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亨斯迈（HUN）与Liberty Energy Inc.（LBRT）财务数据对比。点击上方公司名可切换其他公司
亨斯迈的季度营收约是Liberty Energy Inc.的1.3倍（$1.4B vs $1.0B），Liberty Energy Inc.净利率更高（2.2% vs -7.1%，领先9.3%），Liberty Energy Inc.同比增速更快（4.5% vs -6.7%），过去两年亨斯迈的营收复合增速更高（-4.0% vs -6.2%）
亨斯迈公司是总部位于美国得克萨斯州伍德兰兹的全球化化工巨头，面向消费端与工业客户生产、销售各类化工产品，主营聚氨酯、高性能材料及胶粘剂，客户覆盖宝马、通用电气、雪佛龙、宝洁、联合利华等知名品牌。目前公司在全球25个国家设有60余处生产、研发及运营基地，员工约7000人。
Liberty Energy Inc.是北美领先的能源服务供应商，专注为油气运营企业提供水力压裂及完井解决方案，服务覆盖美国主要页岩产区，供应低排放作业设备及定制化支持，帮助提升油气井生产效率。
HUN vs LBRT — 直观对比
营收规模更大
HUN
是对方的1.3倍
$1.0B
营收增速更快
LBRT
高出11.2%
-6.7%
净利率更高
LBRT
高出9.3%
-7.1%
两年增速更快
HUN
近两年复合增速
-6.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.0B |
| 净利润 | $-96.0M | $22.6M |
| 毛利率 | 12.1% | — |
| 营业利润率 | -4.4% | 2.2% |
| 净利率 | -7.1% | 2.2% |
| 营收同比 | -6.7% | 4.5% |
| 净利润同比 | 31.9% | 64.8% |
| 每股收益（稀释后） | $-0.56 | $0.14 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收HUNLBRT
| Q1 26 | — | $1.0B | ||
| Q4 25 | $1.4B | $1.0B | ||
| Q3 25 | $1.5B | $947.4M | ||
| Q2 25 | $1.5B | $1.0B | ||
| Q1 25 | $1.4B | $977.5M | ||
| Q4 24 | $1.5B | $943.6M | ||
| Q3 24 | $1.5B | $1.1B | ||
| Q2 24 | $1.6B | $1.2B |
净利润HUNLBRT
| Q1 26 | — | $22.6M | ||
| Q4 25 | $-96.0M | $13.7M | ||
| Q3 25 | $-25.0M | $43.1M | ||
| Q2 25 | $-158.0M | $71.0M | ||
| Q1 25 | $-5.0M | $20.1M | ||
| Q4 24 | $-141.0M | $51.9M | ||
| Q3 24 | $-33.0M | $73.8M | ||
| Q2 24 | $22.0M | $108.4M |
毛利率HUNLBRT
| Q1 26 | — | — | ||
| Q4 25 | 12.1% | 20.6% | ||
| Q3 25 | 14.0% | 18.7% | ||
| Q2 25 | 12.5% | 22.1% | ||
| Q1 25 | 14.3% | 22.1% | ||
| Q4 24 | 12.9% | 21.4% | ||
| Q3 24 | 15.2% | 26.2% | ||
| Q2 24 | 15.4% | 27.9% |
营业利润率HUNLBRT
| Q1 26 | — | 2.2% | ||
| Q4 25 | -4.4% | 1.9% | ||
| Q3 25 | 0.4% | -0.3% | ||
| Q2 25 | -8.2% | 3.6% | ||
| Q1 25 | 3.0% | 1.9% | ||
| Q4 24 | -4.3% | 2.6% | ||
| Q3 24 | 2.7% | 9.4% | ||
| Q2 24 | 2.2% | 12.2% |
净利率HUNLBRT
| Q1 26 | — | 2.2% | ||
| Q4 25 | -7.1% | 1.3% | ||
| Q3 25 | -1.7% | 4.5% | ||
| Q2 25 | -10.8% | 6.8% | ||
| Q1 25 | -0.4% | 2.1% | ||
| Q4 24 | -9.7% | 5.5% | ||
| Q3 24 | -2.1% | 6.5% | ||
| Q2 24 | 1.4% | 9.3% |
每股收益（稀释后）HUNLBRT
| Q1 26 | — | $0.14 | ||
| Q4 25 | $-0.56 | $0.08 | ||
| Q3 25 | $-0.14 | $0.26 | ||
| Q2 25 | $-0.92 | $0.43 | ||
| Q1 25 | $-0.03 | $0.12 | ||
| Q4 24 | $-0.82 | $0.31 | ||
| Q3 24 | $-0.19 | $0.44 | ||
| Q2 24 | $0.13 | $0.64 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $429.0M | $699.1M |
| 总债务越低越好 | $2.0B | $7.1M |
| 股东权益账面价值 | $2.8B | $1.9B |
| 总资产 | $7.0B | $4.4B |
| 负债/权益比越低杠杆越低 | 0.73× | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资HUNLBRT
| Q1 26 | — | $699.1M | ||
| Q4 25 | $429.0M | $27.6M | ||
| Q3 25 | $468.0M | $13.5M | ||
| Q2 25 | $399.0M | $19.6M | ||
| Q1 25 | $334.0M | $24.1M | ||
| Q4 24 | $340.0M | $20.0M | ||
| Q3 24 | $330.0M | $23.0M | ||
| Q2 24 | $335.0M | $30.0M |
总债务HUNLBRT
| Q1 26 | — | $7.1M | ||
| Q4 25 | $2.0B | $246.6M | ||
| Q3 25 | $2.0B | — | ||
| Q2 25 | $2.0B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $1.8B | $190.5M | ||
| Q3 24 | $1.9B | — | ||
| Q2 24 | $1.9B | — |
股东权益HUNLBRT
| Q1 26 | — | $1.9B | ||
| Q4 25 | $2.8B | $2.1B | ||
| Q3 25 | $2.8B | $2.1B | ||
| Q2 25 | $2.8B | $2.0B | ||
| Q1 25 | $3.0B | $2.0B | ||
| Q4 24 | $3.0B | $2.0B | ||
| Q3 24 | $3.1B | $2.0B | ||
| Q2 24 | $3.1B | $1.9B |
总资产HUNLBRT
| Q1 26 | — | $4.4B | ||
| Q4 25 | $7.0B | $3.6B | ||
| Q3 25 | $7.1B | $3.5B | ||
| Q2 25 | $7.1B | $3.4B | ||
| Q1 25 | $7.2B | $3.4B | ||
| Q4 24 | $7.1B | $3.3B | ||
| Q3 24 | $7.3B | $3.3B | ||
| Q2 24 | $7.3B | $3.2B |
负债/权益比HUNLBRT
| Q1 26 | — | 0.00× | ||
| Q4 25 | 0.73× | 0.12× | ||
| Q3 25 | 0.73× | — | ||
| Q2 25 | 0.72× | — | ||
| Q1 25 | 0.66× | — | ||
| Q4 24 | 0.62× | 0.10× | ||
| Q3 24 | 0.60× | — | ||
| Q2 24 | 0.62× | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $76.0M | — |
| 自由现金流经营现金流 - 资本支出 | $19.0M | — |
| 自由现金流率自由现金流/营收 | 1.4% | — |
| 资本支出强度资本支出/营收 | 4.2% | 13.1% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $116.0M | — |
8季度趋势，按日历期对齐
经营现金流HUNLBRT
| Q1 26 | — | — | ||
| Q4 25 | $76.0M | $195.4M | ||
| Q3 25 | $196.0M | $51.5M | ||
| Q2 25 | $91.0M | $170.6M | ||
| Q1 25 | $-74.0M | $192.1M | ||
| Q4 24 | $153.0M | $177.3M | ||
| Q3 24 | $129.0M | $244.5M | ||
| Q2 24 | $46.0M | $248.2M |
自由现金流HUNLBRT
| Q1 26 | — | — | ||
| Q4 25 | $19.0M | $-10.0M | ||
| Q3 25 | $153.0M | $-67.2M | ||
| Q2 25 | $54.0M | $33.1M | ||
| Q1 25 | $-110.0M | $58.2M | ||
| Q4 24 | $102.0M | $-26.2M | ||
| Q3 24 | $88.0M | $77.9M | ||
| Q2 24 | $-4.0M | $112.2M |
自由现金流率HUNLBRT
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | -1.0% | ||
| Q3 25 | 10.5% | -7.1% | ||
| Q2 25 | 3.7% | 3.2% | ||
| Q1 25 | -7.8% | 6.0% | ||
| Q4 24 | 7.0% | -2.8% | ||
| Q3 24 | 5.7% | 6.8% | ||
| Q2 24 | -0.3% | 9.7% |
资本支出强度HUNLBRT
| Q1 26 | — | 13.1% | ||
| Q4 25 | 4.2% | 19.8% | ||
| Q3 25 | 2.9% | 12.5% | ||
| Q2 25 | 2.5% | 13.2% | ||
| Q1 25 | 2.6% | 13.7% | ||
| Q4 24 | 3.5% | 21.6% | ||
| Q3 24 | 2.7% | 14.6% | ||
| Q2 24 | 3.2% | 11.7% |
现金转化率HUNLBRT
| Q1 26 | — | — | ||
| Q4 25 | — | 14.28× | ||
| Q3 25 | — | 1.20× | ||
| Q2 25 | — | 2.40× | ||
| Q1 25 | — | 9.55× | ||
| Q4 24 | — | 3.42× | ||
| Q3 24 | — | 3.31× | ||
| Q2 24 | 2.09× | 2.29× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
HUN
| Diversified | $897.0M | 66% |
| Specialty | $231.0M | 17% |
| Performance Products | $113.0M | 8% |
| Advanced Materials | $61.0M | 5% |
| Related Party Customers | $19.0M | 1% |
| Other | $12.0M | 1% |
LBRT
暂无分部数据
