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Side-by-side financial comparison of Liberty Energy Inc. (LBRT) and SCANSOURCE, INC. (SCSC). Click either name above to swap in a different company.
Liberty Energy Inc. is the larger business by last-quarter revenue ($1.0B vs $766.5M, roughly 1.3× SCANSOURCE, INC.). Liberty Energy Inc. runs the higher net margin — 2.2% vs 2.2%, a 0.1% gap on every dollar of revenue. On growth, Liberty Energy Inc. posted the faster year-over-year revenue change (4.5% vs 2.5%). Over the past eight quarters, SCANSOURCE, INC.'s revenue compounded faster (0.9% 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.
ScanSource, Inc. is a leading global specialty technology distributor offering a broad portfolio of solutions including point-of-sale systems, barcode scanning tools, cybersecurity products, cloud services and communication solutions. It primarily serves value-added resellers, managed service providers and enterprise clients across North America, Latin America and Europe, covering retail, healthcare, industrial and public sector core segments.
LBRT vs SCSC — Head-to-Head
Income Statement — Q1 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $766.5M |
| Net Profit | $22.6M | $16.5M |
| Gross Margin | — | 13.4% |
| Operating Margin | 2.2% | 2.3% |
| Net Margin | 2.2% | 2.2% |
| Revenue YoY | 4.5% | 2.5% |
| Net Profit YoY | 64.8% | -3.3% |
| EPS (diluted) | $0.14 | $0.75 |
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 | $766.5M | ||
| Q3 25 | $947.4M | $739.6M | ||
| Q2 25 | $1.0B | $812.9M | ||
| Q1 25 | $977.5M | $704.8M | ||
| Q4 24 | $943.6M | $747.5M | ||
| Q3 24 | $1.1B | $775.6M | ||
| Q2 24 | $1.2B | $746.1M |
| Q1 26 | $22.6M | — | ||
| Q4 25 | $13.7M | $16.5M | ||
| Q3 25 | $43.1M | $19.9M | ||
| Q2 25 | $71.0M | $20.1M | ||
| Q1 25 | $20.1M | $17.4M | ||
| Q4 24 | $51.9M | $17.1M | ||
| Q3 24 | $73.8M | $17.0M | ||
| Q2 24 | $108.4M | $16.1M |
| Q1 26 | — | — | ||
| Q4 25 | 20.6% | 13.4% | ||
| Q3 25 | 18.7% | 14.5% | ||
| Q2 25 | 22.1% | 12.9% | ||
| Q1 25 | 22.1% | 14.2% | ||
| Q4 24 | 21.4% | 13.6% | ||
| Q3 24 | 26.2% | 13.1% | ||
| Q2 24 | 27.9% | 13.0% |
| Q1 26 | 2.2% | — | ||
| Q4 25 | 1.9% | 2.3% | ||
| Q3 25 | -0.3% | 3.5% | ||
| Q2 25 | 3.6% | 3.3% | ||
| Q1 25 | 1.9% | 3.2% | ||
| Q4 24 | 2.6% | 2.5% | ||
| Q3 24 | 9.4% | 2.3% | ||
| Q2 24 | 12.2% | 2.9% |
| Q1 26 | 2.2% | — | ||
| Q4 25 | 1.3% | 2.2% | ||
| Q3 25 | 4.5% | 2.7% | ||
| Q2 25 | 6.8% | 2.5% | ||
| Q1 25 | 2.1% | 2.5% | ||
| Q4 24 | 5.5% | 2.3% | ||
| Q3 24 | 6.5% | 2.2% | ||
| Q2 24 | 9.3% | 2.2% |
| Q1 26 | $0.14 | — | ||
| Q4 25 | $0.08 | $0.75 | ||
| Q3 25 | $0.26 | $0.89 | ||
| Q2 25 | $0.43 | $0.87 | ||
| Q1 25 | $0.12 | $0.74 | ||
| Q4 24 | $0.31 | $0.70 | ||
| Q3 24 | $0.44 | $0.69 | ||
| Q2 24 | $0.64 | $0.66 |
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 | $83.5M |
| Total DebtLower is stronger | $7.1M | — |
| Stockholders' EquityBook value | $1.9B | $910.9M |
| 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 | $83.5M | ||
| Q3 25 | $13.5M | $124.9M | ||
| Q2 25 | $19.6M | $126.2M | ||
| Q1 25 | $24.1M | $146.3M | ||
| Q4 24 | $20.0M | $110.5M | ||
| Q3 24 | $23.0M | $145.0M | ||
| Q2 24 | $30.0M | $185.5M |
| 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 | $910.9M | ||
| Q3 25 | $2.1B | $914.0M | ||
| Q2 25 | $2.0B | $906.4M | ||
| Q1 25 | $2.0B | $901.7M | ||
| Q4 24 | $2.0B | $900.7M | ||
| Q3 24 | $2.0B | $920.9M | ||
| Q2 24 | $1.9B | $924.3M |
| Q1 26 | $4.4B | — | ||
| Q4 25 | $3.6B | $1.7B | ||
| Q3 25 | $3.5B | $1.7B | ||
| Q2 25 | $3.4B | $1.8B | ||
| Q1 25 | $3.4B | $1.7B | ||
| Q4 24 | $3.3B | $1.7B | ||
| Q3 24 | $3.3B | $1.8B | ||
| Q2 24 | $3.2B | $1.8B |
| 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 | — | $30.8M |
| Free Cash FlowOCF − Capex | — | $28.9M |
| FCF MarginFCF / Revenue | — | 3.8% |
| Capex IntensityCapex / Revenue | 13.1% | 0.3% |
| Cash ConversionOCF / Net Profit | — | 1.87× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $195.4M | $30.8M | ||
| Q3 25 | $51.5M | $23.2M | ||
| Q2 25 | $170.6M | — | ||
| Q1 25 | $192.1M | $66.1M | ||
| Q4 24 | $177.3M | $-6.2M | ||
| Q3 24 | $244.5M | $44.8M | ||
| Q2 24 | $248.2M | — |
| Q1 26 | — | — | ||
| Q4 25 | $-10.0M | $28.9M | ||
| Q3 25 | $-67.2M | $20.8M | ||
| Q2 25 | $33.1M | — | ||
| Q1 25 | $58.2M | $64.6M | ||
| Q4 24 | $-26.2M | $-8.2M | ||
| Q3 24 | $77.9M | $42.5M | ||
| Q2 24 | $112.2M | — |
| Q1 26 | — | — | ||
| Q4 25 | -1.0% | 3.8% | ||
| Q3 25 | -7.1% | 2.8% | ||
| Q2 25 | 3.2% | — | ||
| Q1 25 | 6.0% | 9.2% | ||
| Q4 24 | -2.8% | -1.1% | ||
| Q3 24 | 6.8% | 5.5% | ||
| Q2 24 | 9.7% | — |
| Q1 26 | 13.1% | — | ||
| Q4 25 | 19.8% | 0.3% | ||
| Q3 25 | 12.5% | 0.3% | ||
| Q2 25 | 13.2% | 0.3% | ||
| Q1 25 | 13.7% | 0.2% | ||
| Q4 24 | 21.6% | 0.3% | ||
| Q3 24 | 14.6% | 0.3% | ||
| Q2 24 | 11.7% | 0.2% |
| Q1 26 | — | — | ||
| Q4 25 | 14.28× | 1.87× | ||
| Q3 25 | 1.20× | 1.17× | ||
| Q2 25 | 2.40× | — | ||
| Q1 25 | 9.55× | 3.79× | ||
| Q4 24 | 3.42× | -0.36× | ||
| Q3 24 | 3.31× | 2.64× | ||
| 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.
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
