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Side-by-side financial comparison of Liberty Energy Inc. (LBRT) and monday.com Ltd. (MNDY). Click either name above to swap in a different company.
Liberty Energy Inc. is the larger business by last-quarter revenue ($1.0B vs $704.0M, roughly 1.5× monday.com Ltd.). Liberty Energy Inc. runs the higher net margin — 2.2% vs 1.3%, a 0.9% gap on every dollar of revenue.
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.
Monday.com Ltd. is an Israeli-based cloud-based platform that allows users to create their own applications and project management software. The product was launched in 2014 and in July 2019, the company raised $150 million, based on a $1.9 billion valuation. The company went public in June 2021 and is based in Tel Aviv, Israel.
LBRT vs MNDY — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $704.0M |
| Net Profit | $22.6M | $9.4M |
| Gross Margin | — | 89.6% |
| Operating Margin | 2.2% | -4.4% |
| Net Margin | 2.2% | 1.3% |
| 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 | $1.0B | — | ||
| Q3 25 | $947.4M | $704.0M | ||
| Q2 25 | $1.0B | $453.0M | ||
| Q1 25 | $977.5M | $216.9M | ||
| Q4 24 | $943.6M | — | ||
| Q3 24 | $1.1B | $527.1M | ||
| Q2 24 | $1.2B | $337.9M |
| Q1 26 | $22.6M | — | ||
| Q4 25 | $13.7M | — | ||
| Q3 25 | $43.1M | $9.4M | ||
| Q2 25 | $71.0M | $21.4M | ||
| Q1 25 | $20.1M | $7.1M | ||
| Q4 24 | $51.9M | — | ||
| Q3 24 | $73.8M | $-14.2M | ||
| Q2 24 | $108.4M | $-21.7M |
| Q1 26 | — | — | ||
| Q4 25 | 20.6% | — | ||
| Q3 25 | 18.7% | 89.6% | ||
| Q2 25 | 22.1% | 89.6% | ||
| Q1 25 | 22.1% | 89.2% | ||
| Q4 24 | 21.4% | — | ||
| Q3 24 | 26.2% | 89.0% | ||
| Q2 24 | 27.9% | 89.2% |
| Q1 26 | 2.2% | — | ||
| Q4 25 | 1.9% | — | ||
| Q3 25 | -0.3% | -4.4% | ||
| Q2 25 | 3.6% | -0.7% | ||
| Q1 25 | 1.9% | -2.3% | ||
| Q4 24 | 2.6% | — | ||
| Q3 24 | 9.4% | -7.1% | ||
| Q2 24 | 12.2% | -10.3% |
| Q1 26 | 2.2% | — | ||
| Q4 25 | 1.3% | — | ||
| Q3 25 | 4.5% | 1.3% | ||
| Q2 25 | 6.8% | 4.7% | ||
| Q1 25 | 2.1% | 3.3% | ||
| Q4 24 | 5.5% | — | ||
| Q3 24 | 6.5% | -2.7% | ||
| Q2 24 | 9.3% | -6.4% |
| 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 | $699.1M | $1.4B |
| Total DebtLower is stronger | $7.1M | — |
| Stockholders' EquityBook value | $1.9B | $1.0B |
| Total Assets | $4.4B | $1.7B |
| Debt / EquityLower = less leverage | 0.00× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $699.1M | — | ||
| Q4 25 | $27.6M | — | ||
| Q3 25 | $13.5M | $1.4B | ||
| Q2 25 | $19.6M | $1.7B | ||
| Q1 25 | $24.1M | $1.4B | ||
| Q4 24 | $20.0M | — | ||
| Q3 24 | $23.0M | $1.1B | ||
| Q2 24 | $30.0M | $1.3B |
| 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 | $2.1B | — | ||
| Q3 25 | $2.1B | $1.0B | ||
| Q2 25 | $2.0B | $1.2B | ||
| Q1 25 | $2.0B | $1.0B | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | $2.0B | $813.5M | ||
| Q2 24 | $1.9B | $910.1M |
| Q1 26 | $4.4B | — | ||
| Q4 25 | $3.6B | — | ||
| Q3 25 | $3.5B | $1.7B | ||
| Q2 25 | $3.4B | $2.0B | ||
| Q1 25 | $3.4B | $1.7B | ||
| Q4 24 | $3.3B | — | ||
| Q3 24 | $3.3B | $1.3B | ||
| Q2 24 | $3.2B | $1.5B |
| 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 | — | $234.4M |
| Free Cash FlowOCF − Capex | — | $224.6M |
| FCF MarginFCF / Revenue | — | 31.9% |
| Capex IntensityCapex / Revenue | 13.1% | 1.4% |
| Cash ConversionOCF / Net Profit | — | 25.02× |
| TTM Free Cash FlowTrailing 4 quarters | — | $608.3M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $195.4M | — | ||
| Q3 25 | $51.5M | $234.4M | ||
| Q2 25 | $170.6M | $147.7M | ||
| Q1 25 | $192.1M | $92.0M | ||
| Q4 24 | $177.3M | — | ||
| Q3 24 | $244.5M | $156.9M | ||
| Q2 24 | $248.2M | $90.3M |
| Q1 26 | — | — | ||
| Q4 25 | $-10.0M | — | ||
| Q3 25 | $-67.2M | $224.6M | ||
| Q2 25 | $33.1M | $141.8M | ||
| Q1 25 | $58.2M | $90.5M | ||
| Q4 24 | $-26.2M | — | ||
| Q3 24 | $77.9M | $151.4M | ||
| Q2 24 | $112.2M | $85.6M |
| Q1 26 | — | — | ||
| Q4 25 | -1.0% | — | ||
| Q3 25 | -7.1% | 31.9% | ||
| Q2 25 | 3.2% | 31.3% | ||
| Q1 25 | 6.0% | 41.7% | ||
| Q4 24 | -2.8% | — | ||
| Q3 24 | 6.8% | 28.7% | ||
| Q2 24 | 9.7% | 25.3% |
| Q1 26 | 13.1% | — | ||
| Q4 25 | 19.8% | — | ||
| Q3 25 | 12.5% | 1.4% | ||
| Q2 25 | 13.2% | 1.3% | ||
| Q1 25 | 13.7% | 0.7% | ||
| Q4 24 | 21.6% | — | ||
| Q3 24 | 14.6% | 1.0% | ||
| Q2 24 | 11.7% | 1.4% |
| Q1 26 | — | — | ||
| Q4 25 | 14.28× | — | ||
| Q3 25 | 1.20× | 25.02× | ||
| Q2 25 | 2.40× | 6.91× | ||
| Q1 25 | 9.55× | 12.99× | ||
| 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.
