Feb. 26, 2026 at 10:30 a.m. ET
Call participants
* Chief Executive Officer -- Brady M. Murphy
* Chief Commercial Officer (Incoming Chief Financial Officer) -- Matt Sanderson
* Chief Financial Officer -- Elijio V. Serrano
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Takeaways
* Completion Fluids & Products revenue -- $83.7 million for the quarter, a 22% increase.
* Completion Fluids & Products adjusted EBITDA margin -- 28.2% in the quarter; full-year margin improved 420 basis points to 33% from 28.9% in the prior year.
* Water & Flowback Services revenue -- $63.0 million for the quarter, flat despite the typical U.S. year-end slowdown, offset by higher activity in Argentina.
* Water & Flowback adjusted EBITDA margin -- Improved by 100 basis points during the quarter; full-year margin was 12%, with 2026 guided to the mid-teens.
* Base business free cash flow -- $21.8 million in the quarter and $83 million for the year, surpassing the communicated $50 million objective.
* Consolidated free cash flow -- $33 million for the year, including $45 million of Arkansas investments and $19 million from the Kodiak Gas Services share sale.
* Cash on hand --...
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