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Oilfield services firm Liberty's Q4 revenue rises

ReutersJan 28, 2026 10:43 PM


Overview

  • Energy services firm's Q4 revenue rose 10% yr/yr, beating analyst expectations

  • Adjusted EPS for Q4 beat analyst expectations

  • Company raised quarterly cash dividend by 13% to $0.09 per share


Outlook

  • Liberty plans to deploy 3 GW of power projects by 2029

  • Liberty sees significant demand for digiTechnologies platform at improved economics


Result Drivers

  • TECHNOLOGICAL INNOVATION - Liberty attributed strong Q4 results to technological innovation and operational execution, including AI-driven asset optimization

  • SIMULFRAC EXPANSION - Expanded simulfrac offering with strategic customers contributed to efficiencies and strengthened customer relationships

  • POWER DEVELOPMENT AGREEMENTS - Announced significant power development agreements, including a 1 GW project with Vantage Data Centers and a 330 MW project in Texas


Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q4 Revenue

Beat

$1.04 bln

$882.53 mln (9 Analysts)

Q4 Adjusted EPS

Beat

$0.05

-$0.15 (7 Analysts)

Q4 Net Income

$13.69 mln

Q4 Adjusted EBITDA

Beat

$157.52 mln

$105.41 mln (10 Analysts)

Q4 Capex

$202.84 mln

Q4 Operating Income

$19.88 mln


Analyst Coverage

  • The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", 6 "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 $21.00, about 3.7% below its January 28 closing price of $21.80

Press Release: ID:nBw64fLsfa

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

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