secwatch.observer — SEC 8-K summary
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Issuer:     Liberty Energy Inc. (LBRT)
CIK:        0001694028
Form:       8-K
Filed at:   2026-10-21T21:30:37+00:00
Accession:  0001694028-26-000055
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4.1-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1694028/000169402826000055/0001694028-26-000055-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1694028/000169402826000055/lbrt-20261021.htm
  HTML page:      https://secwatch.observer/filing/0001694028-26-000055

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer