: The company is strategically positioned to capitalize on increased natural gas completion activity in the Haynesville, with the largest Proppant footprint in the region.
Negative
Q4 Revenue Decline: Revenue in Q4 2024 was $455 million, down from $575 million in Q3 2024, indicating a significant drop in activity and pricing pressure.
Q4 EBITDA Decline: Adjusted EBITDA for Q4 was $71 million, down from $135 million in Q3, reflecting a decline in margins from 23% to 16%.
Stimulation Services Revenue Decline: The Stimulation services segment saw revenues drop from $507 million in Q3 to $384 million in Q4, with adjusted EBITDA falling from $113 million to $54 million, indicating a sharp decline in performance.
Proppant Revenue Decline: Proppant Production segment revenues decreased from $53 million in Q3 to $47 million in Q4, attributed to lower pricing and slightly lower sales volumes.
Fleet Count Decline: The company faced a pronounced impact in Q4, leading to a sharper than anticipated drop in active fleet count, which could hinder future performance.
Pressure Pumping Market Outlook: Pricing in the Pressure Pumping market softened due to lower activity, and while there is potential for improvement, it is expected to be offset by increased costs from tariffs and labor inflation.
Manufacturing Segment Performance: The Manufacturing segment's adjusted EBITDA was only $3 million in Q4, reflecting limited growth and reliance on intercompany sales.
Financial Performance Strain: Despite generating $54 million in free cash flow in Q4, the overall financial performance showed signs of strain due to market conditions and operational challenges.
ACDC FAQs
How does ACDC typically perform around its earnings report dates?
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ACDC Earning Call Sentiment
ProFrac Holding Corp. (NASDAQ:ACDC) Q4 2024 Earnings Call Transcript
ACDC.O
5.86%Positive
The earnings call reveals a decline in revenue and EBITDA, with softening demand and pricing pressure impacting financial performance. Despite some optimism for 2025 recovery, current challenges, including supply chain issues and operational risks, weigh heavily. The Q&A section shows management's reluctance to provide specific pricing details, raising concerns. The negative sentiment is further supported by the year-end drop in activity and cautious market outlook, suggesting a likely stock price decline in the short term.
