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光辉国际(KFY)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
Liberty Energy Inc.的季度营收约是光辉国际的1.4倍($1.0B vs $729.8M),光辉国际净利率更高(9.9% vs 2.2%,领先7.7%),光辉国际同比增速更快(7.0% vs 4.5%),过去两年光辉国际的营收复合增速更高(3.8% vs -6.2%)
光辉国际是一家总部位于美国加利福尼亚州洛杉矶的管理咨询企业,成立于1969年。截至2019年,公司在全球53个国家设有111个办事处,员工总数达8198名,旗下设有咨询、数字化、高管寻访、招聘流程外包及专业人才寻访四大业务板块,为全球客户提供全方位的人力资源及管理解决方案。
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。
KFY vs LBRT — 直观对比
营收规模更大
LBRT
是对方的1.4倍
$729.8M
营收增速更快
KFY
高出2.5%
4.5%
净利率更高
KFY
高出7.7%
2.2%
两年增速更快
KFY
近两年复合增速
-6.2%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $729.8M | $1.0B |
| 净利润 | $72.4M | $22.6M |
| 毛利率 | — | — |
| 营业利润率 | 13.5% | 2.2% |
| 净利率 | 9.9% | 2.2% |
| 营收同比 | 7.0% | 4.5% |
| 净利润同比 | 19.1% | 64.8% |
| 每股收益(稀释后) | $1.36 | $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
KFY
LBRT
| Q1 26 | — | $1.0B | ||
| Q4 25 | $729.8M | $1.0B | ||
| Q3 25 | $715.5M | $947.4M | ||
| Q2 25 | $719.8M | $1.0B | ||
| Q1 25 | $676.5M | $977.5M | ||
| Q4 24 | $682.0M | $943.6M | ||
| Q3 24 | $682.8M | $1.1B | ||
| Q2 24 | $699.9M | $1.2B |
净利润
KFY
LBRT
| Q1 26 | — | $22.6M | ||
| Q4 25 | $72.4M | $13.7M | ||
| Q3 25 | $66.6M | $43.1M | ||
| Q2 25 | $64.2M | $71.0M | ||
| Q1 25 | $58.4M | $20.1M | ||
| Q4 24 | $60.8M | $51.9M | ||
| Q3 24 | $62.6M | $73.8M | ||
| Q2 24 | $65.2M | $108.4M |
毛利率
KFY
LBRT
| 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% |
营业利润率
KFY
LBRT
| Q1 26 | — | 2.2% | ||
| Q4 25 | 13.5% | 1.9% | ||
| Q3 25 | 11.7% | -0.3% | ||
| Q2 25 | 14.5% | 3.6% | ||
| Q1 25 | 11.6% | 1.9% | ||
| Q4 24 | 12.8% | 2.6% | ||
| Q3 24 | 11.1% | 9.4% | ||
| Q2 24 | 11.9% | 12.2% |
净利率
KFY
LBRT
| Q1 26 | — | 2.2% | ||
| Q4 25 | 9.9% | 1.3% | ||
| Q3 25 | 9.3% | 4.5% | ||
| Q2 25 | 8.9% | 6.8% | ||
| Q1 25 | 8.6% | 2.1% | ||
| Q4 24 | 8.9% | 5.5% | ||
| Q3 24 | 9.2% | 6.5% | ||
| Q2 24 | 9.3% | 9.3% |
每股收益(稀释后)
KFY
LBRT
| Q1 26 | — | $0.14 | ||
| Q4 25 | $1.36 | $0.08 | ||
| Q3 25 | $1.26 | $0.26 | ||
| Q2 25 | $1.19 | $0.43 | ||
| Q1 25 | $1.10 | $0.12 | ||
| Q4 24 | $1.14 | $0.31 | ||
| Q3 24 | $1.17 | $0.44 | ||
| Q2 24 | $1.25 | $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 | $801.1M | $699.1M |
| 总债务越低越好 | — | $7.1M |
| 股东权益账面价值 | $1.9B | $1.9B |
| 总资产 | $3.7B | $4.4B |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势,按日历期对齐
现金及短期投资
KFY
LBRT
| Q1 26 | — | $699.1M | ||
| Q4 25 | $801.1M | $27.6M | ||
| Q3 25 | $721.1M | $13.5M | ||
| Q2 25 | $1.0B | $19.6M | ||
| Q1 25 | $820.0M | $24.1M | ||
| Q4 24 | $735.5M | $20.0M | ||
| Q3 24 | $674.0M | $23.0M | ||
| Q2 24 | $983.7M | $30.0M |
总债务
KFY
LBRT
| Q1 26 | — | $7.1M | ||
| Q4 25 | — | $246.6M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $190.5M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
KFY
LBRT
| Q1 26 | — | $1.9B | ||
| Q4 25 | $1.9B | $2.1B | ||
| Q3 25 | $1.9B | $2.1B | ||
| Q2 25 | $1.9B | $2.0B | ||
| Q1 25 | $1.8B | $2.0B | ||
| Q4 24 | $1.8B | $2.0B | ||
| Q3 24 | $1.8B | $2.0B | ||
| Q2 24 | $1.7B | $1.9B |
总资产
KFY
LBRT
| Q1 26 | — | $4.4B | ||
| Q4 25 | $3.7B | $3.6B | ||
| Q3 25 | $3.6B | $3.5B | ||
| Q2 25 | $3.9B | $3.4B | ||
| Q1 25 | $3.6B | $3.4B | ||
| Q4 24 | $3.5B | $3.3B | ||
| Q3 24 | $3.4B | $3.3B | ||
| Q2 24 | $3.7B | $3.2B |
负债/权益比
KFY
LBRT
| Q1 26 | — | 0.00× | ||
| Q4 25 | — | 0.12× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.10× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $121.4M | — |
| 自由现金流经营现金流 - 资本支出 | $100.7M | — |
| 自由现金流率自由现金流/营收 | 13.8% | — |
| 资本支出强度资本支出/营收 | 2.8% | 13.1% |
| 现金转化率经营现金流/净利润 | 1.68× | — |
| 过去12个月自由现金流最近4个季度 | $272.6M | — |
8季度趋势,按日历期对齐
经营现金流
KFY
LBRT
| Q1 26 | — | — | ||
| Q4 25 | $121.4M | $195.4M | ||
| Q3 25 | $-237.4M | $51.5M | ||
| Q2 25 | $255.8M | $170.6M | ||
| Q1 25 | $213.7M | $192.1M | ||
| Q4 24 | $122.0M | $177.3M | ||
| Q3 24 | $-227.2M | $244.5M | ||
| Q2 24 | $261.9M | $248.2M |
自由现金流
KFY
LBRT
| Q1 26 | — | — | ||
| Q4 25 | $100.7M | $-10.0M | ||
| Q3 25 | $-260.0M | $-67.2M | ||
| Q2 25 | $235.5M | $33.1M | ||
| Q1 25 | $196.4M | $58.2M | ||
| Q4 24 | $107.7M | $-26.2M | ||
| Q3 24 | $-237.7M | $77.9M | ||
| Q2 24 | $250.0M | $112.2M |
自由现金流率
KFY
LBRT
| Q1 26 | — | — | ||
| Q4 25 | 13.8% | -1.0% | ||
| Q3 25 | -36.3% | -7.1% | ||
| Q2 25 | 32.7% | 3.2% | ||
| Q1 25 | 29.0% | 6.0% | ||
| Q4 24 | 15.8% | -2.8% | ||
| Q3 24 | -34.8% | 6.8% | ||
| Q2 24 | 35.7% | 9.7% |
资本支出强度
KFY
LBRT
| Q1 26 | — | 13.1% | ||
| Q4 25 | 2.8% | 19.8% | ||
| Q3 25 | 3.2% | 12.5% | ||
| Q2 25 | 2.8% | 13.2% | ||
| Q1 25 | 2.6% | 13.7% | ||
| Q4 24 | 2.1% | 21.6% | ||
| Q3 24 | 1.5% | 14.6% | ||
| Q2 24 | 1.7% | 11.7% |
现金转化率
KFY
LBRT
| Q1 26 | — | — | ||
| Q4 25 | 1.68× | 14.28× | ||
| Q3 25 | -3.56× | 1.20× | ||
| Q2 25 | 3.98× | 2.40× | ||
| Q1 25 | 3.66× | 9.55× | ||
| Q4 24 | 2.01× | 3.42× | ||
| Q3 24 | -3.63× | 3.31× | ||
| Q2 24 | 4.02× | 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
KFY
| Industrial | $234.0M | 32% |
| Technology Service | $104.5M | 14% |
| RPO | $92.3M | 13% |
| Digital | $91.2M | 13% |
| Consumer Goods | $85.0M | 12% |
| Executive Search EMEA | $52.2M | 7% |
| Education Non Profit And General | $43.2M | 6% |
| Executive Search Asia Pacific | $24.3M | 3% |
| Reimbursed Out Of Pocket Engagement Expenses | $8.1M | 1% |
LBRT
暂无分部数据