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Liberty Energy Inc.（LBRT）与MUELLER INDUSTRIES INC（MLI）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MUELLER INDUSTRIES INC的1.1倍（$1.0B vs $962.4M），MUELLER INDUSTRIES INC净利率更高（16.0% vs 2.2%，领先13.8%），Liberty Energy Inc.同比增速更快（4.5% vs 4.2%），过去两年MUELLER INDUSTRIES INC的营收复合增速更高（6.4% 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。
Mueller Industries是美国知名工业制造企业，1917年正式成立，总部坐落于美国田纳西州孟菲斯市，主营管道产品、工业金属及暖通制冷设备，2022年入选《财富》1000强榜单，是年营收达数十亿美元的公开上市企业。
LBRT vs MLI — 直观对比
营收规模更大
LBRT
是对方的1.1倍
$962.4M
营收增速更快
LBRT
高出0.3%
4.2%
净利率更高
MLI
高出13.8%
2.2%
两年增速更快
MLI
近两年复合增速
-6.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $962.4M |
| 净利润 | $22.6M | $153.7M |
| 毛利率 | — | — |
| 营业利润率 | 2.2% | 17.9% |
| 净利率 | 2.2% | 16.0% |
| 营收同比 | 4.5% | 4.2% |
| 净利润同比 | 64.8% | 11.7% |
| 每股收益（稀释后） | $0.14 | $1.37 |
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LBRTMLI
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.0B | $962.4M | ||
| Q3 25 | $947.4M | $1.1B | ||
| Q2 25 | $1.0B | $1.1B | ||
| Q1 25 | $977.5M | $1.0B | ||
| Q4 24 | $943.6M | $923.5M | ||
| Q3 24 | $1.1B | $997.8M | ||
| Q2 24 | $1.2B | $997.7M |
净利润LBRTMLI
| Q1 26 | $22.6M | — | ||
| Q4 25 | $13.7M | $153.7M | ||
| Q3 25 | $43.1M | $208.1M | ||
| Q2 25 | $71.0M | $245.9M | ||
| Q1 25 | $20.1M | $157.4M | ||
| Q4 24 | $51.9M | $137.7M | ||
| Q3 24 | $73.8M | $168.7M | ||
| Q2 24 | $108.4M | $160.2M |
毛利率LBRTMLI
| 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% | 27.6% | ||
| Q2 24 | 27.9% | 27.3% |
营业利润率LBRTMLI
| Q1 26 | 2.2% | — | ||
| Q4 25 | 1.9% | 17.9% | ||
| Q3 25 | -0.3% | 25.6% | ||
| Q2 25 | 3.6% | 26.7% | ||
| Q1 25 | 1.9% | 20.6% | ||
| Q4 24 | 2.6% | 18.4% | ||
| Q3 24 | 9.4% | 20.7% | ||
| Q2 24 | 12.2% | 21.0% |
净利率LBRTMLI
| Q1 26 | 2.2% | — | ||
| Q4 25 | 1.3% | 16.0% | ||
| Q3 25 | 4.5% | 19.3% | ||
| Q2 25 | 6.8% | 21.6% | ||
| Q1 25 | 2.1% | 15.7% | ||
| Q4 24 | 5.5% | 14.9% | ||
| Q3 24 | 6.5% | 16.9% | ||
| Q2 24 | 9.3% | 16.1% |
每股收益（稀释后）LBRTMLI
| Q1 26 | $0.14 | — | ||
| Q4 25 | $0.08 | $1.37 | ||
| Q3 25 | $0.26 | $1.88 | ||
| Q2 25 | $0.43 | $2.22 | ||
| Q1 25 | $0.12 | $1.39 | ||
| Q4 24 | $0.31 | $1.21 | ||
| Q3 24 | $0.44 | $1.48 | ||
| Q2 24 | $0.64 | $1.41 |
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 | $1.4B |
| 总债务越低越好 | $7.1M | — |
| 股东权益账面价值 | $1.9B | $3.2B |
| 总资产 | $4.4B | $3.7B |
| 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LBRTMLI
| Q1 26 | $699.1M | — | ||
| Q4 25 | $27.6M | $1.4B | ||
| Q3 25 | $13.5M | $1.3B | ||
| Q2 25 | $19.6M | $1.1B | ||
| Q1 25 | $24.1M | $873.6M | ||
| Q4 24 | $20.0M | $1.1B | ||
| Q3 24 | $23.0M | $969.6M | ||
| Q2 24 | $30.0M | $825.7M |
总债务LBRTMLI
| 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LBRTMLI
| Q1 26 | $1.9B | — | ||
| Q4 25 | $2.1B | $3.2B | ||
| Q3 25 | $2.1B | $3.1B | ||
| Q2 25 | $2.0B | $2.9B | ||
| Q1 25 | $2.0B | $2.7B | ||
| Q4 24 | $2.0B | $2.8B | ||
| Q3 24 | $2.0B | $2.7B | ||
| Q2 24 | $1.9B | $2.5B |
总资产LBRTMLI
| Q1 26 | $4.4B | — | ||
| Q4 25 | $3.6B | $3.7B | ||
| Q3 25 | $3.5B | $3.7B | ||
| Q2 25 | $3.4B | $3.5B | ||
| Q1 25 | $3.4B | $3.2B | ||
| Q4 24 | $3.3B | $3.3B | ||
| Q3 24 | $3.3B | $3.2B | ||
| Q2 24 | $3.2B | $3.1B |
负债/权益比LBRTMLI
| 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 | — | $141.2M |
| 自由现金流经营现金流 - 资本支出 | — | $121.4M |
| 自由现金流率自由现金流/营收 | — | 12.6% |
| 资本支出强度资本支出/营收 | 13.1% | 2.1% |
| 现金转化率经营现金流/净利润 | — | 0.92× |
| 过去12个月自由现金流最近4个季度 | — | $686.6M |
8季度趋势，按日历期对齐
经营现金流LBRTMLI
| Q1 26 | — | — | ||
| Q4 25 | $195.4M | $141.2M | ||
| Q3 25 | $51.5M | $310.1M | ||
| Q2 25 | $170.6M | $190.6M | ||
| Q1 25 | $192.1M | $113.6M | ||
| Q4 24 | $177.3M | $140.1M | ||
| Q3 24 | $244.5M | $231.4M | ||
| Q2 24 | $248.2M | $100.8M |
自由现金流LBRTMLI
| Q1 26 | — | — | ||
| Q4 25 | $-10.0M | $121.4M | ||
| Q3 25 | $-67.2M | $291.8M | ||
| Q2 25 | $33.1M | $176.5M | ||
| Q1 25 | $58.2M | $97.0M | ||
| Q4 24 | $-26.2M | $111.2M | ||
| Q3 24 | $77.9M | $205.7M | ||
| Q2 24 | $112.2M | $91.6M |
自由现金流率LBRTMLI
| Q1 26 | — | — | ||
| Q4 25 | -1.0% | 12.6% | ||
| Q3 25 | -7.1% | 27.1% | ||
| Q2 25 | 3.2% | 15.5% | ||
| Q1 25 | 6.0% | 9.7% | ||
| Q4 24 | -2.8% | 12.0% | ||
| Q3 24 | 6.8% | 20.6% | ||
| Q2 24 | 9.7% | 9.2% |
资本支出强度LBRTMLI
| Q1 26 | 13.1% | — | ||
| Q4 25 | 19.8% | 2.1% | ||
| Q3 25 | 12.5% | 1.7% | ||
| Q2 25 | 13.2% | 1.2% | ||
| Q1 25 | 13.7% | 1.7% | ||
| Q4 24 | 21.6% | 3.1% | ||
| Q3 24 | 14.6% | 2.6% | ||
| Q2 24 | 11.7% | 0.9% |
现金转化率LBRTMLI
| Q1 26 | — | — | ||
| Q4 25 | 14.28× | 0.92× | ||
| Q3 25 | 1.20× | 1.49× | ||
| Q2 25 | 2.40× | 0.78× | ||
| Q1 25 | 9.55× | 0.72× | ||
| Q4 24 | 3.42× | 1.02× | ||
| Q3 24 | 3.31× | 1.37× | ||
| Q2 24 | 2.29× | 0.63× |
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
MLI
| Tube And Fittings | $484.6M | 50% |
| Industrial Metals | $252.2M | 26% |
| Valves And Plumbing Specialties | $122.5M | 13% |
| Flex Duct And Other HVAC Components | $80.8M | 8% |
| Other Products | $14.9M | 2% |
