Flowco

Q2 FY2026 EarningsQ2 FY26 results slightly beat revenue expectations ($235.9M vs. $235.1M consensus) and significantly outperformed on cash generation, with operating cash flow of $95.2M nearly 72% above the $55.5M mean estimate. While GAAP EPS of $0.28 (diluted) missed the $0.36 consensus due to a higher-than-expected share count and tax provision, Adjusted EBITDA reached $93.9M with a robust 39.8% margin. Production Solutions drove the growth with a 21.9% QoQ revenue surge, bolstered by the Valiant acquisition, successfully offsetting softness in Natural Gas Technologies sales.