Q2 FY2026 EarningsQ2 FY26 results beat consensus on both top and bottom lines: revenue of $1.19B vs. $1.09B expected, and GAAP EPS of $0.26 vs. $0.08 mean consensus. Revenue growth of 14% YoY was driven by elevated activity levels and utilization. However, Adjusted EBITDA of $151.1M missed expectations of higher margin flow-through as cost of services rose 21% YoY, outpacing revenue growth. Significant investment in the distributed power business continues, with $2.1B in total equipment supply commitments for data center projects through 2030.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Liberty Energy(LBRT) the Revenue is 1.189 B (+14.01%), Beat estimate;the EBIT is 12.72 M (-70.65%), Miss estimate;the EPS is 0.26 (-39.53%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
1.19B14.01%
1.09B4.98%
+0.09B9.03%
EBITMiss expectations
0.01B70.65%
0.02B54.08%
-0.01B16.57%
EPSExceed expectations
0.2639.53%
0.080481.31%
+0.179641.78%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf