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Liberty Energy Inc.（LBRT）与LOUISIANA-PACIFIC CORP（LPX）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LOUISIANA-PACIFIC CORP的1.8倍（$1.0B vs $566.0M），Liberty Energy Inc.净利率更高（2.2% vs -1.4%，领先3.6%），Liberty Energy Inc.同比增速更快（4.5% vs -16.9%），过去两年Liberty Energy Inc.的营收复合增速更高（-6.2% vs -11.6%）
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。
路易斯安那-太平洋公司（简称LP）是美国知名建材制造商，成立于1973年，是美国定向结构刨花板（OSB）生产的开创者，总部现位于田纳西州纳什维尔。作为全球最大的OSB生产商，公司还生产工程木建材产品，通过建材分销商、经销商及家居零售中心向建筑商和业主供货。
LBRT vs LPX — 直观对比
营收规模更大
LBRT
是对方的1.8倍
$566.0M
营收增速更快
LBRT
高出21.4%
-16.9%
净利率更高
LBRT
高出3.6%
-1.4%
两年增速更快
LBRT
近两年复合增速
-11.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $566.0M |
| 净利润 | $22.6M | $-8.0M |
| 毛利率 | — | 15.0% |
| 营业利润率 | 2.2% | -1.6% |
| 净利率 | 2.2% | -1.4% |
| 营收同比 | 4.5% | -16.9% |
| 净利润同比 | — | -112.9% |
| 每股收益（稀释后） | $0.14 | $-0.12 |
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LBRTLPX
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.0B | $566.0M | ||
| Q3 25 | $947.4M | $663.0M | ||
| Q2 25 | $1.0B | $755.0M | ||
| Q1 25 | $977.5M | $724.0M | ||
| Q4 24 | $943.6M | $681.0M | ||
| Q3 24 | $1.1B | $722.0M | ||
| Q2 24 | $1.2B | $814.0M |
净利润LBRTLPX
| Q1 26 | $22.6M | — | ||
| Q4 25 | $13.7M | $-8.0M | ||
| Q3 25 | $43.1M | $9.0M | ||
| Q2 25 | $71.0M | $54.0M | ||
| Q1 25 | $20.1M | $91.0M | ||
| Q4 24 | $51.9M | $62.0M | ||
| Q3 24 | $73.8M | $90.0M | ||
| Q2 24 | $108.4M | $160.0M |
毛利率LBRTLPX
| Q1 26 | — | — | ||
| Q4 25 | 20.6% | 15.0% | ||
| Q3 25 | 18.7% | 19.5% | ||
| Q2 25 | 22.1% | 23.6% | ||
| Q1 25 | 22.1% | 27.2% | ||
| Q4 24 | 21.4% | 23.8% | ||
| Q3 24 | 26.2% | 26.7% | ||
| Q2 24 | 27.9% | 32.3% |
营业利润率LBRTLPX
| Q1 26 | 2.2% | — | ||
| Q4 25 | 1.9% | -1.6% | ||
| Q3 25 | -0.3% | 2.7% | ||
| Q2 25 | 3.6% | 10.6% | ||
| Q1 25 | 1.9% | 16.6% | ||
| Q4 24 | 2.6% | 11.0% | ||
| Q3 24 | 9.4% | 16.1% | ||
| Q2 24 | 12.2% | 23.8% |
净利率LBRTLPX
| Q1 26 | 2.2% | — | ||
| Q4 25 | 1.3% | -1.4% | ||
| Q3 25 | 4.5% | 1.4% | ||
| Q2 25 | 6.8% | 7.2% | ||
| Q1 25 | 2.1% | 12.6% | ||
| Q4 24 | 5.5% | 9.1% | ||
| Q3 24 | 6.5% | 12.5% | ||
| Q2 24 | 9.3% | 19.7% |
每股收益（稀释后）LBRTLPX
| Q1 26 | $0.14 | — | ||
| Q4 25 | $0.08 | $-0.12 | ||
| Q3 25 | $0.26 | $0.13 | ||
| Q2 25 | $0.43 | $0.77 | ||
| Q1 25 | $0.12 | $1.30 | ||
| Q4 24 | $0.31 | $0.90 | ||
| Q3 24 | $0.44 | $1.28 | ||
| Q2 24 | $0.64 | $2.23 |
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 | $292.0M |
| 总债务越低越好 | $7.1M | $348.0M |
| 股东权益账面价值 | $1.9B | $1.7B |
| 总资产 | $4.4B | $2.6B |
| 负债/权益比越低杠杆越低 | 0.00× | 0.20× |
8季度趋势，按日历期对齐
现金及短期投资LBRTLPX
| Q1 26 | $699.1M | — | ||
| Q4 25 | $27.6M | $292.0M | ||
| Q3 25 | $13.5M | $316.0M | ||
| Q2 25 | $19.6M | $333.0M | ||
| Q1 25 | $24.1M | $256.0M | ||
| Q4 24 | $20.0M | $340.0M | ||
| Q3 24 | $23.0M | $346.0M | ||
| Q2 24 | $30.0M | $317.0M |
总债务LBRTLPX
| Q1 26 | $7.1M | — | ||
| Q4 25 | $246.6M | $348.0M | ||
| Q3 25 | — | $348.0M | ||
| Q2 25 | — | $348.0M | ||
| Q1 25 | — | $348.0M | ||
| Q4 24 | $190.5M | $348.0M | ||
| Q3 24 | — | $347.0M | ||
| Q2 24 | — | $347.0M |
股东权益LBRTLPX
| Q1 26 | $1.9B | — | ||
| Q4 25 | $2.1B | $1.7B | ||
| Q3 25 | $2.1B | $1.7B | ||
| Q2 25 | $2.0B | $1.7B | ||
| Q1 25 | $2.0B | $1.7B | ||
| Q4 24 | $2.0B | $1.7B | ||
| Q3 24 | $2.0B | $1.7B | ||
| Q2 24 | $1.9B | $1.7B |
总资产LBRTLPX
| Q1 26 | $4.4B | — | ||
| Q4 25 | $3.6B | $2.6B | ||
| Q3 25 | $3.5B | $2.6B | ||
| Q2 25 | $3.4B | $2.7B | ||
| Q1 25 | $3.4B | $2.6B | ||
| Q4 24 | $3.3B | $2.6B | ||
| Q3 24 | $3.3B | $2.6B | ||
| Q2 24 | $3.2B | $2.5B |
负债/权益比LBRTLPX
| Q1 26 | 0.00× | — | ||
| Q4 25 | 0.12× | 0.20× | ||
| Q3 25 | — | 0.20× | ||
| Q2 25 | — | 0.20× | ||
| Q1 25 | — | 0.21× | ||
| Q4 24 | 0.10× | 0.21× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.21× |
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 | — | $67.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-8.0M |
| 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 | 13.1% | 13.3% |
| 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 | — | $91.0M |
8季度趋势，按日历期对齐
经营现金流LBRTLPX
| Q1 26 | — | — | ||
| Q4 25 | $195.4M | $67.0M | ||
| Q3 25 | $51.5M | $89.0M | ||
| Q2 25 | $170.6M | $162.0M | ||
| Q1 25 | $192.1M | $64.0M | ||
| Q4 24 | $177.3M | $105.0M | ||
| Q3 24 | $244.5M | $183.0M | ||
| Q2 24 | $248.2M | $212.0M |
自由现金流LBRTLPX
| Q1 26 | — | — | ||
| Q4 25 | $-10.0M | $-8.0M | ||
| Q3 25 | $-67.2M | $5.0M | ||
| Q2 25 | $33.1M | $94.0M | ||
| Q1 25 | $58.2M | $0 | ||
| Q4 24 | $-26.2M | $43.0M | ||
| Q3 24 | $77.9M | $139.0M | ||
| Q2 24 | $112.2M | $176.0M |
自由现金流率LBRTLPX
| Q1 26 | — | — | ||
| Q4 25 | -1.0% | -1.4% | ||
| Q3 25 | -7.1% | 0.8% | ||
| Q2 25 | 3.2% | 12.5% | ||
| Q1 25 | 6.0% | 0.0% | ||
| Q4 24 | -2.8% | 6.3% | ||
| Q3 24 | 6.8% | 19.3% | ||
| Q2 24 | 9.7% | 21.6% |
资本支出强度LBRTLPX
| Q1 26 | 13.1% | — | ||
| Q4 25 | 19.8% | 13.3% | ||
| Q3 25 | 12.5% | 12.7% | ||
| Q2 25 | 13.2% | 9.0% | ||
| Q1 25 | 13.7% | 8.8% | ||
| Q4 24 | 21.6% | 9.1% | ||
| Q3 24 | 14.6% | 6.1% | ||
| Q2 24 | 11.7% | 4.4% |
现金转化率LBRTLPX
| Q1 26 | — | — | ||
| Q4 25 | 14.28× | — | ||
| Q3 25 | 1.20× | 9.89× | ||
| Q2 25 | 2.40× | 3.00× | ||
| Q1 25 | 9.55× | 0.70× | ||
| Q4 24 | 3.42× | 1.69× | ||
| Q3 24 | 3.31× | 2.03× | ||
| Q2 24 | 2.29× | 1.32× |
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
LPX
| OS Bvalueadd | $472.0M | 83% |
| Other | $84.0M | 15% |
| Otherproducts | $10.0M | 2% |
