LBRT Earnings

LBRT reported its earnings on 2026-01-28, showcasing a revenue of 1.00B against an estimate of 853.00M, resulting in a 21.74% surprise. The EPS was 0.05, surpassing the expected -0.16 by 131.25% . The stock experienced a 0% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following LBRT's earnings announcement on 2026-01-28, the stock price moved by 0.00% on the day of the release. Over the subsequent five days, it saw a % change. Historically, LBRT's stock price tends to shift by an average of +1.64% in the 10 days leading up to earnings and +4.34% in the 10 days following, providing insight into potential market.

For 2025/Q4, analysts estimate LBRT’s annual revenue to reach 861.00M, while the EPS is projected at 0.00. These estimates reflect recent revisions, with revenue estimates revised Revenue No Change by 0% and EPS estimates Revise Upward by 0.15% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between LBRT's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2025 were No Change by 0%, while EPS estimates moved Revise Upward by 0.15% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, LBRT's stock price typically moves by +1.64% in the 10 days before its earnings and +4.34% in the 10 days after. For the upcoming 2025/Q4 earnings, analysts expect an EPS of 0.00 and revenue of 861.00M.

The earnings call summary and Q&A reveal several concerns: a reduction in fleet deployment, softening revenue and EBITDA, and withdrawal of full-year EBITDA guidance. While there are positive developments in technology and strategic alliances, the lack of clear guidance and pricing pressures overshadow these. Additionally, management's unclear responses in the Q&A and high tension in reserving capacity for contracts contribute to negative sentiment. Given the company's market cap, these factors are likely to result in a negative stock price reaction over the next two weeks.