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Side-by-side financial comparison of Liberty Energy Inc. (LBRT) and VALMONT INDUSTRIES INC (VMI). Click either name above to swap in a different company.
VALMONT INDUSTRIES INC is the larger business by last-quarter revenue ($1.0B vs $1.0B, roughly 1.0× Liberty Energy Inc.). VALMONT INDUSTRIES INC runs the higher net margin — 10.5% vs 2.2%, a 8.3% gap on every dollar of revenue. On growth, VALMONT INDUSTRIES INC posted the faster year-over-year revenue change (6.2% vs 4.5%). Over the past eight quarters, VALMONT INDUSTRIES INC's revenue compounded faster (-0.5% 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.
Valmont Industries, Inc. is a large, publicly held American manufacturer of Valley center pivot and linear irrigation equipment, windmill support structures, lighting and traffic poles and steel utility poles.
LBRT vs VMI — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $1.0B |
| Net Profit | $22.6M | $108.0M |
| Gross Margin | — | 30.8% |
| Operating Margin | 2.2% | 15.1% |
| Net Margin | 2.2% | 10.5% |
| Revenue YoY | 4.5% | 6.2% |
| Net Profit YoY | — | 23.8% |
| EPS (diluted) | $0.14 | $5.51 |
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 | $1.0B | ||
| Q4 25 | $1.0B | $1.0B | ||
| Q3 25 | $947.4M | $1.0B | ||
| Q2 25 | $1.0B | $1.1B | ||
| Q1 25 | $977.5M | $969.3M | ||
| Q4 24 | $943.6M | $1.0B | ||
| Q3 24 | $1.1B | $1.0B | ||
| Q2 24 | $1.2B | $1.0B |
| Q1 26 | $22.6M | $108.0M | ||
| Q4 25 | $13.7M | $168.0M | ||
| Q3 25 | $43.1M | $99.0M | ||
| Q2 25 | $71.0M | $-4.0M | ||
| Q1 25 | $20.1M | $87.3M | ||
| Q4 24 | $51.9M | $77.7M | ||
| Q3 24 | $73.8M | $83.1M | ||
| Q2 24 | $108.4M | $99.7M |
| Q1 26 | — | 30.8% | ||
| Q4 25 | 20.6% | 29.8% | ||
| Q3 25 | 18.7% | 30.4% | ||
| Q2 25 | 22.1% | 30.6% | ||
| Q1 25 | 22.1% | 30.0% | ||
| Q4 24 | 21.4% | 30.2% | ||
| Q3 24 | 26.2% | 29.6% | ||
| Q2 24 | 27.9% | 30.8% |
| Q1 26 | 2.2% | 15.1% | ||
| Q4 25 | 1.9% | 11.2% | ||
| Q3 25 | -0.3% | 13.5% | ||
| Q2 25 | 3.6% | 2.8% | ||
| Q1 25 | 1.9% | 13.2% | ||
| Q4 24 | 2.6% | 11.6% | ||
| Q3 24 | 9.4% | 12.3% | ||
| Q2 24 | 12.2% | 14.2% |
| Q1 26 | 2.2% | 10.5% | ||
| Q4 25 | 1.3% | 16.2% | ||
| Q3 25 | 4.5% | 9.5% | ||
| Q2 25 | 6.8% | -0.4% | ||
| Q1 25 | 2.1% | 9.0% | ||
| Q4 24 | 5.5% | 7.5% | ||
| Q3 24 | 6.5% | 8.1% | ||
| Q2 24 | 9.3% | 9.6% |
| Q1 26 | $0.14 | $5.51 | ||
| Q4 25 | $0.08 | $9.02 | ||
| Q3 25 | $0.26 | $4.98 | ||
| Q2 25 | $0.43 | $-1.53 | ||
| Q1 25 | $0.12 | $4.32 | ||
| Q4 24 | $0.31 | $3.85 | ||
| Q3 24 | $0.44 | $4.11 | ||
| Q2 24 | $0.64 | $4.91 |
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 | $160.2M |
| Total DebtLower is stronger | $7.1M | — |
| Stockholders' EquityBook value | $1.9B | $1.7B |
| Total Assets | $4.4B | $3.4B |
| Debt / EquityLower = less leverage | 0.00× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $699.1M | $160.2M | ||
| Q4 25 | $27.6M | $187.1M | ||
| Q3 25 | $13.5M | $226.1M | ||
| Q2 25 | $19.6M | $208.5M | ||
| Q1 25 | $24.1M | $184.4M | ||
| Q4 24 | $20.0M | $164.3M | ||
| Q3 24 | $23.0M | $200.5M | ||
| Q2 24 | $30.0M | $163.1M |
| Q1 26 | $7.1M | — | ||
| Q4 25 | $246.6M | $795.7M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $190.5M | $730.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $1.9B | $1.7B | ||
| Q4 25 | $2.1B | $1.6B | ||
| Q3 25 | $2.1B | $1.6B | ||
| Q2 25 | $2.0B | $1.5B | ||
| Q1 25 | $2.0B | $1.6B | ||
| Q4 24 | $2.0B | $1.5B | ||
| Q3 24 | $2.0B | $1.5B | ||
| Q2 24 | $1.9B | $1.5B |
| Q1 26 | $4.4B | $3.4B | ||
| Q4 25 | $3.6B | $3.4B | ||
| Q3 25 | $3.5B | $3.4B | ||
| Q2 25 | $3.4B | $3.3B | ||
| Q1 25 | $3.4B | $3.4B | ||
| Q4 24 | $3.3B | $3.3B | ||
| Q3 24 | $3.3B | $3.5B | ||
| Q2 24 | $3.2B | $3.5B |
| Q1 26 | 0.00× | — | ||
| Q4 25 | 0.12× | 0.49× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.10× | 0.47× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LBRT
Segment breakdown not available.
VMI
| Infrastructure | $803.2M | 78% |
| Agriculture | $226.0M | 22% |
