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Side-by-side financial comparison of Electronic Arts (EA) and Liberty Energy Inc. (LBRT). Click either name above to swap in a different company.
Electronic Arts is the larger business by last-quarter revenue ($1.9B vs $1.0B, roughly 1.9× Liberty Energy Inc.). Electronic Arts runs the higher net margin — 4.6% vs 2.2%, a 2.4% gap on every dollar of revenue. On growth, Liberty Energy Inc. posted the faster year-over-year revenue change (4.5% vs 1.0%). Over the past eight quarters, Electronic Arts's revenue compounded faster (3.4% CAGR vs -6.2%).
Electronic Arts Inc. (EA) is an American video game company headquartered in Redwood City, California. Founded in May 1982 by former Apple employee Trip Hawkins, the company was a pioneer of the early home computer game industry and promoted the designers and programmers responsible for its games as "software artists".
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.
EA vs LBRT — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.9B | $1.0B |
| Net Profit | $88.0M | $22.6M |
| Gross Margin | 73.8% | — |
| Operating Margin | 6.7% | 2.2% |
| Net Margin | 4.6% | 2.2% |
| Revenue YoY | 1.0% | 4.5% |
| Net Profit YoY | -70.0% | — |
| EPS (diluted) | $0.35 | $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 | $1.9B | $1.0B | ||
| Q3 25 | $1.8B | $947.4M | ||
| Q2 25 | $1.7B | $1.0B | ||
| Q1 25 | $1.9B | $977.5M | ||
| Q4 24 | $1.9B | $943.6M | ||
| Q3 24 | $2.0B | $1.1B | ||
| Q2 24 | $1.7B | $1.2B |
| Q1 26 | — | $22.6M | ||
| Q4 25 | $88.0M | $13.7M | ||
| Q3 25 | $137.0M | $43.1M | ||
| Q2 25 | $201.0M | $71.0M | ||
| Q1 25 | $254.0M | $20.1M | ||
| Q4 24 | $293.0M | $51.9M | ||
| Q3 24 | $294.0M | $73.8M | ||
| Q2 24 | $280.0M | $108.4M |
| Q1 26 | — | — | ||
| Q4 25 | 73.8% | 20.6% | ||
| Q3 25 | 75.9% | 18.7% | ||
| Q2 25 | 83.3% | 22.1% | ||
| Q1 25 | 80.6% | 22.1% | ||
| Q4 24 | 75.8% | 21.4% | ||
| Q3 24 | 77.5% | 26.2% | ||
| Q2 24 | 84.2% | 27.9% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | 6.7% | 1.9% | ||
| Q3 25 | 10.9% | -0.3% | ||
| Q2 25 | 16.2% | 3.6% | ||
| Q1 25 | 20.8% | 1.9% | ||
| Q4 24 | 20.0% | 2.6% | ||
| Q3 24 | 19.0% | 9.4% | ||
| Q2 24 | 21.9% | 12.2% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | 4.6% | 1.3% | ||
| Q3 25 | 7.4% | 4.5% | ||
| Q2 25 | 12.0% | 6.8% | ||
| Q1 25 | 13.4% | 2.1% | ||
| Q4 24 | 15.6% | 5.5% | ||
| Q3 24 | 14.5% | 6.5% | ||
| Q2 24 | 16.9% | 9.3% |
| Q1 26 | — | $0.14 | ||
| Q4 25 | $0.35 | $0.08 | ||
| Q3 25 | $0.54 | $0.26 | ||
| Q2 25 | $0.79 | $0.43 | ||
| Q1 25 | $0.99 | $0.12 | ||
| Q4 24 | $1.11 | $0.31 | ||
| Q3 24 | $1.11 | $0.44 | ||
| Q2 24 | $1.04 | $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 | $2.8B | $699.1M |
| Total DebtLower is stronger | — | $7.1M |
| Stockholders' EquityBook value | $6.2B | $1.9B |
| Total Assets | $13.3B | $4.4B |
| Debt / EquityLower = less leverage | — | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $699.1M | ||
| Q4 25 | $2.8B | $27.6M | ||
| Q3 25 | $1.1B | $13.5M | ||
| Q2 25 | $1.5B | $19.6M | ||
| Q1 25 | $2.1B | $24.1M | ||
| Q4 24 | $2.8B | $20.0M | ||
| Q3 24 | $2.2B | $23.0M | ||
| Q2 24 | $2.4B | $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 | $6.2B | $2.1B | ||
| Q3 25 | $6.0B | $2.1B | ||
| Q2 25 | $6.1B | $2.0B | ||
| Q1 25 | $6.4B | $2.0B | ||
| Q4 24 | $7.4B | $2.0B | ||
| Q3 24 | $7.4B | $2.0B | ||
| Q2 24 | $7.4B | $1.9B |
| Q1 26 | — | $4.4B | ||
| Q4 25 | $13.3B | $3.6B | ||
| Q3 25 | $11.9B | $3.5B | ||
| Q2 25 | $11.7B | $3.4B | ||
| Q1 25 | $12.4B | $3.4B | ||
| Q4 24 | $13.5B | $3.3B | ||
| Q3 24 | $13.1B | $3.3B | ||
| Q2 24 | $12.7B | $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 | $1.8B | — |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | 13.1% |
| Cash ConversionOCF / Net Profit | 20.75× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $195.4M | ||
| Q3 25 | $130.0M | $51.5M | ||
| Q2 25 | $17.0M | $170.6M | ||
| Q1 25 | $549.0M | $192.1M | ||
| Q4 24 | $1.2B | $177.3M | ||
| Q3 24 | $234.0M | $244.5M | ||
| Q2 24 | $120.0M | $248.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | $-10.0M | ||
| Q3 25 | — | $-67.2M | ||
| Q2 25 | — | $33.1M | ||
| Q1 25 | — | $58.2M | ||
| Q4 24 | — | $-26.2M | ||
| Q3 24 | — | $77.9M | ||
| Q2 24 | — | $112.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | -1.0% | ||
| Q3 25 | — | -7.1% | ||
| Q2 25 | — | 3.2% | ||
| Q1 25 | — | 6.0% | ||
| Q4 24 | — | -2.8% | ||
| Q3 24 | — | 6.8% | ||
| Q2 24 | — | 9.7% |
| Q1 26 | — | 13.1% | ||
| Q4 25 | — | 19.8% | ||
| Q3 25 | — | 12.5% | ||
| Q2 25 | — | 13.2% | ||
| Q1 25 | — | 13.7% | ||
| Q4 24 | — | 21.6% | ||
| Q3 24 | — | 14.6% | ||
| Q2 24 | — | 11.7% |
| Q1 26 | — | — | ||
| Q4 25 | 20.75× | 14.28× | ||
| Q3 25 | 0.95× | 1.20× | ||
| Q2 25 | 0.08× | 2.40× | ||
| Q1 25 | 2.16× | 9.55× | ||
| Q4 24 | 4.01× | 3.42× | ||
| Q3 24 | 0.80× | 3.31× | ||
| Q2 24 | 0.43× | 2.29× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
EA
| Live Services And Other Net Revenue | $1.3B | 67% |
| PC And Other Net Revenue | $465.0M | 24% |
| Packaged Goods Net Revenue | $86.0M | 5% |
| Other | $56.0M | 3% |
| Estimated Service Offering Period | $25.0M | 1% |
LBRT
Segment breakdown not available.
