Flowco Holdings

FLOC

Market cap $973M

Flowco Holdings is rated BUY, with a $38/share target—40% upside—driven by a discounted valuation, superior growth, and a strong balance sheet. FLOC's Valiant acquisition expands its product suite to cover 85% of the addressable downhole market, enhancing recurring revenue and customer solutions. The rental business model delivers EBITDA margins above 70%, with Q2 EBITDA guidance raised to $95m and a 12.5% dividend increase.

Flowco is more focused on production optimization. artificial lift and emissions-management solutions, while Patterson-UTI has broader exposure to drilling, completions and drilling products.

FLOC tops Q1 estimates on Production Solutions strength, strong free cash flow and a dividend hike - yet a 57.5% rally and premium valuation loom.

Flowco NYSE: FLOC reported first-quarter 2026 adjusted EBITDA at the high end of its guidance range, citing continued growth in its rental platform, free cash flow generation and early benefits from its acquisition of Valiant Artificial Lift Solutions.

Flowco Holdings Inc. (FLOC) Q1 2026 Earnings Call Transcript

Flowco Holdings Inc. (FLOC) came out with quarterly earnings of $0.48 per share, beating the Zacks Consensus Estimate of $0.34 per share. This compares to earnings of $0.46 per share a year ago.

HOUSTON--(BUSINESS WIRE)--Flowco Holdings Inc. (NYSE: FLOC) (“Flowco” or the “Company”), a provider of production optimization, artificial lift and emissions management and monetization solutions for the oil and natural gas industry, today announced financial results for the first quarter ended March 31, 2026. Key First Quarter 2026 Highlights Revenues of $209.5 million, generating net income of $27.5 million and Adjusted Net Income1 of $35.7 million Adjusted EBITDA1 of $85.5 million Adjusted E.

FLOC's $200M Valiant deal adds ESPs to its lift lineup, expanding Permian reach and enabling end-to-end support as wells mature.

HOUSTON--(BUSINESS WIRE)--Flowco Holdings Inc. (NYSE: FLOC) (“Flowco” or the “Company”) announced that its Board of Directors (the “Board”) has appointed Hardy Murchison as an independent director, effective April 29, 2026. The appointment increases the size of the Board to eight directors and the number of independent directors from three to four. Mr. Murchison is the Founder, Chief Executive Officer, and Director of Encino Energy. Under his leadership, Encino pioneered the Utica oil play, bec.

HOUSTON--(BUSINESS WIRE)--Flowco Holdings Inc. (NYSE: FLOC) (“Flowco” or the “Company”), a provider of production optimization, artificial lift and emissions management and monetization solutions for the oil and natural gas industry, today announced that its Board of Directors has approved an increase in the quarterly cash dividend to $0.09 per share of Class A common stock payable on May 27, 2026 to Class A common stockholders of record as of the close of business on May 15, 2026. Flowco Merge.