← BackFLOTEK INDUSTRIES INC/CN/ · Miscellaneous Chemical ProductsFTK
Low riskNext report: In 7 days (est.)
The short versionA profitable company with growing sales. Institutions are adding.
Going well
- Sales up 70% in the latest quarter vs a year ago
- Profitable
- Sales up 27% last year
Watch out for
- Share count growing 42.8% a year (dilution)
Money moves
- No insider buying or selling in the last 30 days
- Institutions added 12% to their holdings in the quarter ending June 2026 (66 bought, 56 sold)
Facts from SEC filings, not a recommendation.
What the price means
Price as of Oct 26
$24.65+3.2% that day
- Company value
- $893M
- Share price times all shares
- Price vs profit (P/E)
- 25.4x
- You pay about $25 for each $1 of yearly profit
- Price vs sales
- 3.0x
- Company value is 3.0 times a year of sales
- Cash vs value
- 0%
- Cash as a share of company value
- Debt vs value
- 4%
- Debt as a share of company value
From FTK's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.
The business over time
Last 12 quarters, from SEC filings
Sales, Jun '26$99.4M+70% vs a year earlier
Sep '23Tap a barJun '26
Last 12 months: $293.0M, up 37% from the 12 months before. Over 5 years, sales grew about 35% a year.
Business quality
The checklist Warren Buffett-style investors use. Annual numbers for 2025.- PassReturn on equity 15%+Earns a lot on the money owners have in the business.26.9%
- PassDebt under half of equityNot relying on borrowed money.0.35x equity
- PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.12.9%
- MissProfitable every yearSteady profits, not one good year.3 of 10 years
- PassFree cash flow positiveBrings in more cash than it spends to run and grow.$7.2M
- MissShare count not growingNot diluting owners. Falling means buybacks.+191.5% in 3 years
- MissGross margin 40%+Pricing power: sells for well above what it costs to make.25.2%
- Revenue
- $237.3M
- +26.9% vs prior year
- 5-year growth
- +34.9%/yr
- revenue, per year
- Total debt
- $40.0M
- 0.35x equity
- Current ratio
- 1.80x
- short-term assets / bills due
From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Jun 30, 2026- Revenue
- $99.4M
- +70.3% YoY
- EPS
- $0.26
- vs $0.05
- Op. margin
- 15.0%
- +10.6 pts
- Gross margin
- 23.9%
- -0.8 pts
- Free cash flow
- -$6.6M
- Share count
- +6.2%
- vs a year ago
Insider rating
Last 90 days
No open-market insider buys or sells in the last 90 days.
Weekly insider trendNo trades to chart yet.
Filing buzz
Last 7 days vs normal
0/ 100
- This week
- 0
- Normal week
- 0.9
- vs normal
- 0.0x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
▲Accumulating+12.2%Institutions added 12.2% to their holdings. 66 bought, 56 sold.
Shares held by institutions12.6M
Sep '24Jun '26
Share count growthYearly rate, last 3 years
+5.9%Cash runwayAt last year's cash burn
Cash flow positiveDebt to equityLatest balance sheet: debt compared with what owners have
0.3x · $40.0M debtShares outstandingLatest reported
36MWhy low risk- Share count growing 5.9% a year
Next reportIn 7 days (est.)Estimated from the same quarter last year
- Results filedAug 4
- Results filedMay 5
- Results filedMar 11
- Results filedNov 4, 2025
- Results filedAug 5, 2025
Insider trades
Open-market buys and sells, last 90 days
No open-market buys or sells in 90 days. Grants and option exercises are left out.
"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.
Latest filings
Straight from SEC EDGAR
SoldProFrac GDM, LLC10% owner
2,306,806 shares at $26.01 · $60.0M
- -38% of holdings
- Now owns 3,693,194 shares
- Not a pre-planned sale
- Filed 4 days after trade
BoughtMatthew WilksDirector
1,319,493 shares at $26.01 · $34.3M
- +836% of holdings
- Now owns 1,477,285 shares
- Held Held by THRC Holdings, LP
- Filed 4 days after trade
Stock awardKathryn Anne HillDirector
5,099 shares
- Now owns 5,099 shares
- Filed 70 days after trade
Stock awardKevin M McdonaldDirector
5,099 shares
- Now owns 5,099 shares
- Filed 55 days after trade