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Liberty Oilfield Services Earnings Calls
| Release date | Apr 22, 2026 |
| EPS estimate | -$0.130 |
| EPS actual | $0.0600 |
| EPS Surprise | 146.15% |
| Revenue estimate | 958.794M |
| Revenue actual | 1.021B |
| Revenue Surprise | 6.51% |
| Release date | Jan 28, 2026 |
| EPS estimate | -$0.160 |
| EPS actual | $0.0500 |
| EPS Surprise | 131.25% |
| Revenue estimate | 881.833M |
| Revenue actual | 1.039B |
| Revenue Surprise | 17.79% |
| Release date | Oct 16, 2025 |
| EPS estimate | -$0.0579 |
| EPS actual | -$0.0600 |
| EPS Surprise | -3.56% |
| Revenue estimate | 961.697M |
| Revenue actual | 947.397M |
| Revenue Surprise | -1.49% |
| 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% |
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 | 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 | -$0.0579 |
| EPS actual | -$0.0600 |
| EPS surprise | -3.56% |
| 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% |
| Release date | Jan 28, 2026 |
| Price on release | $21.80 |
| EPS estimate | -$0.160 |
| EPS actual | $0.0500 |
| EPS surprise | 131.25% |
| Date | Price |
|---|---|
| Jan 22, 2026 | $21.51 |
| Jan 23, 2026 | $20.84 |
| Jan 26, 2026 | $21.10 |
| Jan 27, 2026 | $22.18 |
| Jan 28, 2026 | $21.80 |
| Jan 29, 2026 | $25.34 |
| Jan 30, 2026 | $24.65 |
| Feb 02, 2026 | $26.09 |
| Feb 03, 2026 | $26.04 |
| 4 days before | 1.35% |
| 4 days after | 19.45% |
| On release day | 16.24% |
| Change in period | 21.06% |
| Release date | Apr 22, 2026 |
| Price on release | $29.42 |
| EPS estimate | -$0.130 |
| EPS actual | $0.0600 |
| EPS surprise | 146.15% |
| Date | Price |
|---|---|
| Apr 16, 2026 | $27.96 |
| Apr 17, 2026 | $26.30 |
| Apr 20, 2026 | $26.56 |
| Apr 21, 2026 | $28.33 |
| Apr 22, 2026 | $29.42 |
| Apr 23, 2026 | $32.32 |
| Apr 24, 2026 | $32.74 |
| Apr 27, 2026 | $32.85 |
| Apr 28, 2026 | $33.05 |
| 4 days before | 5.22% |
| 4 days after | 12.34% |
| On release day | 9.86% |
| Change in period | 18.20% |
Liberty Oilfield Services Earnings Call Transcript Summary of Q1 2026
Liberty Energy reported strong operational execution in Q1 2026 with revenue of $1.0 billion and adjusted EBITDA of $126 million driven by record pumping efficiencies, high fleet utilization and strong demand for premium completion services. GAAP net income was $23 million and adjusted net income was $10 million. Cash at quarter end was $699 million, net debt $579 million, and total liquidity ~$1.2 billion. The company raised capital via ~$1.3 billion of convertible debt (with capped calls) to fund long‑lead power investments and preserve upside for shareholders. Management expects sequential revenue growth in Q2 (high single digits) driven by utilization and modest pricing upside, with more meaningful pricing realization anticipated in Q3 as the market tightens. Liberty reiterated its strategic growth plan to scale its power business to 3 GW deployed by 2029 (noting ~$300 million of planned contract milestone payments in Q2/early Q3 tied to that plan) and emphasized a large sales pipeline (data centers are the largest share) that is materially bigger than what it can deploy. Key technology and competitive advantages highlighted: digiPrime variable‑speed natural gas engines (path to >70% of fleet with variable speed), digiFleets, StimCommander fleet control, Forge optimization platform, and integrated microgrid testing facilities — all presented as drivers of fuel efficiency, lower cost per barrel and differentiated power solutions. Management sees macro tailwinds from recent geopolitical disruptions that increase energy security concerns, supporting North American oil & gas and on‑site power demand. Risks/considerations called out: power projects have long multi‑year cycles and site-level timing/permitting risk (some opportunities will shift right or be canceled); equipment lead times for incremental frac capacity are long, meaning tightness could persist and pricing recovery may accelerate quickly; capital invested in power is expected to be ultimately project financed and convertible issuance was opportunistic at very low effective cost.
