Analyst
Stiefel
Equibles does not estimate personal net worth.
Stephen Gengaro is recorded as Analyst at Stiefel. Stephen Gengaro has spoken on 2 earnings calls and 1 other investor event across 3 companies, most recently for Liberty Energy Inc. on March 20, 2026. Those appearances were for Liberty Energy Inc. (LBRT), DMC Global Inc. (BOOM) and Oil States International, Inc (OIS). The companies whose calls Stephen Gengaro spoke on are classified in the Energy and Industrials sectors.
“So I think, too, for me, I think the first, when we think about the power gen opportunity, can you talk a little bit about sort of the return hurdles that you're thinking about?”
“The first, on the Dyna Energetic side, it seemed like the fourth quarter revenue was very strong, and I know there was a kind of lower seasonality in the frack business than normal.”
“The first, you've done a lot on the U.S. land side to kind of high grade the portfolio and control and cut costs where necessary. Can you talk about, when we think about the margin side of that business, especially C&P, do you think we're seeing the full impact of that in the margins?”
Stiefel
Analyst
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LBRT
Oil & Gas Equipment & Services · Energy
BOOM
Conglomerates · Industrials
Oil & Gas Equipment & Services · Energy
