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ProPetro (PUMP) Q1 Earnings Top Estimates, Revenues Fall Y/Y

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ProPetro Holding Corp. (PUMP - Free Report) reported first-quarter 2020 adjusted net income per share of 21 cents, beating the Zacks Consensus Estimate of 17 cents, attributable to lower cost of services along with better-than-expected pressure pumping revenues. Precisely, this oilfield service provider’s top line of $386.9 million surpassed the Zacks Consensus Estimate of $384 million, driven by operational efficiencies.

However, the bottom line declined from the year-ago figure of 67 cents. This underperformance is due to decline in activity levels and pricing.  

Further, ProPetro’s revenues of $395.07 million lagged the Zacks Consensus Estimate by 2.20%. Moreover, the top line fell 27.7% year over year.

Adjusted EBITDA in the first quarter amounted to $74.9 million, decreasing from $150.3 million a year ago.

Pressure Pumping Division

This Midland, TX-based company through its Pressure Pumping division provides hydraulic fracturing, cementing and acidizing functions. The business accounted for 97.9% of the company's total revenues in the quarter under review. Service revenues were down more than 27% from the year-ago period to $386.9 million as the number of hydraulic fracturing fleets fell significantly.

ProPetro Holding Corp. Price, Consensus and EPS Surprise

ProPetro Holding Corp. Price, Consensus and EPS Surprise

ProPetro Holding Corp. price-consensus-eps-surprise-chart | ProPetro Holding Corp. Quote

Costs & Expenses

ProPetro reported cost of services of $300.8 million in the first quarter, down 21.1% from the year-ago quarter. General and administrative expenses came in at $24.9 million, up from $18.5 million in the year-ago period.

Balance Sheet & Capital Expenditure

As of Mar 31, ProPetro had cash and cash equivalents worth $143.7 million while its long-term debt was $110 million. The company’s total debt to total capital was 10.26%. ProPetro also has $50.4 million under its revolving credit facility. Capital expenditure for the March quarter totaled $40.09 million, down 53.45% from the level in first-quarter 2019.

Guidance

ProPetro anticipates onshore completion activity to continue at a lower rate in the second half of 2020 as the oversupply of crude oil is absorbed by increasing demand as economic activity improves.

Zacks Rank & Performance of Other Energy Players

ProPetro has a Zacks Rank #3 (Hold). Among other players in the energy sector that already reported first-quarter earnings, the bottom-line results of Cheniere Energy Inc. (LNG - Free Report) , Murphy USA Inc. (MUSA - Free Report) and Williams Companies Inc. (WMB - Free Report) beat the respective Zacks Consensus Estimate by 204.3%, 4.3% and 4%. While Cheniere Energy carries the same Zacks Rank as ProPetro, Williams Companies has a Zacks Rank #2 (Buy) and Murphy sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

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