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Liberty Energy Inc.（LBRT）与LCI INDUSTRIES（LCII）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LCI INDUSTRIES的1.1倍（$1.0B vs $932.7M），Liberty Energy Inc.净利率更高（2.2% vs 2.0%，领先0.2%），LCI INDUSTRIES同比增速更快（16.1% vs 4.5%），过去两年LCI INDUSTRIES的营收复合增速更高（-1.8% vs -6.2%）
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。
拉奇核心工业有限公司前身为巴基斯坦帝国化学工业公司，是一家总部位于卡拉奇的巴基斯坦综合性企业集团，业务覆盖聚酯、医药、农用化学品、纯碱及兽药等多品类产品的研发生产，在巴基斯坦本土工业领域拥有重要市场地位。
LBRT vs LCII — 直观对比
营收规模更大
LBRT
是对方的1.1倍
$932.7M
营收增速更快
LCII
高出11.7%
4.5%
净利率更高
LBRT
高出0.2%
2.0%
两年增速更快
LCII
近两年复合增速
-6.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $932.7M |
| 净利润 | $22.6M | $18.7M |
| 毛利率 | — | 22.1% |
| 营业利润率 | 2.2% | 3.8% |
| 净利率 | 2.2% | 2.0% |
| 营收同比 | 4.5% | 16.1% |
| 净利润同比 | — | 95.7% |
| 每股收益（稀释后） | $0.14 | $0.79 |
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LBRTLCII
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.0B | $932.7M | ||
| Q3 25 | $947.4M | $1.0B | ||
| Q2 25 | $1.0B | $1.1B | ||
| Q1 25 | $977.5M | $1.0B | ||
| Q4 24 | $943.6M | $803.1M | ||
| Q3 24 | $1.1B | $915.5M | ||
| Q2 24 | $1.2B | $1.1B |
净利润LBRTLCII
| Q1 26 | $22.6M | — | ||
| Q4 25 | $13.7M | $18.7M | ||
| Q3 25 | $43.1M | $62.5M | ||
| Q2 25 | $71.0M | $57.6M | ||
| Q1 25 | $20.1M | $49.4M | ||
| Q4 24 | $51.9M | $9.5M | ||
| Q3 24 | $73.8M | $35.6M | ||
| Q2 24 | $108.4M | $61.2M |
毛利率LBRTLCII
| Q1 26 | — | — | ||
| Q4 25 | 20.6% | 22.1% | ||
| Q3 25 | 18.7% | 24.4% | ||
| Q2 25 | 22.1% | 24.4% | ||
| Q1 25 | 22.1% | 24.1% | ||
| Q4 24 | 21.4% | 21.1% | ||
| Q3 24 | 26.2% | 24.0% | ||
| Q2 24 | 27.9% | 25.3% |
营业利润率LBRTLCII
| Q1 26 | 2.2% | — | ||
| Q4 25 | 1.9% | 3.8% | ||
| Q3 25 | -0.3% | 7.3% | ||
| Q2 25 | 3.6% | 7.9% | ||
| Q1 25 | 1.9% | 7.8% | ||
| Q4 24 | 2.6% | 2.0% | ||
| Q3 24 | 9.4% | 5.9% | ||
| Q2 24 | 12.2% | 8.6% |
净利率LBRTLCII
| Q1 26 | 2.2% | — | ||
| Q4 25 | 1.3% | 2.0% | ||
| Q3 25 | 4.5% | 6.0% | ||
| Q2 25 | 6.8% | 5.2% | ||
| Q1 25 | 2.1% | 4.7% | ||
| Q4 24 | 5.5% | 1.2% | ||
| Q3 24 | 6.5% | 3.9% | ||
| Q2 24 | 9.3% | 5.8% |
每股收益（稀释后）LBRTLCII
| Q1 26 | $0.14 | — | ||
| Q4 25 | $0.08 | $0.79 | ||
| Q3 25 | $0.26 | $2.55 | ||
| Q2 25 | $0.43 | $2.29 | ||
| Q1 25 | $0.12 | $1.94 | ||
| Q4 24 | $0.31 | $0.37 | ||
| Q3 24 | $0.44 | $1.39 | ||
| Q2 24 | $0.64 | $2.40 |
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 | $699.1M | $222.6M |
| 总债务越低越好 | $7.1M | $945.2M |
| 股东权益账面价值 | $1.9B | $1.4B |
| 总资产 | $4.4B | $3.2B |
| 负债/权益比越低杠杆越低 | 0.00× | 0.69× |
8季度趋势，按日历期对齐
现金及短期投资LBRTLCII
| Q1 26 | $699.1M | — | ||
| Q4 25 | $27.6M | $222.6M | ||
| Q3 25 | $13.5M | $199.7M | ||
| Q2 25 | $19.6M | $191.9M | ||
| Q1 25 | $24.1M | $231.2M | ||
| Q4 24 | $20.0M | $165.8M | ||
| Q3 24 | $23.0M | $161.2M | ||
| Q2 24 | $30.0M | $130.4M |
总债务LBRTLCII
| Q1 26 | $7.1M | — | ||
| Q4 25 | $246.6M | $945.2M | ||
| Q3 25 | — | $947.8M | ||
| Q2 25 | — | $948.0M | ||
| Q1 25 | — | $938.3M | ||
| Q4 24 | $190.5M | $757.3M | ||
| Q3 24 | — | $822.5M | ||
| Q2 24 | — | $829.7M |
股东权益LBRTLCII
| Q1 26 | $1.9B | — | ||
| Q4 25 | $2.1B | $1.4B | ||
| Q3 25 | $2.1B | $1.4B | ||
| Q2 25 | $2.0B | $1.4B | ||
| Q1 25 | $2.0B | $1.4B | ||
| Q4 24 | $2.0B | $1.4B | ||
| Q3 24 | $2.0B | $1.4B | ||
| Q2 24 | $1.9B | $1.4B |
总资产LBRTLCII
| Q1 26 | $4.4B | — | ||
| Q4 25 | $3.6B | $3.2B | ||
| Q3 25 | $3.5B | $3.2B | ||
| Q2 25 | $3.4B | $3.2B | ||
| Q1 25 | $3.4B | $3.1B | ||
| Q4 24 | $3.3B | $2.9B | ||
| Q3 24 | $3.3B | $3.0B | ||
| Q2 24 | $3.2B | $3.0B |
负债/权益比LBRTLCII
| Q1 26 | 0.00× | — | ||
| Q4 25 | 0.12× | 0.69× | ||
| Q3 25 | — | 0.70× | ||
| Q2 25 | — | 0.68× | ||
| Q1 25 | — | 0.69× | ||
| Q4 24 | 0.10× | 0.55× | ||
| Q3 24 | — | 0.58× | ||
| Q2 24 | — | 0.60× |
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 | — | $78.9M |
| 自由现金流经营现金流 - 资本支出 | — | $64.3M |
| 自由现金流率自由现金流/营收 | — | 6.9% |
| 资本支出强度资本支出/营收 | 13.1% | 1.6% |
| 现金转化率经营现金流/净利润 | — | 4.22× |
| 过去12个月自由现金流最近4个季度 | — | $278.3M |
8季度趋势，按日历期对齐
经营现金流LBRTLCII
| Q1 26 | — | — | ||
| Q4 25 | $195.4M | $78.9M | ||
| Q3 25 | $51.5M | $97.2M | ||
| Q2 25 | $170.6M | $112.2M | ||
| Q1 25 | $192.1M | $42.7M | ||
| Q4 24 | $177.3M | $106.6M | ||
| Q3 24 | $244.5M | $78.4M | ||
| Q2 24 | $248.2M | $192.9M |
自由现金流LBRTLCII
| Q1 26 | — | — | ||
| Q4 25 | $-10.0M | $64.3M | ||
| Q3 25 | $-67.2M | $80.9M | ||
| Q2 25 | $33.1M | $99.5M | ||
| Q1 25 | $58.2M | $33.7M | ||
| Q4 24 | $-26.2M | $95.7M | ||
| Q3 24 | $77.9M | $68.3M | ||
| Q2 24 | $112.2M | $180.2M |
自由现金流率LBRTLCII
| Q1 26 | — | — | ||
| Q4 25 | -1.0% | 6.9% | ||
| Q3 25 | -7.1% | 7.8% | ||
| Q2 25 | 3.2% | 9.0% | ||
| Q1 25 | 6.0% | 3.2% | ||
| Q4 24 | -2.8% | 11.9% | ||
| Q3 24 | 6.8% | 7.5% | ||
| Q2 24 | 9.7% | 17.1% |
资本支出强度LBRTLCII
| Q1 26 | 13.1% | — | ||
| Q4 25 | 19.8% | 1.6% | ||
| Q3 25 | 12.5% | 1.6% | ||
| Q2 25 | 13.2% | 1.2% | ||
| Q1 25 | 13.7% | 0.9% | ||
| Q4 24 | 21.6% | 1.4% | ||
| Q3 24 | 14.6% | 1.1% | ||
| Q2 24 | 11.7% | 1.2% |
现金转化率LBRTLCII
| Q1 26 | — | — | ||
| Q4 25 | 14.28× | 4.22× | ||
| Q3 25 | 1.20× | 1.55× | ||
| Q2 25 | 2.40× | 1.95× | ||
| Q1 25 | 9.55× | 0.86× | ||
| Q4 24 | 3.42× | 11.17× | ||
| Q3 24 | 3.31× | 2.20× | ||
| Q2 24 | 2.29× | 3.15× |
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
LBRT
暂无分部数据
LCII
| Travel Trailer And Fifth Wheels | $378.4M | 41% |
| Chassis Chassis Partsand Slideout Mechanisms | $206.1M | 22% |
| Furnitureand Mattresses | $120.4M | 13% |
| Appliances | $69.9M | 7% |
| Other Products | $69.1M | 7% |
| Axlesand Suspension Solutions | $62.3M | 7% |
| Motorhomes | $34.2M | 4% |
