Flotek Industries (NYSE: FTK) boosts 2026 guidance and wins $400M power deal

Rhea-AI Filing Summary

Flotek Industries reported strong growth for the quarter ended June 30, 2026, with revenue of $99.4 million, up 70% from a year earlier. Gross profit was $23.8 million, or 24% of revenue. Net income rose to $10.0 million and diluted EPS to $0.26, while Adjusted EBITDA reached $16.8 million, a 109% increase. Related-party customers contributed $56.1 million of revenue versus $43.2 million from external customers.

Chemistry Technologies generated $80.2 million in quarterly revenue, including $10.6 million internationally, and Data Analytics delivered record revenue of $19.2 million, accounting for 51% of total gross profit. Based on first-half results, the company raised its 2026 guidance to total revenue of $340–$350 million and Adjusted EBITDA of $47–$51 million, excluding any impact from a newly awarded 10-year, ~$400 million Puerto Rico power services contract supporting a 400 MW gas power project.

Positive

• Raises 2026 guidance for total revenue to $340–$350 million and Adjusted EBITDA to $47–$51 million, reflecting stronger expectations after a robust first half.
• Delivers major Q2 step-change with revenue up 70% to $99.4 million and net income up 463% to $10.0 million versus the prior-year quarter.
• Secures a 10-year, ~$400 million power services contract tied to a 400 MW Puerto Rico gas power project, expanding beyond traditional oil and gas markets.

Negative

• None.

Filing Explained

The PREPA contract remains pre-deployment, while June 30 cash was $4,402 thousand and first-half operating cash flow was negative $6,580 thousand.

The filing says the company is working with the customer and other service providers to finalize the initial deployment schedule for the PREPA power-services agreement; its presentation estimates initial equipment deployment in Q4 2026 and full deployment in Q1 2027.

That places the disclosed contract in a pre-deployment planning stage, and the updated 2026 revenue and Adjusted EBITDA guidance expressly excludes any potential impact from it.

At June 30, 2026, cash and cash equivalents were $4,402 thousand, versus $5,731 thousand at December 31, 2025; the six months ended June 30, 2026 produced $6,580 thousand of net cash used in operating activities.

These figures show the filing's current liquidity position alongside the contract opportunity, but the filing leaves the contract's revenue timing unresolved.

The key resolution point is the finalized initial deployment schedule, which would clarify when the PREPA agreement can begin affecting reported results.

8-K Event Classification

3 items: 2.02, 7.01, 9.01

3 items

Item 2.02 Results of Operations and Financial Condition Financial

Disclosure of earnings results, typically an earnings press release or preliminary financials.

Item 7.01 Regulation FD Disclosure Disclosure

Material non-public information disclosed under Regulation Fair Disclosure, often investor presentations or guidance.

Item 9.01 Financial Statements and Exhibits Exhibits

Financial statements, pro forma financial information, and exhibit attachments filed with this report.

Key Figures

Q2 2026 Revenue: $99.4 million Q2 2026 Net Income: $10.0 million Q2 2026 Diluted EPS: $0.26 +5 more

8 metrics

Q2 2026 Revenue $99.4 million Total revenues for the quarter ended June 30, 2026

Q2 2026 Net Income $10.0 million Net income for the quarter ended June 30, 2026

Q2 2026 Diluted EPS $0.26 Diluted income per share for the quarter ended June 30, 2026

Q2 2026 Adjusted EBITDA $16.8 million Non-GAAP Adjusted EBITDA for the quarter ended June 30, 2026

2026 Revenue Guidance Range $340–$350 million Updated full-year 2026 total revenues guidance

2026 Adjusted EBITDA Guidance Range $47–$51 million Updated full-year 2026 Adjusted EBITDA guidance

PREPA Contract Expected Revenue ~$400 million Total expected revenue backlog from 10-year Puerto Rico power project

Total Assets $268,036 thousand Total assets as of June 30, 2026, per condensed balance sheet

Key Terms

Adjusted EBITDA (Non-GAAP), Minimum Purchase Requirements, asset based loan, real-time gas conditioning, +1 more

5 terms

Adjusted EBITDA (Non-GAAP) financial

"Adjusted EBITDA (Non-GAAP)(1): Adjusted EBITDA totaled $16.8 million in the second quarter of 2026"

Adjusted EBITDA (non-GAAP) is a company’s measure of operating cash profitability that starts with earnings before interest, taxes, depreciation and amortization and then removes or adds back one-time items or other costs management deems unrelated to ongoing operations. Investors use it like a cleaned-up snapshot of how the core business is performing—similar to judging a car’s fuel efficiency after excluding costs that don’t affect how it runs—but should compare the specific adjustments to understand what’s been excluded.

Minimum Purchase Requirements financial

"Revenue related to the minimum purchase requirements (the “Minimum Purchase Requirements”) under the Company’s long-term supply agreement"

asset based loan financial

"interest costs related to fluctuations in borrowings under the Company’s asset based loan"

real-time gas conditioning technical

"Real-time Gas Conditioning, Blending & Substitution"

Digital Valuation technical

"Digital Valuation has more than 200,000 potential locations in the US alone"

Earnings Snapshot

Q2 2026 revenue: $99.4 million · Guidance included

quarter and six months ended June 30, 2026

Q2 2026 revenue $99.4 million +70% vs Q2 2025

Q2 2026 net income $10.0 million +463% vs Q2 2025

Q2 2026 diluted EPS $0.26 +420% vs Q2 2025

Q2 2026 Adjusted EBITDA $16.8 million +109% vs Q2 2025

Guidance

For 2026, the company raised total revenue guidance to $340–$350 million and Adjusted EBITDA guidance to $47–$51 million, excluding any impact from the PREPA contract.

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Available on EDGAR 08/04/2026 - 04:11 PM Accepted by SEC EDGAR 08/04/2026 - 04:10 PM Learn about SEC filing dates

FAQ

How did Flotek Industries (FTK) perform financially in Q2 2026?

Flotek reported Q2 2026 revenue of $99.4 million, up 70% year over year, with net income of $10.0 million. Diluted EPS was $0.26 and Adjusted EBITDA reached $16.8 million, more than double the prior-year quarter.

What is driving Flotek’s Data Analytics segment growth in Q2 2026?

Data Analytics delivered record $19.2 million in Q2 2026 revenue, up 223% from Q2 2025. The segment contributed 51% of total gross profit, supported by power services and infrastructure contracts, with 63% of its revenue from external customers.

What 2026 guidance did Flotek Industries (FTK) provide?

For 2026, Flotek increased its guidance to $340–$350 million in total revenue and $47–$51 million in Adjusted EBITDA. This outlook is based on strong year-to-date performance and excludes any potential impact from the Puerto Rico PREPA contract.

What are the key terms of Flotek’s new PREPA power services contract?

Flotek announced a 10-year power services agreement supporting a 400 MW Puerto Rico gas power project, with total expected revenue backlog of about $400 million and anticipated annual revenue of roughly $40 million, subject to deployment timing.

How significant is related-party revenue for Flotek (FTK) in Q2 2026?

In Q2 2026, Flotek generated $56.1 million of revenue from a related party and $43.2 million from external customers. Related-party revenue also includes amounts tied to minimum purchase requirements under a long-term supply agreement.

What does Flotek’s balance sheet look like as of June 30, 2026?

Total assets were $268,036 thousand, with current assets of $167,537 thousand, including $4,402 thousand of cash. Total liabilities were $138,823 thousand, and stockholders’ equity was $129,213 thousand, supported by increased additional paid-in capital.

0000928054FALSE00009280542026-08-042026-08-04

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

August 4, 2026

Date of Report (Date of earliest event reported)

Flotek Industries, Inc.

(Exact name of registrant as specified in its charter)

Delaware			001-13270			90-0023731
(State or Other Jurisdiction of Incorporation)			(Commission File Number)			(IRS Employer Identification No.)

5775 N. Sam Houston Parkway W., Suite 400 Houston, TX, 77086

(Address of principal executive office and zip code)

(713) 849-9911

(Registrant’s telephone number, including area code)

(Not applicable)

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐    Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐    Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐    Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐    Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class			Trading Symbol(s)			Name of Exchange on which registered
Common Stock, $0.0001 par value			FTK			NYSE

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02 Results of Operations and Financial Condition

On August 4, 2026, Flotek Industries, Inc. (the “Company”) issued a press release providing its financial results for the quarter ended June 30, 2026, updating 2026 guidance and announcing that it will hold a conference call to discuss its financial and operating results. The press release is furnished herewith as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated herein by reference.

The information furnished pursuant to Item 2.02 of this Current Report on Form 8-K and in Exhibit 99.1 shall not be deemed to be “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), is not subject to the liabilities of that section and is not deemed incorporated by reference into any filing of the Company under the Securities Act of 1933, as amended (the “Securities Act”), or the Exchange Act, except as otherwise expressly stated in such filing.

Item 7.01 Regulation FD Disclosure

On August 4, 2026, the Company provided on its website a presentation containing information relating to its current operations and financial results. A copy of the presentation is attached hereto as Exhibit 99.2 and is incorporated herein by reference.

The information furnished pursuant to Item 7.01 of this Current Report on 8-K and in Exhibit 99.2 shall not be deemed to be “filed” for the purposes of the Exchange Act, is not subject to the liabilities of that section and is not deemed incorporated by reference into any filing of the Company under the Securities Act or the Exchange Act, except as otherwise expressly stated in such filing.

Item 9.01 Financial Statements and Exhibits.

d) Exhibits.

Exhibit Number						Description
99.1						Press Release dated August 4, 2026
99.2						Presentation of Flotek Industries, Inc.
104						Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

			FLOTEK INDUSTRIES, INC.
Date: August 4, 2026			/s/ Bond Clement
			Name:			Bond Clement
			Title:			Chief Financial Officer

Exhibit 99.1

Flotek Increases 2026 Guidance as Data Analytics Delivers Record Quarterly Revenue

HOUSTON, August 4, 2026 - Flotek Industries, Inc. (“Flotek” or the “Company”) (NYSE: FTK) today announced operational and financial results for the quarter ended June 30, 2026. As a result of strong year-to-date results combined with the Company’s outlook on the remainder of the year, Flotek increased its previously issued 2026 guidance.

A summary of key financial metrics is as follows (in thousands, except ‘per share’ amounts):

			Three Months Ended June 30,																		Six Months Ended June 30,
			2026						2025						% Change						2026						2025						% Change
Total Revenues			$	99,367					$	58,350					70%						$	169,418					$	113,712					49%
Gross Profit			$	23,783					$	14,407					65%						$	39,324					$	26,856					46%
Net Income			$	9,953					$	1,768					463%						$	14,617					$	7,148					104%
Diluted Income Per Share			$	0.26					$	0.05					420%						$	0.38					$	0.21					81%
Adjusted EBITDA (1)			$	16,788					$	8,018					109%						$	25,881					$	14,316					81%

Second Quarter 2026 Highlights

•Total revenue grew 70% as compared to the second quarter of 2025.

•Data Analytics achieved record quarterly revenue of $19.2 million, with external customers representing 63% of segment revenue.

•Chemistry Technologies quarterly revenue totaled $80.2 million, the highest since 2017.

•Data Analytics comprised 51% of total gross profit versus 26% in the prior-year quarter.

•Net income and diluted net income per share increased 463% and 420%, respectively, as compared to the year-ago quarter.

•Adjusted EBITDA(1) totaled $16.8 million, a 109% increase from second quarter 2025.

•Announced a 10-year, $400 million power services contract to support 400 MW Puerto Rico gas power project.

2026 Guidance Update

Based on results through the first half of 2026 and the Company’s current expectations, Flotek is increasing its guidance metrics for 2026 as follows (in millions):

Metric			Previous						Current
Total Revenues			$270-$290						$340-$350
Adjusted EBITDA(2)			$36-$41						$47-$51

The Company’s updated 2026 guidance above does not include any potential impact from the Puerto Rico Power Services (PREPA) contract announced on August 3, 2026. The Company is working closely with the customer and other service providers to finalize the initial deployment schedule.

1

Management Commentary

Chief Executive Officer Dr. Ryan Ezell commented, “We delivered outstanding second-quarter results with each segment generating strong year-over-year growth. Data Analytics generated second-quarter 2026 gross profit of $12 million, representing 51% of total Company gross profit. For the first time, Data Analytics surpassed Chemistry as the largest contributor to overall gross profit, underscoring the continued momentum and scalability of the segment. Including our related-party revenues, domestic chemistry revenue increased 43% and international chemistry grew 172% compared with the second quarter of 2025 marking the segment’s highest quarterly revenue in nearly 10 years.

Our second-quarter performance exemplifies the execution of our corporate strategy and strengthens the momentum of Flotek’s industrialized pivot to a data-driven technology leader. Our recently announced contract award to support power initiatives in Puerto Rico validates our ongoing efforts to expand our portfolio of technologies beyond oil and gas, as we believe our real-time measurement solutions can play an important role in meeting the rapidly growing demand for behind the meter power generation and other differentiated industrial and infrastructure verticals. We believe these pursuits will significantly expand our addressable market and accelerate our pivot toward a more diversified and balanced platform.”

Second Quarter 2026 Financial Results

•Revenue: Flotek reported total revenues of $99.4 million for the second quarter of 2026, an increase of 70% compared to total revenues of $58.4 million for the second quarter of 2025.

Revenue during the quarter included a 53% increase in Chemistry revenue and a 223% increase in Data Analytics revenue as compared to the 2025 quarter. International Chemistry revenue totaled $10.6 million during the second quarter, as compared to $3.9 million in the year-ago period reflecting the Company’s ongoing work in the Middle East. Data Analytics revenue during the quarter included $5.9 million related to the Company’s utility infrastructure support agreement announced in March 2026.

Revenue related to the minimum purchase requirements (the “Minimum Purchase Requirements”) under the Company’s long-term supply agreement with ProFrac Services, LLC, totaled $1.2 million and $7.8 million, during the second quarters of 2026 and 2025, respectively. The reduction in the Minimum Purchase Requirement during the current quarter was due to increased related party Chemistry revenue versus the year-ago quarter.

2

Segment Revenue Summary (in thousands)

			Three Months Ended June 30,																		Six Months Ended June 30,
			2026						2025						% Change						2026						2025						% Change
Chemistry Technologies:
External Revenues			$	31,114					$	22,543					38%						$	45,856					$	44,552					3%
Related Party Revenues			49,071						29,877						64%						94,012						60,606						55%
Total			$	80,185					$	52,420					53%						$	139,868					$	105,158					33%
Data Analytics:
Product Revenues			$	5,177					$	1,820					184%						$	7,030					$	3,482					102%
Service Revenues			14,005						4,110						241%						22,520						5,072						344%
Total			$	19,182					$	5,930					223%						$	29,550					$	8,554					245%

•Gross Profit: The Company generated gross profit of $23.8 million during the second quarter of 2026, or 24% of revenue, compared to $14.4 million during the second quarter of 2025, or 25% of revenue.

•Selling, General and Administrative (“SG&A”) Expense: SG&A expense totaled $7.7 million for the second quarter of 2026, or 8% of revenue, compared to $6.8 million during the second quarter of 2025, or 12% of revenue. The increase in current quarter SG&A expense was primarily the result of higher non-cash stock compensation costs.

•Net Income and EPS: Flotek reported net income of $10.0 million, or $0.26 per diluted share, for the second quarter of 2026. This compares to net income of $1.8 million, or $0.05 per diluted share, for the second quarter of 2025. Second quarter 2025 net income and per share amounts were negatively impacted by $4.2 million of transaction costs associated with the PWRtekTM asset acquisition.

•Adjusted EBITDA (Non-GAAP)(1): Adjusted EBITDA totaled $16.8 million in the second quarter of 2026 as compared to $8 million in the second quarter of 2025. Adjusted EBITDA calculations for the second quarter of 2026 and 2025 do not add back non-cash amortization of contract assets totaling $2.4 million and $1.4 million, respectively.

(1)A non-GAAP financial measure. See the “Unaudited Reconciliation of Non-GAAP Items and Non-Cash Items Impacting Earnings” section in this release for more information about this measure, including reconciliations to the most comparable GAAP measures. Calculations do not add back non-cash amortization of contract assets totaling $2.4 million and $1.4 million during the second quarters of 2026 and 2025, respectively and $4.7 million and $2.9 million during the six months ended June 30, 2026 and 2025, respectively.

(2)A non-GAAP financial measure. See the “Unaudited Reconciliation of Non-GAAP Items and Non-Cash Items Impacting Earnings” section in this release for more information about this measure. We are unable to reconcile this forward-looking non-GAAP financial measure to the most directly comparable GAAP financial measure without unreasonable efforts, as we are unable to predict with a reasonable degree of certainty the impact of certain items that would be expected to impact the GAAP financial measure, including, among other items, certain stock-based compensation costs and interest costs related to fluctuations in borrowings under the Company’s asset based loan. These items do not impact the non-GAAP financial measure. Guidance does not add back non-cash amortization of contract assets estimated to total approximately $9 million during full-year 2026.Guidance does not add back non-cash amortization of contract assets estimated to total approximately $9 million during full-year 2026.

Conference Call Details

The Company plans to host its earnings conference call on Wednesday, August 5, 2026, at 9:00 a.m. CDT (10:00 a.m. EDT).

Participants may access the call through Flotek’s website at https://ir.flotekind.com/events, by telephone toll free at 1-800-836-8184 (international toll: 1-646-357-8785), or by using the following link to access the webcast: https://app.webinar.net/dYJWBo8V8lL approximately five

3

minutes prior to the start of the call. Following the conclusion of the conference call, a recording of the call will be available on the Company’s website.

About Flotek Industries, Inc.

Flotek Industries, Inc. is a leading chemistry and data technology company focused on servicing the Energy industry. The Company’s top tier technologies leverage near real-time data to deliver innovative solutions to maximize customer returns. Flotek has an intellectual property portfolio of over 130 patents, 20+ years of field and laboratory data, and a global presence in more than 59 countries.

Flotek has established collaborative partnerships focused on sustainable and optimized chemistry and data solutions, aiming to reduce the environmental impact of energy on land, air, water and people.

Flotek is based in Houston, Texas and its common shares are traded on the New York Stock Exchange under the ticker symbol “FTK.” For additional information, please visit www.flotekind.com.

Forward-Looking Statements

Certain statements set forth in this press release 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 condition, results of operations and prospects. Words such as will, continue, expects, anticipates, intends, plans, believes, seeks, estimates and similar expressions or variations of such words are intended to identify forward-looking statements, but are not the exclusive means of identifying forward-looking statements in this press release. Although forward-looking statements in this press release reflect the good faith judgment of management, such statements can only be based on facts and factors currently known to management. Consequently, forward-looking statements are inherently subject to risks and uncertainties, and actual results and outcomes may differ materially from the results and outcomes discussed in the forward-looking statements. These statements include, without limitation, statements regarding expected revenues under the Company’s long-term contracts, the total term of such contracts, the timing of the scaling and deployment of equipment, the total power capacity and operating performance of equipment once deployed, and the Company’s ability to perform under and satisfy the terms and conditions of its contracts. Factors that could cause actual results to differ materially from anticipated results include risks related to the Company’s projects that are outside the Company's control, including, without limitation, securing fuel supply, international logistics, obtaining permits and governmental approvals, satisfying financial requirements, third-party equipment delivery, construction execution and scheduling, meeting execution deadlines, integrating systems, political and regulatory developments, geopolitical instability or armed conflicts, and severe weather events. Further information about the risks and uncertainties that may impact the Company are set forth in the Company’s most recent filing with the Securities and Exchange Commission on Form 10-K and Form 10-Q (including, without limitation, in the "Risk Factors" section thereof), and in the Company’s other SEC filings and publicly available documents. Readers are urged not to place undue reliance on these forward-looking statements, which speak only as of the date of this press release. The Company undertakes no obligation to revise or update any forward-looking statements in order to reflect any event or circumstance that may arise after the date of this press release.

4

Investor contact:

Mike Critelli

E: ir@flotekind.com

5

FLOTEK INDUSTRIES, INC.

UNAUDITED CONDENSED CONSOLIDATED BALANCE SHEETS

(in thousands, except share data)

			June 30, 2026						December 31, 2025
ASSETS
Current assets:
Cash and cash equivalents			$	4,402					$	5,731
Restricted cash			104						104
Accounts receivable, net of allowance for credit losses of $961 and $764 at June 30, 2026 and December 31, 2025, respectively			43,415						19,043
Accounts receivable, related party, net of allowance for credit losses of $0 at June 30, 2026 and December 31, 2025			70,711						64,204
Equipment credit, related party			9,521						—
Inventories, net			26,626						10,629
Other current assets			3,273						3,445
Current contract asset			9,485						7,621
Total current assets			167,537						110,777
Long-term contract asset			48,593						55,115
Property and equipment, net			23,245						20,344
Right-of-use assets			2,705						3,083
Deferred tax assets, net			24,410						29,152
Other long-term assets			1,546						1,578
TOTAL ASSETS			$	268,036					$	220,049
LIABILITIES AND STOCKHOLDERS’ EQUITY
Current liabilities:
Accounts payable			$	74,550					$	48,317
Accrued liabilities			6,121						7,256
Income taxes payable			593						258
Interest payable, related party			997						1,008
Current portion of operating lease liabilities			1,324						1,251
Current portion of finance lease liabilities			160						153
Asset-based loan			10,400						3,332
Total current liabilities			94,145						61,575
Deferred revenue, long-term			55						—
Note payable - related party			39,632						39,584
Long-term operating lease liabilities			4,849						5,608
Long-term finance lease liabilities			142						224
TOTAL LIABILITIES			138,823						106,991
Commitments and contingencies
Stockholders’ equity:
Preferred stock, $0.0001 par value, 100,000 shares authorized; no shares issued and outstanding			—						—
Common stock, $0.0001 par value, 240,000,000 shares authorized; 37,440,565 shares issued and 36,217,709 shares outstanding at June 30, 2026; 31,320,960 shares issued and 30,130,480 shares outstanding at December 31, 2025			4						3
Additional paid-in capital			437,088						434,964
Accumulated other comprehensive income			153						96
Accumulated deficit			(271,163)						(285,780)
Treasury stock, at cost; 1,222,856 and 1,190,480 shares at June 30, 2026 and December 31, 2025, respectively			(36,869)						(36,225)
Total stockholders’ equity			129,213						113,058
TOTAL LIABILITIES AND STOCKHOLDERS’ EQUITY			$	268,036					$	220,049

6

FLOTEK INDUSTRIES, INC.

UNAUDITED CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS

(in thousands, except per share data)

			Three Months Ended June 30,												Six Months Ended June 30,
			2026						2025						2026						2025
Revenue:
Revenue from external customers			$	43,225					$	25,182					$	61,390					$	49,605
Revenue from related party			56,142						33,168						108,028						64,107
Total revenues			99,367						58,350						169,418						113,712
Cost of goods sold			75,584						43,943						130,094						86,856
Gross profit			23,783						14,407						39,324						26,856
Operating costs and expenses:
Selling, general, and administrative			7,736						6,796						14,661						13,078
Asset acquisition expenses			—						4,195						—						4,195
Depreciation			664						374						1,295						626
Research and development			497						455						893						810
Gain on sale of property and equipment			—						—						—						(7)
Total operating costs and expenses			8,897						11,820						16,849						18,702
Income from operations			14,886						2,587						22,475						8,154
Other income (expense):
Interest expense			(1,371)						(983)						(2,703)						(1,212)
Other income, net			19						181						35						287
Total other expense			(1,352)						(802)						(2,668)						(925)
Income before income taxes			13,534						1,785						19,807						7,229
Income tax expense			(3,581)						(17)						(5,190)						(81)
Net income			$	9,953					$	1,768					$	14,617					$	7,148
Income per common share:
Basic			$	0.28					$	0.05					$	0.40					$	0.22
Diluted			$	0.26					$	0.05					$	0.38					$	0.21
Weighted average common shares:
Weighted average common shares used in computing basic income per common share			36,151						33,947						36,126						31,827
Weighted average common shares used in computing diluted income per common share			38,472						36,231						38,409						34,026

7

FLOTEK INDUSTRIES, INC.

UNAUDITED CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS

(in thousands)

			Six Months Ended June 30,
			2026						2025
Cash flows from operating activities:
Net income			$	14,617					$	7,148
Adjustments to reconcile net income to net cash provided by (used in) operating activities:
Change in fair value of contingent consideration			—						(127)
Amortization of contract assets			4,658						2,916
Depreciation			1,295						626
Amortization of deferred financing costs			189						157
Provision for credit losses, net of recoveries			197						261
Provision for excess and obsolete inventory			1,089						250
Gain on sale of property and equipment			—						(7)
Non-cash lease expense			378						624
Stock compensation expense			2,033						1,137
Deferred income tax expense			4,742						16
Changes in current assets and liabilities:
Accounts receivable			(24,570)						(5,096)
Accounts receivable, related party			(19,486)						(2,532)
Inventories			(16,585)						1,448
Income tax receivable			20						(32)
Other assets			52						(155)
Accounts payable			26,233						(1,722)
Accrued liabilities			(1,080)						(1,893)
Operating lease liabilities			(686)						(935)
Income taxes payable			335						37
Interest payable, related party			(11)						701
Net cash (used in) provided by operating activities			(6,580)						2,822
Cash flows from investing activities:
Capital expenditures			(1,239)						(1,309)
Proceeds from sale of assets			—						7
Net cash used in investing activities			(1,239)						(1,302)
Cash flows from financing activities:
Payments on long term debt			—						(60)
Proceeds from asset-based loan			122,150						106,950
Payments on asset-based loan			(115,082)						(106,685)
Payment of loan origination costs			(8)						—
Payment of note payable issuance costs			—						(480)
Payment of stock warrant issuance costs			—						(456)
Proceeds from exercise of April 2025 Warrant			1						—
Payments to tax authorities for shares withheld from employees			(644)						(60)
Proceeds from issuance of stock under Employee Stock Purchase Plan			83						68
Proceeds from issuance of stock from stock option exercises			8						8
Payments for finance leases			(75)						(25)
Net cash provided by (used in) financing activities			6,433						(740)
Effect of changes in exchange rates on cash and cash equivalents			57						(155)
Net change in cash and cash equivalents and restricted cash			(1,329)						625
Cash and cash equivalents at the beginning of period			5,731						4,404
Restricted cash at the beginning of period			104						102
Cash and cash equivalents and restricted cash at beginning of period			5,835						4,506
Cash and cash equivalents at end of period			4,402						5,028
Restricted cash at the end of period			104						103
Cash and cash equivalents and restricted cash at end of period			$	4,506					$	5,131

8

FLOTEK INDUSTRIES, INC.

UNAUDITED RECONCILIATION OF NON-GAAP ITEMS AND NON-CASH ITEMS IMPACTING EARNINGS

(in thousands)

			Three Months Ended June 30,												Six Months Ended June 30,
			2026						2025						2026						2025
Net income			$	9,953					$	1,768					$	14,617					$	7,148
Interest expense			1,371						983						2,703						1,212
Income tax expense			3,581						17						5,190						81
Depreciation and amortization			664						374						1,295						626
EBITDA (Non-GAAP) (1)			$	15,569					$	3,142					$	23,805					$	9,067
Stock compensation expense			1,210						676						2,034						1,137
Severance and retirement			—						7						11						51
Contingent liability revaluation			—						(2)						—						(127)
Gain on disposal of asset			—						—						—						(7)
Non-Recurring professional fees			9						4,195						31						4,195
Adjusted EBITDA (Non-GAAP) (1)			$	16,788					$	8,018					$	25,881					$	14,316

(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, especially when comparing those results with previous and subsequent periods. Management views the adjustments made to net income for certain non-cash or non-recurring items noted above to be outside of the Company’s normal operating results. Management analyzes operating results without the impact of the above items as an indicator of performance, to identify underlying trends in the business and cash flow from continuing operations, and to establish financial, compensation and operational objectives. Adjusted EBITDA as presented above does not add back non-cash amortization of contract assets totaling $2.5 million and $1.4 million during the three months ended June 30, 2026 and 2025, respectively, and amortization of contract assets totaling $4.7 million and $2.9 million during the six months ended June 30, 2026 and 2025, respectively.

9

Q2 2026 Earnings Presentation August 5, 2026

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 condition, results of operations and prospects. These statements include, without limitation, statements regarding expected revenues under the Company’s long-term contracts, the total term of such contracts, the timing of the scaling and deployment of equipment, the total power capacity and operating performance of equipment once deployed, and the Company’s ability to perform under and satisfy the terms and conditions of its contracts. Words such as will, continue, expects, anticipates, intends, plans, believes, seeks, estimates and similar expressions or variations of such words are intended to identify forward-looking statements, but are not the exclusive means of identifying forward-looking statements in this presentation. Although forward-looking statements in this presentation reflect the good faith judgment of management, such statements can only be based on facts and factors currently known to management. Consequently, forward-looking statements are inherently subject to risks and uncertainties, and actual results and outcomes may differ materially from the results and outcomes discussed in the forward-looking statements. These statements include, without limitation, statements regarding expected revenues under the Company’s long-term contracts, the total term of such contracts, the timing of the scaling and deployment of equipment, the total power capacity and operating performance of equipment once deployed, and the Company’s ability to perform under and satisfy the terms and conditions of its contracts. Factors that could cause actual results to differ materially from anticipated results include risks related to the Company’s projects that are outside the Company's control, including, without limitation, securing fuel supply, international logistics, obtaining permits and governmental approvals, satisfying financial requirements, third-party equipment delivery, construction execution and scheduling, meeting execution deadlines, integrating systems, political and regulatory developments, geopolitical instability or armed conflicts, and severe weather events. Further information about the risks and uncertainties that may impact the Company are set forth in the Company’s most recent filing with the Securities and Exchange Commission on Form 10-K and Form 10-Q (including, without limitation, in the "Risk Factors" section thereof), and in the Company’s other SEC filings and publicly available documents. Readers are urged not to place undue reliance on these forward-looking statements, which speak only as of the date of this presentation. The Company undertakes no obligation to revise or update any forward-looking statements in order to reflect any event or circumstance that may arise after the date of this presentation. This presentation includes certain non-GAAP measures. Please refer to the reconciliations provided in the earnings press release and the appendix in this presentation for the most comparable GAAP measure. // 2

74% 26% 2Q25 49%51% 2Q26 Transformation to Data-Driven Growth // 3 THE CONVERGENCE OF REAL-TIME DATA AND CHEMISTRY SOLUTIONS Transforming business through real-time data, monitoring and process control across the energy & infrastructure value chain utilizing proprietary technologies Data Analytics Sustainable chemistry solutions to maximize customer’s value chain while minimizing their environmental impact Chemistry Technologies FLOTEK INDUSTRIES PROFILE: Founded: 1985 Employees: 160 Headquarters: Houston Patents: >130 Segment Gross Profit Contribution: $23.8MM$14.4MM

Flotek Awarded 10yr Power Support Contract // 4 FLOTEK’S PWRtek TEAM WILL SUPPORT A 400MW UTILITIES PROJECT IN PUERTO RICO Project Overview Flotek’s Key Role Financial Highlights Strengthening Puerto Rico’s Energy Grid Delivering Proprietary PWRtek Solutions Driving Long-Term, High-Margin Revenue ● 10-yr agreement with Puerto Rico Electric Power Authority (PREPA) ● Teamed up with Power Expectations LLC ● Support natural gas-fired grid enhancement to address Puerto Rican energy crisis and ensure reliable power for critical services ● Total Expected Revenue Backlog: ~$400 million ● Annual Revenue: ~$40 million ● Contract Term: 10 years ● Initial Equipment Deployment: est. Q4 2026 ● Full Deployment: est. Q1 2027 ● Providing Fuel consistency and improving asset reliability through proprietary gas conditioning ● Deployment of up to 40 MW of primary power generation capacity ● Real-time analytics and engine optimization across full 400 MW project Real-time data analytics and visual dashboards translate complex operational metrics into actionable insights embedded directly into power gen workflows Flotek Technologies & Partnerships Leveraging LNG at the Aguirre site FTK equipment will condition & distributed natural gas for optimal combustion prior to delivery to gensets. Proprietary PWRtek platform deployed in partnership with Power Expectations LLC and experienced local partners for on-ground execution and project management PWRtek Equipment Natural Gas Generators 24/7 Remote Monitoring

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% • Announced a 10-year, ~$400 million contract to support PREPA’s 400 MW Puerto Rico gas power project • Strongest quarter in the last 10 years as revenue approached $100 million, up 70% from year-ago • Data Analytics achieved its highest-ever quarterly revenue shattering 1Q26 record by 85% • Q2 International Chemistry revenue of $10.6 million represents 94% of full-year 2025 international chemistry revenue • Net Income and Adj. EBITDA* increased 463% and 109%, respectively, from year-ago quarter Flotek Q2 2026 Highlights // 5 *Adjusted EBITDA is a non-GAAP measure. See the Appendix in this presentation for a reconciliation to the most comparable GAAP measure. Calculations above do not add back non-cash amortization of contract assets totaling $2.4 million and $1.4 million during the second quarters of 2026 and 2025, respectively. In $MM GROWTH TRAJECTORY ACCELERATING IN 2026

-$30 -$4 $15 $33 -5% 13% 21% 25% -7% -2% 3% 8% 13% 18% 23% 28% $(30.0) $(20.0) $(10.0) $- $10.0 $20.0 $30.0 $40.0 $50.0 $60.0 2022 2023 2024 2025 2026** G ro ss M a rg in A d j. E B IT D A * ($ M M ) Adj.EBITDA* Gross Margin // 6 Transformational Growth Storyline Continues DIFFERENTIATED DATA AND CHEMISTRY SOLUTIONS DRIVE GROWTH *Adjusted EBITDA is a non-GAAP measure. See the Appendix in this presentation for a reconciliation to the most comparable GAAP measure. Calculations above do not add back non-cash amortization of contract assets totaling $6.3 million, $5.6 million, $5 million and $3.4 million during the years ended December 31, 2025, 2024, 2023 and 2022, respectively. ** A non-GAAP measure. See the “Unaudited Reconciliation of Non-GAAP Items and Non-Cash Items Impacting Earnings” tables in the appendix for more information about this measure. We are unable to reconcile this forward-looking non-GAAP measure to the most directly comparable GAAP measure without unreasonable efforts, as we are unable to predict with a reasonable degree of certainty the impact of certain items that would be expected to impact the GAAP measure, including, among other items, certain stock-based compensation costs and interest costs related to fluctuations in borrowings outstanding under the Company’s asset based loan. These items do not impact the non-GAAP measure. Guidance does not add back expected non-cash amortization of contract assets totaling approx $9 million during 2026. $47-51 Metric Prior Guidance Range New Guidance Range New Midpoint Vs. 2025 Revenue: $270MM - $290MM $340MM - $350MM +45% Adj. EBITDA**: $36MM - $41MM $47MM - $51MM +49% FY 2026 UPDATED GUIDANCE Guidance does not include recent PREPA utilities contract.

Data Analytics (DA) // 7

73% 27% 2Q 2026 % of Service Revenue* % of Product Revenue 2Q26 EXTERNAL REVENUE EXCEEDED TOTAL SEGMENT REVENUE IN YEAR-AGO QUARTER 2Q26 revenue from Montana Power Services Contract (slide 12) totaled $5.9 million driving year-over-year growth // 8 *Service revenues include rental related revenues Revenue Mix Data Analytics: Rapid and Scalable Growth $3.3 $7.1 $2.6 $12.1 $- $2.0 $4.0 $6.0 $8.0 $10.0 $12.0 $14.0 $16.0 $18.0 $20.0 2Q25 2Q26 Data Analytics Revenue Related Party Revenue External Revenue $19.2 $5.9 $MM

$24.0 $60.4 $68.4 $66.4 $66.4 $- $10 $20 $30 $40 $50 $60 $70 $80 Q3-Q4 2027 2028 2029 2030 2031-36 Data Analytics Contracted Revenue Backlog * Data Analytics: Expanding Contracted Backlog // 9 Recent Updates: • PREPA 10-yr 400MW Power Support Contract, ~$40MM per year backlog through 2036 • By 1Q27, FTK expects to support ~5 GW of power through measurement or control • In discussions on Phase 2 extension of Montana Power Services Contract (slide 12) • Smart Skid rental to major IOC to optimize gas quality with real-time blending of field gas and CNG • XSPCT named Product of the Year at 2026 Analyzer Technology Conference POWER SERVICES DRIVES HIGH-MARGIN REVENUE BACKLOG GROWTH *Backlog Assumptions: - Includes PWRtek Lease Agreement and annual contractual services. - Excludes revenue from Montana Power Services Contract beyond 2026. - Assumes $30MM in 2027 and $40MM /year 2028-2036 from recent PREPA contract. 2026 + $200MM Remaining Years Backlog

Power Services Gas Monitoring & Conditioning Measurement Control & Condition Distribution ✓ Real-Time Gas Measurement • BTU • CH4 • H2S • Volume • Temperature ✓ Custody Transfer Usage Report ✓ Optimizing Engine Performance ✓ Real-Time Gas Conditioning, Blending & Substitution ✓ Real-time Digital Engine Control ✓ Emergency Shutoff Protection ✓ Liquids Separation ✓ Engine Protection from Contaminants ✓ Pressure Control for Optimal Turbine and/or Recip. Performance ✓ Temperature Control ✓ Optimized Load Balancing and Volume ✓ Digital Platform Integration with Most Relevant Customer Technologies ACTIVE ON +50% OF ALL ADVANCED DOMESTIC NATURAL GAS FLEETS BY YEAR END // 10

Case Study: Real-Time Field Gas Blending PWRTEK’S REAL-TIME MEASUREMENT AND BLENDING FIELD GAS SYSTEM VALUE STREAM ANNUAL IMPACT WHAT IT DELIVERS Fuel Cost Elimination $1.3M – $1.7M Switch from purchased pipeline gas/diesel to near-zero marginal cost field gas Maintenance Cycle Extension $0.6M – $1.6M Fewer knock events, stable combustion, longer overhaul intervals, less downtime Power & Efficiency Recovery $1.0M – $1.7M Higher output, reduced derating, optimized performance Emissions & ESG Value $0.2M – $0.5M Lower emissions and operator regulatory compliance credits TOTAL $3.1M – $5.5M 6x -10x CUSTOMER ROI Customer Challenge Large OFS Power producer was struggling with uptime and equipment failures when using field gas. Field gas often has extreme variability and contaminants that cause engine knock, derates, and downtime on conventional systems. Our Approach PWRtek’s real-time measurement technology, closed-loop blending and PID control can maintain optimal engine fuel quality for customers. This enables customers with safe real-time dynamic substitution of variable field gas while integrating with clients CNG for on-site power generation. Client Results During a severe gas quality disturbance, the platform-maintained target Methane Number (~66.3) with zero engine events and achieved >92% field gas substitution. It delivered $3.1M–$5.5M in annual value per 40 MW spread through fuel cost savings, efficiency gains, reduced maintenance, and ESG monetization. Client accomplished zero down-time over 14 days. // 11 OUTPUT FUEL (MN) BLENDING VALVE POSTION

Data Analytics: Power Services Contract // 12 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 conditions Progress Update: Phase 1- (12 MW total) • 2Q 2026 revenue totaled $5.9MM • Initial power generation paused due to infrastructure delays • Currently in discussions on Phase 2 extension Phase 2 Extension Deployment Power Load Assessment Site Visits & Selection Contract Award Proposal

Data Analytics: Digital Valuation // 13 • 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 analyzer was introduced for custody transfer and/or digital valuation (Gas & Crude Quality) • In Nov 2025, the XSPCTTM was the first optical spectrometer to successfully achieve the GPA 2172 standard XSPCTTM CONTINUES TO EXPAND DATA ANALYTICS DAAS REVENUE XSPCT Analyzer Measuring Crude Quality Production in the Permian Basin

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 delivered continuous crude quality data while tracking crude quality and chemistry data via our Viper platform. Client Results Within 60 days, the operator identified: • Superior chemistries • 1–6% production volume improvement • Applied to additional West Texas pads • Higher ROI on completion + lower LOE Convergence of Data & Chemistry IMPROVING CHEMISTRY EFFECTIVENESS AND FIELD PERMORANCE WITH REAL TIME DATA // 14 ✓ Higher Resolution of Crude Quality Insight ✓ Identified Best Completion Chemistry ✓ Expected 1-6% Volume Uplift

Chemistry Technologies (ECT) // 15

Chemistry Technologies: Market Growth // 16 • Strongest quarter of chemistry sales since 2017 • Domestic revenue up 43% from 2Q25 • International revenue totaled $10.6MM, up 172% from a year ago • Expecting continued growth in international chemistry sales in 2H26 • Convergence of Real-time Data and Chemistry to emerge as growth opportunity REVENUE GROWTH IN A CONTRACTING MARKET *Chemistry Technology Revenue excludes Related Party order shortfall payment “OSP” **Fleet Count numbers sourced from Primary Vision $22.2 $47.8 $22.5 $31.1 192 182 150 155 160 165 170 175 180 185 190 195 200 $- $10.0 $20.0 $30.0 $40.0 $50.0 $60.0 $70.0 $80.0 $90.0 2Q25 2Q26 Total Chemistry Revenue* Related Party Revenue* External Chem. Revenue Avg. Frac Fleet Count** $MM $78.9 $44.7

Chemistry Technologies: International Growth // 17 • The primary fluid chemistry supplier supporting unconventional operations in Saudi Arabia • Inventory in-transit expected to support strong sales in 3Q 2026 • Establishing an extended supply operation to support activity throughout mid-2027 INTERNATIONAL FOOTPRINT CONTINUES TO EXPAND $3.9 $10.6 $- $2.0 $4.0 $6.0 $8.0 $10.0 $12.0 2Q25 2Q26 International Revenue $MM

COMPLETION CHEMISTRY FRAC POWER GENERATION TRANSMIX MONITORING TREATMENT/STABILIZATION FLARE MONITORING DATA CENTER POWER GRID POWER TERMINAL & STORAGE MONITORING LNG TERMINALING AND EXPORTATION WATER TREATMENT ACID TREATMENT CEMENTING ADDITIVES // 18 THE CONVERGENCE OF INNOVATIVE DATA AND CHEMISTRY SOLUTIONS Flotek: Expanding Addressable Market

$2.50 $7.50 $12.50 $17.50 $22.50 $27.50 // 19 Flotek Industries AN INDUSTRIALIZED PIVOT TO DATA DRIVEN GROWTH Flotek: Turnaround Story • Leadership: New Executive Team 2023: Common Stock +620%* through Aug 3rd ‘26 • Growing Profits: 2Q26 YoY net income increased 463% • Proven Momentum: 3 Straight Years of Adjusted EBITDA** Growth The Convergence of Real-time Data & Chemistry • Cycle-Resistant Revenue: Long-term contracts shield against O&G volatility • Differentiated Tech: Innovative Data and Chemistry solutions deliver superior value • Market Opportunities: Expanded and Diversified Addressable Market Proprietary Tech Fuels Recurring, High-Margin Growth • PWRtek TM : $400 million contract win supporting Puerto Rico Power • XSPCT TM : 2026 Winner of Product of the Year at Analyzer Tech Conference • VeraCal TM : Top OOOOb EPA-certified flare monitoring solution *New CEO Announced: June 6, 2023 closing stock price: $3.72 compared to August 3, 2026 closing stock price: $26.77 **Adjusted EBITDA is a non-GAAP measure. See the Appendix in this presentation for a reconciliation to the most comparable GAAP measure. ***A non-GAAP measure. See the “Unaudited Reconciliation of Non-GAAP Items and Non-Cash Items Impacting Earnings” tables in the appendix for more information about this measure. We are unable to reconcile this forward-looking non-GAAP measure to the most directly comparable GAAP measure without unreasonable efforts, as we are unable to predict with a reasonable degree of certainty the impact of certain items that would be expected to impact the GAAP measure, including, among other items, certain stock-based compensation costs and interest costs related to fluctuations in borrowings outstanding under the Company’s asset based loan. These items do not impact the non-GAAP measure. $49 million reflects the mid-point of 2026 guidance as shown on slide 6 and does not add back expected non-cash amortization of contract assets totaling approx $9 million. 2023 2024 2025 620% 2026 $mm 2025 2026 Md Pt Revenue $237 $345*** Net Income Adj EBITDA** $30.5 $32.8 N/A*** $49*** $mm 12/31/25 6/30/26 Net Debt $37 $45.5 Leverage Ratio 1.1X 0.9X (a) Market Cap $519 $846 (a) using mid-point 2026 guidance Flotek Industries (FTK) Industry: Energy & Technology

// 20 Enercom Denver August 17-19th 2026 The Westin Denver, CO Lake Street Growth Conference September 10th 2026 Metropolitan Club New York, NY DEP Permian BBQ November 10-11th 2026 Scharbauer Sports Complex Midland, TX DEP NY Executive Series December 3rd 2026 Nasdaq MarketSite New York, NY Investor Contact: Mike Critelli ir@flotekind.com Upcoming 2026 Events JOIN US Roth Deer Valley December 9th-12th 2026 Park City, UT

Appendix

Data Analytics: “Measure More Strategy” Upstream • Power Services: facilitates natural gas utilization in powering turbines and dual-fuel engines • Digital Valuation: delivers real-time product valuations for faster & more accurate Custody Transfer reporting • Flare Monitoring: assisting in the compliance of EPA regulations and enhanced flare efficiency control Midstream • Gas/Oil processing plant control and optimization • TransMix Pipeline batch detection to optimize pipeline transfer processes • Vapor Pressure Monitoring controls to achieve product specifications Downstream • Process Controls: to optimize distillation tower efficiency • Chemical Quality Measurements in pipelines and terminals • Carbon Capture measurement for carbon credits and reporting REAL-TIME MEASUREMENTS FOR EXPANSION INTO NEW MARKETS // 22 Growth

Power Services Technology // 23 PATENTED TECHNOLOGY ENABLES SCALABLE, LOW COST, GRID-FREE ENERGY, & ENGINE PROTECTION City Gas CNG Field Gas Waste/Biogas Measure Control Distribute Reciprocating Engine Gas Turbine Engine Control Module BTU CH4 Number HHV LHV Wobbe Index H2S and CO2 Volume Density ESD Protection Liquids Separation Blending Scrubbing Durability Efficiency Smaller Footprint Emissions Pressure Temperature Plug N Play Redundancy Optimize Volume Diesel (Blending Substitute) Alternative Fuel Source Incumbent Fuel Source

We tested against Traditional Gas Chromatography (GC) • Zero GC Samples matched the 60-day Average Gas BTU Value • 20-25% swings in “Associated Gas” BTU value • 16% Variances within manual sampling processes • Missed High Value Liquids on “dry gas” wells Data Analytics: Digital Valuation Solution // 24 INITIAL PENETRATION INTO SIGNIFICANT UPSTREAM APPLICATIONS No Shelter, No Calibration Gas, Remotely/Continuously Monitored San Antonio Houston Example: 60 days of real-time BTU Values; demonstrates extreme variability. GC Spot Sample Lab Test $4.4MM* ANNUAL PROCEEDS IMPACT PER UNIT *$2.50 $/MMbtu @ 15mmscf/D

// 25 • 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 wells • 10+ Years with no HSE recordable incidents • Real-Time Field Data to Enhance Performance • Field Correlated Diagnostics • +130 Patents DELIVERING TOP TIER WELL PERFORMANCE IN INDUSTRY Chemistry Technologies: Competitive Advantage

// 26 Recent Financials Unaudited Condensed Consolidated Balance Sheets (in thousands, except per share data)

Recent Financials Unaudited Condensed Consolidated Statements of Operations (in thousands, except per share data) // 27

// 28 Recent Financials Unaudited Condensed Consolidated Statements of Cash Flows (in thousands)

// 29 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, especially when comparing those results with previous and subsequent periods. Management views the adjustments made to net income for certain non-cash or non-recurring items noted above to be outside of the Company’s normal operating results. Management analyzes operating results without the impact of the above items as an indicator of performance, to identify underlying trends in the business and cash flow from continuing operations, and to establish financial, compensation and operational objectives. Adjusted EBITDA as presented above does not add back non-cash amortization of contract assets totaling $2.4 million and $1.4 million during the three months ended June 30, 2026 and 2025, respectively, and $4.7 million and $2.9 million during the six months ended June 30, 2026 and 2025, respectively. 2) Includes $4.2 million of expenses for the three and six months ended June 30, 2025 related to an asset acquisition. Recent Financials Unaudited Reconciliation of Non-GAAP Items & Non-Cash Items Impacting Earnings (in thousands)(1)

// 30 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 performance, especially when comparing those results with previous and subsequent periods. Management views the adjustments made to net income for certain non-cash or non-recurring items noted above to be outside of the Company’s normal operating results. Management analyzes operating results without the impact of the above items as an indicator of performance, to identify underlying trends in the business and cash flow from continuing operations, and to establish financial, compensation and operational objectives. Adjusted EBITDA as presented above does not add back non-cash amortization of contract assets totaling $3.4 million, $5.0 million, $5.6 million and $6.3 million for the years ended December 31, 2022, 2023, 2024 and 2025, respectively. 2) Includes $4.4 million of expenses related to an asset acquisition for the twelve months ended December 31, 2025. Recent Financials Unaudited Reconciliation of Non-GAAP Items & Non-Cash Items Impacting Earnings (in thousands)(1)

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