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Side-by-side financial comparison of Liberty Energy Inc. (LBRT) and Schneider National, Inc. (SNDR). Click either name above to swap in a different company.
Schneider National, Inc. is the larger business by last-quarter revenue ($1.2B vs $1.0B, roughly 1.2× Liberty Energy Inc.). Liberty Energy Inc. runs the higher net margin — 2.2% vs 1.6%, a 0.6% gap on every dollar of revenue. On growth, Liberty Energy Inc. posted the faster year-over-year revenue change (4.5% vs -1.2%). Over the past eight quarters, Schneider National, Inc.'s revenue compounded faster (-2.8% 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.
Schneider National, Inc. is an American transportation company that provides truckload, intermodal, and logistics services. Schneider's services include regional, long-haul, expedited, dedicated, bulk, intermodal, brokerage, cross-dock logistics, pool point distribution, supply chain management, and port logistics.
LBRT vs SNDR — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $1.2B |
| Net Profit | $22.6M | $20.4M |
| Gross Margin | — | — |
| Operating Margin | 2.2% | 2.7% |
| Net Margin | 2.2% | 1.6% |
| Revenue YoY | 4.5% | -1.2% |
| Net Profit YoY | — | -21.8% |
| EPS (diluted) | $0.14 | $0.12 |
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 | $1.2B | ||
| Q4 25 | $1.0B | $1.4B | ||
| Q3 25 | $947.4M | $1.5B | ||
| Q2 25 | $1.0B | $1.4B | ||
| Q1 25 | $977.5M | $1.4B | ||
| Q4 24 | $943.6M | $1.3B | ||
| Q3 24 | $1.1B | $1.3B | ||
| Q2 24 | $1.2B | $1.3B |
| Q1 26 | $22.6M | $20.4M | ||
| Q4 25 | $13.7M | $22.1M | ||
| Q3 25 | $43.1M | $19.4M | ||
| Q2 25 | $71.0M | $36.0M | ||
| Q1 25 | $20.1M | $26.1M | ||
| Q4 24 | $51.9M | $32.6M | ||
| Q3 24 | $73.8M | $30.6M | ||
| Q2 24 | $108.4M | $35.3M |
| Q1 26 | — | — | ||
| Q4 25 | 20.6% | — | ||
| Q3 25 | 18.7% | — | ||
| Q2 25 | 22.1% | — | ||
| Q1 25 | 22.1% | — | ||
| Q4 24 | 21.4% | — | ||
| Q3 24 | 26.2% | — | ||
| Q2 24 | 27.9% | — |
| Q1 26 | 2.2% | 2.7% | ||
| Q4 25 | 1.9% | 2.6% | ||
| Q3 25 | -0.3% | 2.4% | ||
| Q2 25 | 3.6% | 3.9% | ||
| Q1 25 | 1.9% | 3.0% | ||
| Q4 24 | 2.6% | 3.2% | ||
| Q3 24 | 9.4% | 3.3% | ||
| Q2 24 | 12.2% | 3.9% |
| Q1 26 | 2.2% | 1.6% | ||
| Q4 25 | 1.3% | 1.6% | ||
| Q3 25 | 4.5% | 1.3% | ||
| Q2 25 | 6.8% | 2.5% | ||
| Q1 25 | 2.1% | 1.9% | ||
| Q4 24 | 5.5% | 2.4% | ||
| Q3 24 | 6.5% | 2.3% | ||
| Q2 24 | 9.3% | 2.7% |
| Q1 26 | $0.14 | $0.12 | ||
| Q4 25 | $0.08 | $0.13 | ||
| Q3 25 | $0.26 | $0.11 | ||
| Q2 25 | $0.43 | $0.20 | ||
| Q1 25 | $0.12 | $0.15 | ||
| Q4 24 | $0.31 | $0.19 | ||
| Q3 24 | $0.44 | $0.17 | ||
| 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 | $227.8M |
| Total DebtLower is stronger | $7.1M | — |
| Stockholders' EquityBook value | $1.9B | $3.0B |
| Total Assets | $4.4B | $4.9B |
| Debt / EquityLower = less leverage | 0.00× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $699.1M | $227.8M | ||
| Q4 25 | $27.6M | $41.8M | ||
| Q3 25 | $13.5M | $235.7M | ||
| Q2 25 | $19.6M | $205.1M | ||
| Q1 25 | $24.1M | $154.3M | ||
| Q4 24 | $20.0M | $165.5M | ||
| Q3 24 | $23.0M | $231.6M | ||
| Q2 24 | $30.0M | $157.2M |
| Q1 26 | $7.1M | — | ||
| Q4 25 | $246.6M | $390.9M | ||
| Q3 25 | — | $509.8M | ||
| Q2 25 | — | $512.7M | ||
| Q1 25 | — | $565.8M | ||
| Q4 24 | $190.5M | $420.8M | ||
| Q3 24 | — | $124.7M | ||
| Q2 24 | — | $125.8M |
| Q1 26 | $1.9B | $3.0B | ||
| Q4 25 | $2.1B | $3.0B | ||
| Q3 25 | $2.1B | $3.0B | ||
| Q2 25 | $2.0B | $3.0B | ||
| Q1 25 | $2.0B | $3.0B | ||
| Q4 24 | $2.0B | $3.0B | ||
| Q3 24 | $2.0B | $3.0B | ||
| Q2 24 | $1.9B | $3.0B |
| Q1 26 | $4.4B | $4.9B | ||
| Q4 25 | $3.6B | $4.8B | ||
| Q3 25 | $3.5B | $5.0B | ||
| Q2 25 | $3.4B | $5.0B | ||
| Q1 25 | $3.4B | $5.0B | ||
| Q4 24 | $3.3B | $4.9B | ||
| Q3 24 | $3.3B | $4.6B | ||
| Q2 24 | $3.2B | $4.5B |
| Q1 26 | 0.00× | — | ||
| Q4 25 | 0.12× | 0.13× | ||
| Q3 25 | — | 0.17× | ||
| Q2 25 | — | 0.17× | ||
| Q1 25 | — | 0.19× | ||
| Q4 24 | 0.10× | 0.14× | ||
| Q3 24 | — | 0.04× | ||
| Q2 24 | — | 0.04× |
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 | — | $92.9M |
| Free Cash FlowOCF − Capex | — | $48.1M |
| FCF MarginFCF / Revenue | — | 3.9% |
| Capex IntensityCapex / Revenue | 13.1% | 3.6% |
| Cash ConversionOCF / Net Profit | — | 4.55× |
| TTM Free Cash FlowTrailing 4 quarters | — | $356.2M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $92.9M | ||
| Q4 25 | $195.4M | $186.0M | ||
| Q3 25 | $51.5M | $184.2M | ||
| Q2 25 | $170.6M | $175.5M | ||
| Q1 25 | $192.1M | $91.7M | ||
| Q4 24 | $177.3M | $199.5M | ||
| Q3 24 | $244.5M | $206.4M | ||
| Q2 24 | $248.2M | $182.6M |
| Q1 26 | — | $48.1M | ||
| Q4 25 | $-10.0M | $145.5M | ||
| Q3 25 | $-67.2M | $56.2M | ||
| Q2 25 | $33.1M | $106.4M | ||
| Q1 25 | $58.2M | $-22.7M | ||
| Q4 24 | $-26.2M | $113.6M | ||
| Q3 24 | $77.9M | $98.7M | ||
| Q2 24 | $112.2M | $85.5M |
| Q1 26 | — | 3.9% | ||
| Q4 25 | -1.0% | 10.4% | ||
| Q3 25 | -7.1% | 3.9% | ||
| Q2 25 | 3.2% | 7.5% | ||
| Q1 25 | 6.0% | -1.6% | ||
| Q4 24 | -2.8% | 8.5% | ||
| Q3 24 | 6.8% | 7.5% | ||
| Q2 24 | 9.7% | 6.5% |
| Q1 26 | 13.1% | 3.6% | ||
| Q4 25 | 19.8% | 2.9% | ||
| Q3 25 | 12.5% | 8.8% | ||
| Q2 25 | 13.2% | 4.9% | ||
| Q1 25 | 13.7% | 8.2% | ||
| Q4 24 | 21.6% | 6.4% | ||
| Q3 24 | 14.6% | 8.2% | ||
| Q2 24 | 11.7% | 7.4% |
| Q1 26 | — | 4.55× | ||
| Q4 25 | 14.28× | 8.42× | ||
| Q3 25 | 1.20× | 9.49× | ||
| Q2 25 | 2.40× | 4.88× | ||
| Q1 25 | 9.55× | 3.51× | ||
| Q4 24 | 3.42× | 6.12× | ||
| Q3 24 | 3.31× | 6.75× | ||
| Q2 24 | 2.29× | 5.17× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
