LBRT
Oil & Gas Equipment & Services · Energy
Analyst
Piper Sandler
Equibles does not estimate personal net worth.
Derek Podgheiser is recorded as Analyst at Piper Sandler. Derek Podgheiser has spoken on 19 earnings calls and 1 other investor event across 14 companies, most recently for Slb Limited on October 23, 2026. Those appearances were for Liberty Energy Inc. (LBRT), Helmerich & Payne, Inc. (HP), TechnipFMC plc (FTI), Slb Limited (SLB), Kodiak Gas Services, Inc. (KGS) and 9 other companies. The companies whose calls Derek Podgheiser spoke on are classified in the Energy and Utilities sectors.
“I just wanted to ask about production systems. Morning. You guided production systems up, I think it was high single digits for the fourth quarter. You mentioned throughout the call production chemicals, artificial lift, which obviously ties into the Champion X acquisition completions.”
“I just want to follow up on Saurabh's question just about the mechanics behind the financing. So it sounds like the significant prepayment will be your source of cash to kick off this initial 500 megawatts.”
“I wanted to go back to the West Texas data center conversation. So you mentioned that, you know, initially it could be sub 100 megawatts just given your current fleet and scale that over time in line with more of your delivery schedule.”
“I wanted to go back to the Jessa conversations. What else should we be thinking about as you look to continue to deepen your moat as a turnkey behind-the-meter power supplier?”
Piper Sandler
Analyst
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LBRT
Oil & Gas Equipment & Services · Energy
FTI
Oil & Gas Equipment & Services · Energy
SLB
Oil & Gas Equipment & Services · Energy
Oil & Gas Equipment & Services · Energy
Oil & Gas Equipment & Services · Energy
WHD
Oil & Gas Equipment & Services · Energy
XPRO
Oil & Gas Equipment & Services · Energy
RES
Oil & Gas Equipment & Services · Energy
Oil & Gas Equipment & Services · Energy
FLOC
Oil & Gas Equipment & Services · Energy