Q2 FY2026 EarningsQ2 FY26 results significantly exceeded consensus estimates following the transformative Cactus International acquisition. Revenue of $449.5M beat the $400.5M consensus by 12.2%, while GAAP EPS of $0.70 comfortably surpassed the $0.65 mean estimate despite an $81.5M non-cash accretion charge. The beat was driven by the Pressure Control segment's international strength and a $10.3M tariff refund, though management increased FY26 Capex guidance to $55M-$65M to support Spoolable Technologies expansion.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Cactus(WHD) the Revenue is 449.53 M (+64.32%), Beat estimate;the EBIT is 83.58 M (+37.46%), Beat estimate;the EPS is 0.7 (+18.64%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.45B64.32%
0.40B46.40%
+0.05B17.92%
EBITExceed expectations
0.08B37.46%
0.06B4.69%
+0.02B32.77%
EPSExceed expectations
0.718.64%
0.64679.61%
+0.05339.03%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf