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Side-by-side financial comparison of Genius Sports Ltd (GENI) 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 $510.9M, roughly 2.0× Genius Sports Ltd). Liberty Energy Inc. runs the higher net margin — 2.2% vs -12.3%, a 14.5% gap on every dollar of revenue. Over the past eight quarters, Genius Sports Ltd's revenue compounded faster (129.2% CAGR vs -6.2%).
Genius Sports is a sports data and technology company that provides data management, video streaming and integrity services to sports leagues, bookmakers and media companies.
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.
GENI vs LBRT — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $510.9M | $1.0B |
| Net Profit | $-63.0M | $22.6M |
| Gross Margin | 25.2% | — |
| Operating Margin | -11.5% | 2.2% |
| Net Margin | -12.3% | 2.2% |
| Revenue YoY | — | 4.5% |
| Net Profit YoY | — | — |
| EPS (diluted) | — | $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 | $510.9M | $1.0B | ||
| Q3 25 | $335.4M | $947.4M | ||
| Q2 25 | $215.2M | $1.0B | ||
| Q1 25 | $119.7M | $977.5M | ||
| Q4 24 | $413.0M | $943.6M | ||
| Q3 24 | $285.8M | $1.1B | ||
| Q2 24 | $184.1M | $1.2B |
| Q1 26 | — | $22.6M | ||
| Q4 25 | $-63.0M | $13.7M | ||
| Q3 25 | — | $43.1M | ||
| Q2 25 | $-47.3M | $71.0M | ||
| Q1 25 | $-25.5M | $20.1M | ||
| Q4 24 | $-85.5M | $51.9M | ||
| Q3 24 | $-47.1M | $73.8M | ||
| Q2 24 | $-35.5M | $108.4M |
| Q1 26 | — | — | ||
| Q4 25 | 25.2% | 20.6% | ||
| Q3 25 | 24.2% | 18.7% | ||
| Q2 25 | 19.1% | 22.1% | ||
| Q1 25 | 10.7% | 22.1% | ||
| Q4 24 | 16.7% | 21.4% | ||
| Q3 24 | 20.5% | 26.2% | ||
| Q2 24 | 18.6% | 27.9% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | -11.5% | 1.9% | ||
| Q3 25 | -15.3% | -0.3% | ||
| Q2 25 | -21.0% | 3.6% | ||
| Q1 25 | -20.3% | 1.9% | ||
| Q4 24 | -18.0% | 2.6% | ||
| Q3 24 | -13.9% | 9.4% | ||
| Q2 24 | -16.8% | 12.2% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | -12.3% | 1.3% | ||
| Q3 25 | — | 4.5% | ||
| Q2 25 | -22.0% | 6.8% | ||
| Q1 25 | -21.3% | 2.1% | ||
| Q4 24 | -20.7% | 5.5% | ||
| Q3 24 | -16.5% | 6.5% | ||
| Q2 24 | -19.3% | 9.3% |
| Q1 26 | — | $0.14 | ||
| Q4 25 | — | $0.08 | ||
| Q3 25 | — | $0.26 | ||
| Q2 25 | — | $0.43 | ||
| Q1 25 | — | $0.12 | ||
| Q4 24 | — | $0.31 | ||
| Q3 24 | — | $0.44 | ||
| Q2 24 | — | $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 | $280.6M | $699.1M |
| Total DebtLower is stronger | — | $7.1M |
| Stockholders' EquityBook value | $724.5M | $1.9B |
| Total Assets | $1.1B | $4.4B |
| Debt / EquityLower = less leverage | — | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $699.1M | ||
| Q4 25 | $280.6M | $27.6M | ||
| Q3 25 | $110.2M | $13.5M | ||
| Q2 25 | $110.2M | $19.6M | ||
| Q1 25 | $110.2M | $24.1M | ||
| Q4 24 | $100.3M | $20.0M | ||
| Q3 24 | $100.3M | $23.0M | ||
| Q2 24 | $100.3M | $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 | $724.5M | $2.1B | ||
| Q3 25 | $572.4M | $2.1B | ||
| Q2 25 | $572.4M | $2.0B | ||
| Q1 25 | $572.4M | $2.0B | ||
| Q4 24 | $573.0M | $2.0B | ||
| Q3 24 | $573.0M | $2.0B | ||
| Q2 24 | $573.0M | $1.9B |
| Q1 26 | — | $4.4B | ||
| Q4 25 | $1.1B | $3.6B | ||
| Q3 25 | $792.3M | $3.5B | ||
| Q2 25 | $792.3M | $3.4B | ||
| Q1 25 | $792.3M | $3.4B | ||
| Q4 24 | $775.7M | $3.3B | ||
| Q3 24 | $775.7M | $3.3B | ||
| Q2 24 | $775.7M | $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 | $81.9M | — |
| Free Cash FlowOCF − Capex | $69.6M | — |
| FCF MarginFCF / Revenue | 13.6% | — |
| Capex IntensityCapex / Revenue | 2.4% | 13.1% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $33.5M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $81.9M | $195.4M | ||
| Q3 25 | $-4.8M | $51.5M | ||
| Q2 25 | $-1.2M | $170.6M | ||
| Q1 25 | $-14.6M | $192.1M | ||
| Q4 24 | $14.9M | $177.3M | ||
| Q3 24 | $-9.2M | $244.5M | ||
| Q2 24 | — | $248.2M |
| Q1 26 | — | — | ||
| Q4 25 | $69.6M | $-10.0M | ||
| Q3 25 | $-14.2M | $-67.2M | ||
| Q2 25 | $-5.8M | $33.1M | ||
| Q1 25 | $-16.0M | $58.2M | ||
| Q4 24 | $11.3M | $-26.2M | ||
| Q3 24 | $-11.6M | $77.9M | ||
| Q2 24 | — | $112.2M |
| Q1 26 | — | — | ||
| Q4 25 | 13.6% | -1.0% | ||
| Q3 25 | -4.2% | -7.1% | ||
| Q2 25 | -2.7% | 3.2% | ||
| Q1 25 | -13.4% | 6.0% | ||
| Q4 24 | 2.7% | -2.8% | ||
| Q3 24 | -4.1% | 6.8% | ||
| Q2 24 | — | 9.7% |
| Q1 26 | — | 13.1% | ||
| Q4 25 | 2.4% | 19.8% | ||
| Q3 25 | 2.8% | 12.5% | ||
| Q2 25 | 2.1% | 13.2% | ||
| Q1 25 | 1.2% | 13.7% | ||
| Q4 24 | 0.9% | 21.6% | ||
| Q3 24 | 0.9% | 14.6% | ||
| Q2 24 | — | 11.7% |
| Q1 26 | — | — | ||
| Q4 25 | — | 14.28× | ||
| Q3 25 | — | 1.20× | ||
| Q2 25 | — | 2.40× | ||
| Q1 25 | — | 9.55× | ||
| Q4 24 | — | 3.42× | ||
| Q3 24 | — | 3.31× | ||
| Q2 24 | — | 2.29× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
