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Side-by-side financial comparison of Liberty Energy Inc. (LBRT) and Mobileye Global Inc. (MBLY). Click either name above to swap in a different company.

Liberty Energy Inc. is the larger business by last-quarter revenue ($1.0B vs $558.0M, roughly 1.8× Mobileye Global Inc.). On growth, Mobileye Global Inc. posted the faster year-over-year revenue change (27.4% vs 4.5%). Over the past eight quarters, Mobileye Global Inc.'s revenue compounded faster (12.7% CAGR vs -6.2%).

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.

Mobileye Global Inc. is a United States-domiciled, Israel-headquartered autonomous driving company. It is developing self-driving technologies and advanced driver-assistance systems (ADAS) including cameras, computer chips, and software. Mobileye was acquired by Intel in 2017 and went public again in 2022.

LBRT vs MBLY — Head-to-Head

Bigger by revenue
LBRT
LBRT
1.8× larger
LBRT
$1.0B
$558.0M
MBLY
Growing faster (revenue YoY)
MBLY
MBLY
+22.9% gap
MBLY
27.4%
4.5%
LBRT
Faster 2-yr revenue CAGR
MBLY
MBLY
Annualised
MBLY
12.7%
-6.2%
LBRT

Income Statement — Q1 FY2026 vs Q1 FY2026

Metric
LBRT
LBRT
MBLY
MBLY
Revenue
$1.0B
$558.0M
Net Profit
$22.6M
Gross Margin
49.3%
Operating Margin
2.2%
-647.5%
Net Margin
2.2%
Revenue YoY
4.5%
27.4%
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.

Revenue
LBRT
LBRT
MBLY
MBLY
Q1 26
$1.0B
$558.0M
Q4 25
$1.0B
$446.0M
Q3 25
$947.4M
$504.0M
Q2 25
$1.0B
$506.0M
Q1 25
$977.5M
$438.0M
Q4 24
$943.6M
$490.0M
Q3 24
$1.1B
$486.0M
Q2 24
$1.2B
$439.0M
Net Profit
LBRT
LBRT
MBLY
MBLY
Q1 26
$22.6M
Q4 25
$13.7M
$-127.0M
Q3 25
$43.1M
$-96.0M
Q2 25
$71.0M
$-67.0M
Q1 25
$20.1M
$-102.0M
Q4 24
$51.9M
$-71.0M
Q3 24
$73.8M
$-2.7B
Q2 24
$108.4M
$-86.0M
Gross Margin
LBRT
LBRT
MBLY
MBLY
Q1 26
49.3%
Q4 25
20.6%
45.3%
Q3 25
18.7%
48.2%
Q2 25
22.1%
49.8%
Q1 25
22.1%
47.3%
Q4 24
21.4%
49.2%
Q3 24
26.2%
48.8%
Q2 24
27.9%
47.6%
Operating Margin
LBRT
LBRT
MBLY
MBLY
Q1 26
2.2%
-647.5%
Q4 25
1.9%
-31.4%
Q3 25
-0.3%
-21.6%
Q2 25
3.6%
-14.6%
Q1 25
1.9%
-26.7%
Q4 24
2.6%
-17.6%
Q3 24
9.4%
-577.6%
Q2 24
12.2%
-21.4%
Net Margin
LBRT
LBRT
MBLY
MBLY
Q1 26
2.2%
Q4 25
1.3%
-28.5%
Q3 25
4.5%
-19.0%
Q2 25
6.8%
-13.2%
Q1 25
2.1%
-23.3%
Q4 24
5.5%
-14.5%
Q3 24
6.5%
-558.6%
Q2 24
9.3%
-19.6%
EPS (diluted)
LBRT
LBRT
MBLY
MBLY
Q1 26
$0.14
Q4 25
$0.08
$-0.15
Q3 25
$0.26
$-0.12
Q2 25
$0.43
$-0.08
Q1 25
$0.12
$-0.13
Q4 24
$0.31
$-0.09
Q3 24
$0.44
$-3.35
Q2 24
$0.64
$-0.11

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
LBRT
LBRT
MBLY
MBLY
Cash + ST InvestmentsLiquidity on hand
$699.1M
$1.2B
Total DebtLower is stronger
$7.1M
Stockholders' EquityBook value
$1.9B
$8.2B
Total Assets
$4.4B
$8.7B
Debt / EquityLower = less leverage
0.00×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
LBRT
LBRT
MBLY
MBLY
Q1 26
$699.1M
$1.2B
Q4 25
$27.6M
$1.8B
Q3 25
$13.5M
$1.7B
Q2 25
$19.6M
$1.7B
Q1 25
$24.1M
$1.5B
Q4 24
$20.0M
$1.4B
Q3 24
$23.0M
$1.3B
Q2 24
$30.0M
$1.2B
Total Debt
LBRT
LBRT
MBLY
MBLY
Q1 26
$7.1M
Q4 25
$246.6M
Q3 25
Q2 25
Q1 25
Q4 24
$190.5M
Q3 24
Q2 24
Stockholders' Equity
LBRT
LBRT
MBLY
MBLY
Q1 26
$1.9B
$8.2B
Q4 25
$2.1B
$11.9B
Q3 25
$2.1B
$11.9B
Q2 25
$2.0B
$12.1B
Q1 25
$2.0B
$12.0B
Q4 24
$2.0B
$12.1B
Q3 24
$2.0B
$12.1B
Q2 24
$1.9B
$14.7B
Total Assets
LBRT
LBRT
MBLY
MBLY
Q1 26
$4.4B
$8.7B
Q4 25
$3.6B
$12.5B
Q3 25
$3.5B
$12.5B
Q2 25
$3.4B
$12.6B
Q1 25
$3.4B
$12.5B
Q4 24
$3.3B
$12.6B
Q3 24
$3.3B
$12.6B
Q2 24
$3.2B
$15.3B
Debt / Equity
LBRT
LBRT
MBLY
MBLY
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
LBRT
LBRT
MBLY
MBLY
Operating Cash FlowLast quarter
$75.0M
Free Cash FlowOCF − Capex
FCF MarginFCF / Revenue
Capex IntensityCapex / Revenue
13.1%
Cash ConversionOCF / Net Profit
TTM Free Cash FlowTrailing 4 quarters

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
LBRT
LBRT
MBLY
MBLY
Q1 26
$75.0M
Q4 25
$195.4M
$113.0M
Q3 25
$51.5M
$167.0M
Q2 25
$170.6M
$213.0M
Q1 25
$192.1M
$109.0M
Q4 24
$177.3M
$204.0M
Q3 24
$244.5M
$126.0M
Q2 24
$248.2M
$30.0M
Free Cash Flow
LBRT
LBRT
MBLY
MBLY
Q1 26
Q4 25
$-10.0M
$86.0M
Q3 25
$-67.2M
$143.0M
Q2 25
$33.1M
$199.0M
Q1 25
$58.2M
$95.0M
Q4 24
$-26.2M
$191.0M
Q3 24
$77.9M
$104.0M
Q2 24
$112.2M
$6.0M
FCF Margin
LBRT
LBRT
MBLY
MBLY
Q1 26
Q4 25
-1.0%
19.3%
Q3 25
-7.1%
28.4%
Q2 25
3.2%
39.3%
Q1 25
6.0%
21.7%
Q4 24
-2.8%
39.0%
Q3 24
6.8%
21.4%
Q2 24
9.7%
1.4%
Capex Intensity
LBRT
LBRT
MBLY
MBLY
Q1 26
13.1%
Q4 25
19.8%
6.1%
Q3 25
12.5%
4.8%
Q2 25
13.2%
2.8%
Q1 25
13.7%
3.2%
Q4 24
21.6%
2.7%
Q3 24
14.6%
4.5%
Q2 24
11.7%
5.5%
Cash Conversion
LBRT
LBRT
MBLY
MBLY
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.

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