Flotek Industries, Inc. · NYSE:FTK
Flotek Industries — Q2 2026 Earnings Presentation
28 slides from Flotek Industries's earnings presentation, Aug 18, 2026
Slide 1: 2Q 2026 Presentation
2Q 2026 Presentation Dr. Ryan Ezell, CEO | August 18, 2026
Slide 2: Forward-Looking Statements
Forward-Looking Statements Certain statements set forth in this presentation constitute forward-looking statements (within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934) regarding Flotek Industries, Inc.’s business, financial conditio
Slide 3: Transformation to Data-Driven Growth
Transformation to Data-Driven Growth THE CONVERGENCE OF REAL-TIME DATA AND CHEMISTRY SOLUTIONS Segment Gross Profit Contribution: 2Q25 2Q26 Chemistry Technologies Sustainable chemistry solutions to maximize customer’s value chain while 26% minimizing their environmental impact $14.4MM 51% $23.8MM 49
Slide 4: Flotek: Expanding Addressable Market
Flotek: Expanding Addressable Market THE CONVERGENCE OF INNOVATIVE DATA AND CHEMISTRY SOLUTIONS FLARE MONITORING GRID POWER WATER TREATMENT TERMINAL & STORAGE TREATMENT/STABILIZATION MONITORING ACID TREATMENT CEMENTING ADDITIVES FRAC POWER TRANSMIX GENERATION MONITORING LNG TERMINALING COMPLETION CH
Slide 5: Flotek Q2 2026 Highlights
Flotek Q2 2026 Highlights GROWTH TRAJECTORY ACCELERATING IN 2026 In $MM 2Q26 2Q25 % Change Revenue $ 99.4 $ 58.4 70% Gross Profit $ 23.8 $ 14.4 65% Net Income $ 10.0 $ 1.8 463% Adj. EBITDA* $ 16.8 $ 8.0 109% Diluted EPS $ 0.26 $ 0.05 420% • Strongest quarter in the last 10 years as revenue approache
Slide 6: Transformational Growth Storyline Continues
Transformational Growth Storyline Continues DIFFERENTIATED DATA AND CHEMISTRY SOLUTIONS DRIVE GROWTH $60 28% 25% $47-51 $50 23% 21% $40 $33 FY 2026 UPDATED GUIDANCE Adj. EBITDA* ($MM) 18% $30 Gross Margin 13% Prior Guidance New Guidance New Midpoint Metric $20 13% Range Range Vs. 2025 $15 $10 8% Rev
Slide 7: Chemistry Technologies: Market Growth
Chemistry Technologies: Market Growth REVENUE GROWTH IN A CONTRACTING MARKET $MM Total Chemistry Revenue* $90.0 200 $80.0 $78.9 195 • Strongest quarter of chemistry sales since 2017 $70.0 192 190 $31.1 185 • Domestic revenue up 43% from 2Q25 $60.0 182 180 • International revenue totaled $10.6MM, up
Slide 8: Chemistry Technologies: International Growth
Chemistry Technologies: International Growth INTERNATIONAL FOOTPRINT CONTINUES TO EXPAND $MM International Revenue $12.0 $10.6 $10.0 $8.0 $6.0 • The primary fluid chemistry supplier supporting unconventional $3.9 $4.0 operations in Saudi Arabia • Inventory in-transit expected to support strong sales
Slide 9: Data Analytics: Rapid and Scalable Growth
Data Analytics: Rapid and Scalable Growth 2Q26 EXTERNAL REVENUE EXCEEDED TOTAL SEGMENT REVENUE IN YEAR-AGO QUARTER $MM Data Analytics Revenue $20.0 $19.2 Revenue Mix $18.0 2Q 2026 $16.0 $14.0 $12.1 $12.0 $10.0 $8.0 73% 27% $6.0 $5.9 $4.0 $2.6 $7.1 $2.0 $3.3 $- 2Q25 2Q26 % of Service Revenue* % of Pr
Slide 10: Power Services Gas Monitoring & Conditioning
Power Services Gas Monitoring & Conditioning ACTIVE ON +50% OF ALL ADVANCED DOMESTIC NATURAL GAS FLEETS BY YEAR END Measurement Control & Condition Distribution ✓ Real-Time Gas Measurement ✓ Real-Time Gas Conditioning, Blending ✓ Pressure Control for Optimal Turbine • BTU • CH4 & Substitution and/or
Slide 11: Case Study: Real-Time Field Gas Blending
Case Study: Real-Time Field Gas Blending PWRTEK’S REAL-TIME MEASUREMENT AND BLENDING FIELD GAS SYSTEM OUTPUT FUEL (MN) Customer Challenge BLENDING VALVE POSTION Large OFS Power producer was struggling with uptime and equipment failures when using field gas. Field gas often has extreme variability an
Slide 12: The Power of Data & Chemistry in Action
The Power of Data & Chemistry in Action MAXIMIZE CRUDE DIGITAL VALUATION WHILE REMOVING THE MYSTERY CHEMISTRY PROPPANT ENGINEERING TIER 2 GEOLOGY UNLEASH THE Friction Reducers Sand / Ceramic Frac Rate, FLO Guar proppant systems pressure & Formation Surfactant for fracture fluid design characterizati
Slide 13: Fingerprinting the Well with Real-Time Data
Fingerprinting the Well with Real-Time Data PCM TEAM IS PRESCRIBING HIGH ROI CHEM’S FOR EACH OPERATOR GOAL ✓ Higher Resolution of Crude (API Gravity, RVP, & C1-C6+) ✓ Operator Ability to Test all the Components of a Completion ✓ Viper Platform Analytics Across All Measurement Technologies ✓ 1-6% Vol
Slide 14: Data Analytics: Digital Valuation
Data Analytics: Digital Valuation XSPCTTM CONTINUES TO EXPAND DATA ANALYTICS DAAS REVENUE • 89 digital valuation units currently deployed or on order to be delivered vs 25 active units at year-end • Digital Valuation has more than 200,000 potential locations in the US alone • In 2025, the XSPCTTM an
Slide 15: Flotek Industries: An Industrialized Pivot to Data Driven Growth
Flotek Industries AN INDUSTRIALIZED PIVOT TO DATA DRIVEN GROWTH Flotek Industries (FTK) Flotek: Turnaround Story $27.50 • Leadership: New Executive Team 2023: Common Stock +620%* through Aug 3rd ‘26 $22.50 620% • Growing Profits: 2Q26 YoY net income increased 463% $17.50 • Proven Momentum: 3 Straigh
Slide 16: Upcoming 2026 Events
Upcoming 2026 Events JOIN US Lake Street Growth Conference DEP NY Executive Series September 10th 2026 December 3rd 2026 Metropolitan Club Nasdaq MarketSite New York, NY New York, NY DEP Permian BBQ Roth Deer Valley November 10-11th 2026 December 9th-12th 2026 Scharbauer Sports Complex Park City, UT
Slide 17: Appendix
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Slide 18: Chemistry Technologies: Competitive Advantage
Chemistry Technologies: Competitive Advantage DELIVERING TOP TIER WELL PERFORMANCE IN INDUSTRY • Prescriptive Chemistry Management (PCM)TM – Proprietary energy chemistry solutions – Experienced chemistry energy team – Customized solutions to each well’s geology • AI Driven Analytics from >20,000 wel
Slide 19: Data Analytics: "Measure More Strategy"
Data Analytics: “Measure More Strategy” REAL-TIME MEASUREMENTS FOR EXPANSION INTO NEW MARKETS Growth Upstream Midstream Downstream • Power Services: facilitates natural gas • Gas/Oil processing plant control and • Process Controls: to optimize distillation tower utilization in powering turbines and
Slide 20: Convergence of Data & Chemistry
Convergence of Data & Chemistry IMPROVING CHEMISTRY EFFECTIVENESS AND FIELD PERMORANCE WITH REAL TIME DATA Customer Challenge An upstream operator needed clearer insight into how premium frac chemistries affected crude quality and production. Our Approach Flotek installed XSPCT analyzers and deliver
Slide 21: Power Services Technology
Power Services Technology PATENTED TECHNOLOGY ENABLES SCALABLE, LOW COST, GRID-FREE ENERGY, & ENGINE PROTECTION Alternative Reciprocating Engine Fuel Source City Gas Engine Control Module CNG Measure Control Distribute Field Gas Waste/Biogas BTU ESD Protection Pressure CH4 Number Liquids Separation
Slide 22: Data Analytics: Power Services Contract
Data Analytics: Power Services Contract FIRST INFRASTRUCTURE & UTILITIES POWER CONTRACT IN MONTANA Key Contract Terms: • Up to 50 MW deployment for federal disaster recovery • 6-month initial term with customer option to extend • Proprietary PWRtekTM reduces risks from variable gas quality in harsh
Slide 23: Data Analytics: Digital Valuation Solution
Data Analytics: Digital Valuation Solution INITIAL PENETRATION INTO SIGNIFICANT UPSTREAM APPLICATIONS Houston San Antonio Example: 60 days of real-time BTU Values; demonstrates extreme variability. GC Spot Sample Lab Test We tested against Traditional Gas Chromatography (GC) • Zero GC Samples matche
Slide 24: Recent Financials
Recent Financials Unaudited Condensed Consolidated Balance Sheets (in thousands, except per share data) // 24
Slide 25: Recent Financials
Recent Financials Unaudited Condensed Consolidated Statements of Operations (in thousands, except per share data) // 25
Slide 26: Recent Financials
Recent Financials Unaudited Condensed Consolidated Statements of Cash Flows (in thousands) // 26
Slide 27: Recent Financials
Recent Financials Unaudited Reconciliation of Non-GAAP Items & Non-Cash Items Impacting Earnings (in thousands) (1) 1) Management believes that EBITDA and Adjusted EBITDA for the three and six months ended June 30, 2026 and 2025 are useful to investors to assess and understand operating performance,
Slide 28: Recent Financials
Recent Financials Unaudited Reconciliation of Non-GAAP Items & Non-Cash Items Impacting Earnings (in thousands) (1) 1) Management believes that EBITDA and Adjusted EBITDA for the twelve months ended December 31, 2022, 2023, 2024 and 2025 are useful to investors to assess and understand operating per