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LBRT

Liberty Energy·NYSE
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LBRT fundamentals

Liberty Energy (LBRT) released its earnings on Jan 29, 2026: revenue was 1.04B (YoY +10.09%), beat estimates; EPS was 0.05 (YoY -83.87%), beat estimates.
Revenue / YoY
1.04B
+10.09%
EPS / YoY
0.05
-83.87%
Report date
Jan 29, 2026
LBRT Earnings Call Summary for Q4,2025
  • 3 GW Power Growth: Targeting 3 GW of distributed power projects by 2029, with 500 MW deliveries in 2026 and key contracts with Vantage and a Texas developer.
  • Financial Resilience: Full-year revenue $4B, adjusted EBITDA $634M despite market volatility. Q4 EBITDA up 16% sequentially.
  • AI-Driven Efficiency: 14% reduction in maintenance costs via AI, Atlas IQ platform for real-time decision-making.
  • Challenges Ahead: Q1 2026 faces $15-20M in LPI development costs and pricing headwinds, but sees stabilization in completions and long-term power growth.
  • Economic Moat: Unique LPI platform with Forte/Tempo systems, modular reciprocating engines, and midstream capabilities differentiate from competitors.
EPS
Q4,2017
Q1,2018
Q2,2018
Q3,2018
Q4,2018
Q1,2019
Q2,2019
Q3,2019
Q4,2019
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
0.02-0.55-0.41-0.41-0.21-0.29-0.22-0.2949-0.02680.57710.81910.84060.91150.87560.85120.54140.480.610.450.310.040.12-0.060.05
Forecast
-0.0623-0.4483-0.4359-0.3554-0.2184-0.0982-0.1024-0.1665-0.16150.17070.63760.75260.82190.9040.74980.57160.53490.59680.57260.10050.03550.1346-0.0579-0.1731
Surprise
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
+132.10%
-22.69%
+5.94%
-15.36%
+3.85%
-195.32%
-114.84%
-77.12%
+83.41%
+238.08%
+28.47%
+11.69%
+10.90%
-3.14%
+13.52%
-5.28%
-10.26%
+2.21%
-21.41%
+208.46%
+12.68%
-10.85%
-3.63%
+128.89%
Revenue
Q4,2017
Q1,2018
Q2,2018
Q3,2018
Q4,2018
Q1,2019
Q2,2019
Q3,2019
Q4,2019
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
------------------472.34M88.36M147.50M257.59M552.00M581.29M653.73M683.74M792.77M942.62M1.19B1.23B1.26B1.19B1.22B1.07B1.07B1.16B1.14B943.57M977.46M1.04B947.40M1.04B
Forecast
------------------409.84M98.46M132.87M193.75M497.49M594.54M616.82M673.74M738.78M875.16M1.06B1.20B1.25B1.26B1.12B1.08B1.08B1.16B1.13B982.32M948.46M1.01B961.70M881.83M
Surprise
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
+15.25%
-10.26%
+11.00%
+32.95%
+10.96%
-2.23%
+5.98%
+1.48%
+7.31%
+7.71%
+12.46%
+2.05%
+1.19%
-5.17%
+8.45%
-0.79%
-0.42%
+0.13%
+0.58%
-3.94%
+3.06%
+3.59%
-1.49%
+17.79%

Earnings Call