US · Energy · Oil & Gas Equipment & Services
EPS came in at 0.06 against a street estimate of 0.08 — a miss of 25.0%.
Analysts rate Liberty Energy Inc. a buy (9 buy, 5 hold, 0 sell out of 14) with an average price target of $26.79.
MIXED Liberty delivered strong execution and announced a major 1.2-gigawatt power agreement, but earnings and adjusted EPS declined sequentially and missed analyst expectations. Q3 FY26 Management cited stronger global oil and refined-product pricing, while North American natural gas fundamentals remained balanced amid record production and inventories. Analysts focused on the power agreement’s economics, timing, financing and customer risk, plus frac pricing and 2027 capacity. Management emphasized customer trust, diversified sites, prepayments and resilient technology-driven demand. 2026-10-22…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 16.88% |
| Vanguard Portfolio Management, LLC | 6.84% |
| Dimensional Fund Advisors, Inc. | 5.77% |
| State Street Corp | 4.33% |
| Vanguard Capital Management, LLC | 4.33% |
| American Century Companies Inc | 4.25% |
| Geode Capital Management, LLC | 2.82% |
| Franklin Templeton Inc | 2.59% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Q3 2026 revenue was $1,196,156 thousand, up from $947,397 thousand in Q3 2025. • Q3 2026 operating income was $19,304 thousand, c | 2026-10-22 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 revenue was $1.2 billion, up 26% year over year from $0.9 billion and up 1% from Q2 2026. • Net loss was $39 million, or | 2026-10-21 |
| Material agreement · Q1 2026 LIBERTY ENERGY INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • NES-WES Contract value: $493.2 million for power generation equipment (engines, balance of | 2026-09-18 |
| Quarterly report · Q2 2026 LIBERTY ENERGY INC. — Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Revenue (6 months): $2,209.8 million (2025: $2,020.0 million) — up 9.4% • Net In | 2026-07-23 |
| Results announced · Q3 2026 LIBERTY ENERGY INC. – Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Revenue: $1.2 billion, up 14% year-over-year (Q2 2025: $1.0 billion); up 16% quart | 2026-07-23 |
| Material agreement · Q2 2026 LIBERTY ENERGY INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Equipment supply contract value: $332.6 million • Contract signed: June 22, 2026 • Supplie | 2026-06-25 |
| Material agreement · Q2 2026 LIBERTY ENERGY INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Liberty Energy signed two supply contracts on May 1, 2026 with Bergen Engines AS for power | 2026-05-07 |
| Quarterly report · Q1 2026 LIBERTY ENERGY INC. — Q1 2026 SUMMARY HEADLINE NUMBERS • Total Revenue (Q1 2026): $1,021.2 million (up from $977.5 million in Q1 2025) • Net Income | 2026-04-23 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.10 / share ex-date Dec 4, 2026 · pay Dec 18, 2026 | 2026-12-04 |
| Dividend | $0.09 / share ex-date Sep 4, 2026 · pay Sep 18, 2026 | 2026-09-04 |
| Dividend | $0.09 / share ex-date Jun 4, 2026 · pay Jun 18, 2026 | 2026-06-04 |
| Dividend | $0.09 / share ex-date Mar 4, 2026 · pay Mar 18, 2026 | 2026-03-04 |
| Dividend | $0.09 / share ex-date Dec 4, 2025 · pay Dec 18, 2025 | 2025-12-04 |
| Announcement | Date |
|---|---|
| Supply contract for power generation equipment worth $493.2 million Liberty Energy Inc. signed a $493.2 million equipment purchase contract with Northeast-Western Energy Systems USA (NES-WES) on February 13, 2026, for power generation equipment to support th | 2026-09-18 |
| Joint venture with PowerBridge for powered data center campuses Liberty Energy reported strong Q2 2026 results with revenue of $1.2 billion (up 14% year-over-year) and net income of $43 million ($0.26 EPS). Adjusted EBITDA reached $151 million, and the c | 2026-07-23 |
| Equipment supply contract worth $332.6 million for power generation projects Liberty Energy's subsidiary signed a $332.6 million equipment supply contract with Wärtsilä on June 22, 2026, to purchase power generation equipment (engines and related equipment) for the c | 2026-06-25 |
| Two supply contracts for power generation equipment worth $505 million Liberty Energy signed two major supply contracts with Bergen Engines AS on May 1, 2026, to purchase power generation equipment (engines and related equipment) for data center and distributed | 2026-05-07 |
| 1 GW power development agreement with Vantage Data Centers signed Liberty Energy reported full-year 2025 revenue of $4.0 billion with net income of $148 million ($0.89 EPS) and adjusted EBITDA of $634 million. The company achieved a 13% cash return on capi | 2026-01-29 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Liberty Energy Inc. — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.