Flowco (FLOC)
Rents and sells artificial-lift, vapor-recovery, and natural-gas systems for producing wells.
Something off on this page? Send us feedback.
Rents, sells, manufactures, and services artificial-lift equipment, vapor-recovery units, natural-gas systems, and digital controls for U.S. oil and gas producers. Production Solutions follows wells through changing lift needs, while Natural Gas Technologies captures and monetizes emissions; rental fleets add recurring revenue alongside equipment sales and field service.
Rents, sells, manufactures, and services equipment that helps oil and natural gas producers optimize producing wells. Production Solutions covers high-pressure gas lift, electric submersible pumps, conventional gas lift, plunger lift, and digital monitoring and controls. Natural Gas Technologies provides vapor-recovery and natural-gas systems that capture, compress, and monetize gas that might otherwise be vented or flared.
Combines long-duration rental fleets with equipment sales and field service, using remote monitoring to support uptime and transitions among lift methods as well output changes. Operations and material revenue are concentrated in U.S. onshore basins, with Valiant adding Permian-centered electric-submersible-pump and surface-fluid-transfer capabilities. Demand depends on producer activity, oil and gas prices, and environmental rules affecting customers' operations.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jul 14, 2026 | Piper Sandler | Reiterate | Rating: —Target: $28 | Target: $31 |
| May 7, 2026 | Jefferies | Target | Target: $30 | Target: $33 |
| Feb 3, 2026 | BMO Capital | Reiterate | Rating: —Target: — | Target: $26 |
| Feb 2, 2026 | Jefferies | Target | Target: $28 | Target: $30 |
| Nov 7, 2025 | Piper Sandler | Target | Target: $33 | Target: $28 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $19.2M · Total debt $342.1M · Total assets $1.92B · Shareholders' equity $365.1M
- Revenue
- $235.9M
- Operating income
- $41.4M
- Net income
- $12.5M
HistoryDividendAnnual yield
| Institutions | ≈ 47.59% | 43.00M shares | |
|---|---|---|---|
| 153 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 33.41% | 30.19M shares | |
| 17 holders · as of Aug 21, 2026 | |||
| Other | ≈ 19.00% | 17.16M shares | |
| remainder | |||
90.35M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Two share counts disagree (90.35M in the company's Sep 22, 2026 report, 27.93M elsewhere); stakes use the report.
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
This company has 2 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Jonathan B. Fairbanks1Insiderdirector, 10 percent owner, other: See Remarks | 32.10% | 29.00M COMPANY | filed May 15, 2026 |
FMR LLCInstitution | 6.60% | 5.97M A | as of Jun 30, 2026 |
WD Thunder CV Ultimate GP LLCInstitution | 4.85% | 4.38M A | as of Jun 30, 2026 |
Price T Rowe Associates Inc /MD/Institution | 3.36% | 3.03M A | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 3.09% | 2.80M A | as of Jun 30, 2026 |
- Jonathan B. Fairbanks's transaction reports restate only vehicles that traded; the 2026 ownership statement (29.00M) is used instead.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Mar 26, 2026 | Jonathan B. Fairbanks | director, 10 percent owner, other: See Remarks | −809,949 | $21.18 |
| Mar 23, 2026 | Jonathan B. Fairbanks | director, 10 percent owner, other: See Remarks | −4,209,739 | $21.18 |
| Feb 2, 2026 | Chad Roberts | officer: EVP, Production Solutions | −8,300 | $21.45 |
| Feb 3, 2026 | Chad Roberts | officer: EVP, Production Solutions | −54,706 | $22.39 |
| Jan 23, 2026 | Chad Roberts | officer: EVP, Production Solutions | −40,884 | $21.47 |
- SLB
Broad artificial-lift rival across ESP, gas lift, and plunger lift
- Baker Hughes
ESP and production-automation competitor with global scale
- Weatherford International
Production-lift rival in gas lift, plunger lift, and automation
- Innovex International
Public well-production products peer in ESP and gas-lift accessories
- Kodiak Gas Services
Gas-compression peer for gas lift and vapor recovery applications
- Archrock
Compression-services peer with direct HPGL and vapor-recovery adjacency
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Flowco | $19.75 | −0.60% | $1.85B | 19.5 | 13.1 | 2.3 | +22.1% |
| SLB | $52.31 | +1.05% | $76.82B | 25.2 | 18.4 | 2.1 | +5.0% |
| Baker Hughes | $57.26 | −0.99% | $57.41B | 18.6 | 21.3 | 2.1 | −2.4% |
| Weatherford International | $84.94 | +3.33% | $5.89B | 16.2 | 14.0 | 1.2 | −8.2% |
| Innovex International | $28.11 | +2.84% | $1.91B | 30.7 | 17.1 | 1.9 | +9.2% |
| Kodiak Gas Services | $56.31 | +0.12% | $5.68B | 65.4 | 22.0 | 4.1 | +21.2% |
| Archrock | $30.89 | +0.52% | $5.39B | 16.5 | 15.9 | 3.6 | −3.1% |
| Median | 21.9 | 17.8 | 2.1 | +1.3% |