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Side-by-side financial comparison of ARKO Corp. (ARKO) and Liberty Energy Inc. (LBRT). Click either name above to swap in a different company.
ARKO Corp. is the larger business by last-quarter revenue ($1.8B vs $1.0B, roughly 1.8× Liberty Energy Inc.). Liberty Energy Inc. runs the higher net margin — 2.2% vs 0.1%, a 2.1% gap on every dollar of revenue. On growth, Liberty Energy Inc. posted the faster year-over-year revenue change (4.5% vs -9.9%). Over the past eight quarters, Liberty Energy Inc.'s revenue compounded faster (-6.2% CAGR vs -7.0%).
ARKO Corp. is a leading U.S. operator of convenience stores and fuel retail locations, primarily serving consumers across multiple states. It offers a wide range of products including fresh food, beverages, daily essentials, and motor fuels, alongside wholesale fuel distribution services for commercial partners.
Liberty Energy Inc. is a North American energy services provider specializing in hydraulic fracturing and well completion solutions for oil and gas operators. It serves clients across major U.S. shale basins, offering low-emission equipment and tailored support to optimize well productivity.
ARKO vs LBRT — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.8B | $1.0B |
| Net Profit | $1.9M | $22.6M |
| Gross Margin | — | — |
| Operating Margin | 1.2% | 2.2% |
| Net Margin | 0.1% | 2.2% |
| Revenue YoY | -9.9% | 4.5% |
| Net Profit YoY | 180.9% | — |
| EPS (diluted) | $0.01 | $0.14 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $1.0B | ||
| Q4 25 | $1.8B | $1.0B | ||
| Q3 25 | $2.0B | $947.4M | ||
| Q2 25 | $2.0B | $1.0B | ||
| Q1 25 | $1.8B | $977.5M | ||
| Q4 24 | $2.0B | $943.6M | ||
| Q3 24 | $2.3B | $1.1B | ||
| Q2 24 | $2.4B | $1.2B |
| Q1 26 | — | $22.6M | ||
| Q4 25 | $1.9M | $13.7M | ||
| Q3 25 | $13.5M | $43.1M | ||
| Q2 25 | $20.1M | $71.0M | ||
| Q1 25 | $-12.7M | $20.1M | ||
| Q4 24 | $-2.3M | $51.9M | ||
| Q3 24 | $9.7M | $73.8M | ||
| Q2 24 | $14.1M | $108.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | 20.6% | ||
| Q3 25 | — | 18.7% | ||
| Q2 25 | — | 22.1% | ||
| Q1 25 | — | 22.1% | ||
| Q4 24 | — | 21.4% | ||
| Q3 24 | — | 26.2% | ||
| Q2 24 | — | 27.9% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | 1.2% | 1.9% | ||
| Q3 25 | 1.8% | -0.3% | ||
| Q2 25 | 2.8% | 3.6% | ||
| Q1 25 | -0.6% | 1.9% | ||
| Q4 24 | 0.7% | 2.6% | ||
| Q3 24 | 1.8% | 9.4% | ||
| Q2 24 | 1.8% | 12.2% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | 0.1% | 1.3% | ||
| Q3 25 | 0.7% | 4.5% | ||
| Q2 25 | 1.0% | 6.8% | ||
| Q1 25 | -0.7% | 2.1% | ||
| Q4 24 | -0.1% | 5.5% | ||
| Q3 24 | 0.4% | 6.5% | ||
| Q2 24 | 0.6% | 9.3% |
| Q1 26 | — | $0.14 | ||
| Q4 25 | $0.01 | $0.08 | ||
| Q3 25 | $0.10 | $0.26 | ||
| Q2 25 | $0.16 | $0.43 | ||
| Q1 25 | $-0.12 | $0.12 | ||
| Q4 24 | $-0.03 | $0.31 | ||
| Q3 24 | $0.07 | $0.44 | ||
| Q2 24 | $0.11 | $0.64 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $311.5M | $699.1M |
| Total DebtLower is stronger | $912.1M | $7.1M |
| Stockholders' EquityBook value | $267.2M | $1.9B |
| Total Assets | $3.5B | $4.4B |
| Debt / EquityLower = less leverage | 3.41× | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $699.1M | ||
| Q4 25 | $311.5M | $27.6M | ||
| Q3 25 | $313.2M | $13.5M | ||
| Q2 25 | $299.7M | $19.6M | ||
| Q1 25 | $271.1M | $24.1M | ||
| Q4 24 | $267.1M | $20.0M | ||
| Q3 24 | $296.8M | $23.0M | ||
| Q2 24 | $236.5M | $30.0M |
| Q1 26 | — | $7.1M | ||
| Q4 25 | $912.1M | $246.6M | ||
| Q3 25 | $911.6M | — | ||
| Q2 25 | $916.4M | — | ||
| Q1 25 | $880.1M | — | ||
| Q4 24 | $881.0M | $190.5M | ||
| Q3 24 | $884.7M | — | ||
| Q2 24 | $889.9M | — |
| Q1 26 | — | $1.9B | ||
| Q4 25 | $267.2M | $2.1B | ||
| Q3 25 | $273.1M | $2.1B | ||
| Q2 25 | $264.8M | $2.0B | ||
| Q1 25 | $255.2M | $2.0B | ||
| Q4 24 | $276.9M | $2.0B | ||
| Q3 24 | $280.0M | $2.0B | ||
| Q2 24 | $273.1M | $1.9B |
| Q1 26 | — | $4.4B | ||
| Q4 25 | $3.5B | $3.6B | ||
| Q3 25 | $3.6B | $3.5B | ||
| Q2 25 | $3.6B | $3.4B | ||
| Q1 25 | $3.6B | $3.4B | ||
| Q4 24 | $3.6B | $3.3B | ||
| Q3 24 | $3.7B | $3.3B | ||
| Q2 24 | $3.7B | $3.2B |
| Q1 26 | — | 0.00× | ||
| Q4 25 | 3.41× | 0.12× | ||
| Q3 25 | 3.34× | — | ||
| Q2 25 | 3.46× | — | ||
| Q1 25 | 3.45× | — | ||
| Q4 24 | 3.18× | 0.10× | ||
| Q3 24 | 3.16× | — | ||
| Q2 24 | 3.26× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $44.6M | — |
| Free Cash FlowOCF − Capex | $14.9M | — |
| FCF MarginFCF / Revenue | 0.8% | — |
| Capex IntensityCapex / Revenue | 1.7% | 13.1% |
| Cash ConversionOCF / Net Profit | 23.98× | — |
| TTM Free Cash FlowTrailing 4 quarters | $65.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $44.6M | $195.4M | ||
| Q3 25 | $49.4M | $51.5M | ||
| Q2 25 | $55.2M | $170.6M | ||
| Q1 25 | $43.4M | $192.1M | ||
| Q4 24 | $22.7M | $177.3M | ||
| Q3 24 | $109.2M | $244.5M | ||
| Q2 24 | $77.2M | $248.2M |
| Q1 26 | — | — | ||
| Q4 25 | $14.9M | $-10.0M | ||
| Q3 25 | $24.5M | $-67.2M | ||
| Q2 25 | $9.8M | $33.1M | ||
| Q1 25 | $16.0M | $58.2M | ||
| Q4 24 | $-13.4M | $-26.2M | ||
| Q3 24 | $79.9M | $77.9M | ||
| Q2 24 | $57.9M | $112.2M |
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | -1.0% | ||
| Q3 25 | 1.2% | -7.1% | ||
| Q2 25 | 0.5% | 3.2% | ||
| Q1 25 | 0.9% | 6.0% | ||
| Q4 24 | -0.7% | -2.8% | ||
| Q3 24 | 3.5% | 6.8% | ||
| Q2 24 | 2.4% | 9.7% |
| Q1 26 | — | 13.1% | ||
| Q4 25 | 1.7% | 19.8% | ||
| Q3 25 | 1.2% | 12.5% | ||
| Q2 25 | 2.3% | 13.2% | ||
| Q1 25 | 1.5% | 13.7% | ||
| Q4 24 | 1.8% | 21.6% | ||
| Q3 24 | 1.3% | 14.6% | ||
| Q2 24 | 0.8% | 11.7% |
| Q1 26 | — | — | ||
| Q4 25 | 23.98× | 14.28× | ||
| Q3 25 | 3.67× | 1.20× | ||
| Q2 25 | 2.75× | 2.40× | ||
| Q1 25 | — | 9.55× | ||
| Q4 24 | — | 3.42× | ||
| Q3 24 | 11.28× | 3.31× | ||
| Q2 24 | 5.49× | 2.29× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ARKO
| Fuel Products | $1.4B | 79% |
| Merchandise Products | $338.1M | 19% |
| Other Product | $33.6M | 2% |
LBRT
Segment breakdown not available.
