Liberty Energy Q3 revenue $1.2B (+26% YoY), net loss $39M, adjusted EPS $0.06; raises dividend 11% to $0.10

Liberty Energy Inc.

Revenue $1.2B, up 26% YoY; net loss $39M, or $(0.24) diluted EPS; adjusted net income $10M, or $0.06/share; adjusted EBITDA $142M.
Raised quarterly cash dividend 11% to $0.10/share starting Q4 2026; distributed $15M to shareholders via dividends in Q3.
LPI signed strategic development agreement with a leading frontier AI lab and infrastructure platform for 1.2 GW integrated power at data-center campuses.
Deal includes prepayment of capacity fees, first ESA for ~500 MW targeted by Dec 2026, phased energization Q4 2027-Q1 2029.
Record natural gas substitution >60% of fleet fuel, annualized customer fuel savings >$1B; CEO cites drilling delays and cost inflation as Q3 headwinds.

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