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Liberty Energy Inc.(LBRT)与Monolithic Power Systems(MPWR)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Monolithic Power Systems的1.3倍($1.0B vs $804.2M),Monolithic Power Systems净利率更高(24.0% vs 2.2%,领先21.8%),Monolithic Power Systems同比增速更快(26.1% vs 4.5%),过去两年Monolithic Power Systems的营收复合增速更高(25.9% 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。
Monolithic Power Systems(简称MPS)是一家美国上市企业,总部位于华盛顿州柯克兰市,主营高性能电源管理类产品的研发、生产与销售,目前在全球范围内设有超过15个运营站点,业务覆盖多个国家和地区。
LBRT vs MPWR — 直观对比
营收规模更大
LBRT
是对方的1.3倍
$804.2M
营收增速更快
MPWR
高出21.7%
4.5%
净利率更高
MPWR
高出21.8%
2.2%
两年增速更快
MPWR
近两年复合增速
-6.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.0B | $804.2M |
| 净利润 | $22.6M | $193.2M |
| 毛利率 | — | 55.3% |
| 营业利润率 | 2.2% | 30.0% |
| 净利率 | 2.2% | 24.0% |
| 营收同比 | 4.5% | 26.1% |
| 净利润同比 | — | 43.1% |
| 每股收益(稀释后) | $0.14 | $3.92 |
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
LBRT
MPWR
| Q1 26 | $1.0B | $804.2M | ||
| Q4 25 | $1.0B | $751.2M | ||
| Q3 25 | $947.4M | $737.2M | ||
| Q2 25 | $1.0B | $664.6M | ||
| Q1 25 | $977.5M | $637.6M | ||
| Q4 24 | $943.6M | $621.7M | ||
| Q3 24 | $1.1B | $620.1M | ||
| Q2 24 | $1.2B | $507.4M |
净利润
LBRT
MPWR
| Q1 26 | $22.6M | $193.2M | ||
| Q4 25 | $13.7M | $171.7M | ||
| Q3 25 | $43.1M | $179.8M | ||
| Q2 25 | $71.0M | $135.0M | ||
| Q1 25 | $20.1M | $135.1M | ||
| Q4 24 | $51.9M | $1.3B | ||
| Q3 24 | $73.8M | $144.4M | ||
| Q2 24 | $108.4M | $100.4M |
毛利率
LBRT
MPWR
| Q1 26 | — | 55.3% | ||
| Q4 25 | 20.6% | 55.2% | ||
| Q3 25 | 18.7% | 55.1% | ||
| Q2 25 | 22.1% | 55.1% | ||
| Q1 25 | 22.1% | 55.4% | ||
| Q4 24 | 21.4% | 55.4% | ||
| Q3 24 | 26.2% | 55.4% | ||
| Q2 24 | 27.9% | 55.3% |
营业利润率
LBRT
MPWR
| Q1 26 | 2.2% | 30.0% | ||
| Q4 25 | 1.9% | 26.6% | ||
| Q3 25 | -0.3% | 26.5% | ||
| Q2 25 | 3.6% | 24.8% | ||
| Q1 25 | 1.9% | 26.5% | ||
| Q4 24 | 2.6% | 26.3% | ||
| Q3 24 | 9.4% | 26.5% | ||
| Q2 24 | 12.2% | 23.0% |
净利率
LBRT
MPWR
| Q1 26 | 2.2% | 24.0% | ||
| Q4 25 | 1.3% | 22.9% | ||
| Q3 25 | 4.5% | 24.4% | ||
| Q2 25 | 6.8% | 20.3% | ||
| Q1 25 | 2.1% | 21.2% | ||
| Q4 24 | 5.5% | 201.8% | ||
| Q3 24 | 6.5% | 23.3% | ||
| Q2 24 | 9.3% | 19.8% |
每股收益(稀释后)
LBRT
MPWR
| Q1 26 | $0.14 | $3.92 | ||
| Q4 25 | $0.08 | $3.50 | ||
| Q3 25 | $0.26 | $3.74 | ||
| Q2 25 | $0.43 | $2.81 | ||
| Q1 25 | $0.12 | $2.81 | ||
| Q4 24 | $0.31 | $25.71 | ||
| Q3 24 | $0.44 | $2.95 | ||
| Q2 24 | $0.64 | $2.05 |
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 | $3.7B |
| 总资产 | $4.4B | $4.4B |
| 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
LBRT
MPWR
| Q1 26 | $699.1M | $1.4B | ||
| Q4 25 | $27.6M | $1.3B | ||
| Q3 25 | $13.5M | $1.3B | ||
| Q2 25 | $19.6M | $1.1B | ||
| Q1 25 | $24.1M | $1.0B | ||
| Q4 24 | $20.0M | $862.9M | ||
| Q3 24 | $23.0M | $1.5B | ||
| Q2 24 | $30.0M | $1.3B |
总债务
LBRT
MPWR
| 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
LBRT
MPWR
| Q1 26 | $1.9B | $3.7B | ||
| Q4 25 | $2.1B | $3.5B | ||
| Q3 25 | $2.1B | $3.4B | ||
| Q2 25 | $2.0B | $3.2B | ||
| Q1 25 | $2.0B | $3.1B | ||
| Q4 24 | $2.0B | $3.0B | ||
| Q3 24 | $2.0B | $2.4B | ||
| Q2 24 | $1.9B | $2.2B |
总资产
LBRT
MPWR
| Q1 26 | $4.4B | $4.4B | ||
| Q4 25 | $3.6B | $4.2B | ||
| Q3 25 | $3.5B | $4.1B | ||
| Q2 25 | $3.4B | $3.9B | ||
| Q1 25 | $3.4B | $3.7B | ||
| Q4 24 | $3.3B | $3.5B | ||
| Q3 24 | $3.3B | $2.9B | ||
| Q2 24 | $3.2B | $2.6B |
负债/权益比
LBRT
MPWR
| Q1 26 | 0.00× | — | ||
| Q4 25 | 0.12× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.10× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图