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Flotek Industries Inc./Cn/ (FTK) Stock Fundamental Analysis & AI Rating 2026

FTK NYSE Miscellaneous Chemical Products DE CIK: 0000928054
Recently Updated • Analysis: May 8, 2026 • SEC Data: 2026-03-31
Combined AI Rating
HOLD
67% Confidence
NEUTRAL
SELL
55% Conf
BUY
79% Conf

📊 FTK Key Takeaways

Revenue: $70.1M
Net Margin: 6.7%
Free Cash Flow: $-271.0K
Current Ratio: 1.83x
Debt/Equity: 0.34x
EPS: $0.12
AI Rating: SELL with 55% confidence
Flotek Industries Inc./Cn/ (FTK) receives a HOLD rating with 67% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $70.1M, net profit margin of 6.7%, and return on equity (ROE) of 3.9%, Flotek Industries Inc./Cn/ demonstrates mixed fundamentals in the Materials sector. Below is our complete FTK stock analysis for 2026.

Is Flotek Industries Inc./Cn/ (FTK) a Good Investment?

Claude

Flotek demonstrates impressive profit growth (191% YoY net income, 27% revenue growth) and strong interest coverage, but exhibits critical cash flow deterioration that undermines earnings quality. Operating cash flow of $21K cannot legitimately support $4.7M net income, indicating severe working capital issues, inventory buildup, or earnings quality concerns that make the profitability unsustainable.

ChatGPT

Flotek Industries shows a sharp improvement in fundamentals, with strong revenue growth, major net income expansion, and solid profitability across gross, operating, and net margins. The balance sheet appears healthy with moderate leverage, good liquidity, and very high interest coverage, but the quality of earnings is tempered by relatively weak cash conversion and a low absolute cash balance.

Why Buy Flotek Industries Inc./Cn/ Stock? FTK Key Strengths

Claude
  • + Strong revenue growth of 26.9% YoY signals demand strength
  • + Exceptional net income growth of 190.8% YoY with margin expansion
  • + Excellent interest coverage ratio of 27.3x with manageable leverage (0.34x debt/equity)
  • + Adequate liquidity with 1.83x current ratio
ChatGPT
  • + Revenue grew 26.9% year over year while net income rose 190.8%, indicating strong operating momentum and improved scale
  • + Profitability is solid with 25.2% gross margin, 9.8% operating margin, 12.9% net margin, and strong returns on equity and assets
  • + Financial health is sound with a 1.80x current ratio, modest 0.35x debt-to-equity, and 83.6x interest coverage

FTK Stock Risks: Flotek Industries Inc./Cn/ Investment Risks

Claude
  • ! Critical divergence between $4.7M net income and $21K operating cash flow indicates severe earnings quality issues or working capital dysfunction
  • ! Negative free cash flow of -$271K despite reported profitability is fundamentally unsustainable
  • ! Extremely low returns on capital (ROE 3.9%, ROA 2.0%) despite profitability indicates poor asset utilization
  • ! Weak cash position ($5.7M) relative to $40M long-term debt creates liquidity risk if cash flow remains negative
ChatGPT
  • ! Operating cash flow of $7.20M is low relative to $30.53M of net income, suggesting weaker earnings-to-cash conversion
  • ! Cash on hand of $5.73M is relatively thin compared with the size of the business and outstanding liabilities
  • ! Free cash flow margin of 2.9% remains modest, so sustained growth may depend on improving cash generation

Key Metrics to Watch

Claude
  • * Operating cash flow convergence with net income - must reach materially positive levels
  • * Working capital changes, accounts receivable days, and inventory turnover
  • * Free cash flow trajectory and cash balance depletion rate
  • * Return on equity and asset efficiency improvements
ChatGPT
  • * Operating cash flow relative to net income
  • * Free cash flow margin

Flotek Industries Inc./Cn/ (FTK) Financial Metrics & Key Ratios

Revenue
$70.1M
Net Income
$4.7M
EPS (Diluted)
$0.12
Free Cash Flow
$-271.0K
Total Assets
$231.8M
Cash Position
$5.7M

💡 AI Analyst Insight

Flotek Industries Inc./Cn/ presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

FTK Profit Margin, ROE & Profitability Analysis

Gross Margin 22.2%
Operating Margin 10.8%
Net Margin 6.7%
ROE 3.9%
ROA 2.0%
FCF Margin -0.4%

FTK vs Materials Sector: How Flotek Industries Inc./Cn/ Compares

How Flotek Industries Inc./Cn/ compares to Materials sector averages

Net Margin
FTK 6.7%
vs
Sector Avg 10.0%
FTK Sector
ROE
FTK 3.9%
vs
Sector Avg 14.0%
FTK Sector
Current Ratio
FTK 1.8x
vs
Sector Avg 1.6x
FTK Sector
Debt/Equity
FTK 0.3x
vs
Sector Avg 0.6x
FTK Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Flotek Industries Inc./Cn/ Stock Overvalued? FTK Valuation Analysis 2026

Based on fundamental analysis, Flotek Industries Inc./Cn/ has mixed fundamental signals relative to the Materials sector in 2026.

Return on Equity
3.9%
Sector avg: 14%
Net Profit Margin
6.7%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.34x
Sector avg: 0.6x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Flotek Industries Inc./Cn/ Balance Sheet: FTK Debt, Cash & Liquidity

Current Ratio
1.83x
Quick Ratio
1.62x
Debt/Equity
0.34x
Debt/Assets
49.0%
Interest Coverage
27.30x
Long-term Debt
$40.0M

FTK Revenue & Earnings Growth: 5-Year Financial Trend

FTK 5-year financial data: Year 2021: Revenue $53.1M, Net Income -$136.5M, EPS $-2.00. Year 2022: Revenue $54.3M, Net Income -$30.5M, EPS $-0.42. Year 2023: Revenue $188.1M, Net Income -$42.3M, EPS $-3.41. Year 2024: Revenue $188.1M, Net Income $24.7M, EPS $-0.10. Year 2025: Revenue $237.3M, Net Income $10.5M, EPS $0.34.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Flotek Industries Inc./Cn/'s revenue has grown significantly by 346% over the 5-year period, indicating strong business expansion. The most recent EPS of $0.34 reflects profitable operations.

FTK Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-0.4%
Free cash flow / Revenue

FTK Quarterly Earnings & Performance

Quarterly financial performance data for Flotek Industries Inc./Cn/ including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $55.4M $4.7M $0.12
Q3 2025 $49.7M $2.5M $0.08
Q2 2025 $46.2M $1.8M $0.05
Q1 2025 $40.4M $1.6M $0.05
Q3 2024 $47.3M $1.3M $0.04
Q2 2024 $46.2M -$21.0K $0.06
Q1 2024 $40.4M $1.6M $0.05
Q3 2023 $45.6M $1.3M $0.04

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Flotek Industries Inc./Cn/ Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$21.0K
Cash generated from operations
Capital Expenditures
$292.0K
Investment in assets
Dividends
None
No dividend program

FTK SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Flotek Industries Inc./Cn/ (CIK: 0000928054)

📋 Recent SEC Filings

Date Form Document Action
May 7, 2026 10-Q ftk-20260331.htm View →
May 5, 2026 8-K ftk-20260505.htm View →
Apr 6, 2026 4 xslF345X06/wk-form4_1775506118.xml View →
Apr 2, 2026 DEF 14A ftk-20260326.htm View →
Mar 16, 2026 10-K ftk-20251231.htm View →

Frequently Asked Questions about FTK

What is the AI rating for FTK?

Flotek Industries Inc./Cn/ (FTK) has a Combined AI Rating of HOLD from Claude (SELL) and ChatGPT (BUY) with 67% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are FTK's key strengths?

Claude: Strong revenue growth of 26.9% YoY signals demand strength. Exceptional net income growth of 190.8% YoY with margin expansion. ChatGPT: Revenue grew 26.9% year over year while net income rose 190.8%, indicating strong operating momentum and improved scale. Profitability is solid with 25.2% gross margin, 9.8% operating margin, 12.9% net margin, and strong returns on equity and assets.

What are the risks of investing in FTK?

Claude: Critical divergence between $4.7M net income and $21K operating cash flow indicates severe earnings quality issues or working capital dysfunction. Negative free cash flow of -$271K despite reported profitability is fundamentally unsustainable. ChatGPT: Operating cash flow of $7.20M is low relative to $30.53M of net income, suggesting weaker earnings-to-cash conversion. Cash on hand of $5.73M is relatively thin compared with the size of the business and outstanding liabilities.

What is FTK's revenue and growth?

Flotek Industries Inc./Cn/ reported revenue of $70.1M.

Does FTK pay dividends?

Flotek Industries Inc./Cn/ does not currently pay dividends.

Where can I find FTK SEC filings?

Official SEC filings for Flotek Industries Inc./Cn/ (CIK: 0000928054) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is FTK's EPS?

Flotek Industries Inc./Cn/ has a diluted EPS of $0.12.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is FTK a good stock to buy right now?

Based on our AI fundamental analysis in May 2026, Flotek Industries Inc./Cn/ has a HOLD rating with 67% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is FTK stock overvalued or undervalued?

Valuation metrics for FTK: ROE of 3.9% (sector avg: 14%), net margin of 6.7% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

Should I buy FTK stock in 2026?

Our dual AI analysis gives Flotek Industries Inc./Cn/ a combined HOLD rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is FTK's free cash flow?

Flotek Industries Inc./Cn/'s operating cash flow is $21.0K, with capital expenditures of $292.0K. FCF margin is -0.4%.

How does FTK compare to other Materials stocks?

Vs Materials sector averages: Net margin 6.7% (avg: 10%), ROE 3.9% (avg: 14%), current ratio 1.83 (avg: 1.6).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 8, 2026 | Data as of: 2026-03-31 | Powered by Claude AI