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Side-by-side financial comparison of Liberty Energy Inc. (LBRT) and Champion Homes, Inc. (SKY). Click either name above to swap in a different company.
Liberty Energy Inc. is the larger business by last-quarter revenue ($1.0B vs $656.6M, roughly 1.6× Champion Homes, Inc.). Champion Homes, Inc. runs the higher net margin — 8.3% vs 2.2%, a 6.1% gap on every dollar of revenue. On growth, Liberty Energy Inc. posted the faster year-over-year revenue change (4.5% vs 1.8%). Over the past eight quarters, Champion Homes, Inc.'s revenue compounded faster (10.6% 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.
Champion Homes, Inc., is a mobile and modular home manufacturing company. It is one of the largest modular homebuilders in North America. The company also provides factory-built housing to the United States and western Canada.
LBRT vs SKY — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $656.6M |
| Net Profit | $22.6M | $54.3M |
| Gross Margin | — | 26.2% |
| Operating Margin | 2.2% | 9.5% |
| Net Margin | 2.2% | 8.3% |
| Revenue YoY | 4.5% | 1.8% |
| Net Profit YoY | — | -11.7% |
| EPS (diluted) | $0.14 | $0.97 |
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 | $656.6M | ||
| Q3 25 | $947.4M | $684.4M | ||
| Q2 25 | $1.0B | $701.3M | ||
| Q1 25 | $977.5M | $593.9M | ||
| Q4 24 | $943.6M | $644.9M | ||
| Q3 24 | $1.1B | $616.9M | ||
| Q2 24 | $1.2B | $627.8M |
| Q1 26 | $22.6M | — | ||
| Q4 25 | $13.7M | $54.3M | ||
| Q3 25 | $43.1M | $58.2M | ||
| Q2 25 | $71.0M | $64.7M | ||
| Q1 25 | $20.1M | $36.3M | ||
| Q4 24 | $51.9M | $61.5M | ||
| Q3 24 | $73.8M | $54.7M | ||
| Q2 24 | $108.4M | $45.8M |
| Q1 26 | — | — | ||
| Q4 25 | 20.6% | 26.2% | ||
| Q3 25 | 18.7% | 27.5% | ||
| Q2 25 | 22.1% | 27.1% | ||
| Q1 25 | 22.1% | 25.7% | ||
| Q4 24 | 21.4% | 28.1% | ||
| Q3 24 | 26.2% | 27.0% | ||
| Q2 24 | 27.9% | 26.2% |
| Q1 26 | 2.2% | — | ||
| Q4 25 | 1.9% | 9.5% | ||
| Q3 25 | -0.3% | 10.9% | ||
| Q2 25 | 3.6% | 11.2% | ||
| Q1 25 | 1.9% | 7.1% | ||
| Q4 24 | 2.6% | 11.3% | ||
| Q3 24 | 9.4% | 10.8% | ||
| Q2 24 | 12.2% | 8.8% |
| Q1 26 | 2.2% | — | ||
| Q4 25 | 1.3% | 8.3% | ||
| Q3 25 | 4.5% | 8.5% | ||
| Q2 25 | 6.8% | 9.2% | ||
| Q1 25 | 2.1% | 6.1% | ||
| Q4 24 | 5.5% | 9.5% | ||
| Q3 24 | 6.5% | 8.9% | ||
| Q2 24 | 9.3% | 7.3% |
| Q1 26 | $0.14 | — | ||
| Q4 25 | $0.08 | $0.97 | ||
| Q3 25 | $0.26 | $1.03 | ||
| Q2 25 | $0.43 | $1.13 | ||
| Q1 25 | $0.12 | $0.63 | ||
| Q4 24 | $0.31 | $1.06 | ||
| Q3 24 | $0.44 | $0.94 | ||
| Q2 24 | $0.64 | $0.79 |
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 | $659.8M |
| Total DebtLower is stronger | $7.1M | — |
| Stockholders' EquityBook value | $1.9B | $1.6B |
| Total Assets | $4.4B | $2.1B |
| Debt / EquityLower = less leverage | 0.00× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $699.1M | — | ||
| Q4 25 | $27.6M | $659.8M | ||
| Q3 25 | $13.5M | $618.7M | ||
| Q2 25 | $19.6M | $605.3M | ||
| Q1 25 | $24.1M | $610.3M | ||
| Q4 24 | $20.0M | $581.8M | ||
| Q3 24 | $23.0M | $570.2M | ||
| Q2 24 | $30.0M | $548.9M |
| 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 | $1.6B | ||
| Q3 25 | $2.1B | $1.6B | ||
| Q2 25 | $2.0B | $1.6B | ||
| Q1 25 | $2.0B | $1.5B | ||
| Q4 24 | $2.0B | $1.5B | ||
| Q3 24 | $2.0B | $1.5B | ||
| Q2 24 | $1.9B | $1.5B |
| Q1 26 | $4.4B | — | ||
| Q4 25 | $3.6B | $2.1B | ||
| Q3 25 | $3.5B | $2.1B | ||
| Q2 25 | $3.4B | $2.1B | ||
| Q1 25 | $3.4B | $2.1B | ||
| Q4 24 | $3.3B | $2.0B | ||
| Q3 24 | $3.3B | $2.0B | ||
| Q2 24 | $3.2B | $2.0B |
| 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 | — | $100.0M |
| Free Cash FlowOCF − Capex | — | $92.9M |
| FCF MarginFCF / Revenue | — | 14.1% |
| Capex IntensityCapex / Revenue | 13.1% | 1.1% |
| Cash ConversionOCF / Net Profit | — | 1.84× |
| TTM Free Cash FlowTrailing 4 quarters | — | $259.7M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $195.4M | $100.0M | ||
| Q3 25 | $51.5M | $75.9M | ||
| Q2 25 | $170.6M | $75.3M | ||
| Q1 25 | $192.1M | $46.0M | ||
| Q4 24 | $177.3M | $50.4M | ||
| Q3 24 | $244.5M | $59.8M | ||
| Q2 24 | $248.2M | $84.6M |
| Q1 26 | — | — | ||
| Q4 25 | $-10.0M | $92.9M | ||
| Q3 25 | $-67.2M | $67.0M | ||
| Q2 25 | $33.1M | $66.4M | ||
| Q1 25 | $58.2M | $33.4M | ||
| Q4 24 | $-26.2M | $37.3M | ||
| Q3 24 | $77.9M | $45.7M | ||
| Q2 24 | $112.2M | $73.9M |
| Q1 26 | — | — | ||
| Q4 25 | -1.0% | 14.1% | ||
| Q3 25 | -7.1% | 9.8% | ||
| Q2 25 | 3.2% | 9.5% | ||
| Q1 25 | 6.0% | 5.6% | ||
| Q4 24 | -2.8% | 5.8% | ||
| Q3 24 | 6.8% | 7.4% | ||
| Q2 24 | 9.7% | 11.8% |
| Q1 26 | 13.1% | — | ||
| Q4 25 | 19.8% | 1.1% | ||
| Q3 25 | 12.5% | 1.3% | ||
| Q2 25 | 13.2% | 1.3% | ||
| Q1 25 | 13.7% | 2.1% | ||
| Q4 24 | 21.6% | 2.0% | ||
| Q3 24 | 14.6% | 2.3% | ||
| Q2 24 | 11.7% | 1.7% |
| Q1 26 | — | — | ||
| Q4 25 | 14.28× | 1.84× | ||
| Q3 25 | 1.20× | 1.30× | ||
| Q2 25 | 2.40× | 1.16× | ||
| Q1 25 | 9.55× | 1.27× | ||
| Q4 24 | 3.42× | 0.82× | ||
| Q3 24 | 3.31× | 1.09× | ||
| Q2 24 | 2.29× | 1.85× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LBRT
Segment breakdown not available.
SKY
| Manufacturing | $369.7M | 56% |
| Retail | $252.7M | 38% |
| Canadian Factory Built Housing | $25.8M | 4% |
| Transportation And Other | $8.5M | 1% |
