Flotek Industries, Inc. · NYSE:FTK
Flotek Industries — Lake Street Annual Investor Growth Conference 2026
28 slides from Flotek Industries's conference presentation, Sep 10, 2026
Slide 1: Lake Street Annual Investor Growth Conference
Lake Street Annual Investor Growth Conference September 10, 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 RECENTLY RAISED GUIDANCE REFLECTS STRONG GROWTH METRICS VS 2025 $60 28% 25% $50-54 $50 23% 21% $40 $33 FY 2026 UPDATED GUIDANCE Adj. EBITDA* ($MM) 18% $30 Gross Margin 13% Previous Guidance New Guidance New Midpoint Metric $20 13% Range Range Vs. 2025 $15
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 Chemistry revenue up 43% from 2Q25 $60.0 182 180 • International Chemistry revenue
Slide 8: Chemistry Technologies: International Growth
Chemistry Technologies: International Growth INTERNATIONAL SALES EXPECTED TO EXPAND +200% in 2H26 vs 1H26 $MM International Revenue $12.0 $10.6 $10.0 $8.0 $6.0 • 2H26 revenues expected to surpass $40 million vs $12.6 million 1H26 $3.9 $4.0 • The primary fluid chemistry supplier supporting unconventi
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 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 Recip. Perfo
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 CHEMICALS FOR EACH OPERATOR’S 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
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 the end of 2025 • Digital Valuation has more than 200,000 potential locations* in the US alone • In 2025, the XS
Slide 15: Flotek Industries
Flotek Industries AN INDUSTRIALIZED PIVOT TO DATA DRIVEN GROWTH Flotek Industries (FTK) $42.50 Flotek: Turnaround Story $37.50 • Leadership: New Executive Team 2023: Common Stock +533%* through Sep 4th ‘26 $32.50 • Growing Profits: 2Q26 YoY net income increased 463% $27.50 533% • Proven Momentum: 3
Slide 16: Upcoming 2026 Events
Upcoming 2026 Events JOIN US INVEST: Houston 3rd Edition Roth Deer Valley Leadership Summit December 9th-12th 2026 November 5th Park City, UT JW Marriott Houston, TX DEP Permian BBQ DEP NY Executive Series November 10-11th 2026 December 3rd 2026 Scharbauer Sports Complex Nasdaq MarketSite Midland, T
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 PERFORMANCE 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 delive
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
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