Liberty Energy reported second-quarter 2026 results with revenue of $1.19 billion, net income of $43.1 million (diluted EPS $0.26) and Adjusted EBITDA of $151.1 million. The company declared a quarterly cash dividend of $0.09 per Class A share and the board approved a subsequent dividend payable September 18, 2026. Liberty highlighted strategic moves in powered data center infrastructure, alliances and new commercial deployments across North America.

Financial Highlights

  • Revenue: $1,188,596 thousand for the three months ended June 30, 2026 (14% year-over-year increase from Q2 2025).
  • Operating income: $12,716 thousand for the three months ended June 30, 2026.
  • Net income: $43,121 thousand for the three months ended June 30, 2026; diluted net income per share $0.26.
  • Adjusted EBITDA: $151,145 thousand for the three months ended June 30, 2026.
  • Cash and liquidity: cash and cash equivalents $555,359 thousand and total liquidity approximately $1.0 billion as of June 30, 2026.

Business Highlights

  • Announced a joint venture with PowerBridge to support a planned portfolio of gigawatt-scale powered data center campuses, including an initial >300 MW deployment targeted for late 2027.
  • Formed a strategic alliance with SLB to deliver modular infrastructure and integrated power generation solutions for global data center projects and to advance related technology initiatives.
  • Established Liberty Wholesale Commodities to extend the Chorus offering with direct participation in ERCOT power markets and integrate on-site generation with ERCOT and PJM market participation for large-load customers.
  • Secured additional long-term equipment purchase agreements with OEMs (including Bergen Engines and Wärtsilä) to support the power generation roadmap through 2030.
  • Operational deployments and technology rollouts: deploying digiPrime fleet in Canada for a cross-border customer and commenced commercial operations of SLXRRY, the company’s proprietary last-mile sand slurry delivery system.

Original SEC Filing:

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