Liberty Energy Q2 revenue edges past estimates
Overview
Liberty Energy Q2 revenue rises 7% sequentially, beating analyst expectations
The oilfield services provider's adjusted EBITDA for Q2 up 8% sequentially, surpassing estimates
Co expands ABL facility to $750 mln to support strategic growth in power generation
Outlook
Liberty anticipates gradual slowdown in completions activity in H2 2025
Company plans to "modestly reduce" deployed fleet count amidst market pressures
Liberty sees stable North American oil production despite global changes
Company expects equipment cannibalization to improve service dynamics
Result Drivers
EFFICIENCY AND UTILIZATION - Increased efficiencies and utilization offset industry pricing headwinds, per CEO Ron Gusek
STRATEGIC COLLABORATION - Announced strategic alliance with Oklo to provide integrated utility scale power solutions for data centers
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q2 Revenue | Beat | $1.04 bln | $1 bln (10 Analysts) |
Q2 EPS |
| $0.43 |
|
Q2 Net Income |
| $71.02 mln |
|
Q2 Adjusted EBITDA | Beat | $180.80 mln | $178.60 mln (10 Analysts) |
Q2 Capex |
| $134.05 mln |
|
Q2 Operating Income |
| $37.07 mln |
|
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 8 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the oil related services and equipment peer group is "buy"
Wall Street's median 12-month price target for Liberty Energy Inc is $15.00, about 13.6% above its July 24 closing price of $12.96
The stock recently traded at 36 times the next 12-month earnings vs. a P/E of 23 three months ago
Press Release: ID:nBw25hrTla
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