)
)
Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
CES Energy Solutions
CES Energy Solutions (CEU) investor relations material
CES Energy Solutions Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary7 Aug, 2026
Executive summary
Achieved record Q2 2026 revenue of CAD 714.1 million, up 24.4% year-over-year, and record Adjusted EBITDAC of CAD 119.2 million, up 35% year-over-year, with a margin of 16.7%.
U.S. revenue reached CAD 497 million (70% of total), Canadian revenue CAD 217.1 million, both driven by increased market share and service intensity.
Net income for Q2 2026 was $38.5 million, down 26% year-over-year due to higher finance costs and FX losses despite strong operational performance.
Declared a quarterly dividend of $0.055/share (1.3% yield), with a payout ratio of 15-16%.
Business model resilience demonstrated by record funds flow from operations, strong free cash flow, and disciplined capital allocation.
Financial highlights
Q2 2026 revenue: CAD 714.1 million (+24.4% year-over-year); TTM revenue reached CAD 2.68 billion.
Adjusted EBITDAC: CAD 119.2 million (16.7% margin), above guidance and prior year.
Funds flow from operations: CAD 97 million (record), free cash flow: CAD 25 million.
Working capital surplus at June 30, 2026: CAD 761 million; net debt was negative CAD 248 million.
Total debt to adjusted EBITDAC: 1.15x; adjusted EBITDAC/interest on debt: 13.4x.
Outlook and guidance
Margin guidance maintained at 15.5%-16.5% due to ongoing market volatility, despite recent outperformance.
Expects continued high activity levels in North America through Q3, Q4, and into 2027, supported by infrastructure and favorable commodity pricing.
Anticipates growth in drilling fluids and production chemicals driven by well complexity and oil production.
2026 capital expenditures planned at CAD 100 million, split evenly between maintenance and growth.
Business model and capital structure expected to support continued strong surplus free cash flow.
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Latest events from CES Energy Solutions
- Vertically integrated chemical solutions leader with strong cash flow and market share growth.CEU
Investor presentation - Record revenue, strong margins, and robust free cash flow highlight resilient performance.CEUQ1 2026
- Record revenue, margin growth, and a 29% dividend hike highlight strong 2025 performance.CEUQ4 2025
- Record Q2 2025 revenue and market share gains with strong cash flow and prudent capital allocation.CEUQ2 2025
- Record revenue, strong margins, and increased shareholder returns highlight robust performance.CEUQ3 2024
- Record Q2 revenue, margin expansion, and robust cash flow drive strong outlook and returns.CEUQ2 2024
- Strong cash flow, rising margins, and market leadership drive optimism for future growth.CEUSmall-Cap Growth Virtual Investor Conference
- Record revenue and strong cash flow drive higher shareholder returns despite lower net income.CEUQ1 2025
- Record revenue, margin expansion, and a 42% dividend hike highlight robust 2024 results.CEUQ4 2024
Next CES Energy Solutions earnings date
Q3 202613 Nov, 2026
CES Energy Solutions
Next CES Energy Solutions earnings date
Q3 202613 Nov, 2026
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Find what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Pull live transcripts, filings, and slides into Claude or Codex via MCP. Combine Quartr's global IR data with any other dataset. Run agentic research and monitoring.
Included with Quartr Pro at no extra cost.Learn more
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
GAM
GAM
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Ciena
Ciena
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Protean
Protean
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)
Frequently asked questions
The company operates through four segments: Production Chemicals, Well Support Services, CRM/Automation, and Technology. It offers a range of products and services that are used for oilfield production; repair damaged production wells; flow assurance in oil and gas pipelines; prevent corrosion of oilfield equipment; control bacteria in shales, sands, and other reservoir types; enhance hydrocarbon recovery from the wells; oilfield chemicals for the preparation of drilling muds for the drill bits to travel down hole efficiently; and chemical formulas to refine crude oil into more useful forms of energy. It also provides chemicals for enhanced oil recovery processes such as steam-assisted gravity drainage/cyclic steam stimulation and gas injection processes. In addition, the company develops customized software applications to manage asset maintenance operations, labor resources, inventory procurement program management, work order management, reporting and analysis tools, contract programs management system, business process integration tools and offline applications.