Financial Performance and Strategic Outlook slide image

Financial Performance and Strategic Outlook

Clean Balance Sheet & Low Capital Intensity Balance Sheet & Capital Summary ■■ Year-end 2021 cash balance of approximately $302 million ■Full year 2022 net capital expenditure guidance of $20 million to $30 million ■Modest maintenance capex requirements 2022 capex driven by: ■Roofline expansion at Bossier City manufacturing facility ■R&D facility buildout Electrification and additions to rental asset fleet as activity is expected to grow ■ General maintenance Adjusted EBITDA (1) - Net Capital Expenditures (2) ($ in millions) $14.8 $81.4 $173.1 $144.4 $108.7 $102.9 2016 2017 2018 2019 2020 2021 Net Capital Expenditures (2) ($ in millions) $30.7 $17.4 $68.2 $55.9 $18.1 $11.6 2016 2017 2018 2019 2020 2021 Strong balance sheet with track record of cash flow generation Source: Company filings. 1) 2) EBITDA and Adjusted EBITDA are non-GAAP financial measures. Cactus defines Adjusted EBITDA as EBITDA excluding (gain) loss on debt extinguishment, stock-based compensation, non-cash adjustments for the revaluation of the liability related to the tax receivable agreement, and equity offering expenses. The Appendix at the back of this presentation contains a reconciliation of EBITDA and Adjusted EBITDA to net income, the most comparable financial measure calculated in accordance with GAAP. Net Capital Expenditures equals net cash flows from investing activities. 22 22
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