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Side-by-side financial comparison of Dynatrace, Inc. (DT) and Liberty Energy Inc. (LBRT). Click either name above to swap in a different company.
Liberty Energy Inc. is the larger business by last-quarter revenue ($1.0B vs $515.5M, roughly 2.0× Dynatrace, Inc.). Dynatrace, Inc. runs the higher net margin — 7.8% vs 2.2%, a 5.6% gap on every dollar of revenue. On growth, Dynatrace, Inc. posted the faster year-over-year revenue change (18.2% vs 4.5%). Over the past eight quarters, Dynatrace, Inc.'s revenue compounded faster (16.3% CAGR vs -6.2%).
Dynatrace, Inc. is an American multinational technology company that provides an AI-powered observability platform. Their software is used to monitor, analyze, and optimize application performance, software development, cyber security practices, IT infrastructure, and user experience.
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.
DT vs LBRT — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $515.5M | $1.0B |
| Net Profit | $40.1M | $22.6M |
| Gross Margin | 81.4% | — |
| Operating Margin | 14.1% | 2.2% |
| Net Margin | 7.8% | 2.2% |
| Revenue YoY | 18.2% | 4.5% |
| Net Profit YoY | -88.9% | 64.8% |
| EPS (diluted) | $0.13 | $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 | $515.5M | $1.0B | ||
| Q3 25 | $493.8M | $947.4M | ||
| Q2 25 | $477.3M | $1.0B | ||
| Q1 25 | $445.2M | $977.5M | ||
| Q4 24 | $436.2M | $943.6M | ||
| Q3 24 | $418.1M | $1.1B | ||
| Q2 24 | $399.2M | $1.2B |
| Q1 26 | — | $22.6M | ||
| Q4 25 | $40.1M | $13.7M | ||
| Q3 25 | $57.2M | $43.1M | ||
| Q2 25 | $48.0M | $71.0M | ||
| Q1 25 | $39.3M | $20.1M | ||
| Q4 24 | $361.8M | $51.9M | ||
| Q3 24 | $44.0M | $73.8M | ||
| Q2 24 | $38.6M | $108.4M |
| Q1 26 | — | — | ||
| Q4 25 | 81.4% | 20.6% | ||
| Q3 25 | 81.8% | 18.7% | ||
| Q2 25 | 82.1% | 22.1% | ||
| Q1 25 | 80.9% | 22.1% | ||
| Q4 24 | 81.1% | 21.4% | ||
| Q3 24 | 81.4% | 26.2% | ||
| Q2 24 | 81.3% | 27.9% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | 14.1% | 1.9% | ||
| Q3 25 | 14.8% | -0.3% | ||
| Q2 25 | 13.1% | 3.6% | ||
| Q1 25 | 9.6% | 1.9% | ||
| Q4 24 | 10.9% | 2.6% | ||
| Q3 24 | 11.2% | 9.4% | ||
| Q2 24 | 10.5% | 12.2% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | 7.8% | 1.3% | ||
| Q3 25 | 11.6% | 4.5% | ||
| Q2 25 | 10.0% | 6.8% | ||
| Q1 25 | 8.8% | 2.1% | ||
| Q4 24 | 82.9% | 5.5% | ||
| Q3 24 | 10.5% | 6.5% | ||
| Q2 24 | 9.7% | 9.3% |
| Q1 26 | — | $0.14 | ||
| Q4 25 | $0.13 | $0.08 | ||
| Q3 25 | $0.19 | $0.26 | ||
| Q2 25 | $0.16 | $0.43 | ||
| Q1 25 | $0.12 | $0.12 | ||
| Q4 24 | $1.19 | $0.31 | ||
| Q3 24 | $0.15 | $0.44 | ||
| Q2 24 | $0.13 | $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 | $1.2B | $699.1M |
| Total DebtLower is stronger | — | $7.1M |
| Stockholders' EquityBook value | $2.7B | $1.9B |
| Total Assets | $4.1B | $4.4B |
| Debt / EquityLower = less leverage | — | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $699.1M | ||
| Q4 25 | $1.2B | $27.6M | ||
| Q3 25 | $1.3B | $13.5M | ||
| Q2 25 | $1.3B | $19.6M | ||
| Q1 25 | $1.1B | $24.1M | ||
| Q4 24 | $1.0B | $20.0M | ||
| Q3 24 | $1.0B | $23.0M | ||
| Q2 24 | $1.0B | $30.0M |
| Q1 26 | — | $7.1M | ||
| Q4 25 | — | $246.6M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $190.5M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $1.9B | ||
| Q4 25 | $2.7B | $2.1B | ||
| Q3 25 | $2.8B | $2.1B | ||
| Q2 25 | $2.7B | $2.0B | ||
| Q1 25 | $2.6B | $2.0B | ||
| Q4 24 | $2.6B | $2.0B | ||
| Q3 24 | $2.1B | $2.0B | ||
| Q2 24 | $2.1B | $1.9B |
| Q1 26 | — | $4.4B | ||
| Q4 25 | $4.1B | $3.6B | ||
| Q3 25 | $4.1B | $3.5B | ||
| Q2 25 | $4.1B | $3.4B | ||
| Q1 25 | $4.1B | $3.4B | ||
| Q4 24 | $3.7B | $3.3B | ||
| Q3 24 | $3.3B | $3.3B | ||
| Q2 24 | $3.3B | $3.2B |
| Q1 26 | — | 0.00× | ||
| Q4 25 | — | 0.12× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.10× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $33.8M | — |
| Free Cash FlowOCF − Capex | $27.2M | — |
| FCF MarginFCF / Revenue | 5.3% | — |
| Capex IntensityCapex / Revenue | 1.3% | 13.1% |
| Cash ConversionOCF / Net Profit | 0.84× | — |
| TTM Free Cash FlowTrailing 4 quarters | $465.5M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $33.8M | $195.4M | ||
| Q3 25 | $32.0M | $51.5M | ||
| Q2 25 | $269.7M | $170.6M | ||
| Q1 25 | $162.8M | $192.1M | ||
| Q4 24 | $42.2M | $177.3M | ||
| Q3 24 | $23.6M | $244.5M | ||
| Q2 24 | $230.7M | $248.2M |
| Q1 26 | — | — | ||
| Q4 25 | $27.2M | $-10.0M | ||
| Q3 25 | $27.8M | $-67.2M | ||
| Q2 25 | $262.2M | $33.1M | ||
| Q1 25 | $148.2M | $58.2M | ||
| Q4 24 | $37.6M | $-26.2M | ||
| Q3 24 | $20.1M | $77.9M | ||
| Q2 24 | $227.4M | $112.2M |
| Q1 26 | — | — | ||
| Q4 25 | 5.3% | -1.0% | ||
| Q3 25 | 5.6% | -7.1% | ||
| Q2 25 | 54.9% | 3.2% | ||
| Q1 25 | 33.3% | 6.0% | ||
| Q4 24 | 8.6% | -2.8% | ||
| Q3 24 | 4.8% | 6.8% | ||
| Q2 24 | 57.0% | 9.7% |
| Q1 26 | — | 13.1% | ||
| Q4 25 | 1.3% | 19.8% | ||
| Q3 25 | 0.8% | 12.5% | ||
| Q2 25 | 1.6% | 13.2% | ||
| Q1 25 | 3.3% | 13.7% | ||
| Q4 24 | 1.1% | 21.6% | ||
| Q3 24 | 0.8% | 14.6% | ||
| Q2 24 | 0.8% | 11.7% |
| Q1 26 | — | — | ||
| Q4 25 | 0.84× | 14.28× | ||
| Q3 25 | 0.56× | 1.20× | ||
| Q2 25 | 5.62× | 2.40× | ||
| Q1 25 | 4.14× | 9.55× | ||
| Q4 24 | 0.12× | 3.42× | ||
| Q3 24 | 0.54× | 3.31× | ||
| Q2 24 | 5.97× | 2.29× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DT
| Subscription And Circulation | $493.4M | 96% |
| Services | $22.1M | 4% |
LBRT
Segment breakdown not available.
