Primary Vision
  • HOME
  • ABOUT US
    • ABOUT US
    • PRIMARY VISION AI INNOVATIONS
  • RESEARCH
    • INSIGHTS & ARTICLES
    • FREE ARTICLES
  • EVENTS
  • PRESS
  • SUPPORT
  • FAQ
  • LATEST NEWS
  • LOGIN
  • SIGN UP!
    • FRAC SPREAD COUNT SIGN-UP!
    • ENTERPRISE SUBSCRIPTION PLAN SIGN UP!
  • HOME
  • ABOUT US
    • ABOUT US
    • PRIMARY VISION AI INNOVATIONS
  • RESEARCH
    • INSIGHTS & ARTICLES
    • FREE ARTICLES
  • EVENTS
  • PRESS
  • SUPPORT
  • FAQ
  • LATEST NEWS
  • LOGIN
  • SIGN UP!
    • FRAC SPREAD COUNT SIGN-UP!
    • ENTERPRISE SUBSCRIPTION PLAN SIGN UP!
No Result
View All Result
Primary Vision
Home Market Trends

Liberty: Q4 TAKE THREE

Avik Chowdhury by Avik Chowdhury
January 30, 2025
in Market Trends
0
Liberty: Q4 TAKE THREE

Industry Forecast for Q1 And Beyond: Liberty Energy (LBRT) expects a “modest” increase in revenues and adjusted EBITDA in Q1 2025. However, pricing headwinds can adversely impact profitability. LBRT’s management focuses on technology innovation in completions services and power generation services business. It aims to enhance margin, improve capital efficiency, and lower emissions in the long term.

However, in early 2025, near-term price pressure will likely follow the slowdown of the late 2024 activities. It sees higher frac fleet sizes to meet increased horsepower requirements for higher-intensity fracs. An improved fracking activity can “support better pricing dynamics” in 2025. In the power/electrification business, it plans to meet the fast-growing requirements for power infrastructure solutions with modular solutions, accelerated deployment timelines, and scale.

Key Developments in Q4: Liberty’s Liberty Power Innovations recently collaborated with DC Grid to provide power solutions for electric vehicle hubs and data centers. The rising power demand is due to the proliferation of data centers and industrial electrification. LBRT has deployed 130 MW to complete service applications. It expects to deliver an additional 400 MW of power generation by 2026-end. You can also read more about LBRT’s fracking activities here.

Notable Decline In Company Fundamentals In Q4: LBRT’s revenues decreased by 17% quarter-over-quarter in Q3, while its adjusted EBITDA declined by 37%. The company’s EBITDA movements have been choppy over the past few quarters. The typical year-end production slowdown negatively affected the fracking industry. Although The current uncertainties over geopolitics, Chinese economic growth, OPEC’s production plans challenge oilfield services companies’ prospects, the LNG export capacity expansion and increase in North American power consumption support multi-year natural gas growth.

The company’s debt-to-equity, however, increased to 0.10x as of December 31, 2024. During Q4, it repurchased 1.0% of its outstanding shares and raised its quarterly dividend by 14% to $0.08 per share.

Thanks for reading the LBRT Take Three, designed to give you three critical takeaways from LBRT’s earnings report.  Soon, we will present a second update on LBRT’s earnings, highlighting its current strategy, news, and notes we extracted from our deeper dive.

Premium/Monthly
————————————————————————————————————-


Previous Post

Market Sentiment Tracker: Growth Remains Fragile

Next Post

RES: Q4 TAKE THREE

Related Posts

ProFrac Holding’s Perspective in Q1: KEY Takeaways
Market Trends

ProFrac Holding’s Perspective in Q1: KEY Takeaways

June 20, 2025
How does the current Middle East Situation play out?
Frac

How does the current Middle East Situation play out?

June 19, 2025
Market Sentiment Tracker: What the Latest Data Says: U.S. Steadies, Europe Slows, China Rebounds (Sort of)
Market Trends

Market Sentiment Tracker: What the Latest Data Says: U.S. Steadies, Europe Slows, China Rebounds (Sort of)

June 18, 2025
Monday Macro View: Top 5 Reasons Crude Prices Are Ascending – and the recent Middle East tension is only one of them!
Market Trends

Monday Macro View: Top 5 Reasons Crude Prices Are Ascending – and the recent Middle East tension is only one of them!

June 16, 2025
Nabors Industries’ Perspective in Q1: KEY Takeaways
Market Trends

Nabors Industries’ Perspective in Q1: KEY Takeaways

June 16, 2025
ProPetro’s Perspective in Q1: KEY Takeaways
Market Trends

ProPetro’s Perspective in Q1: KEY Takeaways

June 13, 2025
Next Post
RES: Q4 TAKE THREE

RES: Q4 TAKE THREE

Please login to join discussion

Recent News

ProFrac Holding’s Perspective in Q1: KEY Takeaways

ProFrac Holding’s Perspective in Q1: KEY Takeaways

June 20, 2025
How does the current Middle East Situation play out?

How does the current Middle East Situation play out?

June 19, 2025
Market Sentiment Tracker: What the Latest Data Says: U.S. Steadies, Europe Slows, China Rebounds (Sort of)

Market Sentiment Tracker: What the Latest Data Says: U.S. Steadies, Europe Slows, China Rebounds (Sort of)

June 18, 2025
Monday Macro View: Top 5 Reasons Crude Prices Are Ascending – and the recent Middle East tension is only one of them!

Monday Macro View: Top 5 Reasons Crude Prices Are Ascending – and the recent Middle East tension is only one of them!

June 16, 2025
Nabors Industries’ Perspective in Q1: KEY Takeaways

Nabors Industries’ Perspective in Q1: KEY Takeaways

June 16, 2025
Primary Vision

Established in 2011, we are renowned for our expert frac data and analytics, providing a rich array of unique indicators and industry commentary.

CONTACT

+1-713-554-4977
info@primaryvision.co

SOCIAL NETWORKS

POLICIES

Privacy Policy
Terms of Use

PARTNERS

Amazon Web Services

TRUSTED SITES

Logo

Logo

RECENT NEWS

ProFrac Holding’s Perspective in Q1: KEY Takeaways

ProFrac Holding’s Perspective in Q1: KEY Takeaways

June 20, 2025
How does the current Middle East Situation play out?

How does the current Middle East Situation play out?

June 19, 2025
Market Sentiment Tracker: What the Latest Data Says: U.S. Steadies, Europe Slows, China Rebounds (Sort of)

Market Sentiment Tracker: What the Latest Data Says: U.S. Steadies, Europe Slows, China Rebounds (Sort of)

June 18, 2025
Monday Macro View: Top 5 Reasons Crude Prices Are Ascending – and the recent Middle East tension is only one of them!

Monday Macro View: Top 5 Reasons Crude Prices Are Ascending – and the recent Middle East tension is only one of them!

June 16, 2025
Nabors Industries’ Perspective in Q1: KEY Takeaways

Nabors Industries’ Perspective in Q1: KEY Takeaways

June 16, 2025
  • HOME
  • ABOUT US
  • RESEARCH
  • EVENTS
  • PRESS
  • SUPPORT
  • FAQ
  • LATEST NEWS
  • LOGIN
  • SIGN UP!

© 2025 Primary Vision. All rights reserved.

  • HOME
  • ABOUT US
    • ABOUT US
    • PRIMARY VISION AI INNOVATIONS
  • RESEARCH
    • INSIGHTS & ARTICLES
    • FREE ARTICLES
  • EVENTS
  • PRESS
  • SUPPORT
  • FAQ
  • LATEST NEWS
  • LOGIN
  • SIGN UP!
    • FRAC SPREAD COUNT SIGN-UP!
    • ENTERPRISE SUBSCRIPTION PLAN SIGN UP!

© 2025 Primary Vision. All rights reserved.