LBRT at a glance
Liberty Energy Inc. (LBRT, SEC CIK 1694028) filed its latest 10-K annual report on February 2, 2026, a 10-Q quarterly report on July 23, 2026, an 8-K current report on September 18, 2026 and Form 4 insider filings as recently as October 5, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Liberty Energy Inc. (LBRT) reported revenue of $4.0 billion (down 7.2% from FY2024) and net income of $147.9 million. Diluted EPS was $0.89.
- As of June 30, 2026, 33 institutional investment managers tracked by SignalX reported holding Liberty Energy Inc. (LBRT) shares worth $2.5 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Stock Michael on October 1, 2026 of 3,333 shares at $18.17 per share.
- In the last 90 days, LBRT insiders reported 1 open-market purchase ($250K) and 4 open-market sales ($319K) on Form 4, a net sale of $69K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $4.0B
- −7.2% vs prior year
- Insiders · 90 days
- 1 buy · 4 sells
- Net −$69K
- 13F holders
- 33 funds
- $2.5B · +3 vs prior quarter
- Latest 8-K
- Sep 18, 2026
- Item 1.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: integrated completions services and technologies for onshore oil, gas, enhanced geothermal with hydraulic fracturing, proppant delivery, wireline, and low emission solutions
- New emphasis: expansion of Liberty Power Innovations (LPI) into distributed power generation and natural gas fueling, including $19.6M IMG Energy Solutions acquisition
- Strategic shift: focus on digiFleets℠ deployment with electric/hybrid frac pumps reducing CO2e emissions by ~25%, plus signed 3 GW power project pipeline by 2029 in data center sector
- Quantitative highlight: 5,800 employees as of Dec 2025; approx. 40 active hydraulic fracturing fleets; $0.9M annual charitable donations; 500 patents held
- Noteworthy fact: CEO Christopher Wright resigned Feb 2025 to become U.S. Secretary of Energy; dual leadership appointments under succession plan same day
Risk Factors
- Key-person dependency risk from CIO with sole primary responsibility for cybersecurity and risk management
- Potential cybersecurity threat exposure, with risk monitored quarterly by Audit Committee and annually reviewed by leadership committee
Management Discussion & Analysis
- Revenue $4.01B, down 7% YoY from $4.32B in 2024, due to lower pricing partially offset by higher activity
- Operating income $72.7M vs $389.5M with operating margin 1.8% vs 9.0% in 2024, driven by pricing pressure and increased costs
- Best segment: Completions services with stable volumes despite pricing declines; IMG Acquisition added $19.6M distributed power capability
- Worst segment impact: Higher general and administrative costs up 10% to $247.4M, including $22M stock compensation related to CEO transition
- Capital allocation: $19.6M cash acquisition of IMG Energy Solutions; no other buyback/dividend/capex details disclosed
- Outlook: Stable North American completions demand; oil ~$65/barrel; natural gas $3.51/MMBtu; industry focusing on technology, efficiency, and emissions reduction
AI summary of the LBRT 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Q2 2026 WTI averaged $95.65/Bbl vs $64.57/Bbl in Q2 2025
- Q2 2026 Henry Hub averaged $2.95/MMBtu vs $3.19/MMBtu YoY
- Frac activity improved modestly, while producers remained cautious amid commodity volatility and macroeconomic uncertainty
- Convertible notes issued: $770M due 2031 and $525M due 2032
- Net proceeds totaled $746M and $511.3M, with capped call costs of $109.3M and $77.2M
Risk Factors
- New regulatory risk: data-center moratoria and permitting rules could delay or reduce distributed-power demand
- Most material update: community-impact requirements covering energy, water, traffic, noise, and environmental reviews
- Operational risk: data-center deployment constraints could materially reduce Liberty’s prospective distributed-power projects
- Financial risk: $801 million Caterpillar equipment commitment, with deliveries scheduled from 2027 through early 2029
AI summary of the LBRT 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 1.01: Entry into a Material Definitive Agreement
- $493.2M equipment commitment for prospective data center and distributed power projects
- Equipment includes engines, balance-of-plant equipment, and related services
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results for quarter ended June 30, 2026
- Results announced July 22, 2026 through furnished press release
Item 1.01: Entry into a Material Definitive Agreement
- $332.6 million equipment commitment for prospective data center and distributed power projects
- Parent guarantee creates payment obligation for Liberty Energy
AI summaries of LBRT 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for LBRT
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- Fund moves. Which tracked funds opened, added or cut LBRT, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Stock Michael | Sell | Oct 1, 2026 | 3,333 | $18.17 |
| Stock Michael | Sell | Sep 1, 2026 | 6,666 | $19.84 |
| Stock Michael | Sell | Aug 4, 2026 | 3,333 | $20.00 |
| Stock Michael | Sell | Aug 3, 2026 | 3,333 | $17.95 |
| Murti Arjun N | Buy | Jul 28, 2026 | 14,053.317 | $17.79 |
| Stock Michael | Sell | Jul 1, 2026 | 9,999 | $25.89 |
| Stock Michael | Sell | Jun 2, 2026 | 3,333 | $31.00 |
| Stock Michael | Sell | Jun 1, 2026 | 13,332 | $29.46 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $4.7B | $4.3B | $4.0B |
| Operating Income | $760.6M | $389.5M | $72.7M |
| Net Income | $556.3M | $316.0M | $147.9M |
| Op. Margin | 16.0% | 9.0% | 1.8% |
| Net Margin | 11.7% | 7.3% | 3.7% |
| Balance Sheet | |||
| Total Assets | - | $3.3B | $3.6B |
| Equity | $1.8B | $2.0B | $2.1B |
| ROE | 30.2% | 16.0% | 7.1% |
| Per Share | |||
| EPS | $3.15 | $1.87 | $0.89 |
| Cash Flow | |||
| Operating CF | $1.0B | $829.4M | $609.6M |
Source: XBRL data in Liberty Energy Inc. (LBRT)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate LBRT share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 33 | $2.55B |
| Q1 2026 | 30 | $2.55B |
| Q4 2025 | 28 | $1.42B |
| Q3 2025 | 30 | $1.14B |
| Q2 2025 | 30 | $1.07B |
| Q1 2025 | 29 | $1.15B |
| Q4 2024 | 23 | $1.31B |
| Q3 2024 | 20 | $577.0M |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 223 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
LBRT filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 5, 2026 | - | - | - |
| 8-K | Sep 18, 2026 | - | Analysis | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Jul 30, 2026 | - | - | - |
| 8-K | Jul 23, 2026 | - | Analysis | - |
| 10-Q | Jul 23, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Jul 1, 2026 | - | - | - |
| 8-K | Jun 25, 2026 | - | Analysis | - |
| 4 | Jun 2, 2026 | - | - | |
| 4 | May 20, 2026 | - | - | |
| 8-K | May 7, 2026 | - | Analysis | |
| 4 | May 5, 2026 | - | - | - |
| SC 13G | Apr 30, 2026 | - | - | |
| SC 13G | Apr 29, 2026 | - | - | |
| 8-K | Apr 23, 2026 | - | Analysis | - |
| 10-Q | Apr 23, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Apr 17, 2026 | - | Analysis | - |
| 4 | Apr 14, 2026 | - | - | - |
| 4 | Apr 14, 2026 | - | - | - |
| 4 | Apr 14, 2026 | - | - | - |
| 4 | Apr 14, 2026 | - | - | - |
| 4 | Apr 2, 2026 | - | - | - |
| 8-K | Mar 30, 2026 | - | - | - |
| 8-K | Mar 23, 2026 | - | - | - |
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LBRT SEC filings: frequently asked questions
Are LBRT insiders buying or selling?
In the last 90 days, Liberty Energy Inc. (LBRT) officers, directors and 10% owners reported 1 open-market purchase worth $250,009 by 1 insider and 4 open-market sales worth $319,301 by 1 insider on Form 4, a net sale of $69,293. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold LBRT stock?
As of June 30, 2026, the largest Liberty Energy Inc. (LBRT) holders among the 13F filers tracked by SignalX were BlackRock ($721.6 million), Vanguard Portfolio Management LLC ($292.2 million), Dimensional Fund Advisors ($246.8 million), State Street Corp ($185.3 million), Vanguard Capital Management LLC ($185.2 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was LBRT's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Liberty Energy Inc. (LBRT) reported revenue of $4.0 billion (down 7.2% from FY2024) and net income of $147.9 million. Diluted EPS was $0.89. The figures come from the XBRL data in the 10-K.
What are the main risks in LBRT's latest 10-K?
In the 10-K filed February 2, 2026, Liberty Energy Inc. (LBRT) flagged: Key-person dependency risk from CIO with sole primary responsibility for cybersecurity and risk management. Potential cybersecurity threat exposure, with risk monitored quarterly by Audit Committee and annually reviewed by leadership committee. (AI summary of the Risk Factors section.)
What did LBRT report in its latest 8-K?
Liberty Energy Inc. (LBRT) filed an 8-K on September 18, 2026 reporting Item 1.01 (Entry into a Material Definitive Agreement). $493.2M equipment commitment for prospective data center and distributed power projects.
What are the latest LBRT SEC filings?
Liberty Energy Inc. (LBRT) filed its latest 10-K annual report on February 2, 2026, a 10-Q quarterly report on July 23, 2026, an 8-K current report on September 18, 2026 and a Form 4 insider filing on October 5, 2026.
What is LBRT's SEC CIK number?
Liberty Energy Inc. (LBRT)'s SEC Central Index Key (CIK) is 1694028. EDGAR lists every LBRT filing under that number.
Ask anything about LBRT
The research agent reads LBRT's filings, financials, insider trades and 13F holders, then answers with sources.