Every 8-K that Liberty Energy Inc. (LBRT) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow LBRT and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full LBRT filings page.
Liberty Energy Inc. (LBRT) provides additional detail on a previously disclosed long-term equipment commitment by outlining the terms of a February 13, 2026 supply contract between its wholly owned subsidiary, Liberty Advanced Equipment Technologies LLC, and Northeast-Western Energy Systems USA LLC. The contract covers power generation equipment and related services for prospective data center and other distributed power projects, with a purchase price of approximately $493.2 million, including tariffs and transportation costs that will be trued up at the final payment milestone.
The company notes that this agreement is part of an aggregate $1.3 billion of equipment supply contracts for its distributed power solutions business, with $1.1 billion of remaining commitments as of June 30, 2026, and that no new capital commitments are created by this disclosure. Payments are structured as a down payment at signing and subsequent installments tied to scheduling, delivery, and takeover of the equipment, with key delivery, performance testing, and takeover milestones scheduled in 2028 and 2029. The contract includes mutual liability caps, excludes indirect and consequential damages, provides for liquidated damages if NES-WES misses specified delivery or performance metrics, allows deadline extensions for events including force majeure, and permits Liberty’s subsidiary to terminate for convenience subject to a termination charge.
Liberty Energy Inc. reported second-quarter 2026 revenue of $1.2 billion, up 14% from the prior year, with net income of $43 million, or $0.26 per diluted share. Adjusted EBITDA was $151 million, below $181 million a year earlier but above $126 million in the first quarter.
As of June 30, 2026, the company held $555 million in cash and total debt of about $1.3 billion, with approximately $1.0 billion of liquidity. Capital expenditures were $221 million in the quarter. Liberty paid and declared quarterly cash dividends of $0.09 per share, totaling about $15 million paid in the period.
Management highlighted a JV with PowerBridge for gigawatt-scale powered data center campuses, a strategic alliance with SLB for modular infrastructure, and the launch of Liberty Wholesale Commodities to participate directly in ERCOT power markets. The company sees modestly improving frac markets and strong long-term power demand from AI data centers while acknowledging ongoing commodity-price and geopolitical uncertainty.
Liberty Energy Inc., through its subsidiary Liberty Advanced Equipment Technologies LLC, entered into a material equipment supply contract with Wärtsilä North America for power generation equipment and related services to support prospective data center and distributed power projects. The Supply Contract has a purchase price of approximately $332.6 million, excluding any import taxes, duties, tariffs, and similar charges, which will be paid by the purchaser if due. A parent guarantee from Liberty Energy backs payment of the contract price, with a down payment at signing and additional installments tied to scheduling, delivery, and takeover milestones. Delivery, performance testing, and takeover of the equipment are expected to begin in 2029 and continue through 2030. The agreement limits Wärtsilä’s liability in certain situations but includes liquidated damages and termination rights for missed delivery milestones, failure to meet performance guarantees, material breach, or extended force majeure, with refunds or termination payments applying depending on the circumstance.
Liberty Energy Inc. entered into two major supply contracts through its subsidiary Liberty Advanced Equipment Technologies LLC with Bergen Engines AS to buy power generation equipment for prospective data center and distributed power projects. The contracts are priced at $224.4 million and $280.6 million, for an aggregate Contract Price of $505 million. Payments include a deposit, amounts due at signing, and further installments tied to scheduling, delivery, and takeover of the equipment, with delivery and performance testing expected from the second half of 2027 through 2028. Liberty must provide a parent guarantee for part of the price. The contracts cap Bergen’s liability in some circumstances but also impose liquidated damages if it misses delivery milestones or performance guarantees, and allow termination for convenience with payments to Bergen, or for material breach or prolonged force majeure by either party.
Liberty Energy Inc. reported first quarter 2026 results with revenue of $1.02 billion, up 4% year over year. Net income was $22.6 million, or $0.14 per diluted share, while Adjusted EBITDA was $125.9 million, down from $168.2 million a year earlier and $157.5 million in the prior quarter.
The company completed two zero-coupon convertible senior note offerings totaling about $1.3 billion, significantly increasing cash to $699 million and total liquidity to roughly $1.2 billion as of March 31, 2026. Liberty paid a $0.09 per-share quarterly dividend (about $15 million) and continues to invest in digital frac technologies and distributed power solutions through Liberty Power Innovations and Liberty Advanced Equipment Technologies.
Liberty Energy Inc. reported the results of its 2026 annual stockholder meeting. All four director nominees—Simon Ayat, Arjun Murti, Gale Norton, and Cary Steinbeck—were elected, each receiving over 127 million votes in favor, with broker non-votes of 8,174,160 for each nominee.
Stockholders also approved, on an advisory basis, the compensation of the named executive officers, with 137,886,808 votes for, 1,961,138 against, and 388,254 abstentions. In addition, they ratified Deloitte & Touche LLP as independent registered public accounting firm for the year ending December 31, 2026, with 147,820,378 votes for, 235,327 against, and 354,655 abstentions.
Liberty Energy Inc. completed a private placement of $525.0 million aggregate principal amount of 0.00% Convertible Senior Notes due 2032, including a fully exercised $50.0 million option for additional notes. The zero‑coupon notes are senior unsecured debt and mature on March 1, 2032 unless earlier converted, redeemed or repurchased.
The notes have an initial conversion rate of 26.7094 shares per $1,000 of principal, implying a conversion price of about $37.44 per share, a 30% premium to the $28.80 NYSE price on March 25, 2026. Liberty received approximately $511.3 million in net proceeds, using about $77.2 million to enter into capped call transactions and planning to use the remainder for general corporate purposes.
The capped calls, initially capped at $72.00 per share, are designed to reduce potential dilution or offset cash payments above principal upon conversion. The notes were sold in a private offering under Section 4(a)(2) and resold to qualified institutional buyers under Rule 144A, with customary redemption, repurchase upon “fundamental change,” and event‑of‑default provisions.
Liberty Energy Inc. furnished a current report to share that it has released an updated investor presentation. The materials highlight the company’s strategic focus and outlook for its distributed power business, giving more detail on how this segment fits into Liberty’s plans.
The updated presentation is available through Liberty’s investor relations website under events and presentations. The company specifies that this information is being provided under Regulation FD, is not considered “filed” under securities laws, and is not incorporated into any existing registration statements.
Liberty Energy Inc. completed a private offering of $700.0 million aggregate principal amount of 0.00% Convertible Senior Notes due 2031, after initial purchasers exercised an additional $70.0 million option. The company received approximately $746.0 million in net proceeds.
Liberty used about $109.3 million of the proceeds to enter into capped call transactions that are designed to limit dilution or extra cash payments upon conversion. The remaining funds are intended to repay borrowings under its July 24, 2025 credit agreement and for general corporate purposes.
The notes are senior unsecured obligations, carry no regular interest, and are initially convertible at 28.9830 shares of Class A common stock per $1,000 principal amount, equivalent to a $34.50 conversion price, a 32.5% premium to the $26.04 share price on February 3, 2026. Liberty may redeem the notes for cash on or after March 1, 2029 if stock price conditions are met, and noteholders have repurchase rights upon certain fundamental changes.
Liberty Energy Inc. amended its existing revolving credit agreement to allow additional short-term and convertible financing. The credit facility continues to provide revolving commitments of $750.0 million, subject to borrowing base limits tied to eligible receivables and inventory.
The amendment permits new bridge loan debt of up to $600,000,000 incurred on or before June 30, 2026, maturing no later than 365 days after incurrence, and allows related liens within set limits. It also doubles the basket for permitted convertible debt from $300,000,000 to $600,000,000 and adds a springing maturity so the revolving facility would mature 91 days before any outstanding permitted bridge debt.
Liberty Energy Inc. filed a current report to announce that it has released its financial results for the fourth quarter and full year ended December 31, 2025. The company communicated these results through an earnings press release dated January 28, 2026, which is furnished as Exhibit 99.1.
The report clarifies that the earnings press release is furnished, not filed, under securities laws, meaning it is not incorporated by reference into any registration statements under the Securities Act of 1933.
Liberty Energy Inc. furnished an update on its business by issuing a press release with its financial results for the third quarter ended September 30, 2025. The company submitted a Form 8-K to make this information broadly available to investors and attached the full earnings press release as Exhibit 99.1. The furnished information is specifically stated as not being treated as filed for liability purposes under certain securities laws.
Liberty Energy Inc. (LBRT) announced that board member Audrey Robertson resigned from the Board effective immediately on August 26, 2025. Ms. Robertson had previously submitted a conditional resignation in February 2025 that would have taken effect upon her Senate confirmation as Assistant Secretary of Energy for Energy Efficiency and Renewable Energy at the U.S. Department of Energy. She has chosen to begin work at the Department of Energy while her confirmation remains pending, and this notice supersedes the February conditional resignation.
The filing records a voluntary, contemporaneous departure rather than a forced removal and replaces the earlier conditional filing. The company did not disclose a replacement, timing for a successor, or any board committee changes in this notice.