vs
Side-by-side financial comparison of Liberty Energy Inc. (LBRT) and UPBOUND GROUP, INC. (UPBD). Click either name above to swap in a different company.
UPBOUND GROUP, 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 1.7%, a 0.6% gap on every dollar of revenue. On growth, UPBOUND GROUP, INC. posted the faster year-over-year revenue change (10.9% vs 4.5%). Over the past eight quarters, UPBOUND GROUP, INC.'s revenue compounded faster (4.5% 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.
Upbound Group, Inc. is a leading US provider of flexible lease-to-own solutions for consumer goods. It offers furniture, consumer electronics, home appliances, and accessories, catering to customers seeking accessible payment alternatives to traditional retail financing.
LBRT vs UPBD — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $1.2B |
| Net Profit | $22.6M | $19.7M |
| Gross Margin | — | 49.0% |
| Operating Margin | 2.2% | 4.8% |
| Net Margin | 2.2% | 1.7% |
| Revenue YoY | 4.5% | 10.9% |
| Net Profit YoY | — | -36.3% |
| EPS (diluted) | $0.14 | $0.35 |
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 | $1.2B | ||
| Q3 25 | $947.4M | $1.2B | ||
| Q2 25 | $1.0B | $1.2B | ||
| Q1 25 | $977.5M | $1.2B | ||
| Q4 24 | $943.6M | $1.1B | ||
| Q3 24 | $1.1B | $1.1B | ||
| Q2 24 | $1.2B | $1.1B |
| Q1 26 | $22.6M | — | ||
| Q4 25 | $13.7M | $19.7M | ||
| Q3 25 | $43.1M | $13.2M | ||
| Q2 25 | $71.0M | $15.5M | ||
| Q1 25 | $20.1M | $24.8M | ||
| Q4 24 | $51.9M | $31.0M | ||
| Q3 24 | $73.8M | $30.9M | ||
| Q2 24 | $108.4M | $33.9M |
| Q1 26 | — | — | ||
| Q4 25 | 20.6% | 49.0% | ||
| Q3 25 | 18.7% | 48.3% | ||
| Q2 25 | 22.1% | 49.4% | ||
| Q1 25 | 22.1% | 46.8% | ||
| Q4 24 | 21.4% | 47.1% | ||
| Q3 24 | 26.2% | 47.8% | ||
| Q2 24 | 27.9% | 49.4% |
| Q1 26 | 2.2% | — | ||
| Q4 25 | 1.9% | 4.8% | ||
| Q3 25 | -0.3% | 4.5% | ||
| Q2 25 | 3.6% | 4.4% | ||
| Q1 25 | 1.9% | 5.3% | ||
| Q4 24 | 2.6% | 7.3% | ||
| Q3 24 | 9.4% | 6.6% | ||
| Q2 24 | 12.2% | 7.5% |
| Q1 26 | 2.2% | — | ||
| Q4 25 | 1.3% | 1.7% | ||
| Q3 25 | 4.5% | 1.1% | ||
| Q2 25 | 6.8% | 1.3% | ||
| Q1 25 | 2.1% | 2.1% | ||
| Q4 24 | 5.5% | 2.9% | ||
| Q3 24 | 6.5% | 2.9% | ||
| Q2 24 | 9.3% | 3.2% |
| Q1 26 | $0.14 | — | ||
| Q4 25 | $0.08 | $0.35 | ||
| Q3 25 | $0.26 | $0.22 | ||
| Q2 25 | $0.43 | $0.26 | ||
| Q1 25 | $0.12 | $0.42 | ||
| Q4 24 | $0.31 | $0.55 | ||
| Q3 24 | $0.44 | $0.55 | ||
| Q2 24 | $0.64 | $0.61 |
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 | $120.5M |
| Total DebtLower is stronger | $7.1M | — |
| Stockholders' EquityBook value | $1.9B | $695.7M |
| Total Assets | $4.4B | $3.3B |
| Debt / EquityLower = less leverage | 0.00× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $699.1M | — | ||
| Q4 25 | $27.6M | $120.5M | ||
| Q3 25 | $13.5M | $107.0M | ||
| Q2 25 | $19.6M | $106.8M | ||
| Q1 25 | $24.1M | $107.3M | ||
| Q4 24 | $20.0M | $60.9M | ||
| Q3 24 | $23.0M | $85.1M | ||
| Q2 24 | $30.0M | $82.5M |
| 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 | $695.7M | ||
| Q3 25 | $2.1B | $687.3M | ||
| Q2 25 | $2.0B | $685.5M | ||
| Q1 25 | $2.0B | $679.2M | ||
| Q4 24 | $2.0B | $629.0M | ||
| Q3 24 | $2.0B | $611.8M | ||
| Q2 24 | $1.9B | $596.3M |
| Q1 26 | $4.4B | — | ||
| Q4 25 | $3.6B | $3.3B | ||
| Q3 25 | $3.5B | $3.2B | ||
| Q2 25 | $3.4B | $3.1B | ||
| Q1 25 | $3.4B | $3.0B | ||
| Q4 24 | $3.3B | $2.6B | ||
| Q3 24 | $3.3B | $2.6B | ||
| Q2 24 | $3.2B | $2.6B |
| 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 | — | $41.6M |
| Free Cash FlowOCF − Capex | — | $24.0M |
| FCF MarginFCF / Revenue | — | 2.0% |
| Capex IntensityCapex / Revenue | 13.1% | 1.5% |
| Cash ConversionOCF / Net Profit | — | 2.11× |
| TTM Free Cash FlowTrailing 4 quarters | — | $238.7M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $195.4M | $41.6M | ||
| Q3 25 | $51.5M | $118.4M | ||
| Q2 25 | $170.6M | $7.8M | ||
| Q1 25 | $192.1M | $137.7M | ||
| Q4 24 | $177.3M | $-61.9M | ||
| Q3 24 | $244.5M | $106.2M | ||
| Q2 24 | $248.2M | $15.0M |
| Q1 26 | — | — | ||
| Q4 25 | $-10.0M | $24.0M | ||
| Q3 25 | $-67.2M | $97.9M | ||
| Q2 25 | $33.1M | $-10.4M | ||
| Q1 25 | $58.2M | $127.2M | ||
| Q4 24 | $-26.2M | $-74.0M | ||
| Q3 24 | $77.9M | $88.3M | ||
| Q2 24 | $112.2M | $613.0K |
| Q1 26 | — | — | ||
| Q4 25 | -1.0% | 2.0% | ||
| Q3 25 | -7.1% | 8.4% | ||
| Q2 25 | 3.2% | -0.9% | ||
| Q1 25 | 6.0% | 10.8% | ||
| Q4 24 | -2.8% | -6.9% | ||
| Q3 24 | 6.8% | 8.3% | ||
| Q2 24 | 9.7% | 0.1% |
| Q1 26 | 13.1% | — | ||
| Q4 25 | 19.8% | 1.5% | ||
| Q3 25 | 12.5% | 1.8% | ||
| Q2 25 | 13.2% | 1.6% | ||
| Q1 25 | 13.7% | 0.9% | ||
| Q4 24 | 21.6% | 1.1% | ||
| Q3 24 | 14.6% | 1.7% | ||
| Q2 24 | 11.7% | 1.3% |
| Q1 26 | — | — | ||
| Q4 25 | 14.28× | 2.11× | ||
| Q3 25 | 1.20× | 8.96× | ||
| Q2 25 | 2.40× | 0.50× | ||
| Q1 25 | 9.55× | 5.56× | ||
| Q4 24 | 3.42× | -2.00× | ||
| Q3 24 | 3.31× | 3.44× | ||
| Q2 24 | 2.29× | 0.44× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
