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Enerflex (EFX) investor relations material
Enerflex Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary6 Nov, 2025
Executive summary
Achieved record Q3 2025 revenue of $777 million and record adjusted EBITDA/EBITDA of up to $149 million, driven by strong Engineered Systems execution, robust U.S. Contract Compression, and international project completions such as the Bisat-C Expansion in Oman.
Engineered Systems backlog reached $1.1 billion, with Energy Infrastructure contract backlog at $1.4 billion, providing strong revenue visibility into 2026.
U.S. contract compression business maintained 94% utilization, with plans to expand fleet capacity to 485,000 horsepower by end of 2025 and further in 2026.
Strategic priorities include enhancing profitability, leveraging core market positions, maximizing free cash flow, and exploring growth in modularized power generation.
Announced a 13% increase in quarterly dividend to CAD $0.0425 per share, marking the second consecutive annual increase.
Financial highlights
Q3 2025 revenue was $777 million, up from $601 million in Q3 2024 and $615 million in Q2 2025, with significant contribution from the Bisat-C Expansion.
Adjusted EBITDA reached up to $149 million, and gross margin before depreciation and amortization was up to $206 million (27% of revenue).
Net earnings were $37 million ($0.30/share), compared to $30 million ($0.24/share) in Q3 2024 and $60 million ($0.49/share) in Q2 2025.
Free cash flow decreased to $43 million from $78 million in Q3 2024 due to working capital investments and higher capital spend.
SG&A expenses decreased to $71 million, down $11 million year-over-year, reflecting cost-saving measures.
Outlook and guidance
Engineered Systems backlog at $1.1 billion and Energy Infrastructure contract backlog at $1.4 billion as of September 30, with healthy bidding activity and visibility into 2026.
2025 capital expenditures targeted at $120 million, split evenly between maintenance and growth.
Aftermarket Services and Energy Infrastructure expected to contribute about 65% of gross margin before depreciation and amortization in 2025.
U.S. contract compression fleet expected to grow to 485,000 horsepower by end of 2025.
ES gross margins expected to normalize in coming quarters as project mix shifts.
How will ES margins normalize post-Bisat-C?
How will FCF be managed with project investments?
Prioritize debt reduction vs. shareholder returns?
How to capitalize on 500MW+ power gen market
Why ES margins expected to align with historical?
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Frequently asked questions
Enerflex Ltd provides integrated energy infrastructure and service solutions for natural gas, energy transition, and oil and gas markets. The company's services include compression, processing, and electric power generation equipment, along with field maintenance and operations support. Enerflex serves customers globally across upstream, midstream, and energy transition projects. The company is headquartered in Calgary, Canada, and its shares are listed on the TSX.
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