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Side-by-side financial comparison of Liberty Energy Inc. (LBRT) and Organon & Co. (OGN). Click either name above to swap in a different company.
Organon & Co. is the larger business by last-quarter revenue ($1.5B vs $1.0B, roughly 1.5× Liberty Energy Inc.). Liberty Energy Inc. runs the higher net margin — 2.2% vs -13.6%, a 15.8% gap on every dollar of revenue. On growth, Liberty Energy Inc. posted the faster year-over-year revenue change (4.5% vs -5.3%). Over the past eight quarters, Organon & Co.'s revenue compounded faster (-3.6% 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.
Organon & Co. is an American pharmaceutical company headquartered in Jersey City, New Jersey. Organon specializes in the following core therapeutic fields: reproductive medicine, contraception, psychiatry, hormone replacement therapy (HRT), and anesthesia. Organon produces all its products outside of the United States but receives a third of its revenue from the United States.
LBRT vs OGN — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $1.5B |
| Net Profit | $22.6M | $-205.0M |
| Gross Margin | — | 49.2% |
| Operating Margin | 2.2% | -9.8% |
| Net Margin | 2.2% | -13.6% |
| Revenue YoY | 4.5% | -5.3% |
| Net Profit YoY | — | -288.1% |
| EPS (diluted) | $0.14 | $-0.78 |
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 | $1.5B | ||
| Q3 25 | $947.4M | $1.6B | ||
| Q2 25 | $1.0B | $1.6B | ||
| Q1 25 | $977.5M | $1.5B | ||
| Q4 24 | $943.6M | $1.6B | ||
| Q3 24 | $1.1B | $1.6B | ||
| Q2 24 | $1.2B | $1.6B |
| Q1 26 | $22.6M | — | ||
| Q4 25 | $13.7M | $-205.0M | ||
| Q3 25 | $43.1M | $160.0M | ||
| Q2 25 | $71.0M | $145.0M | ||
| Q1 25 | $20.1M | $87.0M | ||
| Q4 24 | $51.9M | $109.0M | ||
| Q3 24 | $73.8M | $359.0M | ||
| Q2 24 | $108.4M | $195.0M |
| Q1 26 | — | — | ||
| Q4 25 | 20.6% | 49.2% | ||
| Q3 25 | 18.7% | 53.5% | ||
| Q2 25 | 22.1% | 54.8% | ||
| Q1 25 | 22.1% | 55.6% | ||
| Q4 24 | 21.4% | 56.3% | ||
| Q3 24 | 26.2% | 58.3% | ||
| Q2 24 | 27.9% | 58.4% |
| Q1 26 | 2.2% | — | ||
| Q4 25 | 1.9% | -9.8% | ||
| Q3 25 | -0.3% | 15.2% | ||
| Q2 25 | 3.6% | 14.4% | ||
| Q1 25 | 1.9% | 6.7% | ||
| Q4 24 | 2.6% | 8.1% | ||
| Q3 24 | 9.4% | 13.1% | ||
| Q2 24 | 12.2% | 14.6% |
| Q1 26 | 2.2% | — | ||
| Q4 25 | 1.3% | -13.6% | ||
| Q3 25 | 4.5% | 10.0% | ||
| Q2 25 | 6.8% | 9.1% | ||
| Q1 25 | 2.1% | 5.8% | ||
| Q4 24 | 5.5% | 6.8% | ||
| Q3 24 | 6.5% | 22.7% | ||
| Q2 24 | 9.3% | 12.1% |
| Q1 26 | $0.14 | — | ||
| Q4 25 | $0.08 | $-0.78 | ||
| Q3 25 | $0.26 | $0.61 | ||
| Q2 25 | $0.43 | $0.56 | ||
| Q1 25 | $0.12 | $0.33 | ||
| Q4 24 | $0.31 | $0.42 | ||
| Q3 24 | $0.44 | $1.38 | ||
| Q2 24 | $0.64 | $0.75 |
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 | $574.0M |
| Total DebtLower is stronger | $7.1M | $8.6B |
| Stockholders' EquityBook value | $1.9B | $752.0M |
| Total Assets | $4.4B | $12.9B |
| Debt / EquityLower = less leverage | 0.00× | 11.49× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $699.1M | — | ||
| Q4 25 | $27.6M | $574.0M | ||
| Q3 25 | $13.5M | $672.0M | ||
| Q2 25 | $19.6M | $599.0M | ||
| Q1 25 | $24.1M | $547.0M | ||
| Q4 24 | $20.0M | $675.0M | ||
| Q3 24 | $23.0M | $763.0M | ||
| Q2 24 | $30.0M | $704.0M |
| Q1 26 | $7.1M | — | ||
| Q4 25 | $246.6M | $8.6B | ||
| Q3 25 | — | $8.8B | ||
| Q2 25 | — | $8.9B | ||
| Q1 25 | — | $9.0B | ||
| Q4 24 | $190.5M | $8.9B | ||
| Q3 24 | — | $8.7B | ||
| Q2 24 | — | $8.7B |
| Q1 26 | $1.9B | — | ||
| Q4 25 | $2.1B | $752.0M | ||
| Q3 25 | $2.1B | $906.0M | ||
| Q2 25 | $2.0B | $733.0M | ||
| Q1 25 | $2.0B | $542.0M | ||
| Q4 24 | $2.0B | $472.0M | ||
| Q3 24 | $2.0B | $493.0M | ||
| Q2 24 | $1.9B | $144.0M |
| Q1 26 | $4.4B | — | ||
| Q4 25 | $3.6B | $12.9B | ||
| Q3 25 | $3.5B | $13.6B | ||
| Q2 25 | $3.4B | $13.5B | ||
| Q1 25 | $3.4B | $13.2B | ||
| Q4 24 | $3.3B | $13.1B | ||
| Q3 24 | $3.3B | $12.8B | ||
| Q2 24 | $3.2B | $12.2B |
| Q1 26 | 0.00× | — | ||
| Q4 25 | 0.12× | 11.49× | ||
| Q3 25 | — | 9.74× | ||
| Q2 25 | — | 12.14× | ||
| Q1 25 | — | 16.52× | ||
| Q4 24 | 0.10× | 18.81× | ||
| Q3 24 | — | 17.75× | ||
| Q2 24 | — | 60.11× |
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 | — | $141.0M |
| Free Cash FlowOCF − Capex | — | $96.0M |
| FCF MarginFCF / Revenue | — | 6.4% |
| Capex IntensityCapex / Revenue | 13.1% | 3.0% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $538.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $195.4M | $141.0M | ||
| Q3 25 | $51.5M | $264.0M | ||
| Q2 25 | $170.6M | $220.0M | ||
| Q1 25 | $192.1M | $75.0M | ||
| Q4 24 | $177.3M | $390.0M | ||
| Q3 24 | $244.5M | $141.0M | ||
| Q2 24 | $248.2M | $332.0M |
| Q1 26 | — | — | ||
| Q4 25 | $-10.0M | $96.0M | ||
| Q3 25 | $-67.2M | $218.0M | ||
| Q2 25 | $33.1M | $181.0M | ||
| Q1 25 | $58.2M | $43.0M | ||
| Q4 24 | $-26.2M | $335.0M | ||
| Q3 24 | $77.9M | $99.0M | ||
| Q2 24 | $112.2M | $300.0M |
| Q1 26 | — | — | ||
| Q4 25 | -1.0% | 6.4% | ||
| Q3 25 | -7.1% | 13.6% | ||
| Q2 25 | 3.2% | 11.4% | ||
| Q1 25 | 6.0% | 2.8% | ||
| Q4 24 | -2.8% | 21.0% | ||
| Q3 24 | 6.8% | 6.3% | ||
| Q2 24 | 9.7% | 18.7% |
| Q1 26 | 13.1% | — | ||
| Q4 25 | 19.8% | 3.0% | ||
| Q3 25 | 12.5% | 2.9% | ||
| Q2 25 | 13.2% | 2.4% | ||
| Q1 25 | 13.7% | 2.1% | ||
| Q4 24 | 21.6% | 3.5% | ||
| Q3 24 | 14.6% | 2.7% | ||
| Q2 24 | 11.7% | 2.0% |
| Q1 26 | — | — | ||
| Q4 25 | 14.28× | — | ||
| Q3 25 | 1.20× | 1.65× | ||
| Q2 25 | 2.40× | 1.52× | ||
| Q1 25 | 9.55× | 0.86× | ||
| Q4 24 | 3.42× | 3.58× | ||
| Q3 24 | 3.31× | 0.39× | ||
| Q2 24 | 2.29× | 1.70× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
