Liberty Energy (LBRT) Company Report

Liberty Energy (LBRT) reported Q3 2025 revenue of $947 million, a 9% sequential decrease from the prior quarter, with net income of $43 million and adjusted EBITDA of $128 million.
The company increased its quarterly cash dividend by 13% and anticipates total capital expenditures for 2025 to be between $525 million and $550 million.
Liberty is significantly expanding its power business, targeting over one gigawatt of total capacity by the end of 2027, with 500 megawatts expected by the end of 2026. The sales pipeline for power has more than doubled in the last 90 days, with LOIs and contract terms for more than a few gigawatts of capacity needs.
Management noted a moderation in oil and gas frac activity, expecting global oil oversupply to peak in H1 2026 and anticipating improving frac fundamentals later in 2026.

Oct 17, 2025, 2:30 PM

Liberty (LBRT) Reports Q3 2025 Financial Results and Provides Power Business Outlook

LBRT

Earnings

Guidance Update

New Projects/Investments

Liberty (LBRT) reported Q3 2025 revenue of $947 million and adjusted EBITDA of $128 million, reflecting a sequential decrease of 9% in revenue and a decline from $181 million in adjusted EBITDA in the prior quarter, attributed to a slowdown in industry completions activity and market pricing pressure.
For Q3 2025, net income was $43 million and fully diluted net income per share was $0.26.
The company is significantly expanding its power generation business, projecting over one gigawatt of total capacity by 2027, with approximately 500 megawatts delivered by 2026. This strategic shift is reflected in the 2026 capital expenditures being directed towards power generation services.
Liberty anticipates total capital expenditures for 2025 to be between $525 million and $550 million, and reported net debt of $240 million at the end of Q3 2025.

Oct 17, 2025, 2:30 PM

Liberty Energy Reports Mixed Q3 Results, Increases Dividend, and Advances Technology

LBRT

Earnings

Dividends

New Projects/Investments

Liberty Energy Inc. reported a mixed third quarter, with a slight earnings beat but revenue falling short, which led to a share price decline.
The company increased its quarterly dividend by 13% for Q4 2025.
Liberty Energy launched 'Forge,' its large language model technology, and aims to expand power generation capacity to over one gigawatt by 2027.
Alice Yake (Jackson) was appointed to Liberty Energy's Board of Directors.

Oct 17, 2025, 12:32 AM

Liberty Energy Inc. Announces Q3 2025 Financial and Operational Results

LBRT

Earnings

Dividends

Board Change

Liberty Energy Inc. reported revenue of $947 million and Adjusted EBITDA of $128 million for the third quarter of 2025, reflecting a 9% sequential decrease in revenue and a 29% sequential decrease in Adjusted EBITDA. Net income for the quarter was $43 million, resulting in $0.26 fully diluted earnings per share.
The company increased its quarterly cash dividend by 13% to $0.09 per share, to be paid in the fourth quarter of 2025.
Alice Yake (Jackson) was appointed to the Board of Directors.
Despite a slowdown in industry completions activity and market pricing pressure, Liberty achieved quarterly record pumping efficiency and launched Forge, its large language model for intelligent asset orchestration.

Oct 16, 2025, 9:38 PM

Liberty Energy Inc. Announces Third Quarter 2025 Financial and Operational Results

LBRT

Earnings

Dividends

New Projects/Investments

Liberty Energy Inc. reported Q3 2025 revenue of $947 million, representing a 9% sequential decrease, with net income of $43 million and $0.26 fully diluted earnings per share.
The company announced an increase in its quarterly cash dividend by 13% to $0.09 per share, which will begin in the fourth quarter of 2025.
Operational highlights for the quarter include achieving record pumping efficiency, launching Forge (a large language model for intelligent asset orchestration), and increasing total power generation capacity to over one gigawatt expected to be delivered through 2027.
Alice Yake (Jackson) was appointed to the Board of Directors.
As of September 30, 2025, Liberty had $13 million in cash and $146 million in total liquidity.

Oct 16, 2025, 9:19 PM

Oklo and Blykalla Form Transatlantic Partnership

LBRT

New Projects/Investments

Oklo Inc. (U.S.) and Sweden's Blykalla AB have established a strategic transatlantic partnership to accelerate advanced nuclear commercialization, focusing on technology collaboration, supply-chain coordination, and regulatory knowledge-sharing.
As part of this agreement, Oklo will co-lead Blykalla's next investment round with an approximately $5 million commitment.
The partnership includes a Joint Technology Development Agreement, aiming to reduce costs and schedule risks by sharing insights on materials, components, fuel fabrication, and licensing best practices.
Oklo, which develops sodium-cooled fast-reactor powerhouses up to 75 MWe, may also supply select components and provide fuel fabrication services to Blykalla, developer of the 55 MWe lead-cooled SEALER reactor.

Sep 29, 2025, 11:00 AM

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