The market expects Liberty Oilfield Services (LBRT) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended December 2024. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report. On the other hand, ...

Liberty Energy Inc. (LBRT) and DC Grid have joined forces to create groundbreaking solutions, tailored to meet the evolving demands of industries such as commercial fleet electric vehicle (“EV”) hubs and data centers. This strategic partnership introduces a cutting-edge approach to power generation, leveraging innovative technologies to provide fast, scalable and efficient energy alternatives.Powering the Future With Modular DC TechnologyThe collaboration combines LBRT's extensive experience in power genera ...

Falcon Oil & Gas Ltd.("Falcon" or "Company") Drilling completed on the second well in the Shenandoah South Pilot Project, Shenandoah S2-4H 23 December 2024 – Falcon Oil & Gas Ltd. (TSXV:FO, AIM: FOG)) is pleased to announce that the Shenandoah S2-4H ("SS4H") horizontal well was successfully drilled, cased and cemented to a measured depth of 6,452 metres (21,169 feet) in exploration permit 98 in the Beetaloo Sub-basin, Northern Territory, Australia with Falcon Oil & Gas Australia Limited's ("Falcon Australi ...

Liberty Energy (NYSE: LBRT ) is a company dedicated to the production and rental of onshore oil exploration and extraction equipment in the United States. The company provides its services in the main basins of the US, highlighting the Permian, Eagle Ford andI am an individual investor with over 10 years of trading. I have been developing as a stock analyst for the last five years. I am inclined to search for Value companies, mainly linked to the production of commodities. I mainly focus on companies that s ...

He is the leader of the investing group The Daily Drilling Report where he provides investment analysis for the oil and gas industry. Features of the group include: a model portfolio that covers all segments of upstream oilfield activity with weekly updates, ideas for both U.S and international energy companies, coverage from shale to deepwater drillers, technical analysis to identify catalysts, and more. Learn More .Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of t ...

Key TakeawaysPresident-elect Trump tapped Liberty Energy CEO Chris Wright as secretary of energy for his second term.Wright also sits on the board of Oklo, a nuclear energy company backed by OpenAI CEO Sam Altman.Shares of both companies rose Monday following Trump's announcement. Shares of Liberty Energy (LBRT) rose Monday after Chief Executive Officer (CEO) Chris Wright was tapped by President-elect Donald Trump to be energy secretary. Liberty Energy is an oilfield services and fracking company founded by ...

It has been about a month since the last earnings report for Liberty Oilfield Services (LBRT) . Shares have lost about 5.3% in that time frame, underperforming the S&P 500.Will the recent negative trend continue leading up to its next earnings release, or is Liberty Oilfield Services due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers. Liberty Energy Q3 ...

Liberty Energy Inc. (LBRT) reported a third-quarter 2024 adjusted net income of 45 cents per share, which missed the Zacks Consensus Estimate of 55 cents. This was primarily due to poor equipment and services' execution, and lower activity in the reported quarter. Additionally, the bottom line declined from the year-ago quarter's reported figure of 86 cents due to a year-over-year increase in costs and expenses. The Denver, CO-based oil and gas equipment company's revenues totaled $1.14 billion, which misse ...

财务数据和关键指标变化 - 第三季度收入为11亿美元,环比下降2% [23] - 第三季度净利润为7400万美元,环比下降31% [23] - 第三季度调整后净利润为7600万美元,环比下降26% [23] - 第三季度调整后每股收益为0.45美元,环比下降26% [24] - 第三季度调整后EBITDA为2.48亿美元,环比下降9% [24] 各条业务线数据和关键指标变化 - 公司的PropX业务作为最后一英里的砂料处理和运输解决方案,已经累计交付近4000亿磅的砂料 [14] - 公司的LPI业务在第三季度的天然气处理和CNG供应量创历史新高,未来有很大的扩展空间 [15] 各个市场数据和关键指标变化 - 油价市场反映了全球经济、OPEC+产量计划、中国经济增长和中东地缘政治动态的重大不确定性 [17] - 天然气价格近期上涨,但可能会因为产量恢复而再次下降 [17] - 压裂市场正在应对上游运营商2024年开发计划的放缓,预计第四季度活动将下降低个位数百分比 [18][19] 公司战略和发展方向及行业竞争 - 公司通过与客户建立信任和忠诚度,以及在关键领域的战略扩张,保持了领先的财务业绩 [10][11] - 公司持续投资于创新业务和尖端技术,如进入澳大利亚Beetaloo盆地、建立LAET制造和装配部门 [12][13] - 公司的PropX和LPI业务在提高效率和降低成本方面取得了进展 [14][15] - 公司正在向电力服务业务转型,并与Oklo公司合作开发小型模块化反应堆 [16] 管理层对经营环境和未来前景的评论 - 管理层认为,尽管短期内存在价格压力,但长期来看行业供需格局将趋紧,公司有望获得更好的定价 [31][44][48] - 公司将暂时适度减少部署的压裂设备数量,以支持长期合作伙伴 [21] - 公司预计2025年将实现良好的自由现金流,并将投资重点转向电力服务业务 [29] 其他重要信息 - 公司通过股票回购和现金股利的方式,持续回报股东 [9][27][30] - 公司成立Bettering Human Lives基金会,致力于解决全球清洁炊事燃料获取问题 [115][116][117][118] 问答环节重要的提问和回答 问题1 **Scott Gruber 提问** 询问公司2025年的资本支出计划 [35][36][37] **Michael Stock 回答** 预计压裂业务的资本支出将下降,但电力服务业务的投资还在评估中 [62][63] 问题2 **Ati Modak 提问** 询问行业价格纪律是否正在崩溃,以及公司的盈利水平 [42][43] **Chris Wright 回答** 价格纪律并未完全崩溃,但小型私营公司面临较大压力,公司的盈利水平仍高于2018年的周期高点 [43][44][45][46][47] 问题3 **John Daniel 提问** 询问新的私募股权支持的上游公司是否会带来上行价格空间 [109][110][111][112][113] **Michael Stock 回答** 尚未将此因素纳入公司2025年的预期中,但这种情况最终会发生 [112]

财务表现 - 公司收入下降6.4%至11.39亿美元，主要由于服务和材料价格下降，部分被更高的活动水平抵消[102] - 服务成本(不含折旧、耗竭和摊销)下降1.2%至8.40亿美元，主要由于材料成本下降和维修成本降低，部分被人员成本增加所抵消[103] - 一般及行政费用增加6.5%至5,861万美元，主要由于支持新服务的公司成本增加，部分被现金激励和股票报酬费用下降所抵消[104] - 折旧、耗竭和摊销费用增加16.0%至1.26亿美元，主要由于自上年同期以来新增设备投入使用[106] - 处置资产损失为601.7万美元，主要由于处置不再使用的旧技术现场设备[107] - 其他费用净额增加67.0%至1,131.6万美元，主要由于投资未实现损失和利息费用增加[108] - 所得税费用下降27.7百万美元至2,215.8万美元，主要由于税前利润下降[109] - 一般及行政费用增加320万美元，增幅1.9%[114] - 交易及其他费用减少180万美元，下降100%[115] - 折旧、耗竭及摊销费用增加6980万美元，增幅23%[116] - 处置资产损失610万美元，而上年同期有700万美元收益[118] - 其他费用净额减少190万美元至1920万美元[119] - 所得税费用减少7047万美元至8118万美元，有效税率从24.6%降至23.5%[120] 经营指标 - EBITDA和调整后EBITDA分别下降8328万美元和7140万美元[124,125] - 经营活动产生的现金净流入减少6776万美元至6.52亿美元[130] - 投资活动使用的现金净额减少7347万美元至4.55亿美元[130] - 筹资活动使用的现金净额增加246万美元至2.11亿美元[130] - 2024年前9个月经营活动产生的净现金为6.521亿美元，较2023年前9个月减少6780万美元[131] - 2024年前9个月投资活动使用的净现金为4.55亿美元，较2023年前9个月减少7340万美元[131] - 2024年前9个月筹资活动使用的净现金为2.108亿美元，较2023年前9个月增加250万美元[132] 其他财务信息 - 公司回购了9910万美元的A类普通股[128] - 公司2024年前9个月在Tamboran Resources Corporation、Empire Energy Group Ltd.和Falcon Oil & Gas Ltd.进行了1610万美元的股权投资[131] - 公司2024年前9个月新增了1.29亿美元的融资租赁负债[133] - 公司2024年前9个月的有效全球所得税率为23.5%，较2023年前9个月的24.6%有所下降[134] - 公司2024年9月30日和2023年12月31日的净递延税负债均为1.023亿美元[134] - 公司2024年前9个月的外币折算收益为160万美元，而2023年前9个月为外币折算损失160万美元[137] - 公司2024年前9个月在澳大利亚设立了一家子公司，但该子公司目前资产和负债规模较小，对公司财务影响有限[137] - 公司其他市场风险敞口自2023年12月31日以来未发生重大变化[137]