{"filings":[{"id":2087649,"accession_number":"0001104659-26-091463","cik":1881487,"company_name":"ProFrac Holding Corp.","ticker":"ACDC","form_type":"8-K","filed_at":"2026-08-06T10:01:01+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"ProFrac Q2 revenue $498M, net loss $75M; CEO Ladd Wilks resigns, Matt Wilks takes over","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 2026 revenue $498M (up 11% QoQ); net loss $75M vs $81M in Q1; Adjusted EBITDA $69M (14% margin).","Stimulation Services rev $430M, Adj EBITDA $39M (9% margin); Proppant Production rev $121M, Adj EBITDA $6M (5% margin).","Full-year 2026 capex guidance reaffirmed at $155-185M; new $300M ABL facility refinanced $275M facility post-quarter.","CEO Ladd Wilks resigns effective Aug 7, 2026, remains on board; Executive Chairman Matt Wilks adds CEO role.","Total debt $1.10B, net debt $1.08B; liquidity $72M at June 30; $71M availability under new ABL facility."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1140705312.2571,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1453476,"accession_number":"0001104659-26-080566","cik":1881487,"company_name":"ProFrac Holding Corp.","ticker":"ACDC","form_type":"8-K","filed_at":"2026-07-06T11:08:14+00:00","items":["1.01","1.02","2.03","7.01","9.01"],"status":"ready","headline":"ProFrac closes $300M ABL refinancing with Eclipse, replacing $275M JPM facility, extending maturity to 2030","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New $300M asset-based revolver with Eclipse Business Capital, matures July 2030, replacing $275M JPM facility maturing Sept 2027.","Borrowing base terms improved, providing increased liquidity; uncommitted accordion allows up to $325M.","Seventh Supplemental Indenture raises permitted debt under 2029 notes from $275M to $325M.","Proceeds used to repay and terminate prior JPM ABL facility; Moelis & Co. acted as placement agent."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1140705312.2571,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":777758,"accession_number":"0001104659-26-068890","cik":1881487,"company_name":"ProFrac Holding Corp.","ticker":"ACDC","form_type":"8-K","filed_at":"2026-06-01T20:02:25+00:00","items":["5.07"],"status":"ready","headline":"ProFrac shareholders elect all six director nominees, approve say-on-pay","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All six director nominees elected; vote for totals ranged from 148.85M (Glebocki) to 150.59M (Rinaldi).","Non-binding advisory vote on executive compensation passed with 157,287,850 for, 588,648 against.","Ratification of Grant Thornton as independent auditor for FY2026 approved: 173,958,254 for, 16,467 against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":1140705312.2571,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":96521,"accession_number":"0001104659-26-056589","cik":1881487,"company_name":"ProFrac Holding Corp.","ticker":"ACDC","form_type":"8-K","filed_at":"2026-05-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"ProFrac Q1 2026 revenue $450M, net loss $81M; sees stronger Q2 in stimulation services","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $450M (up 3% QoQ); net loss $81M improved from $141M loss in Q4.","Adjusted EBITDA $54M (12% margin) vs $61M in Q4; free cash flow negative $25M.","Stimulation Services revenue $407M, Adj EBITDA $32M (8% margin); record efficiency in March.","Full-year capex guidance $155-185M; liquidity $108M; net debt $1.05B.","Management sees improving activity; Q2 stimulation services expected stronger than Q1."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.47,"consensus_revenue_estimate":null,"consensus_revenue_actual":449600000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1140705312.2571,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":96520,"accession_number":"0001104659-26-042680","cik":1881487,"company_name":"ProFrac Holding Corp.","ticker":"ACDC","form_type":"8-K","filed_at":"2026-04-13T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"ProFrac grants performance RSUs to four executives and $1M special cash award to CFO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["PSUs granted to Executive Chairman Matthew D. Wilks (287,500), CEO Johnathan L. Wilks (287,500), CFO Austin Harbour (270,000), CCO Matthew Greenwood (150,000).","PSU vesting subject to stock price targets: 10% at $7.00, 25% at $10.00, 25% at $14.00, 40% at $18.00 VWAP threshold.","CFO Austin Harbour receives $1,000,000 special cash award, payable in four $250,000 quarterly installments through December 31, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":1140705312.2571,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":110501,"accession_number":"0001104659-26-026624","cik":1881487,"company_name":"ProFrac Holding Corp.","ticker":"ACDC","form_type":"8-K","filed_at":"2026-03-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"ProFrac Q4 rev $437M (+8% QoQ) but net loss widens to $141M; FY 2025 EBITDA down 38%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Full year 2025 revenue $1.94B vs $2.19B in 2024; net loss $356M vs $208M; Adjusted EBITDA $310M vs $501M.","Q4 2025 Adjusted EBITDA $61M (14% margin), up 49% from Q3; Stimulation Services margin 8.6%, Proppant Production 13.9%.","January 2026 weather disruptions expected to reduce Q1 Adjusted EBITDA by $8M-$12M; FY 2026 capex guidance $155M-$185M.","Business optimization plan targeting $100M annualized savings by end of Q2 2026; net debt $1.03B; liquidity $152M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1140705312.2571,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":110500,"accession_number":"0001104659-26-025192","cik":1881487,"company_name":"ProFrac Holding Corp.","ticker":"ACDC","form_type":"8-K","filed_at":"2026-03-09T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"ProFrac reduces credit line to $275M, extends maturity to Sept 2027, tightens covenants","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Maximum availability under revolving credit facility reduced to $275.0 million from prior level.","Maturity extended six months to September 3, 2027.","SOFR loan margin set at 1.75%-2.25%, stepping up 0.25% every 3 months to 3.00%-3.50%.","Minimum liquidity covenant replaced with $45.0 million minimum availability covenant (up from $15.0M).","Unused line fee fixed at 0.375%; certain negative covenant exceptions curtailed or removed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1140705312.2571,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":110499,"accession_number":"0001104659-26-002446","cik":1881487,"company_name":"ProFrac Holding Corp.","ticker":"ACDC","form_type":"8-K","filed_at":"2026-01-09T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"ProFrac subsidiary issues $25M secured floating rate notes due 2029 to Beal Bank USA","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["ProFrac Holdings II issued $25M aggregate principal of Senior Secured Floating Rate Notes due 2029 to Beal Bank USA in a private placement.","Notes are additional issuance under existing indenture; terms substantially identical to prior notes with same collateral.","Net proceeds will fund capital expenditures and general corporate purposes.","Notes were offered in reliance on Section 4(a)(2) exemption from Securities Act registration."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1140705312.2571,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":127113,"accession_number":"0001104659-25-123836","cik":1881487,"company_name":"ProFrac Holding Corp.","ticker":"ACDC","form_type":"8-K","filed_at":"2025-12-22T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"ProFrac appoints Matthew Rinaldi to Board; James Randle resigns","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Matthew Rinaldi appointed as director effective Dec 17, 2025, term expiring at 2026 annual meeting.","James C. Randle resigned same day; resignation not due to any disagreement with the Company.","Rinaldi is non-independent, designated by Farris Parties per Stockholders' Agreement, no committee assignment.","No family relationships or material interests in transactions between Rinaldi and the Company."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":1140705312.2571,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":127112,"accession_number":"0001104659-25-123202","cik":1881487,"company_name":"ProFrac Holding Corp.","ticker":"ACDC","form_type":"8-K","filed_at":"2025-12-19T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"ProFrac amends Alpine term loan, cuts amortization; issues $40M notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Amortization for Q1 and Q2 2026 reduced from $15M to $7.5M each per Amendment No. 4.","Total Net Leverage Ratio testing deferred one year to March 31, 2028.","Issued $40M aggregate Senior Secured Floating Rate Notes due 2029 on Dec 15, 2025.","$10M notes purchased by Wilks Brothers, LLC (affiliate); $30M by Beal Bank USA.","Net proceeds to fund capital expenditures and general corporate purposes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1140705312.2571,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":127111,"accession_number":"0001104659-25-108716","cik":1881487,"company_name":"ProFrac Holding Corp.","ticker":"ACDC","form_type":"8-K","filed_at":"2025-11-10T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"ProFrac Q3 revenue $403M, net loss $92M; targets $85-115M cost savings","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $403M, down 20% QoQ from Q2's $502M; net loss $92M improves from $107M loss in Q2.","Adjusted EBITDA $41M (10% margin) vs $79M (16%) in Q2; free cash flow -$29M vs +$54M.","Stimulation Services rev $343M (6% margin); Proppant Production $76M (10% margin).","Targets $85-$115M annualized savings by Q2 2026 via labor, non-labor and capex cuts.","Lowers 2025 CapEx guide to $160-190M (from $175-225M); liquidity $95M, net debt $1.04B."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.41,"consensus_revenue_estimate":null,"consensus_revenue_actual":1505300000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1140705312.2571,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":143903,"accession_number":"0001104659-25-084000","cik":1881487,"company_name":"ProFrac Holding Corp.","ticker":"ACDC","form_type":"8-K","filed_at":"2025-08-27T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"ProFrac underwriters partially exercise over-allotment, issue 1.84M shares for ~$7.1M net","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Underwriters exercised overallotment option for 1,840,998 additional Class A common shares on August 25, 2025.","Net proceeds to ProFrac after fees and commissions are approximately $7.1 million.","Issuance and sale of the Option Shares closed on August 27, 2025.","Original underwritten public offering of Class A common stock was completed on August 14, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":1140705312.2571,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":143902,"accession_number":"0001104659-25-077957","cik":1881487,"company_name":"ProFrac Holding Corp.","ticker":"ACDC","form_type":"8-K","filed_at":"2025-08-14T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"ProFrac closes 18.75M share public offering, netting ~$72.8M in proceeds","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Issued 18.75M shares of Class A common stock; net proceeds ~$72.8M after fees.","Underwriters granted 30-day option to buy up to an additional 2.8125M shares.","Underwriting agreement with J.P. Morgan and Piper Sandler; customary terms.","Offering conducted under existing shelf registration statement (Form S-3).","Closing occurred on August 14, 2025; use of proceeds not specified."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1140705312.2571,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":143901,"accession_number":"0001104659-25-074901","cik":1881487,"company_name":"ProFrac Holding Corp.","ticker":"ACDC","form_type":"8-K","filed_at":"2025-08-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"ProFrac Q2: revenue $502M, net loss $104M, Adj EBITDA $79M; Q3 seen lower","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $502M vs $600M in Q1; net loss $104M vs $15M loss in Q1.","Adjusted EBITDA $79M (16% of revenue) vs $130M (22%) in Q1.","Stimulation Services revenue $432M, Adj EBITDA $51M (12% margin); segment Q3 expected to decline.","CapEx guidance for 2025 set at $175M-$225M; FCF improved to $54M from -$14M in Q1.","Total debt $1.08B; liquidity $108M including $87M ABL availability."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.79,"consensus_revenue_estimate":null,"consensus_revenue_actual":1102200000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1140705312.2571,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":162184,"accession_number":"0001104659-25-064227","cik":1881487,"company_name":"ProFrac Holding Corp.","ticker":"ACDC","form_type":"8-K","filed_at":"2025-06-30T23:59:59+00:00","items":["1.01","2.03","7.01","9.01"],"status":"ready","headline":"ProFrac secures $60M in new notes, reduces 2025 amortization by $30M on Alpine Term Loan","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $20M of Senior Secured Floating Rate Notes due 2029 to Wilks affiliates; additional $40M committed through Dec 2025.","Quarterly amortization on Alpine Term Loan reduced from $15M to $5M for Q2-Q4 2025, providing $30M liquidity.","Total Net Leverage Ratio test deferred by one year to March 31, 2027.","Net proceeds from notes to fund capital expenditures and general corporate purposes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1140705312.2571,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":162183,"accession_number":"0001104659-25-055961","cik":1881487,"company_name":"ProFrac Holding Corp.","ticker":"ACDC","form_type":"8-K","filed_at":"2025-06-03T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"ProFrac shareholders elect six directors, approve say-on-pay and ESPP at annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All six director nominees elected with >145M votes each; broker non-votes ~5.2M per nominee.","Non-binding advisory vote on executive compensation passed with 146.7M for, 0.7M against.","Ratification of Grant Thornton as FY2025 independent auditor approved with 152.1M votes.","ProFrac 2025 Employee Stock Purchase Plan approved with 147.0M for, 0.4M against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":1140705312.2571,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":162182,"accession_number":"0001104659-25-045299","cik":1881487,"company_name":"ProFrac Holding Corp.","ticker":"ACDC","form_type":"8-K","filed_at":"2025-05-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"ProFrac Q1 revenue $600M (+32% QoQ), Adj EBITDA $130M, net loss narrows to $15M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $600M vs $455M Q4 2024; net loss $15M vs $102M loss; Adj EBITDA $130M (22% margin) vs $71M (16% margin).","Free cash flow negative $14M vs positive $54M in Q4 2024; CapEx $53M vs $63M.","Stimulation Services rev $525M, Adj EBITDA $105M (20%); Proppant Production rev $67M, EBITDA $18M (27%).","Total debt $1.15B; cash $16M ($9M accessible); liquidity $76M including $66M ABL availability.","Outlook: active fleet declining; $70-100M potential CapEx reductions; no specific guidance given."],"consensus_eps_estimate":-0.3256,"consensus_eps_actual":-0.12,"consensus_revenue_estimate":null,"consensus_revenue_actual":600300000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl+finnhub","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1140705312.2571,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":180180,"accession_number":"0001104659-25-021138","cik":1881487,"company_name":"ProFrac Holding Corp.","ticker":"ACDC","form_type":"8-K","filed_at":"2025-03-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"ProFrac 2024 revenue down to $2.19B, net loss $208M; Q4 net loss $102M; launches Livewire Power","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Full year 2024 revenue $2.19B vs $2.63B in 2023; net loss $208M vs $59M; adjusted EBITDA $501M (23% margin) vs $688M.","Q4 2024 revenue $455M vs Q3 $575M; net loss $102M vs $44M; adjusted EBITDA $71M (16% margin) vs $135M.","Active fleet count up >25% from Q4 trough; pricing stabilized; expects sizable revenue/profit improvement in Q1 2025.","2025 capex guidance $250-300M; maintenance capex $150-175M; growth capex $100-125M for fleet upgrades and sand mines.","Launched Livewire Power in Q4 2024, focused on distributed power generation for e-frac and remote industrial users."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1140705312.2571,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":196971,"accession_number":"0001104659-24-114030","cik":1881487,"company_name":"ProFrac Holding Corp.","ticker":"ACDC","form_type":"8-K","filed_at":"2024-11-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"ProFrac Q3 revenue $575M, net loss $43.5M; outlook expects Q4 decline but 2025 recovery","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $575.3M (flat vs Q2); net loss $43.5M (improved from $65.6M loss in Q2).","Adjusted EBITDA $134.8M (flat vs Q2 $135.6M); free cash flow $30.9M.","Stimulation Services revenue $507.1M, Adj. EBITDA $112.6M; Proppant Production revenue $52.8M, Adj. EBITDA $17.3M.","Management expects Q4 activity and pricing decline, but 2025 recovery; 72% of active fleets are electric or natural gas-capable.","Total debt $1.17B; 2024 capex at lower end of guidance; maintenance $150M-$200M, growth ~$100M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.71,"consensus_revenue_estimate":null,"consensus_revenue_actual":1736200000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1140705312.2571,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":196970,"accession_number":"0001193125-24-230134","cik":1881487,"company_name":"ProFrac Holding Corp.","ticker":"ACDC","form_type":"8-K","filed_at":"2024-10-01T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"ProFrac appoints Michael Henry as principal accounting officer; terms unchanged","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Michael Henry appointed SVP, Principal Accounting Officer effective Sept 25, 2024; previously CAO of subsidiary.","Base salary of $325,000 per annum; eligible for incentive compensation under 2022 Long Term Incentive Plan.","Severance if terminated without cause equals base salary at termination plus accrued unused PTO.","Employment agreement has 36-month initial term from June 7, 2022, with auto-renewal provisions.","Standard indemnification agreement entered; replaces prior title of Senior VP, Chief Accounting Officer."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":1140705312.2571,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":213245,"accession_number":"0001104659-24-086919","cik":1881487,"company_name":"ProFrac Holding Corp.","ticker":"ACDC","form_type":"8-K","filed_at":"2024-08-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"ProFrac reports Q2 net loss of $65.6M; revenue flat at $579.4M; goodwill impairment of $67.7M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $65.6M (vs Q1 net income of $3.0M); adjusted EBITDA of $135.6M (down from $159.7M).","Revenue $579.4M, roughly flat from Q1 $581.5M; Stimulation Services segment revenue $505.6M, Adj EBITDA $107.3M.","Proppant Production segment recognized $67.7M goodwill impairment; volumes/pricing expected to decline further.","Free cash flow $74.0M, up 187% sequentially; net cash from ops $113.5M (+43% sequentially).","Issued $120M senior secured floating rate notes due 2029 to fund AST acquisition; total debt $1.20B."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.42,"consensus_revenue_estimate":null,"consensus_revenue_actual":1160900000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1140705312.2571,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":232423,"accession_number":"0001193125-24-161653","cik":1881487,"company_name":"ProFrac Holding Corp.","ticker":"ACDC","form_type":"8-K","filed_at":"2024-06-14T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"ProFrac issues $120M notes due 2029 to fund acquisition of four fleets","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $120M aggregate principal of Senior Secured Floating Rate Notes due 2029 to Beal Bank and Beal Bank USA.","Notes issued to fund acquisition of four fleets from a private seller for cash.","ProFrac Holdings II entered into Eighth Amendment to Credit Agreement with JPMorgan to permit the transaction.","Subsidiary acquiring assets will guarantee the notes and pledge its assets as collateral.","Amortization schedule: prepayments of $12.308M on June 30, Sept 30, Dec 31, 2024, then $18.462M quarterly."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1140705312.2571,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":232422,"accession_number":"0001104659-24-069736","cik":1881487,"company_name":"ProFrac Holding Corp.","ticker":"ACDC","form_type":"8-K","filed_at":"2024-06-07T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"ProFrac CFO Lance Turner to resign June 17; Austin Harbour named new CFO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Lance Turner resigns as CFO effective June 17, 2024; will consult at $350/hour for up to 4 months.","Turner receives $450k severance, $660k lump sum, and vesting of 196,903 time-based RSUs; performance RSUs forfeited.","New CFO Austin Harbour enters employment agreement: $450k base salary, $250k sign-on bonus after 90 days, one-year term.","Harbour's severance: if terminated without cause or for good reason, receives base salary plus prior year bonus pro-rated."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1140705312.2571,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":232421,"accession_number":"0001104659-24-067298","cik":1881487,"company_name":"ProFrac Holding Corp.","ticker":"ACDC","form_type":"8-K","filed_at":"2024-05-31T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"ProFrac stockholders elect all six director nominees and approve say-on-pay at annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All six director nominees elected: Wilks, Glebocki, Haddock, Krylov, Nieuwoudt, Randle Jr.","Non-binding advisory vote on executive compensation approved: 134,767,553 for, 9,282,436 against.","Ratification of Grant Thornton LLP as auditor for FY 2024 passed: 140,733,299 for, 9,073,365 against.","Broker non-votes were 5.8M for director elections and 5.7M for other proposals."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":1140705312.2571,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":232420,"accession_number":"0001104659-24-062562","cik":1881487,"company_name":"ProFrac Holding Corp.","ticker":"ACDC","form_type":"8-K","filed_at":"2024-05-16T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"ProFrac CFO Lance Turner to resign June 17; Austin Harbour appointed successor","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Lance Turner resigns as CFO, effective June 17, 2024; departure not due to any disagreement with the company.","Austin Harbour (43) appointed CFO effective June 17; previously in energy & power investment banking at Piper Sandler.","Harbour held CFO of North American business at Superior Energy Services and earlier roles at Lazard and Bank of America.","Turner will support transition under a consulting arrangement to be negotiated."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1140705312.2571,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":232419,"accession_number":"0001104659-24-059009","cik":1881487,"company_name":"ProFrac Holding Corp.","ticker":"ACDC","form_type":"8-K","filed_at":"2024-05-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"ProFrac Q1 2024: revenue $581.5M (+19% seq), net income $3.0M (vs Q4 loss), adj EBITDA $159.7M (+46% seq)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $581.5M, up 19% sequentially; net income $3.0M vs Q4 net loss of $96.5M.","Adjusted EBITDA $159.7M (+46% seq); free cash flow $25.8M (+102% seq).","Stimulation Services segment rev $517.3M, adj EBITDA $125.0M; Proppant Production rev $77.7M, adj EBITDA $28.4M.","Net debt $1.06B, down ~$26M from Q4; liquidity $166.9M.","FY2024 maintenance capex guidance $150-200M; growth capex ~$100M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.0,"consensus_revenue_estimate":null,"consensus_revenue_actual":581500000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1140705312.2571,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":232418,"accession_number":"0001104659-24-041529","cik":1881487,"company_name":"ProFrac Holding Corp.","ticker":"ACDC","form_type":"8-K","filed_at":"2024-04-01T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"ProFrac subsidiary redeems $20M of Senior Secured Floating Rate Notes due 2029","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issuer ProFrac Holdings II, LLC redeemed $20M principal of Notes at 100% plus accrued interest on March 29, 2024.","Notes are Senior Secured Floating Rate Notes originally due 2029.","Reduction of outstanding debt by $20M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":1140705312.2571,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":250694,"accession_number":"0001104659-24-035996","cik":1881487,"company_name":"ProFrac Holding Corp.","ticker":"ACDC","form_type":"8-K","filed_at":"2024-03-19T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"ProFrac posts investor presentation with earnings recap on website","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Company furnished investor presentation under Item 7.01 Regulation FD on March 19, 2024.","Presentation titled 'Earnings Recap' available on IR page of company website.","Specific financial data from presentation not included in filing text available for review.","No material changes or new guidance disclosed in the 8-K body itself."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":1140705312.2571,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":250693,"accession_number":"0001104659-24-033661","cik":1881487,"company_name":"ProFrac Holding Corp.","ticker":"ACDC","form_type":"8-K","filed_at":"2024-03-13T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"ProFrac reports Q4 2023 revenue $489M, net loss $97M; full-year free cash flow $293M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Full-year 2023 revenue $2.63B (+8.2% YoY); net loss $59M vs net income $343M in 2022.","Q4 2023 revenue $489M (down 15% QoQ); net loss $97M vs Q3 loss $18M.","Adjusted EBITDA FY 2023 $688M; Q4 $110M. Free cash flow $293M, +173% YoY.","2024 CapEx guidance $150-200M maintenance + ~$100M growth; net debt $1.08B.","CEO: Q1 2024 fleet count up, pumping efficiency nearly 20% above 2023 avg."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1140705312.2571,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":250692,"accession_number":"0001193125-24-030233","cik":1881487,"company_name":"ProFrac Holding Corp.","ticker":"ACDC","form_type":"8-K","filed_at":"2024-02-09T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"ProFrac terminates COO Blaine Wilbanks effective Feb 5, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Blaine Wilbanks' employment as Chief Operating Officer terminated on February 5, 2024.","No reason for termination or replacement COO was disclosed in the filing.","ProFrac Holding Corp. trades on Nasdaq under ticker ACDC."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1140705312.2571,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":268241,"accession_number":"0001193125-23-304276","cik":1881487,"company_name":"ProFrac Holding Corp.","ticker":"ACDC","form_type":"8-K","filed_at":"2023-12-28T23:59:59+00:00","items":["1.01","8.01","1.02","2.03","7.01","9.01"],"status":"ready","headline":"ProFrac closes $885M refinancing, extends maturities to 2029, reorganizes proppant segment","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Closed $365M Alpine Term Loan and $520M Senior Secured Notes due 2029; used to repay existing $808.4M Piper Term Loan and other debt.","Extended near-term debt maturities from March 2025 to January 2029, eliminating near-term maturities.","Reorganized proppant production assets into Alpine Holding subsidiary to enable strategic optionality for value realization.","Amended ABL credit facility capacity to $325M from $400M; fully repaid First Financial Term Loan and REV Seller Note."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1140705312.2571,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":268240,"accession_number":"0000950170-23-061559","cik":1881487,"company_name":"ProFrac Holding Corp.","ticker":"ACDC","form_type":"8-K","filed_at":"2023-11-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"ProFrac Q3 revenue $574M, net loss $17.9M; cuts capex guidance to $280-290M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $574.2M, down 19% sequentially from $709.2M in Q2 2023.","Net loss $17.9M ($0.21 per share) vs net loss $4.6M in Q2; Adj. EBITDA $149.3M.","Reduced active fleet count in August; expects fleet increase in Q1 2024 under contracted terms.","Issued $50M perpetual preferred convertible to Wilks Family at $20/share conversion.","Net debt reduced $122.9M to $1,055.8M; liquidity $136.6M including $20.6M cash."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.12,"consensus_revenue_estimate":null,"consensus_revenue_actual":2140900000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1140705312.2571,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":268239,"accession_number":"0001193125-23-248480","cik":1881487,"company_name":"ProFrac Holding Corp.","ticker":"ACDC","form_type":"8-K","filed_at":"2023-10-02T23:59:59+00:00","items":["1.01","5.03","2.03","3.02","3.03","8.01","9.01"],"status":"ready","headline":"ProFrac evaluates strategic alternatives for Alpine Silica; Wilks family invests $50M in preferred equity","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Alpine Silica (proppant segment) to be evaluated for IPO, sale, or recapitalization to unlock value.","$50M perpetual convertible preferred stock issued at $20/share; 8% annual PIK dividend; proceeds to reduce debt.","Wilks family entities made the investment, signaling confidence in ProFrac's future.","Piper Sandler & Co. retained as financial advisor; Brown Rudnick as legal advisor for the review.","Conversion price of $20 implies a sum-of-the-parts valuation above current trading levels."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1140705312.2571,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":285450,"accession_number":"0001193125-23-232600","cik":1881487,"company_name":"ProFrac Holding Corp.","ticker":"ACDC","form_type":"8-K","filed_at":"2023-09-11T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"ProFrac Chief Legal Officer, CCO & Corporate Secretary resigns; receives $673K severance","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Robert Willette resigned as Chief Legal Officer, Chief Compliance Officer, and Corporate Secretary effective September 6, 2023.","Severance agreement entered September 11, 2023 includes $673,093.69 payment and standard release of claims.","No successor named for the vacated officer positions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1140705312.2571,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":285449,"accession_number":"0000950170-23-040972","cik":1881487,"company_name":"ProFrac Holding Corp.","ticker":"ACDC","form_type":"8-K","filed_at":"2023-08-10T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"ProFrac Q2 2023 revenue $709.2M, net loss $4.6M; adjusted EBITDA $182.5M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $709.2M, down 17% sequentially from $857.5M in Q1 2023.","Net loss ($4.6M) vs net income $59.8M in Q1; diluted loss $0.02 per share.","Adjusted EBITDA $182.5M, down 26% from prior quarter; operating cash flow $153.7M.","Reduced active fleets in June/August; 2023 capex guidance lowered to ~$300M from prior plan.","Net debt reduced by $85.6M; total gross debt $1,205.6M, liquidity $163.5M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.19,"consensus_revenue_estimate":null,"consensus_revenue_actual":1566700000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1140705312.2571,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":285448,"accession_number":"0001193125-23-185949","cik":1881487,"company_name":"ProFrac Holding Corp.","ticker":"ACDC","form_type":"8-K/A","filed_at":"2023-07-12T23:59:59+00:00","items":["3.02","1.01","8.01"],"status":"ready","headline":"ProFrac acquires Performance I & II, pays $6M in Class A stock","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquired Performance Holdings I and II via subsidiary Alpine Silica, LLC.","Approximately $6 million of base purchase price paid in ProFrac Class A common stock.","Transaction closed February 24, 2023 per amended Membership Interest Purchase Agreement.","Shares issued in reliance on Section 4(a)(2) and Rule 506(b) exemption from registration."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1140705312.2571,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":305327,"accession_number":"0001193125-23-170895","cik":1881487,"company_name":"ProFrac Holding Corp.","ticker":"ACDC","form_type":"8-K","filed_at":"2023-06-21T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"ProFrac Holding posts investor presentation on IR website on June 21, 2023","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Company filed an 8-K announcing an investor presentation posted on its website.","Presentation is attached as Exhibit 99.1 but content not provided in available text.","No specific financial data or material updates disclosed in the filing body."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":1140705312.2571,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":305326,"accession_number":"0000950170-23-026683","cik":1881487,"company_name":"ProFrac Holding Corp.","ticker":"ACDC","form_type":"8-K","filed_at":"2023-06-06T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"ProFrac annual meeting results: directors elected, say-on-pay every year, auditor ratified","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All six director nominees elected: Glebocki, Haddock, Krylov, Nieuwoudt, Randle Jr., Wilks.","Non-binding say-on-pay frequency set at 1 year; company will hold annual advisory votes until next frequency vote.","Grant Thornton LLP ratified as auditor for FY 2023 with 49,413,859 votes for, 18,883 against, 6,214 abstentions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":1140705312.2571,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":305325,"accession_number":"0000950170-23-020006","cik":1881487,"company_name":"ProFrac Holding Corp.","ticker":"ACDC","form_type":"8-K","filed_at":"2023-05-10T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"ProFrac Q1 revenue $851.7M, net income down 48% to $59.8M; integration costs weigh","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income of $59.8M ($0.40 EPS) declined 48% sequentially; total revenue $851.7M, up 7% QoQ.","Adjusted EBITDA (ex-Flotek) $255M, down 5% QoQ; annualized EBITDA per fleet $25.1M on 40.7 avg active fleets.","Over $20M integration costs for acquisitions (U.S. Well Services, Monarch Silica, REV, Performance Proppants, Producers).","Stimulation Services rev $790.2M, EBITDA $205.7M; Proppant rev $82.2M; Flotek contributed $49.2M rev, $7.9M EBITDA loss.","Capex $83.2M; gross debt $1,291.2M; liquidity $169M excl. Flotek."],"consensus_eps_estimate":null,"consensus_eps_actual":0.4,"consensus_revenue_estimate":null,"consensus_revenue_actual":851700000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1140705312.2571,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":305324,"accession_number":"0001193125-23-099091","cik":1881487,"company_name":"ProFrac Holding Corp.","ticker":"ACDC","form_type":"8-K","filed_at":"2023-04-12T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"ProFrac eliminates Up-C structure; all Class B shares exchanged for Class A; insiders buy 927,995 shares","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All Class B shares converted to Class A; Up-C structure eliminated, simplifying governance.","Wilks family and board member bought 927,995 shares on open market, showing conviction.","Wilks family urges management to deliver a shareholder capital return plan.","Reorganization expected to lower compliance costs, speed financial reporting, boost index inclusion."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1140705312.2571,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":305323,"accession_number":"0000950170-23-012348","cik":1881487,"company_name":"ProFrac Holding Corp.","ticker":"ACDC","form_type":"8-K","filed_at":"2023-04-11T23:59:59+00:00","items":["3.02","7.01","9.01"],"status":"ready","headline":"ProFrac redeems all 104.2M ProFrac LLC units; all Class B shares canceled","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Redeemed 104,195,938 ProFrac LLC units for same number of new Class A common shares.","All Class B common stock surrendered and canceled; no Class B shares remain outstanding.","Redeeming members include controlling stockholders Dan and Farris Wilks, Executive Chairman Matt Wilks, CEO Ladd Wilks, director Coy Randle.","New Class A shares issued in reliance on Section 4(a)(2) exemption from registration.","Redemption may increase effective tax rate and trigger obligations under Tax Receivable Agreement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1140705312.2571,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":324771,"accession_number":"0001193125-23-082124","cik":1881487,"company_name":"ProFrac Holding Corp.","ticker":"ACDC","form_type":"8-K","filed_at":"2023-03-28T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"ProFrac adopts amended certificate of incorporation, maintains special voting powers","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Amendment effective March 22, 2023, filed with Delaware Secretary of State.","Maintains special voting powers for Wilks Directors and relative powers for Farris and THRC Directors.","Simplifies exculpation provision per recent changes to Delaware General Corporation Law."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":1140705312.2571,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":324770,"accession_number":"0000950170-23-008842","cik":1881487,"company_name":"ProFrac Holding Corp.","ticker":"ACDC","form_type":"8-K","filed_at":"2023-03-21T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"ProFrac 2022 rev $2.4B (+216% YoY), net income $342.7M; Q4 rev $794M, net $116M; closes $475M acquisition","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Full year 2022 revenue $2.4B (up 216% YoY), net income $342.7M vs loss $43.5M prior year; Adj EBITDA ex-Flotek $835.5M (up ~520%).","Q4 2022 revenue $794.1M (up 14% sequential), net income $116M (down 17%); Adj EBITDA ex-Flotek $269.2M (up 2%).","Average active fleets: 36 in Q4 (31 in Q3); Q1 2023 efficiency expected slightly lower due to gas price drop and winter weather.","Closed $475M Performance Proppants acquisition in Q1 2023, funded by $320M term loan upsizing and ABL increase.","Gross debt $959.4M, cash $35.1M, liquidity $212.3M ex-Flotek at Dec 31; 2023 capex expected in line with 2022 ($356M)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1140705312.2571,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":324769,"accession_number":"0001193125-23-052415","cik":1881487,"company_name":"ProFrac Holding Corp.","ticker":"ACDC","form_type":"8-K","filed_at":"2023-02-28T23:59:59+00:00","items":["1.01","2.03","7.01","8.01","9.01"],"status":"ready","headline":"ProFrac completes $475M acquisition of Performance Proppants, upsizes ABL to $400M","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquired Performance Proppants for $475M ($469M cash + $6M stock) – largest in-basin proppant producer in Haynesville.","ABL credit facility upsized from $280M to $400M; borrowed $298M for acquisition, leaving $79M available.","Acquisition adds 10.4M tons/year proppant capacity; total capacity now 22.6M tons/year across Permian, Eagle Ford, Haynesville.","ProFrac issued 312,826 shares of Class A common stock as part of consideration.","Piper Sandler served as financial advisor; Winston & Strawn and Lowenstein Sandler as legal advisors."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":1140705312.2571,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":324768,"accession_number":"0001193125-23-044978","cik":1881487,"company_name":"ProFrac Holding Corp.","ticker":"ACDC","form_type":"8-K","filed_at":"2023-02-22T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"ProFrac posts investor presentation; no specific financial details disclosed in filing","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Investor presentation posted on IR website on February 22, 2023.","Presentation attached as Exhibit 99.1 but content not reproduced in filing.","No new financial guidance, earnings, or material events disclosed.","Tickers: ACDC, ACDCW."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":1140705312.2571,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":324767,"accession_number":"0001193125-23-022198","cik":1881487,"company_name":"ProFrac Holding Corp.","ticker":"ACDC","form_type":"8-K","filed_at":"2023-02-02T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"ProFrac Holdings II amends term loan, borrows additional $170M, total ~$839M outstanding","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["On Feb 1, 2023, ProFrac Holdings II borrowed $170M in Additional Term B Loans under amended term loan credit agreement.","Total outstanding under the Amended Term Loan Agreement is approximately $839 million after the draw.","The amendment required consent from Required Lenders and satisfaction of conditions including solvency certificate and legal opinions.","Additional Term B Loans are on same terms as existing Term Loans; amortization starts after first full fiscal quarter post-effective date."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1140705312.2571,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":324766,"accession_number":"0001193125-23-012513","cik":1881487,"company_name":"ProFrac Holding Corp.","ticker":"ACDC","form_type":"8-K","filed_at":"2023-01-23T23:59:59+00:00","items":["2.03"],"status":"ready","headline":"ProFrac draws $70M in delayed draw term loans; total outstanding ~$669M","summary_kind":"llm","event_type":"debt","confidence":"medium","bullets":["On Jan 20, 2023, ProFrac Holdings II LLC borrowed $70M of Delayed Draw Term B Loans under the Amended Term Loan Agreement.","Total outstanding under the agreement after the draw is approximately $669M.","No additional delayed draw term loans remain available under the agreement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1140705312.2571,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":324765,"accession_number":"0000950170-23-000690","cik":1881487,"company_name":"ProFrac Holding Corp.","ticker":"ACDC","form_type":"8-K","filed_at":"2023-01-12T23:59:59+00:00","items":["1.01","5.02","8.01","9.01"],"status":"ready","headline":"ProFrac expands board, appoints Randle as director, Wilbanks as COO effective Jan 13, 2023","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board increased from 5 to 6; Coy Randle appointed as director and Farris designee.","Phillip Blaine Wilbanks promoted to COO with base salary of $375,000 per annum + incentives.","Randle enters consulting agreement for $200,000 annual fee, 1-year term renewable, with non-compete.","Stockholders' Agreement amended to allow Farris Parties to designate two directors (up from one).","Second Amended & Restated Charter filed to maintain special voting powers of Wilks Directors."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1140705312.2571,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":324764,"accession_number":"0001193125-23-003551","cik":1881487,"company_name":"ProFrac Holding Corp.","ticker":"ACDC","form_type":"8-K","filed_at":"2023-01-06T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"ProFrac draws $80M of $150M delayed term loan; consents to Producers and REV acquisitions","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Funded $80M of delayed draw Term B Loans on Jan 4, 2023; up to $150M available through Dec 31, 2023.","Third Term Loan Amendment consents to acquisitions of Producers Service Holdings and REV Energy Holdings.","Also amended ABL Credit Facility to allow REV Energy seller financing and the same acquisitions.","Total term loan outstanding after funding approximately $599.2 million.","Amendments dated December 30, 2022; $80M draw completed by certain existing and new lenders."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1140705312.2571,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":324763,"accession_number":"0001193125-23-001505","cik":1881487,"company_name":"ProFrac Holding Corp.","ticker":"ACDC","form_type":"8-K","filed_at":"2023-01-04T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"ProFrac closes $140M REV Energy and $35M Producers acquisitions, adding six frac fleets","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquired REV Energy for $140M: $70M in Class B shares, ~$39M seller note, $25.5M cash, ~$5.5M debt assumed; up to $20M earn-out.","Acquired Producers Services for ~$35M total: ~half paid in Class A shares, rest cash and debt assumption.","Adds 6 frac fleets: REV 3 fleets (204,500 HHP) in Rockies/Eagle Ford; Producers 3 fleets (200,000 HHP) in Appalachia/Mid-Continent.","Expects 45 active fleets by Jan end plus 4 electric fleets under construction; transactions accretive to 2023 earnings and cash flow."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1140705312.2571,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2023-01-04T23:59:59+00:00|324763"}