Flowco (FLOC) maintains its 'Buy' rating following a recent analyst update, reflecting continued confidence in the company's growth trajectory within the industrial and infrastructure space. The reiteration comes as investors assess mid-cap industrial firms ahead of 2026 capital spending forecasts.
- FLOC retains 'Buy' rating following analyst update on December 15, 2025
- Fiscal 2024 adjusted EBITDA: $187 million, up 12% YoY
- Q3 2025 backlog: $620 million, up 9% from prior year
- Pre-market share rise of 1.8% on reiteration
- Strategic positioning in water and fluid handling infrastructure
- Growing alignment with North American infrastructure modernization trends
Flowco (FLOC) has retained its 'Buy' rating from a senior equity analyst, signaling sustained optimism about the company's operational performance and long-term value proposition. The update, issued on December 15, 2025, underscores confidence in Flowco’s ability to capitalize on expanding infrastructure investment across North America, particularly in water and fluid handling solutions. The analyst highlighted Flowco’s consistent revenue growth, with fiscal year 2024 adjusted EBITDA reaching $187 million, up 12% year-over-year. Additionally, the company’s backlog stood at $620 million as of the third quarter, representing a 9% increase from the prior year and indicating strong order visibility into 2026. These figures support the view that Flowco is well-positioned to benefit from public and private sector spending on water infrastructure modernization. The reiteration has prompted early trading activity, with FLOC shares rising 1.8% in pre-market sessions on December 16. Institutional investors and fund managers focused on industrial and infrastructure themes are likely to reassess their positions, particularly those with exposure to mid-cap industrial equities. While the update does not include new financial guidance or structural changes, the reaffirmation reinforces Flowco’s strategic alignment with macroeconomic trends such as aging infrastructure replacement and increased federal funding allocations in the U.S. and Canada.