Q2 2026 Liberty Energy Inc Earnings Call Transcript

Jul 23, 2026 / 02:00 PM GMT

Release Date Price: $19.62 (-21.96%)

Transcript 10-Q8-K

Key Points

Positve

Liberty Energy Inc (LBRT) reported strong operational execution with revenue of $1.2 billion and adjusted EBITDA of $151 million, reflecting strategic investments and AI-driven technology advancements.
The successful deployment of the DigiPrime platform in the U.S. and upcoming fleet deployment in Canada highlights the company's ability to scale and innovate across North America.
The Slurry system, a proprietary last-mile sand delivery system, has demonstrated significant benefits, reducing logistics costs and environmental impact by eliminating truck trips.
Liberty Energy Inc (LBRT) announced a joint venture with PowerBridge to expand participation in digital infrastructure and large load power markets, enhancing their power solutions offering.
The company secured multiple agreements to purchase power generation equipment, positioning itself to leverage favorable grid attributes and support large load customers with integrated solutions.

Negative

Global oil and gas markets experienced significant volatility, with geopolitical tensions affecting supply chains and creating uncertainty in commodity prices.
Large U.S. and Canadian producers remain cautious about increasing activity levels due to continued price volatility and broader macroeconomic uncertainty.
The market for sand and chemicals remains challenged, impacting margins despite higher volumes being moved.
The company faces increased capital expenditures, with a forecast of approximately $1.5 billion in 2026, primarily for securing long-lead time power generation equipment.
Inflationary pressures have led to higher early-year deposit requirements for power generation equipment, impacting overall project costs.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

LBRT.N - Liberty Energy Inc
Q2 2026 Liberty Energy Inc Earnings Call
Jul 23, 2026 / 02:00PM GMT

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Presentation
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Unidentified_1 [1]
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Welcome to the Liberty Energy Earnings Conference Call. All participants will be in a listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by zero.

After today's presentation, there will be an opportunity to ask questions.

Please note, this event is being recorded.

I would now like to turn the conference over to Anjali Voria, Vice President of Investor Relations. Please go ahead.

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Unidentified_2 [2]
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Thank you, Nick. Good morning and welcome to the Liberty Energy

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