Event-Driven Stocks

Liberty Energy Inc.

LBRTNYSE

Energy · Oil & Gas Field Services, NEC · SEC filings ↗ · Compare ⊕

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Signs● 5 good● 1 warningdetails ↓

Financials

SEC XBRL · annual
 FY25FY24FY23FY22FY21FY20
Revenue$4.01B$4.32B$4.75B$4.00B$2.45B$965.8M
Operating income$72.7M$389.5M$760.6M$495.9M−$181.2M−$177.0M
Net income$147.9M$316.0M$556.3M$399.6M−$179.2M−$115.6M
Total assets$3.56B$3.30B$3.03B$2.58B$2.04B$1.89B
Total liabilities$1.48B$1.32B$1.19B$1.08B$810.2M$579.9M
Equity$2.08B$1.98B$1.84B$1.50B$1.21B$1.15B
EPS (diluted)$0.89$1.87$3.15$2.11$-1.03$-1.36
Shares out.165.4M169.4M176.4M189.3M174.0M85.2M

Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.

Key ratios

from filings · FY2025
Operating margin
1.8%
Net margin
3.7%
Return on equity
7.1%
Return on assets
4.2%
Return on capital (ROCE)
2.6%
Liabilities / assets
41.6%
Debt / equity
0.71×
Book value / share
$12.57
Revenue growth (YoY)
−7.2%
Net income growth (YoY)
−53.2%

Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.

Financial health

forensic scores · FY2025
Altman Z″ (distress)
2.92safe
Accruals / assets
−13.0%clean
Piotroski F-Score
4/9mixed

Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.

Quality score

EDS Score
67
/ 100
Profitability 100Growth 0Catalyst 33Earnings quality 100Financial strength 100

Our own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast. What these scores mean →

Signs

● 1 warning● 5 good
  • Revenue declined year-over-year
  • Operating margin is positive
  • Conservative leverage (liabilities < 50% of assets)
  • Positive operating cash flow
  • Clean earnings (low accruals)
  • Altman Z″ in the safe zone

Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.

5%+ owners

SEC Schedule 13D / 13G · last 3 yrs

Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.

Short interest

FINRA · bi-monthly
SettlementShares shortDays to coverΔ vs prior
May 15, 202611.6M3.4-13.4%
Apr 30, 202613.4M3.0-0.1%
Apr 15, 202613.4M4.3-0.5%
Mar 31, 202613.5M2.2+23.0%
Mar 13, 202610.9M2.7-3.2%

Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.

Material events

SEC Form 8-K · most recent

Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.

Recent SEC filings

All filings ↗

Event-driven situations (1)

Spot an error in this record? Report it. Every correction is verified against the source filing before we change anything.