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AI Earnings Predictions for Mammoth Energy Services Inc. (TUSK)

Machine learning predictions based on historical earnings data and price patterns

Latest Prediction

SELL

1-Day Prediction

-3.24%

$3.12

5% positive prob.

5-Day Prediction

-4.55%

$3.07

5% positive prob.

20-Day Prediction

-8.24%

$2.95

5% positive prob.

Price at prediction: $3.22 Confidence: 90.3% Model AUC: 1.0000 Quarter: Q3 2026

Historical Earnings Predictions

Quarter Signal 1D Return 5D Return 20D Return Confidence Actual 5D
Q3 2026 SELL -3.24% -4.55% -8.24% 90.3% Pending
Q2 2026 BUY +2.03% +11.26% +21.23% 100.0% Pending
Q1 2026 BUY +2.18% +11.49% +22.16% 100.0% +9.62%
Q4 2025 SELL -3.71% -5.10% -8.74% 100.0% +0.00%
Q3 2025 BUY +3.23% +13.40% +24.46% 100.0% -3.19%

Earnings Transcripts

SEC 8-K filings with transcript text

View All
2026
Q3

Q3 2026 Earnings

8-K SELL

Oct 30, 2026 · 90% conf.

AI Prediction SELL

1D

-3.24%

$3.12

Act: -4.04%

5D

-4.55%

$3.07

20D

-8.24%

$2.95

Price: $3.22 Prob +5D: 5% AUC: 1.000
0001628280-26-068441

EX-99.1

2 a2026-09x30exx991.htm

EX-99.1

Document

Exhibit 99.1

Mammoth Reports Third Quarter 2026 Operational and Financial Results

Raises Full-Year 2026 Outlook

Third Quarter 2026 Highlights:

•Revenue increased 95% year-over-year to $21.3 million

•Net income from continuing operations was $0.3 million, compared with net losses from continuing operations of $12.6 million in the third quarter of 2025 and $1.2 million in the second quarter of 2026

•Adjusted EBITDA more than doubled from the second quarter of 2026 to $5.8 million

•Adjusted EBITDA margin of 27.2%, up from 10.0% in the second quarter; 15.0% for the first nine months

•Rental services segment Adjusted EBITDA increased 35% sequentially to $5.0 million

•Expanded our aviation portfolio to 44 assets, including 14 aircraft, 14 engines and 16 auxiliary power units, up from 15 at the end of the prior-year period

•29 of 44 aviation assets were revenue-producing as of September 30, 2026, up from 23 of 38 as of June 30, 2026

•No funded debt; $37.6 million of cash and marketable securities; $41.8 million invested, led by aviation

•Subsequent to quarter-end, entered into a term loan facility providing commitments of up to $58.0 million to support aviation growth

Updated 2026 Outlook:

•Revenue growth expected to exceed 90%

•Adjusted EBITDA margin expected to be in the mid-teens

•Increased full-year 2026 outlook for the third time this year

Initial 2027 Outlook:

Adjusted EBITDA expected to increase by more than 40% compared with full-year 2026 Adjusted EBITDA

The 2027 outlook assumes continued deployment of the Company’s existing aviation fleet, incremental contributions from aviation investments and continued operating improvement across the Company’s portfolio and does not assume material aviation asset sales.

The Company is unable to provide a reconciliation of its forward-looking Adjusted EBITDA to the most directly comparable GAAP measure because certain components necessary to provide such a reconciliation are not available without unreasonable effort. These components may include, among other items, changes in marketable securities, gains or losses on asset dispositions, income taxes and other items that could have a significant impact on the Company’s GAAP results.

OKLAHOMA CITY, OK – October 30, 2026 – Mammoth Energy Services, Inc. (NASDAQ: TUSK) (“Mammoth” or the “Company”) today reported financial and operational results for the third quarter ended September 30, 2026.

Total revenue from continuing operations was $21.3 million for the third quarter of 2026 compared to $10.9 million for the third quarter of 2025 and $26.1 million for the second quarter of 2026.

Net income from continuing operations for the third quarter of 2026 was $0.3 million, or $0.01 per diluted share, compared to net loss from continuing operations of $12.6 million, or $0.26 per diluted share, for the third quarter of 2025 and net loss from continuing operations of $1.2 million, or $0.02 per diluted share, in the second quarter of 2026.

Adjusted EBITDA from continuing operations ("Adjusted EBITDA" as defined and reconciled in the tables below) was $5.8 million for the third quarter of 2026, compared to ($4.8) million for the third quarter of 2025 and $2.6 million for the second quarter of 2026.

Mark Layton, Chief Financial Officer of Mammoth commented, “This was an outstanding quarter for Mammoth and a clear demonstration of our focus on driving returns. Revenue nearly doubled year over year to $21.3 million. Adjusted EBITDA more than doubled sequentially to $5.8 million, and our Adjusted EBITDA margin expanded to 27% from 10% in the second quarter. Growth in aviation leasing, positive Adjusted EBITDA in Sand and higher occupancy in Accommodations drove the increase.

With an Adjusted EBITDA margin of 15% through the first nine months, we are raising our full-year 2026 outlook for the third time this year. We now expect Adjusted EBITDA margins in the mid-teens, roughly a year ahead of the plan we laid out in March, and we are reaffirming our outlook for revenue growth of greater than 90%.

Aviation remains our priority for capital deployment based on its returns profile. We invested $41.8 million in the quarter, led by aviation. The growth in aviation leasing assets enhances our recurring revenue profile while requiring comparatively modest incremental operating personnel as additional assets are deployed. As we look ahead to 2027, we currently expect Adjusted EBITDA to increase by more than 40% compared with full-year 2026 Adjusted EBITDA, driven primarily by the growing contribution from our aviation leasing platform and continued focus on operating execution and margin improvement.”

Results by Reportable Segments

Rental Services and Aviation Sales

Mammoth’s rental services segment contributed revenue (inclusive of inter-segment revenue) of $9.6 million for the third quarter of 2026 compared to $2.8 million for the third quarter of 2025 and $10.2 mi

2026
Q2

Q2 2026 Earnings

8-K BUY

Aug 7, 2026 · 100% conf.

AI Prediction BUY

1D

+2.03%

$3.46

Act: -0.88%

5D

+11.26%

$3.77

20D

+21.23%

$4.11

Price: $3.39 Prob +5D: 100% AUC: 1.000
0001628280-26-054588

EX-99.1

2 a2026-06x30exx991.htm

EX-99.1

Document

Exhibit 99.1

Mammoth Energy Services, Inc. Announces

Second Quarter 2026 Operational and Financial Results

OKLAHOMA CITY, OK – August 7, 2026 – Mammoth Energy Services, Inc. (NASDAQ: TUSK) (“Mammoth” or the “Company”) today reported financial and operational results for the second quarter ended June 30, 2026.

Mark Layton, Chief Financial Officer of Mammoth commented, “We are increasing our full-year 2026 outlook for the second time this year based on continued improvement across our operating businesses and the growing contribution from our aviation platform. During the second quarter, revenue increased 110% year over year to $26.1 million and Adjusted EBITDA increased 37% sequentially to $2.6 million. Drilling generated positive Adjusted EBITDA ahead of expectations, Sand returned to positive gross margins, and we continued to deploy capital into high-return aviation assets while completing strategic acquisitions in infrastructure services. As we enter the second half of 2026, our focus remains on disciplined execution, margin expansion and creating long-term shareholder value.”

Second Quarter 2026 Highlights:

•Revenue increased 110% year-over-year to $26.1 million

•Adjusted EBITDA improved to $2.6 million

•Drilling generated positive Adjusted EBITDA

•Completed the acquisitions of Mission Construction and BERE Rentals, expanding the Company’s fiber infrastructure capabilities

•Increased full-year 2026 outlook for the second time this year

Updated 2026 Outlook:

•Revenue growth expected to exceed 90%

•Adjusted EBITDA margin expected to exceed 10%

Financial Overview for the Second Quarter 2026:

Total revenue from continuing operations was $26.1 million for the second quarter of 2026 compared to $12.4 million for the second quarter of 2025 and $22.0 million for the first quarter of 2026.

Net loss from continuing operations for the second quarter of 2026 was $1.2 million, or $0.02 per diluted share, compared to net loss from continuing operations of $36.5 million, or $0.76 per diluted share, for the second quarter of 2025 and net income from continuing operations of $4.7 million, or $0.10 per diluted share, in the first quarter of 2026.

Adjusted EBITDA from continuing operations ("Adjusted EBITDA" as defined and reconciled in the tables below) was $2.6 million for the second quarter of 2026, compared to ($3.5) million for the second quarter of 2025 and $1.9 million for the first quarter of 2026.

Rental Services and Aviation Sales

Mammoth’s rental services segment contributed revenue (inclusive of inter-segment revenue) of $10.2 million for the second quarter of 2026 compared to $3.1 million for the second quarter of 2025 and $13.0 million for the first quarter of 2026. The increase in revenue compared to the prior year was primarily driven by a $5.7 million increase in aviation revenue, which included the sale of an airframe and landing gear for $2.0 million. The average number

of pieces of equipment rented to customers was 407 for the second quarter of 2026 compared to 296 during the second quarter of 2025 and 389 during the first quarter of 2026.

Natural Sand Proppant Services

Mammoth’s natural sand proppant services segment contributed revenue of $8.0 million for the second quarter of 2026 compared to $5.4 million for the second quarter of 2025 and $3.9 million for the first quarter of 2026. In the second quarter of 2026, the Company sold approximately 229,000 tons of sand at an average sales price of $21.36 per ton compared to sales of approximately 242,000 tons of sand at an average sales price of $21.41 per ton during the second quarter of 2025. Average price per ton of sand sold decreased primarily due to a shift of grade mix. In addition, freight revenue increased by approximately $2.9 million compared to second quarter of 2025. In the first quarter of 2026, sales were approximately 156,000 tons of sand at an average price of $19.49 per ton.

Accommodation Services

Mammoth’s accommodation services segment contributed revenue of $3.2 million for the second quarter of 2026 compared to $1.8 million for the second quarter of 2025 and $3.5 million for the first quarter of 2026. On average, 259 rooms were utilized for the second quarter of 2026 compared to 145 during the second quarter of 2025 and 275 during the first quarter of 2026 within the accommodations services segment.

Infrastructure Services

Mammoth’s infrastructure services segment contributed revenue of $0.9 million for the second quarter of 2026 compared to $1.4 million for the second quarter of 2025 and $0.3 million for the first quarter of 2026.

Drilling Services

Mammoth’s drilling services segment contributed revenue of $3.8 million for the second quarter of 2026 compared to $0.7 million for the second quarter of 2025 and $1.4 million for the first quarter of 2026. Drilling performance improved sequentially due to increased utilization and activity levels.

Selling,

2026
Q1

Q1 2026 Earnings

8-K BUY

May 11, 2026 · 100% conf.

AI Prediction BUY

1D

+2.18%

$2.97

Act: +1.03%

5D

+11.49%

$3.24

Act: +9.62%

20D

+22.16%

$3.55

Act: +14.78%

Price: $2.91 Prob +5D: 100% AUC: 1.000
0001628280-26-033142

EX-99.1

2 a2026-03x31exx991.htm

EX-99.1

Document

Exhibit 99.1

Mammoth Energy Services, Inc. Announces

First Quarter 2026 Operational and Financial Results

OKLAHOMA CITY, OK – May 11, 2026 – Mammoth Energy Services, Inc. (NASDAQ: TUSK) (“Mammoth” or the “Company”) today reported financial and operational results for the first quarter ended March 31, 2026.

Mark Layton, Chief Financial Officer of Mammoth commented, “The first quarter is a meaningful step forward for Mammoth and reflects the work we've been doing over the past several quarters to reposition the business. We've simplified the portfolio, allocated capital towards high returns businesses, and taken meaningful cost out of the structure — and we're starting to see that come through in the results.

Aviation continues to perform well and is providing a more stable earnings base, and across the rest of the platform we're seeing clear signs of improvement as the operational changes we made coming out of the fourth quarter begin to take hold.

Our balance sheet remains a real point of strength. We ended the quarter debt-free with approximately $125 million of cash, cash equivalents and marketable securities, which gives us flexibility both to invest in the business and return capital to shareholders. During the quarter, we began executing on our share repurchase program for the first time since it was authorized, and we expect to remain opportunistic going forward.

Based on the progress we're seeing, we are raising our 2026 outlook, including now expecting to reach full-year Adjusted EBITDA positive in 2026. There's still work to do, but the business is moving in the right direction and we're focused on continuing to execute.”

Financial Overview for the First Quarter 2026:

Total revenue from continuing operations was $22.0 million for the first quarter of 2026 compared to $11.6 million for the first quarter of 2025 and $9.5 million for the fourth quarter of 2025.

Net income from continuing operations for the first quarter of 2026 was $4.7 million, or $0.10 per diluted share, compared to net loss from continuing operations of $2.2 million, or $0.05 per diluted share, for the first quarter of 2025 and $12.3 million, or $0.26 per diluted share, for the fourth quarter of 2025.

Adjusted EBITDA from continuing operations ("Adjusted EBITDA" as defined and reconciled in the tables below) was $1.9 million for the first quarter of 2026, compared to ($2.3) million for the first quarter of 2025 and ($6.8) million for the fourth quarter of 2025.

Rental Services and Aviation Sales

Mammoth’s rental services segment contributed revenue (inclusive of inter-segment revenue) of $13.0 million for the first quarter of 2026 compared to $1.9 million for the first quarter of 2025 and $3.3 million for the fourth quarter of 2025. The increase in revenue was primarily driven by a $10.0 million increase in aviation revenue, which included the sale of an auxiliary power unit for $6.5 million. The average number of pieces of equipment rented to customers was 389 for the first quarter of 2026 compared to 231 during the first quarter of 2025 and 328 during the fourth quarter of 2025.

Infrastructure Services

Mammoth’s infrastructure services segment contributed revenue of $0.3 million for the first quarter of 2026 compared to $0.7 million for the first quarter of 2025 and $1.2 million for the fourth quarter of 2025.

Natural Sand Proppant Services

Mammoth’s natural sand proppant services segment contributed revenue of $3.9 million for the first quarter of 2026 compared to $6.7 million for the first quarter of 2025 and $1.7 million for the fourth quarter of 2025. In the first quarter of 2026, the Company sold approximately 156,000 tons of sand at an average sales price of $19.49 per ton compared to sales of approximately 189,000 tons of sand at an average sales price of $21.49 per ton during the first quarter of 2025. Average price per ton of sand sold decreased primarily due to a shift of grade mix. In the fourth quarter of 2025, sales were approximately 92,000 tons of sand at an average price of $18.56 per ton.

Accommodation Services

Mammoth’s accommodation services segment contributed revenue of $3.5 million for the first quarter of 2026 compared to $2.1 million for the first quarter of 2025 and $2.8 million for the fourth quarter of 2025. On average, 275 rooms were utilized for the first quarter of 2026 compared to 179 during the first quarter of 2025 and 232 during the fourth quarter of 2025 for our accommodations services.

Drilling Services

Mammoth’s drilling services segment contributed revenue of $1.4 million for the first quarter of 2026 compared to $0.2 million for the first quarter of 2025 and $0.5 million for the fourth quarter of 2025.

Selling, General and Administrative Expense

Selling, general and administrative (“SG&A”) expense was $3.6 million for the first quarter of 2026 compared to $4.1 million for the first quarter of 2025 and $5.7 million for

About Mammoth Energy Services Inc. (TUSK) Earnings

This page provides Mammoth Energy Services Inc. (TUSK) earnings call transcripts from SEC 8-K filings along with AI-powered predictions for post-earnings price movements. Our machine learning models analyze historical earnings data, pre-earnings price patterns, volume changes, and volatility to predict 1-day, 5-day, and 20-day returns after each earnings release.

Earnings transcripts are sourced directly from SEC EDGAR filings. Predictions are generated using gradient boosting models trained on TUSK's historical earnings reactions. All predicted returns are shown as percentages, and predicted prices are calculated from the closing price at the time of prediction. Past performance does not guarantee future results.

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