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Liberty Energy Inc.（LBRT）与朗美通（LITE）财务数据对比。点击上方公司名可切换其他公司
Liberty Energy Inc.的季度营收约是朗美通的1.5倍（$1.0B vs $665.5M），朗美通净利率更高（11.8% vs 2.2%，领先9.5%），朗美通同比增速更快（65.5% vs 4.5%），过去两年朗美通的营收复合增速更高（34.8% 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。
朗美通控股（Lumentum Holdings Inc.）是全球知名光电产品供应商，前身为美国捷迪讯（JDSU）旗下光电器件及激光业务板块，2015年8月随捷迪讯分拆独立运营，总部位于美国加利福尼亚州米尔皮塔斯，主营光通信网络设备、激光器、定制光学解决方案等多元产品。
LBRT vs LITE — 直观对比
营收规模更大
LBRT
是对方的1.5倍
$665.5M
营收增速更快
LITE
高出61.0%
4.5%
净利率更高
LITE
高出9.5%
2.2%
两年增速更快
LITE
近两年复合增速
-6.2%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $665.5M |
| 净利润 | $22.6M | $78.2M |
| 毛利率 | — | 36.1% |
| 营业利润率 | 2.2% | 9.7% |
| 净利率 | 2.2% | 11.8% |
| 营收同比 | 4.5% | 65.5% |
| 净利润同比 | 64.8% | 228.4% |
| 每股收益（稀释后） | $0.14 | $0.89 |
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LBRTLITE
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.0B | $665.5M | ||
| Q3 25 | $947.4M | $533.8M | ||
| Q2 25 | $1.0B | $480.7M | ||
| Q1 25 | $977.5M | $425.2M | ||
| Q4 24 | $943.6M | $402.2M | ||
| Q3 24 | $1.1B | $336.9M | ||
| Q2 24 | $1.2B | $308.3M |
净利润LBRTLITE
| Q1 26 | $22.6M | — | ||
| Q4 25 | $13.7M | $78.2M | ||
| Q3 25 | $43.1M | $4.2M | ||
| Q2 25 | $71.0M | $213.3M | ||
| Q1 25 | $20.1M | $-44.1M | ||
| Q4 24 | $51.9M | $-60.9M | ||
| Q3 24 | $73.8M | $-82.4M | ||
| Q2 24 | $108.4M | $-252.5M |
毛利率LBRTLITE
| Q1 26 | — | — | ||
| Q4 25 | 20.6% | 36.1% | ||
| Q3 25 | 18.7% | 34.0% | ||
| Q2 25 | 22.1% | 33.3% | ||
| Q1 25 | 22.1% | 28.8% | ||
| Q4 24 | 21.4% | 24.8% | ||
| Q3 24 | 26.2% | 23.1% | ||
| Q2 24 | 27.9% | 16.6% |
营业利润率LBRTLITE
| Q1 26 | 2.2% | — | ||
| Q4 25 | 1.9% | 9.7% | ||
| Q3 25 | -0.3% | 1.3% | ||
| Q2 25 | 3.6% | -1.7% | ||
| Q1 25 | 1.9% | -8.9% | ||
| Q4 24 | 2.6% | -12.8% | ||
| Q3 24 | 9.4% | -24.5% | ||
| Q2 24 | 12.2% | -43.3% |
净利率LBRTLITE
| Q1 26 | 2.2% | — | ||
| Q4 25 | 1.3% | 11.8% | ||
| Q3 25 | 4.5% | 0.8% | ||
| Q2 25 | 6.8% | 44.4% | ||
| Q1 25 | 2.1% | -10.4% | ||
| Q4 24 | 5.5% | -15.1% | ||
| Q3 24 | 6.5% | -24.5% | ||
| Q2 24 | 9.3% | -81.9% |
每股收益（稀释后）LBRTLITE
| Q1 26 | $0.14 | — | ||
| Q4 25 | $0.08 | $0.89 | ||
| Q3 25 | $0.26 | $0.05 | ||
| Q2 25 | $0.43 | $3.10 | ||
| Q1 25 | $0.12 | $-0.64 | ||
| Q4 24 | $0.31 | $-0.88 | ||
| Q3 24 | $0.44 | $-1.21 | ||
| Q2 24 | $0.64 | $-3.75 |
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 | $1.2B |
| 总债务越低越好 | $7.1M | — |
| 股东权益账面价值 | $1.9B | $846.6M |
| 总资产 | $4.4B | $4.8B |
| 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LBRTLITE
| Q1 26 | $699.1M | — | ||
| Q4 25 | $27.6M | $1.2B | ||
| Q3 25 | $13.5M | $1.1B | ||
| Q2 25 | $19.6M | $877.1M | ||
| Q1 25 | $24.1M | $866.7M | ||
| Q4 24 | $20.0M | $896.7M | ||
| Q3 24 | $23.0M | $916.1M | ||
| Q2 24 | $30.0M | $887.0M |
总债务LBRTLITE
| 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LBRTLITE
| Q1 26 | $1.9B | — | ||
| Q4 25 | $2.1B | $846.6M | ||
| Q3 25 | $2.1B | $780.8M | ||
| Q2 25 | $2.0B | $1.1B | ||
| Q1 25 | $2.0B | $879.5M | ||
| Q4 24 | $2.0B | $872.3M | ||
| Q3 24 | $2.0B | $895.9M | ||
| Q2 24 | $1.9B | $957.3M |
总资产LBRTLITE
| Q1 26 | $4.4B | — | ||
| Q4 25 | $3.6B | $4.8B | ||
| Q3 25 | $3.5B | $4.6B | ||
| Q2 25 | $3.4B | $4.2B | ||
| Q1 25 | $3.4B | $4.0B | ||
| Q4 24 | $3.3B | $4.0B | ||
| Q3 24 | $3.3B | $4.0B | ||
| Q2 24 | $3.2B | $3.9B |
负债/权益比LBRTLITE
| 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 | — | $126.7M |
| 自由现金流经营现金流 - 资本支出 | — | $43.1M |
| 自由现金流率自由现金流/营收 | — | 6.5% |
| 资本支出强度资本支出/营收 | 13.1% | 12.6% |
| 现金转化率经营现金流/净利润 | — | 1.62× |
| 过去12个月自由现金流最近4个季度 | — | $-29.5M |
8季度趋势，按日历期对齐
经营现金流LBRTLITE
| Q1 26 | — | — | ||
| Q4 25 | $195.4M | $126.7M | ||
| Q3 25 | $51.5M | $57.9M | ||
| Q2 25 | $170.6M | $64.0M | ||
| Q1 25 | $192.1M | $-1.6M | ||
| Q4 24 | $177.3M | $24.3M | ||
| Q3 24 | $244.5M | $39.6M | ||
| Q2 24 | $248.2M | $35.5M |
自由现金流LBRTLITE
| Q1 26 | — | — | ||
| Q4 25 | $-10.0M | $43.1M | ||
| Q3 25 | $-67.2M | $-18.3M | ||
| Q2 25 | $33.1M | $10.1M | ||
| Q1 25 | $58.2M | $-64.4M | ||
| Q4 24 | $-26.2M | $-15.9M | ||
| Q3 24 | $77.9M | $-34.5M | ||
| Q2 24 | $112.2M | $10.9M |
自由现金流率LBRTLITE
| Q1 26 | — | — | ||
| Q4 25 | -1.0% | 6.5% | ||
| Q3 25 | -7.1% | -3.4% | ||
| Q2 25 | 3.2% | 2.1% | ||
| Q1 25 | 6.0% | -15.1% | ||
| Q4 24 | -2.8% | -4.0% | ||
| Q3 24 | 6.8% | -10.2% | ||
| Q2 24 | 9.7% | 3.5% |
资本支出强度LBRTLITE
| Q1 26 | 13.1% | — | ||
| Q4 25 | 19.8% | 12.6% | ||
| Q3 25 | 12.5% | 14.3% | ||
| Q2 25 | 13.2% | 11.2% | ||
| Q1 25 | 13.7% | 14.8% | ||
| Q4 24 | 21.6% | 10.0% | ||
| Q3 24 | 14.6% | 22.0% | ||
| Q2 24 | 11.7% | 8.0% |
现金转化率LBRTLITE
| Q1 26 | — | — | ||
| Q4 25 | 14.28× | 1.62× | ||
| Q3 25 | 1.20× | 13.79× | ||
| Q2 25 | 2.40× | 0.30× | ||
| Q1 25 | 9.55× | — | ||
| Q4 24 | 3.42× | — | ||
| Q3 24 | 3.31× | — | ||
| Q2 24 | 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
LBRT
暂无分部数据
LITE
| Components | $443.7M | 67% |
| Systems | $221.8M | 33% |
