Liberty Energy Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
65.7%projected annual EPS growth
Analyst Coverage
13analysts covering
FY Revenue (est.)
$4.6Bnext fiscal year
FY EPS (est.)
$0.25next fiscal year
Monitoring Framework
Key Performance Indicators
Active Frac Fleets Quarterly40.0
Adjusted EBITDA Quarterly126M
Quarterly Cash Dividend per Share Quarterly0.1
Distributed Power Deployment Target AnnuallyTarget: 3 Gigawatts by 2029
Watch Items
- Liberty Power Innovations (LPI) Commercial ExecutionTrigger: Delivery of contracted 400 MW reservation with Vantage Data Centers in 2027Action: Monitor quarterly capital expenditure allocations and progress updates on power infrastructure packaging.
- Convertible Senior Notes Dilution RiskTrigger: Stock price approaching capped call strike levels or conversion thresholds of the $1.3 billion notesAction: Evaluate diluted EPS impact and monitor the conversion terms of the 2031 and 2032 zero-coupon notes.
- North American Completions Activity and Pricing HeadwindsTrigger: Sequential decline in active fleet count or pricing concessions exceeding 5%Action: Assess fleet utilization rates and evaluate the demand-capacity mismatch for premium fleets.
Research as of 19 Jun 2026