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Side-by-side financial comparison of Liberty Energy Inc. (LBRT) and RESIDEO TECHNOLOGIES, INC. (REZI). Click either name above to swap in a different company.
RESIDEO TECHNOLOGIES, INC. is the larger business by last-quarter revenue ($1.9B vs $1.0B, roughly 1.9× Liberty Energy Inc.). RESIDEO TECHNOLOGIES, INC. runs the higher net margin — 7.2% vs 2.2%, a 5.0% gap on every dollar of revenue. On growth, Liberty Energy Inc. posted the faster year-over-year revenue change (4.5% vs 2.0%). Over the past eight quarters, RESIDEO TECHNOLOGIES, INC.'s revenue compounded faster (12.9% 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.
Resideo Technologies, Inc. is an American multinational company that was formed in 2018 out of a spin-off from Honeywell. It provides room air temperature, quality, and humidity control and security systems primarily in residential dwellings in the U.S. and internationally. The company operates in two segments: products and distribution. It manufactures and distributes smart-home and software products, including temperature and lighting control, security, and water and air monitoring. The com...
LBRT vs REZI — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $1.9B |
| Net Profit | $22.6M | $136.0M |
| Gross Margin | — | 29.6% |
| Operating Margin | 2.2% | 7.4% |
| Net Margin | 2.2% | 7.2% |
| Revenue YoY | 4.5% | 2.0% |
| Net Profit YoY | 64.8% | 491.3% |
| EPS (diluted) | $0.14 | $0.99 |
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 | $1.9B | ||
| Q3 25 | $947.4M | $1.9B | ||
| Q2 25 | $1.0B | $1.9B | ||
| Q1 25 | $977.5M | $1.8B | ||
| Q4 24 | $943.6M | $1.9B | ||
| Q3 24 | $1.1B | $1.8B | ||
| Q2 24 | $1.2B | $1.6B |
| Q1 26 | $22.6M | — | ||
| Q4 25 | $13.7M | $136.0M | ||
| Q3 25 | $43.1M | $156.0M | ||
| Q2 25 | $71.0M | $-825.0M | ||
| Q1 25 | $20.1M | $6.0M | ||
| Q4 24 | $51.9M | $23.0M | ||
| Q3 24 | $73.8M | $20.0M | ||
| Q2 24 | $108.4M | $30.0M |
| Q1 26 | — | — | ||
| Q4 25 | 20.6% | 29.6% | ||
| Q3 25 | 18.7% | 29.8% | ||
| Q2 25 | 22.1% | 29.3% | ||
| Q1 25 | 22.1% | 28.9% | ||
| Q4 24 | 21.4% | 28.5% | ||
| Q3 24 | 26.2% | 28.7% | ||
| Q2 24 | 27.9% | 28.1% |
| Q1 26 | 2.2% | — | ||
| Q4 25 | 1.9% | 7.4% | ||
| Q3 25 | -0.3% | 8.3% | ||
| Q2 25 | 3.6% | 9.1% | ||
| Q1 25 | 1.9% | 7.7% | ||
| Q4 24 | 2.6% | 7.8% | ||
| Q3 24 | 9.4% | 6.9% | ||
| Q2 24 | 12.2% | 7.7% |
| Q1 26 | 2.2% | — | ||
| Q4 25 | 1.3% | 7.2% | ||
| Q3 25 | 4.5% | 8.4% | ||
| Q2 25 | 6.8% | -42.5% | ||
| Q1 25 | 2.1% | 0.3% | ||
| Q4 24 | 5.5% | 1.2% | ||
| Q3 24 | 6.5% | 1.1% | ||
| Q2 24 | 9.3% | 1.9% |
| Q1 26 | $0.14 | — | ||
| Q4 25 | $0.08 | $0.99 | ||
| Q3 25 | $0.26 | $0.85 | ||
| Q2 25 | $0.43 | $-5.59 | ||
| Q1 25 | $0.12 | $-0.02 | ||
| Q4 24 | $0.31 | $0.06 | ||
| Q3 24 | $0.44 | $0.07 | ||
| Q2 24 | $0.64 | $0.19 |
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 | $661.0M |
| Total DebtLower is stronger | $7.1M | $3.2B |
| Stockholders' EquityBook value | $1.9B | $2.9B |
| Total Assets | $4.4B | $8.4B |
| Debt / EquityLower = less leverage | 0.00× | 1.11× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $699.1M | — | ||
| Q4 25 | $27.6M | $661.0M | ||
| Q3 25 | $13.5M | $345.0M | ||
| Q2 25 | $19.6M | $753.0M | ||
| Q1 25 | $24.1M | $577.0M | ||
| Q4 24 | $20.0M | $692.0M | ||
| Q3 24 | $23.0M | $531.0M | ||
| Q2 24 | $30.0M | $413.0M |
| Q1 26 | $7.1M | — | ||
| Q4 25 | $246.6M | $3.2B | ||
| Q3 25 | — | $3.2B | ||
| Q2 25 | — | $2.0B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | $190.5M | $2.0B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | — | $2.0B |
| Q1 26 | $1.9B | — | ||
| Q4 25 | $2.1B | $2.9B | ||
| Q3 25 | $2.1B | $2.8B | ||
| Q2 25 | $2.0B | $2.6B | ||
| Q1 25 | $2.0B | $3.3B | ||
| Q4 24 | $2.0B | $3.3B | ||
| Q3 24 | $2.0B | $3.4B | ||
| Q2 24 | $1.9B | $3.3B |
| Q1 26 | $4.4B | — | ||
| Q4 25 | $3.6B | $8.4B | ||
| Q3 25 | $3.5B | $8.2B | ||
| Q2 25 | $3.4B | $8.5B | ||
| Q1 25 | $3.4B | $8.1B | ||
| Q4 24 | $3.3B | $8.2B | ||
| Q3 24 | $3.3B | $8.1B | ||
| Q2 24 | $3.2B | $8.0B |
| Q1 26 | 0.00× | — | ||
| Q4 25 | 0.12× | 1.11× | ||
| Q3 25 | — | 1.17× | ||
| Q2 25 | — | 0.77× | ||
| Q1 25 | — | 0.60× | ||
| Q4 24 | 0.10× | 0.61× | ||
| Q3 24 | — | 0.60× | ||
| Q2 24 | — | 0.61× |
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 | — | $299.0M |
| Free Cash FlowOCF − Capex | — | $262.0M |
| FCF MarginFCF / Revenue | — | 13.8% |
| Capex IntensityCapex / Revenue | 13.1% | 2.0% |
| Cash ConversionOCF / Net Profit | — | 2.20× |
| TTM Free Cash FlowTrailing 4 quarters | — | $-1.3B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $195.4M | $299.0M | ||
| Q3 25 | $51.5M | $-1.6B | ||
| Q2 25 | $170.6M | $200.0M | ||
| Q1 25 | $192.1M | $-65.0M | ||
| Q4 24 | $177.3M | $203.0M | ||
| Q3 24 | $244.5M | $147.0M | ||
| Q2 24 | $248.2M | $92.0M |
| Q1 26 | — | — | ||
| Q4 25 | $-10.0M | $262.0M | ||
| Q3 25 | $-67.2M | $-1.6B | ||
| Q2 25 | $33.1M | $180.0M | ||
| Q1 25 | $58.2M | $-96.0M | ||
| Q4 24 | $-26.2M | $181.0M | ||
| Q3 24 | $77.9M | $125.0M | ||
| Q2 24 | $112.2M | $77.0M |
| Q1 26 | — | — | ||
| Q4 25 | -1.0% | 13.8% | ||
| Q3 25 | -7.1% | -85.8% | ||
| Q2 25 | 3.2% | 9.3% | ||
| Q1 25 | 6.0% | -5.4% | ||
| Q4 24 | -2.8% | 9.7% | ||
| Q3 24 | 6.8% | 6.8% | ||
| Q2 24 | 9.7% | 4.8% |
| Q1 26 | 13.1% | — | ||
| Q4 25 | 19.8% | 2.0% | ||
| Q3 25 | 12.5% | 1.5% | ||
| Q2 25 | 13.2% | 1.0% | ||
| Q1 25 | 13.7% | 1.8% | ||
| Q4 24 | 21.6% | 1.2% | ||
| Q3 24 | 14.6% | 1.2% | ||
| Q2 24 | 11.7% | 0.9% |
| Q1 26 | — | — | ||
| Q4 25 | 14.28× | 2.20× | ||
| Q3 25 | 1.20× | -10.07× | ||
| Q2 25 | 2.40× | — | ||
| Q1 25 | 9.55× | -10.83× | ||
| Q4 24 | 3.42× | 8.83× | ||
| Q3 24 | 3.31× | 7.35× | ||
| Q2 24 | 2.29× | 3.07× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LBRT
Segment breakdown not available.
REZI
| ADI Global Distribution Segment | $1.2B | 62% |
| Safety And Security | $257.0M | 14% |
| Air | $211.0M | 11% |
| Energy Service | $153.0M | 8% |
| Public Utilities Inventory Water | $91.0M | 5% |
