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Liberty Oilfield Services Earnings Calls
| Release date | Oct 16, 2025 |
| EPS estimate | -$0.0100 |
| EPS actual | -$0.0600 |
| EPS Surprise | -500.00% |
| Revenue estimate | 860.457M |
| Revenue actual | 947.397M |
| Revenue Surprise | 10.10% |
| Release date | Jul 24, 2025 |
| EPS estimate | $0.160 |
| EPS actual | $0.610 |
| EPS Surprise | 281.25% |
| Revenue estimate | 969.812M |
| Revenue actual | 1.043B |
| Revenue Surprise | 7.50% |
| Release date | Apr 16, 2025 |
| EPS estimate | $0.0300 |
| EPS actual | $0.0400 |
| EPS Surprise | 33.33% |
| Revenue estimate | 948.462M |
| Revenue actual | 977.461M |
| Revenue Surprise | 3.06% |
| Release date | Jan 29, 2025 |
| EPS estimate | $0.0900 |
| EPS actual | $0.100 |
| EPS Surprise | 11.11% |
| Revenue estimate | 978.432M |
| Revenue actual | 943.574M |
| Revenue Surprise | -3.56% |
Last 4 Quarters for Liberty Oilfield Services
Below you can see how LBRT performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jan 29, 2025 |
| Price on release | $20.66 |
| EPS estimate | $0.0900 |
| EPS actual | $0.100 |
| EPS surprise | 11.11% |
| Date | Price |
|---|---|
| Jan 23, 2025 | $22.73 |
| Jan 24, 2025 | $22.20 |
| Jan 27, 2025 | $19.83 |
| Jan 28, 2025 | $20.05 |
| Jan 29, 2025 | $20.66 |
| Jan 30, 2025 | $19.19 |
| Jan 31, 2025 | $18.31 |
| Feb 03, 2025 | $18.02 |
| Feb 04, 2025 | $18.30 |
| 4 days before | -9.11% |
| 4 days after | -11.42% |
| On release day | -7.12% |
| Change in period | -19.49% |
| Release date | Apr 16, 2025 |
| Price on release | $11.43 |
| EPS estimate | $0.0300 |
| EPS actual | $0.0400 |
| EPS surprise | 33.33% |
| Date | Price |
|---|---|
| Apr 10, 2025 | $10.70 |
| Apr 11, 2025 | $10.94 |
| Apr 14, 2025 | $11.19 |
| Apr 15, 2025 | $11.39 |
| Apr 16, 2025 | $11.43 |
| Apr 17, 2025 | $12.08 |
| Apr 21, 2025 | $11.54 |
| Apr 22, 2025 | $12.01 |
| Apr 23, 2025 | $12.05 |
| 4 days before | 6.82% |
| 4 days after | 5.42% |
| On release day | 5.69% |
| Change in period | 12.62% |
| Release date | Jul 24, 2025 |
| Price on release | $12.96 |
| EPS estimate | $0.160 |
| EPS actual | $0.610 |
| EPS surprise | 281.25% |
| Date | Price |
|---|---|
| Jul 18, 2025 | $11.35 |
| Jul 21, 2025 | $11.25 |
| Jul 22, 2025 | $11.25 |
| Jul 23, 2025 | $13.25 |
| Jul 24, 2025 | $12.96 |
| Jul 25, 2025 | $13.14 |
| Jul 28, 2025 | $13.06 |
| Jul 29, 2025 | $12.82 |
| Jul 30, 2025 | $12.26 |
| 4 days before | 14.19% |
| 4 days after | -5.40% |
| On release day | 1.39% |
| Change in period | 8.02% |
| Release date | Oct 16, 2025 |
| Price on release | $11.94 |
| EPS estimate | -$0.0100 |
| EPS actual | -$0.0600 |
| EPS surprise | -500.00% |
| Date | Price |
|---|---|
| Oct 10, 2025 | $12.05 |
| Oct 13, 2025 | $12.30 |
| Oct 14, 2025 | $12.26 |
| Oct 15, 2025 | $12.34 |
| Oct 16, 2025 | $11.94 |
| Oct 17, 2025 | $15.32 |
| Oct 20, 2025 | $15.86 |
| Oct 21, 2025 | $15.91 |
| Oct 22, 2025 | $15.19 |
| 4 days before | -0.91% |
| 4 days after | 27.22% |
| On release day | 28.31% |
| Change in period | 26.06% |
Liberty Oilfield Services Earnings Call Transcript Summary of Q3 2025
Liberty Energy reported Q3 2025 revenue of $947M and adjusted EBITDA of $128M, down sequentially amid softer industry completions activity and pricing pressure. Operational highlights included record pumping efficiency and safety performance, strong DigiPrime fleet results, and continued deployment of AI-driven automation (StimCommander) and the Forge analytics platform. Management emphasized a strategic shift and material capital allocation to on-site power services: they are securing additional generation capacity and now expect >1 GW of capacity to be delivered through 2027 (≈500 MW by end-2026). 2025 capex guidance was raised to about $525M–$550M (Q3 net capex $113M); Q3 ended with $13M cash and $240M net debt (total liquidity $146M). Management expects near-term headwinds in frac activity to be transitory with a recovery likely in 2026, and they see durable demand for next-generation frac fleets. Financing for large power projects will primarily be project-level, non-recourse debt (management cited ~70% debt financing at project level), with the balance from cashflow/corporate funding and potential minority partners. The company increased its quarterly cash dividend by 13%, signaling confidence in the longer-term outlook. Key risks noted: continued pricing pressure in completions, long lead times to convert power pipeline into signed contracts, and broader supply-chain / tariff exposures.
