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Side-by-side financial comparison of Liberty Energy Inc. (LBRT) and RH (RH). Click either name above to swap in a different company.
Liberty Energy Inc. is the larger business by last-quarter revenue ($1.0B vs $883.8M, roughly 1.2× RH). RH runs the higher net margin — 4.1% vs 2.2%, a 1.9% gap on every dollar of revenue. On growth, RH posted the faster year-over-year revenue change (8.9% vs 4.5%). Over the past eight quarters, RH's revenue compounded faster (9.4% 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.
RH is an upscale American home-furnishings company headquartered in Corte Madera, California. The company sells its merchandise through its retail stores, catalog, and online. As of August 2018, the company operated a total of 70 galleries, 18 full-line design galleries, and 3 baby-and-child galleries. The company also has 36 outlet stores in the United States and Canada.
LBRT vs RH — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $883.8M |
| Net Profit | $22.6M | $36.3M |
| Gross Margin | — | 44.1% |
| Operating Margin | 2.2% | 12.0% |
| Net Margin | 2.2% | 4.1% |
| Revenue YoY | 4.5% | 8.9% |
| Net Profit YoY | 64.8% | 9.3% |
| EPS (diluted) | $0.14 | $1.83 |
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 | $883.8M | ||
| Q3 25 | $947.4M | $899.2M | ||
| Q2 25 | $1.0B | $814.0M | ||
| Q1 25 | $977.5M | $812.4M | ||
| Q4 24 | $943.6M | $811.7M | ||
| Q3 24 | $1.1B | $829.7M | ||
| Q2 24 | $1.2B | $727.0M |
| Q1 26 | $22.6M | — | ||
| Q4 25 | $13.7M | $36.3M | ||
| Q3 25 | $43.1M | $51.7M | ||
| Q2 25 | $71.0M | $8.0M | ||
| Q1 25 | $20.1M | $13.9M | ||
| Q4 24 | $51.9M | $33.2M | ||
| Q3 24 | $73.8M | $29.0M | ||
| Q2 24 | $108.4M | $-3.6M |
| Q1 26 | — | — | ||
| Q4 25 | 20.6% | 44.1% | ||
| Q3 25 | 18.7% | 45.5% | ||
| Q2 25 | 22.1% | 43.7% | ||
| Q1 25 | 22.1% | 44.7% | ||
| Q4 24 | 21.4% | 44.5% | ||
| Q3 24 | 26.2% | 45.2% | ||
| Q2 24 | 27.9% | 43.5% |
| Q1 26 | 2.2% | — | ||
| Q4 25 | 1.9% | 12.0% | ||
| Q3 25 | -0.3% | 14.3% | ||
| Q2 25 | 3.6% | 6.9% | ||
| Q1 25 | 1.9% | 8.7% | ||
| Q4 24 | 2.6% | 12.5% | ||
| Q3 24 | 9.4% | 11.6% | ||
| Q2 24 | 12.2% | 7.5% |
| Q1 26 | 2.2% | — | ||
| Q4 25 | 1.3% | 4.1% | ||
| Q3 25 | 4.5% | 5.8% | ||
| Q2 25 | 6.8% | 1.0% | ||
| Q1 25 | 2.1% | 1.7% | ||
| Q4 24 | 5.5% | 4.1% | ||
| Q3 24 | 6.5% | 3.5% | ||
| Q2 24 | 9.3% | -0.5% |
| Q1 26 | $0.14 | — | ||
| Q4 25 | $0.08 | $1.83 | ||
| Q3 25 | $0.26 | $2.62 | ||
| Q2 25 | $0.43 | $0.40 | ||
| Q1 25 | $0.12 | $0.71 | ||
| Q4 24 | $0.31 | $1.66 | ||
| Q3 24 | $0.44 | $1.45 | ||
| Q2 24 | $0.64 | $-0.20 |
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 | $43.1M |
| Total DebtLower is stronger | $7.1M | — |
| Stockholders' EquityBook value | $1.9B | $3.3M |
| Total Assets | $4.4B | $4.8B |
| Debt / EquityLower = less leverage | 0.00× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $699.1M | — | ||
| Q4 25 | $27.6M | $43.1M | ||
| Q3 25 | $13.5M | $34.6M | ||
| Q2 25 | $19.6M | $46.1M | ||
| Q1 25 | $24.1M | $30.4M | ||
| Q4 24 | $20.0M | $87.0M | ||
| Q3 24 | $23.0M | $78.3M | ||
| Q2 24 | $30.0M | $101.8M |
| 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 | $3.3M | ||
| Q3 25 | $2.1B | $-40.9M | ||
| Q2 25 | $2.0B | $-110.8M | ||
| Q1 25 | $2.0B | $-163.6M | ||
| Q4 24 | $2.0B | $-183.0M | ||
| Q3 24 | $2.0B | $-234.7M | ||
| Q2 24 | $1.9B | $-289.9M |
| Q1 26 | $4.4B | — | ||
| Q4 25 | $3.6B | $4.8B | ||
| Q3 25 | $3.5B | $4.7B | ||
| Q2 25 | $3.4B | $4.7B | ||
| Q1 25 | $3.4B | $4.6B | ||
| Q4 24 | $3.3B | $4.5B | ||
| Q3 24 | $3.3B | $4.4B | ||
| Q2 24 | $3.2B | $4.2B |
| 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 | — | $131.9M |
| Free Cash FlowOCF − Capex | — | $83.0M |
| FCF MarginFCF / Revenue | — | 9.4% |
| Capex IntensityCapex / Revenue | 13.1% | 5.5% |
| Cash ConversionOCF / Net Profit | — | 3.64× |
| TTM Free Cash FlowTrailing 4 quarters | — | $128.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $195.4M | $131.9M | ||
| Q3 25 | $51.5M | $137.7M | ||
| Q2 25 | $170.6M | $86.6M | ||
| Q1 25 | $192.1M | $-18.8M | ||
| Q4 24 | $177.3M | $-31.4M | ||
| Q3 24 | $244.5M | $11.2M | ||
| Q2 24 | $248.2M | $56.1M |
| Q1 26 | — | — | ||
| Q4 25 | $-10.0M | $83.0M | ||
| Q3 25 | $-67.2M | $80.7M | ||
| Q2 25 | $33.1M | $34.1M | ||
| Q1 25 | $58.2M | $-69.7M | ||
| Q4 24 | $-26.2M | $-96.0M | ||
| Q3 24 | $77.9M | $-37.9M | ||
| Q2 24 | $112.2M | $-10.1M |
| Q1 26 | — | — | ||
| Q4 25 | -1.0% | 9.4% | ||
| Q3 25 | -7.1% | 9.0% | ||
| Q2 25 | 3.2% | 4.2% | ||
| Q1 25 | 6.0% | -8.6% | ||
| Q4 24 | -2.8% | -11.8% | ||
| Q3 24 | 6.8% | -4.6% | ||
| Q2 24 | 9.7% | -1.4% |
| Q1 26 | 13.1% | — | ||
| Q4 25 | 19.8% | 5.5% | ||
| Q3 25 | 12.5% | 6.3% | ||
| Q2 25 | 13.2% | 6.5% | ||
| Q1 25 | 13.7% | 6.3% | ||
| Q4 24 | 21.6% | 8.0% | ||
| Q3 24 | 14.6% | 5.9% | ||
| Q2 24 | 11.7% | 9.1% |
| Q1 26 | — | — | ||
| Q4 25 | 14.28× | 3.64× | ||
| Q3 25 | 1.20× | 2.66× | ||
| Q2 25 | 2.40× | 10.78× | ||
| Q1 25 | 9.55× | -1.35× | ||
| Q4 24 | 3.42× | -0.95× | ||
| Q3 24 | 3.31× | 0.39× | ||
| Q2 24 | 2.29× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LBRT
Segment breakdown not available.
RH
| RH Segment | $835.8M | 95% |
| Waterworks Segment | $48.0M | 5% |
| Gift Card And Merchandise Credit | $4.5M | 1% |
