Feed / FLOC

Flowco Holdings Inc.

FLOC

Energy · 20.31 -3.7% today

Isolated · not yet confirmedMarket checked 10 Sept, 15:55 GMT-4

Market read

Flowco Holdings Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 8 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.

Company-3.7% todayVolume comparison unavailable
Market group0 of 8 activeConsumer-Driven Tech & Energy · unavailable
Disclosed network0 of 3 confirmingNo filing-linked name is confirming now
What would change this read
  • FLOC's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if FLOC's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Energy · Oil & Gas Equipment & Services

No new filing conclusion is available. 0 of 8 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • FLOC's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods3
Price observations319
Usable filing statements113
Verified relationships3
Evidence supporting the case
  • Latest annual revenue changed +32.2% year over year.
  • Operating cash flow covered net income at 7.11x in the latest annual period.
Evidence challenging the case
  • Operating margin changed -1.5 percentage points in the latest annual period.
  • Energy and commodity prices has repeated adverse evidence across 4 filings.
Questions before a position
  • EV/sales is 215% above the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 10, 2026

20.31
6m-10.0%12m+25.7%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2023-12-31$74.5M
2024-12-31$258.6M+247.0%
2025-12-31$341.8M+32.2%$1.24

What management says matters

Persistent and emerging business drivers

Energy and commodity pricesnegative · 4 filings
This decrease was primarily attributable to the reduced sales volume from our natural gas systems sales within the Natural Gas Technologies segment resulting from a completion of a project for a customer in 2025 and a shift in purchasing patterns by our custo…
10-Q · May 6, 2026
Credit and interest ratesmixed · 3 filings
This increase in interest expense of $13.4 million, or 71%, was due to interest expense related to Flowco Productions and Flogistix as part of the 2024 Business Combination, as well as the associated interest on increased borrowings under the Credit Agreement…
10-K · Feb 26, 2026
Capital investment and capacitynegative · 2 filings
Continuing consolidation within the industry may result in reduced operating and capital spending by some of our customers or the acquisition of one or more of our primary customers, which may lead to decreased demand for our products and services.
10-K · Feb 26, 2026
Legal and regulatory exposurenegative · 2 filings
The pending transaction, which is expected to close in March 2026, is subject to customary closing conditions and receipt of required regulatory approvals.
10-K · Feb 26, 2026

Valuation discipline

Descriptive valuation snapshot

Price/sales 5.4× · EV/sales 5.9×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Fewer than 4 annual revenue periods; too little history to scaffold scenarios.

Price action

How the market is pricing the story

20.31-3.7% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for FLOC. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for FLOC. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind FLOC

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

AROCArchrock, Inc.partnerNov 5, 2025

Asset Acquisition On July 1, 2025 , the Company entered into an asset purchase agreement with Archrock, Inc.

JPMJPMorgan Chase & Co.lenderMay 6, 2026

On August 24, 2024, we entered into a credit agreement, as amended to date, by and among Flowco MasterCo (the “Parent Borrower”), Flowco Productions, Estis Intermediate and Flogistix Intermediate, as borrowers, certain other direct and indirect subsidiaries o…

Depended on by

AROCArchrock, Inc.partnerFeb 26, 2026

Flowco Disposition On August 1, 2025, we completed the sale of certain contract operations customer agreements and approximately 155 compressors, comprising approximately 47,000 horsepower, used to provide compression services under those agreements along wit…

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

FLOC is currently a Follower in the organic co-movement group Consumer-Driven Tech & Energy. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for FLOC; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.