Brief: Liberty Energy Q2 Revenue USD 1,042.521 Million Vs. IBES Estimate USD 1,004 Million

Liberty Energy

24/07/2025 23:06

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

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)