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
Actual | 0.02 | -0.55 | -0.41 | -0.41 | -0.21 | -0.29 | -0.22 | -0.2949 | -0.0268 | 0.5771 | 0.8191 | 0.8406 | 0.9115 | 0.8756 | 0.8512 | 0.5414 | 0.48 | 0.61 | 0.45 | 0.31 | 0.04 | 0.12 | -0.06 | 0.05 | |||||||||
Forecast | -0.0623 | -0.4483 | -0.4359 | -0.3554 | -0.2184 | -0.0982 | -0.1024 | -0.1665 | -0.1615 | 0.1707 | 0.6376 | 0.7526 | 0.8219 | 0.904 | 0.7498 | 0.5716 | 0.5349 | 0.5968 | 0.5726 | 0.1005 | 0.0355 | 0.1346 | -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
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | 472.34M | 88.36M | 147.50M | 257.59M | 552.00M | 581.29M | 653.73M | 683.74M | 792.77M | 942.62M | 1.19B | 1.23B | 1.26B | 1.19B | 1.22B | 1.07B | 1.07B | 1.16B | 1.14B | 943.57M | 977.46M | 1.04B | 947.40M | 1.04B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | 409.84M | 98.46M | 132.87M | 193.75M | 497.49M | 594.54M | 616.82M | 673.74M | 738.78M | 875.16M | 1.06B | 1.20B | 1.25B | 1.26B | 1.12B | 1.08B | 1.08B | 1.16B | 1.13B | 982.32M | 948.46M | 1.01B | 961.70M | 881.83M |
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
You can ask Aime
Did Liberty Energy beat or miss consensus estimates last quarter?What is Liberty Energy's latest dividend and current dividend yield?What factors drove the changes in Liberty Energy's revenue and profit?What does Liberty Energy do and what are its main business segments?What were the key takeaways from Liberty Energy's earnings call?What guidance did Liberty Energy's management provide for the next earnings period?What is the market's earnings forecast for Liberty Energy next quarter?What were the key takeaways from Liberty Energy’s earnings call?
