The Motley Fool·Oct 29, 2026
Liberty Energy: 3 Key Takeaways for Long-Term InvestorsLiberty Energy secured an agreement for 1.2 gigawatts of data center power. Fleets achieved over 60% natural gas fuel substitution during the quarter.
Liberty Energy's revenue re-accelerated 26.3% YoY to $1.2B in Q3 2026 after seven consecutive quarters of contraction, but the recovery appears volume-driven rather than pricing-led, with operating margin compressing to just 1.6% ($19.3M) versus 12.3% ($143.1M) at comparable revenue in Q2 2024.
Price trend, volume and key moving averages
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 21, 2026 | $0.06-5.5% vs $0.06 | $1.2B+0.5% vs $1.2B |
Q3 2026 Jul 22, 2026 | $0.09+5.9% vs $0.09 | $1.2B+8.6% vs $1.1B |
Q2 2026 Apr 22, 2026 | $0.06+146.2% vs -$0.13 | $1.0B+6.5% vs $959M |
Q1 2026 Jan 28, 2026 | $0.05+131.3% vs -$0.16 | $1.0B+17.8% vs $882M |
Liberty Energy secured an agreement for 1.2 gigawatts of data center power. Fleets achieved over 60% natural gas fuel substitution during the quarter.
I track dividend announcements across 1,200+ stocks. This week, 42 companies increased their dividend, including two stocks I own. Part 2 highlights 17 stocks with streaks below 10 years. First BanCorp (FBP) stands out with a 25% dividend hike, 3.65% forward yield, and the highest ACN (23.9), though it trades near fair value. Western Digital (WDC) offers 34.69% upside to fair value and strong safety metrics, but its forward yield is just 0.20% and dividend consistency is weak.
Shares of Liberty Energy Inc. LBRT have lost 8.2% year to date (YTD), lagging behind both the sector and the sub-industry's gains of 38.6% and 25.8%, respectively. Peer comparison further highlights the weakness, as LBRT underperformed its peers Baker Hughes Company BKR andHalliburton Company HAL.
Liberty Energy's Q3 earnings miss estimates amid rising costs, but revenues surge 26.3% as strong fleet utilization and improved pricing fuel growth.
Benchmark LBRT against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Liberty Energy Inc. (LBRT)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $11.96 | $1.95B | 48.42 | -7.16% | 0.91% | 2.04% | 2.74% | |
| $6.39 | $783.52M | 491.54 | -12.13% | 0.16% | 0.21% | — | |
| $3.01 | $544.57M | -1.42 | -11.37% | -20.39% | -52.48% | — | |
| $5.31 | $1.18B | -35.61 | 14.95% | -1.77% | -2.93% | 3.02% | |
| $16.18 | $2.03B | 63.48 | -3.08% | 2.24% | 3.11% | 2% | |
| $49.92 | $74.63B | 24.32 | -1.6% | 8.33% | 11.27% | 2.16% |
Liberty Energy Inc. (LBRT) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Liberty Energy Inc. (LBRT) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 21, 2026·SEC
Jul 23, 2026·SEC
Jun 25, 2026·SEC
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Liberty Energy Inc. (LBRT) stock FAQ — growth, dividends, profitability & financials explained
Liberty Energy Inc. (LBRT) reported $4.44B in revenue over the trailing twelve months. Revenue was $4.01B in fiscal year 2025. That is 780% more than the $455.4M of fiscal year 2015.
Liberty Energy Inc. (LBRT) grew revenue by 13.6% over the trailing twelve months, compared with the twelve months before.
Yes. Liberty Energy Inc. (LBRT) earned $40.3M in net income over the trailing twelve months (a 0.9% net margin).
Yes. Liberty Energy Inc. (LBRT) pays a dividend that yields 2.74% at the current price, a moderate yield.
Liberty Energy Inc. (LBRT) had a return on equity (ROE) of 2.0% over the trailing twelve months. That is below the market's typical 10-15%.
Liberty Energy Inc. (LBRT) had negative free cash flow of $652.5M over the trailing twelve months.
