Recent 8-K filings for LBRT

• May 7, 2026, 7:59 PM ET other material materiality 0.70 neutral item 1.01 ◈ Material Agreements

  Liberty Energy signs $505M power generation equipment contracts with Bergen Engines

  Two supply contracts for power generation equipment for data center and distributed power projects; total purchase price $505M.

• April 23, 2026, 7:59 PM ET earnings materiality 0.55 neutral item 2.02item 9.01 ◈ Earnings Releases

  Liberty Energy Q1 2026: revenue $1.0B (+4% YoY), net income $23M, Adj. EBITDA $126M

  Revenue of $1.0B, up 4% year-over-year.

• April 17, 2026, 7:59 PM ET other materiality 0.10 neutral item 5.07

  Liberty Energy stockholders elect all four director nominees at 2026 annual meeting

  Simon Ayat, Arjun Murti, Gale Norton, and Cary Steinbeck elected directors with 136.8M, 131.7M, 127.3M, and 134.6M votes for, respectively.

• March 30, 2026, 7:59 PM ET debt materiality 0.70 neutral item 1.01item 2.03item 3.02item 8.01item 9.01 ◈ Debt Financings◈ Material Agreements

  Liberty Energy closes $475M zero-coupon convertible notes due 2032; initial conversion price ~$37.44

  Closed private offering of $475M aggregate principal 0.00% convertible senior notes due 2032; initial purchasers exercised $50M option.

• March 23, 2026, 7:59 PM ET other materiality 0.10 neutral item 7.01

  Liberty Energy posts updated investor presentation; highlights distributed power strategy

  Presentation available on IR website as of March 20, 2026.

• February 6, 2026, 6:59 PM ET debt materiality 0.75 neutral item 1.01item 2.03item 3.02item 8.01item 9.01 ◈ Debt Financings◈ Material Agreements

  Liberty Energy closes $770M 0% convertible notes offering; net proceeds ~$746M

  Issued $770M aggregate principal (including $70M greenshoe) of 0.00% convertible senior notes due 2031.

• February 3, 2026, 6:59 PM ET debt materiality 0.55 neutral item 1.01item 2.03item 9.01 ◈ Material Agreements

  Liberty Energy amends credit pact to allow $600M bridge loans, up convertible basket, adjust maturity

  First Amendment permits up to $600M in bridge loan indebtedness incurred by June 30, 2026, with maturity ≤365 days.

• January 29, 2026, 6:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01

  Liberty Energy FY2025 revenue $4.0B (-7%), net income $148M, Adj. EBITDA $634M (-31%); raises dividend 13%

  Q4 2025 revenue $1.0B (+10% YoY), net income $14M ($0.08 EPS), Adjusted EBITDA $158M (+1% YoY).

• October 17, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Liberty Energy Q3 revenue $947M, net income $43M, dividend +13%

  Revenue of $947M (9% sequential decline); net income $43M ($0.26 diluted EPS); Adjusted EBITDA $128M.

• August 28, 2025, 7:59 PM ET leadership materiality 0.50 neutral item 5.02

  Director Audrey Robertson resigns from Liberty Energy Board to join DOE

  Audrey Robertson resigned from the Board effective August 26, 2025, to begin work at the U.S. Department of Energy.

• July 25, 2025, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01

  Liberty Energy Q2 2025: revenue $1.0B, net income $71M, adjusted EBITDA $181M, expands ABL to $750M

  Revenue $1.0B (+7% sequential); net income $71M ($0.43 diluted EPS); adjusted EBITDA $181M (+8% sequential).

• April 21, 2025, 7:59 PM ET other material materiality 0.60 neutral item 3.03item 5.03item 5.07item 9.01

  Liberty Energy stockholders approve board declassification, remove supermajority voting requirements

  Stockholders approved amendment to declassify the Board; effective immediately.

• April 17, 2025, 7:59 PM ET earnings materiality 0.60 neutral item 2.02item 9.01

  Liberty Energy Q1 2025: Revenue $977M, Net Income $20M, EPS $0.12

  Revenue of $977M (+4% sequentially); Adjusted EBITDA $168M (+8% seq).

• February 18, 2025, 6:59 PM ET leadership materiality 0.35 neutral item 5.02 ◈ executive_change

  Liberty Energy director Audrey Robertson to resign upon Senate confirmation as Assistant Secretary of Energy

  Audrey Robertson notified Board of resignation effective upon Senate confirmation as Assistant Secretary of Energy, Efficiency and Renewables.

• January 29, 2025, 6:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01

  Liberty Energy Q4 revenue $944M (-12% YoY, -17% seq); FY $4.3B; adj. EBITDA $922M

  Q4 revenue $944M (-12% YoY, -17% sequential); adj. EBITDA $156M (-38% YoY); diluted EPS $0.31.

• January 22, 2025, 6:59 PM ET leadership materiality 0.65 neutral item 5.02 ◈ executive_change ×4

  Liberty Energy expands board, appoints Arjun Murti and conditionally appoints Ron Gusek as CEO

  Board increased from 9 to 10 directors; Arjun Murti appointed as Class I director effective Jan 22, 2025.

• November 19, 2024, 6:59 PM ET leadership materiality 0.70 neutral item 5.02 ◈ executive_change ×4

  CEO Christopher Wright nominated as Energy Secretary; Board appoints Kimble Chairman, Gusek CEO

  President-elect Trump announced appointment of CEO/Founder Chris Wright as Secretary of Energy, pending Senate confirmation.

• October 16, 2024, 7:59 PM ET earnings materiality 0.78 neutral item 2.02item 9.01

  Liberty Energy Q3 revenue $1.1B, EPS $0.44; dividend raised 14%; sees Q4 activity decline

  Revenue $1.1B (2% seq. decrease), net income $74M ($0.44 EPS), Adjusted EBITDA $248M.

• July 17, 2024, 7:59 PM ET earnings materiality 0.78 positive item 2.02item 9.01

  Liberty Energy Q2 revenue $1.2B, +8% seq; adj EBITDA $273M, +12% seq

  Revenue $1.2B, net income $108M ($0.64 diluted EPS); adj EBITDA $273M.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.78 · Median 0.70 · Most common event earnings

3 positive 2 negative 14 neutral

source · LBRT on sec.gov