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Liberty Energy Inc.（LBRT）与味好美（MKC）财务数据对比。点击上方公司名可切换其他公司
味好美的季度营收约是Liberty Energy Inc.的1.8倍（$1.9B vs $1.0B），味好美净利率更高（12.2% vs 2.2%，领先10.0%），Liberty Energy Inc.同比增速更快（4.5% vs 2.9%），过去两年味好美的营收复合增速更高（7.5% 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。
味好美是美国知名食品企业，专业生产、营销并配送香辛料、复合调味料、调味酱及各类风味产品，客户覆盖零售终端、食品生产商及餐饮服务企业，是全球领先的风味产品供应商。
LBRT vs MKC — 直观对比
营收规模更大
MKC
是对方的1.8倍
$1.0B
营收增速更快
LBRT
高出1.6%
2.9%
净利率更高
MKC
高出10.0%
2.2%
两年增速更快
MKC
近两年复合增速
-6.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $1.9B |
| 净利润 | $22.6M | $226.6M |
| 毛利率 | — | 38.9% |
| 营业利润率 | 2.2% | 16.8% |
| 净利率 | 2.2% | 12.2% |
| 营收同比 | 4.5% | 2.9% |
| 净利润同比 | 64.8% | 5.3% |
| 每股收益（稀释后） | $0.14 | $0.84 |
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LBRTMKC
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.0B | $1.9B | ||
| Q3 25 | $947.4M | $1.7B | ||
| Q2 25 | $1.0B | $1.7B | ||
| Q1 25 | $977.5M | $1.6B | ||
| Q4 24 | $943.6M | $1.8B | ||
| Q3 24 | $1.1B | $1.7B | ||
| Q2 24 | $1.2B | $1.6B |
净利润LBRTMKC
| Q1 26 | $22.6M | — | ||
| Q4 25 | $13.7M | $226.6M | ||
| Q3 25 | $43.1M | $225.5M | ||
| Q2 25 | $71.0M | $175.0M | ||
| Q1 25 | $20.1M | $162.3M | ||
| Q4 24 | $51.9M | $215.2M | ||
| Q3 24 | $73.8M | $223.1M | ||
| Q2 24 | $108.4M | $184.2M |
毛利率LBRTMKC
| Q1 26 | — | — | ||
| Q4 25 | 20.6% | 38.9% | ||
| Q3 25 | 18.7% | 37.4% | ||
| Q2 25 | 22.1% | 37.5% | ||
| Q1 25 | 22.1% | 37.6% | ||
| Q4 24 | 21.4% | 40.2% | ||
| Q3 24 | 26.2% | 38.7% | ||
| Q2 24 | 27.9% | 37.7% |
营业利润率LBRTMKC
| Q1 26 | 2.2% | — | ||
| Q4 25 | 1.9% | 16.8% | ||
| Q3 25 | -0.3% | 16.7% | ||
| Q2 25 | 3.6% | 14.8% | ||
| Q1 25 | 1.9% | 14.0% | ||
| Q4 24 | 2.6% | 17.0% | ||
| Q3 24 | 9.4% | 17.1% | ||
| Q2 24 | 12.2% | 14.2% |
净利率LBRTMKC
| Q1 26 | 2.2% | — | ||
| Q4 25 | 1.3% | 12.2% | ||
| Q3 25 | 4.5% | 13.1% | ||
| Q2 25 | 6.8% | 10.5% | ||
| Q1 25 | 2.1% | 10.1% | ||
| Q4 24 | 5.5% | 12.0% | ||
| Q3 24 | 6.5% | 13.3% | ||
| Q2 24 | 9.3% | 11.2% |
每股收益（稀释后）LBRTMKC
| Q1 26 | $0.14 | — | ||
| Q4 25 | $0.08 | $0.84 | ||
| Q3 25 | $0.26 | $0.84 | ||
| Q2 25 | $0.43 | $0.65 | ||
| Q1 25 | $0.12 | $0.60 | ||
| Q4 24 | $0.31 | $0.79 | ||
| Q3 24 | $0.44 | $0.83 | ||
| Q2 24 | $0.64 | $0.68 |
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 | $95.9M |
| 总债务越低越好 | $7.1M | $3.6B |
| 股东权益账面价值 | $1.9B | $5.7B |
| 总资产 | $4.4B | $13.2B |
| 负债/权益比越低杠杆越低 | 0.00× | 0.63× |
8季度趋势，按日历期对齐
现金及短期投资LBRTMKC
| Q1 26 | $699.1M | — | ||
| Q4 25 | $27.6M | $95.9M | ||
| Q3 25 | $13.5M | $94.9M | ||
| Q2 25 | $19.6M | $124.1M | ||
| Q1 25 | $24.1M | $102.8M | ||
| Q4 24 | $20.0M | $186.1M | ||
| Q3 24 | $23.0M | $200.8M | ||
| Q2 24 | $30.0M | $166.3M |
总债务LBRTMKC
| Q1 26 | $7.1M | — | ||
| Q4 25 | $246.6M | $3.6B | ||
| Q3 25 | — | $3.9B | ||
| Q2 25 | — | $3.9B | ||
| Q1 25 | — | $3.9B | ||
| Q4 24 | $190.5M | $3.9B | ||
| Q3 24 | — | $3.4B | ||
| Q2 24 | — | $4.1B |
股东权益LBRTMKC
| Q1 26 | $1.9B | — | ||
| Q4 25 | $2.1B | $5.7B | ||
| Q3 25 | $2.1B | $5.8B | ||
| Q2 25 | $2.0B | $5.6B | ||
| Q1 25 | $2.0B | $5.4B | ||
| Q4 24 | $2.0B | $5.3B | ||
| Q3 24 | $2.0B | $5.4B | ||
| Q2 24 | $1.9B | $5.3B |
总资产LBRTMKC
| Q1 26 | $4.4B | — | ||
| Q4 25 | $3.6B | $13.2B | ||
| Q3 25 | $3.5B | $13.2B | ||
| Q2 25 | $3.4B | $13.2B | ||
| Q1 25 | $3.4B | $12.9B | ||
| Q4 24 | $3.3B | $13.1B | ||
| Q3 24 | $3.3B | $13.2B | ||
| Q2 24 | $3.2B | $13.0B |
负债/权益比LBRTMKC
| Q1 26 | 0.00× | — | ||
| Q4 25 | 0.12× | 0.63× | ||
| Q3 25 | — | 0.67× | ||
| Q2 25 | — | 0.69× | ||
| Q1 25 | — | 0.71× | ||
| Q4 24 | 0.10× | 0.73× | ||
| Q3 24 | — | 0.63× | ||
| Q2 24 | — | 0.77× |
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 | — | $542.0M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | 13.1% | — |
| 现金转化率经营现金流/净利润 | — | 2.39× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流LBRTMKC
| Q1 26 | — | — | ||
| Q4 25 | $195.4M | $542.0M | ||
| Q3 25 | $51.5M | $258.8M | ||
| Q2 25 | $170.6M | $45.9M | ||
| Q1 25 | $192.1M | $115.5M | ||
| Q4 24 | $177.3M | $458.7M | ||
| Q3 24 | $244.5M | $161.7M | ||
| Q2 24 | $248.2M | $163.1M |
自由现金流LBRTMKC
| Q1 26 | — | — | ||
| Q4 25 | $-10.0M | — | ||
| Q3 25 | $-67.2M | $206.1M | ||
| Q2 25 | $33.1M | $-2.4M | ||
| Q1 25 | $58.2M | $78.4M | ||
| Q4 24 | $-26.2M | — | ||
| Q3 24 | $77.9M | $102.7M | ||
| Q2 24 | $112.2M | $94.8M |
自由现金流率LBRTMKC
| Q1 26 | — | — | ||
| Q4 25 | -1.0% | — | ||
| Q3 25 | -7.1% | 11.9% | ||
| Q2 25 | 3.2% | -0.1% | ||
| Q1 25 | 6.0% | 4.9% | ||
| Q4 24 | -2.8% | — | ||
| Q3 24 | 6.8% | 6.1% | ||
| Q2 24 | 9.7% | 5.8% |
资本支出强度LBRTMKC
| Q1 26 | 13.1% | — | ||
| Q4 25 | 19.8% | — | ||
| Q3 25 | 12.5% | 3.1% | ||
| Q2 25 | 13.2% | 2.9% | ||
| Q1 25 | 13.7% | 2.3% | ||
| Q4 24 | 21.6% | — | ||
| Q3 24 | 14.6% | 3.5% | ||
| Q2 24 | 11.7% | 4.2% |
现金转化率LBRTMKC
| Q1 26 | — | — | ||
| Q4 25 | 14.28× | 2.39× | ||
| Q3 25 | 1.20× | 1.15× | ||
| Q2 25 | 2.40× | 0.26× | ||
| Q1 25 | 9.55× | 0.71× | ||
| Q4 24 | 3.42× | 2.13× | ||
| Q3 24 | 3.31× | 0.72× | ||
| Q2 24 | 2.29× | 0.89× |
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
MKC
| Consumer | $1.1B | 61% |
| Flavor Solutions | $723.1M | 39% |
