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Flowco Holding (FLOC) investor relations material
Flowco Holding Barclays 39th Annual CEO Energy-Power Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Company overview and business model
Focuses exclusively on production optimization and artificial lift for oil and gas wells, with no exposure to drilling or fracking expenses.
Operates primarily onshore in the U.S., serving over 200 customers with a recurring revenue model and a workforce of 1,300 across all major basins.
Vertically integrated, manufacturing all products domestically, which insulates from tariff impacts and supply chain disruptions.
Formed by merging three production-focused companies 18 months ago, now organized into two divisions: Production Solutions (60% of business) and Natural Gas Technologies (40%).
Maintains industry-leading returns on invested capital and double-digit growth in a flat production environment.
Market position and growth strategy
Holds number one market position in all product lines, with a total addressable U.S. market of $3.5 billion.
Leads in high pressure gas lift (HPGL) technology, which has grown from 1 to 800 units and 60+ customers in six years, capturing 15-20% of the market from legacy ESPs.
Recent acquisition of 155 units from Archrock expanded fleet and customer base, reinforcing sector leadership.
Organic growth strategy focuses on displacing legacy lift systems, with HPGL and vapor recovery units (VRUs) growing at over 10% annually.
Not done with M&A; plans to fill product portfolio gaps and expand in adjacent natural gas sectors.
Technology and customer value proposition
HPGL systems offer 99.6% uptime versus 92% for ESPs, providing significant production and economic benefits.
VRUs capture methane and natural gas liquids at the well pad, turning waste into profit and offering a quick payback for customers.
VRUs now have 99%+ uptime, overcoming historical reliability concerns and making them a standard in new tank batteries, especially in the Permian.
Domestic manufacturing and supply chain provide a competitive edge over ESP competitors reliant on Chinese imports.
Midstream buildout is seen as a growth opportunity for VRU sales, not a competitive threat.
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