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北京时间·🕒 发布 17:10:32时区推断·⟳ 抓取 17:21:45·⚡ 决策 07-23 17:54:31 +32m46s·96.1 天前
Liberty Energy二季度收入和调整后EPS小幅超预期
Liberty Energy二季度Non-GAAP EPS为0.09美元，仅高于预期0.01美元，收入12亿美元高于预期1.1亿美元，属于排期内财报小幅超预期。
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Liberty Energy Non-GAAP EPS of $0.09 beats by $0.01, revenue of $1.2B beats by $110M
Earnings News Energy Liberty Energy Non-GAAP EPS of $0.09 beats by $0.01, revenue of $1.2B beats by $110M Jul 23, 2026,…
不做 Liberty Energy（LBRT.US）
排期内财报小幅超预期，EPS仅beat 0.01美元，未见指引上修或大额新增订单；美股盘前追多edge不足，不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
消息传播链
- 公司提前公告将在2026-07-22盘后发布二季度业绩，并于2026-07-23 10:00 ET召开电话会，说明本次披露是市场可预期的财报事件。
- Seeking Alpha转发业绩要点：Non-GAAP EPS 0.09美元高于预期0.01美元，收入12亿美元高于预期1.1亿美元，调整后EBITDA 1.51亿美元。
关键理由
- Liberty Energy二季度Non-GAAP EPS为0.09美元，仅高于预期0.01美元，收入12亿美元高于预期1.1亿美元，属于排期内财报小幅超预期。
- 公司一季度已披露收入约10亿美元、调整后EBITDA 1.26亿美元，本次二季度调整后EBITDA 1.51亿美元显示环比改善，但未见足以重估油服公司短线估值的指引上修或大额新增订单。
主要风险
- 财报日历内披露通常已有预期，小幅EPS beat容易被盘前消化或在电话会后反转。
- 未核到公司同步上修全年指引或披露数据中心供电业务实质订单，催化强度不足。
反向证据
- 做多前查反向 · 来源 web · 日期 2026-07-23 · 影响 weakens
未在已核材料中看到全年指引上修、重大新订单或数据中心电力业务量化商业进展，削弱追多必要性。
检索:Liberty Energy Q2 2026 earnings guidance adjusted EBITDA revenue beat 原文 ↗
原文全文
展开原文 · 747 字
Earnings News
Energy
Liberty Energy Non-GAAP EPS of $0.09 beats by $0.01, revenue of $1.2B beats by $110M
Jul 23, 2026, 5:10 AM ET
Liberty Energy Inc. (LBRT) Stock
By
:
Manshi Mamtora
,
CFA
Save
Play
(
<1min
)
Comments
Liberty Energy
press release
LBRT
): Q2 Non-GAAP EPS of $0.09
beats by $0.01
.
Revenue of $1.2B (+20.0% Y/Y)
beats by $110M
Adjusted EBITDA1
of $151 million
Distributed $15 million to shareholders through cash dividends
More on Liberty Energy
Liberty Energy: Molecules To Gigawatts
Liberty Energy: Oh My, Have Things Changed (Rating Upgrade)
Liberty Energy: Pricing Recovery And The LPI Program Show An Interesting Future
Liberty Energy Q2 2026 Earnings Preview
SLB, Liberty Energy form partnership to sell power to data centers
Energy
Liberty Energy Non-GAAP EPS of $0.09 beats by $0.01, revenue of $1.2B beats by $110M
Jul 23, 2026, 5:10 AM ET
Liberty Energy Inc. (LBRT) Stock
By
:
Manshi Mamtora
,
CFA
Save
Play
(
<1min
)
Comments
Liberty Energy
press release
LBRT
): Q2 Non-GAAP EPS of $0.09
beats by $0.01
.
Revenue of $1.2B (+20.0% Y/Y)
beats by $110M
Adjusted EBITDA1
of $151 million
Distributed $15 million to shareholders through cash dividends
More on Liberty Energy
Liberty Energy: Molecules To Gigawatts
Liberty Energy: Oh My, Have Things Changed (Rating Upgrade)
Liberty Energy: Pricing Recovery And The LPI Program Show An Interesting Future
Liberty Energy Q2 2026 Earnings Preview
SLB, Liberty Energy form partnership to sell power to data centers
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