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Sep 30
Liberty Energy Q3 2025 Earnings Report
Liberty Energy reported lower revenue and earnings amid industry activity slowdown in Q3 2025.
Key Takeaways
Liberty Energy posted $947 million in revenue and $43 million in net income for Q3 2025, navigating a challenging market environment with strong operational execution and efficiency gains.
Revenue declined to $947 million due to reduced industry completions activity.
Net income came in at $43 million, with adjusted EPS turning negative.
Record quarterly pumping efficiency and tons of sand sold were achieved.
Launched Forge, a new AI-driven asset orchestration model.
Liberty Energy
Liberty Energy
Liberty Energy Revenue by Geographic Location
Revenue by Geographic Location
North America Revenue
CapyFin.com Forward Guidance
Liberty anticipates continued near-term headwinds from weak industry activity but expects improvements in 2026 supported by demand recovery and technology leadership.
Positive Outlook
- Expectations for improved frac fundamentals in 2026.
- Strong demand outlook for next-gen fleets with emissions and cost advantages.
- Customer interest in Liberty’s on-site, integrated power solutions.
- Expansion of power generation capacity toward one gigawatt by 2027.
- Digital technology adoption driving operational efficiencies.
Challenges Ahead
- Current frac activity levels are below sustainable production thresholds.
- Macroeconomic uncertainty is suppressing oil completions.
- Market pricing pressure due to fleet underutilization.
- Slower activity leading to fleet attrition and cannibalization.
- Limited near-term visibility on customer completions ramp-up.