ProPetro Holding Corp. (PUMP)
NYSEEnergyOil & Gas Equipment & ServicesSnapshot 2026-11-04
$6.42-10.58%
Close 2026-11-04 · 1-day change
NYSEEnergyOil & Gas Equipment & ServicesSnapshot 2026-11-04
QuarterlyIQ Insights · PUMP
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
"We expect to keep scaling deployments through year-end, reaching between approximately 250 and 275 megawatts deployed by the end of 2026 and stair-stepping to more than 500 megawatts by early 2028.
Stated in 2 of 3 supplied quarters. Management reported: “"We expect to keep scaling deployments through year-end, reaching between approximately 250 and 275 megawatts deployed by the end of 2026 and stair-stepping to more than 500 megawatts by early 2028.” “With the addition of these contracts, total capacity committed under contract for PROPWR now stands at approximately 510 MW, which also reflects previously announced oil and gas power capacity that is no longer committe d under contract.”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Energy names rated weak grew net income 60% of the time over the next year (vs 56% for the rest of the cohort, n=1774).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“"We expect to keep scaling deployments through year-end, reaching between approximately 250 and 275 megawatts deployed by the end of 2026 and stair-stepping to more than 500 megawatts by early 2028.”
“Pertaining to PROPWR, the Company’s primary focus for the remainder of 2026 continues to be the successful deployment and scaling of PROPWR assets across its contracted customer base.”
Guidance The Company anticipates full-year 2026 capital expenditures incurred to be between $525 million and $575 million.
Stated in 2 of 3 supplied quarters. Management reported: “Guidance The Company anticipates full-year 2026 capital expenditures incurred to be between $525 million and $575 million.” “EXHIBIT 99.1 Guidance The Company anticipates full-year 2026 capital expenditures incurred to be between $525 million and $595 million, down from the $540 million to $610 million range highlighted in the Company's first quarter earnings report.”
“Guidance The Company anticipates full-year 2026 capital expenditures incurred to be between $525 million and $575 million.”
“EXHIBIT 99.1 Guidance The Company anticipates full-year 2026 capital expenditures incurred to be between $525 million and $595 million, down from the $540 million to $610 million range highlighted in…”
We still have work to do on the cost side as we absorb the elevated expense of standing the system back up, but as activity stabilizes, our focus shifts from rebuilding to optimizing, and we expect t…
Stated in 2 of 3 supplied quarters. Management reported: “We still have work to do on the cost side as we absorb the elevated expense of standing the system back up, but as activity stabilizes, our focus shifts from rebuilding to optimizing, and we expect to bring those costs down over the course of 2027.” “During the quarter, we generated meaningful free cash flow from our completions business while continuing investment in the growth of PROPWR, and we have since lowered our expected 2026 completions capital expenditures reflecting a slight shift in the timing of our planned FORCE® fleet buyouts.” Operating income was $11.017 million in 2026-Q3.
“We still have work to do on the cost side as we absorb the elevated expense of standing the system back up, but as activity stabilizes, our focus shifts from rebuilding to optimizing, and we expect t…”
“During the quarter, we generated meaningful free cash flow from our completions business while continuing investment in the growth of PROPWR, and we have since lowered our expected 2026 completions c…”
Convert PROPWR’s commercial pipeline into contracted capacity, then deploy and operate power generation assets reliably across data center, oil and gas, and industrial customers.
Direct capital toward PROPWR expansion while managing financing, equipment commitments, and the company’s overall capital structure.
Over the trailing year it converted 22.07x of net income into operating cash flow. Historically, Energy names rated robust grew net income 57% of the time over the next year (vs 39% for the rest of the cohort, n=993).
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
15 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Energy names rated neutral grew net income 58% of the time over the next year (vs 57% for the rest of the cohort, n=2203).
Not investment advice. As of 2026-11-04.