LBRT Earnings

LBRT reported its earnings on 2026-01-28, showcasing a revenue of 1.04B against an estimate of 853.23M, resulting in a 21.74% surprise. The EPS was 0.05, surpassing the expected -0.16 by 131.25%. The stock experienced a 16.24% price change on the earnings day and a 19.45% 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 16.24% on the day of the release. Over the subsequent five days, it saw a 19.45% change. Historically, LBRT's stock price tends to shift by an average of 1.64% in the 10 days leading up to earnings and 3.94% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate LBRT's annual revenue to reach 869.70M, while the EPS is projected at -0.21. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates revised upward by 0.28% 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 unchanged by 0%, while EPS estimates moved revised upward by 0.28%. 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 3.94% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of -0.21 and revenue of 869.70M.

The earnings call reveals strong financial health with a 13% dividend increase, indicating confidence in future performance. Despite some market headwinds, the company is well-positioned for growth, especially in power business expansion and next-gen fleets. The Q&A highlights robust demand and strategic partnerships, though some uncertainty remains around specific financial metrics. Overall, the positive aspects, including dividend hike and strategic growth plans, outweigh concerns, suggesting a likely positive stock price movement.