Mar 31

Liberty Energy Q1 2025 Earnings Report

Liberty Energy reported steady results with modest growth in revenue and operational efficiency gains in Q1 2025.

Key Takeaways

Liberty Energy posted $977 million in revenue and $20 million in net income for Q1 2025, marking a sequential improvement in fleet utilization and efficiency, while continuing to return capital to shareholders.

Revenue grew to $977 million, a 4% sequential increase.

Net income reached $20 million, down from $82 million YoY.

Adjusted EBITDA was $168 million, up 8% sequentially.

Expanded power services via acquisition of IMG Energy Solutions.

Total Revenue
$977M
Previous year: $1.07B
-8.9%
EPS
$0.04
Previous year: $0.48
-91.7%
Adjusted EBITDA
$168M
Previous year: $245M
-31.3%
Adjusted Pre-Tax ROCE
12%
Shares Repurchased
1.55M
Cash and Equivalents
$24.1M
Previous year: $23.8M
+1.3%
Total Assets
$3.36B
Previous year: $3.1B
+8.3%

Liberty Energy

Liberty Energy

Liberty Energy Revenue by Geographic Location

Forward Guidance

Liberty expects sequential growth in Q2 2025 from higher fleet utilization, while remaining cautious about oil market volatility and global economic uncertainty.

Positive Outlook

  • Expected revenue and profitability growth in Q2 2025
  • Strong customer demand amid 'flight to quality'
  • Favorable natural gas fundamentals tied to LNG expansion
  • Operational benefits from predictive maintenance and fleet modernization
  • Opportunities in distributed power via IMG acquisition

Challenges Ahead

  • Ongoing macro uncertainty from tariffs and geopolitics
  • Potential commodity price pressure affecting oil development
  • High sensitivity of small producers to market volatility
  • Tariff impacts on supply chain and equipment costs
  • Lower associated gas production could affect basin dynamics