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Liberty Energy Inc.(LBRT)与利氏兄弟拍卖行(RBA)财务数据对比。点击上方公司名可切换其他公司
利氏兄弟拍卖行的季度营收约是Liberty Energy Inc.的1.2倍($1.2B vs $1.0B),利氏兄弟拍卖行净利率更高(9.1% vs 2.2%,领先6.9%),利氏兄弟拍卖行同比增速更快(5.4% vs 4.5%),过去两年利氏兄弟拍卖行的营收复合增速更高(6.3% 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。
利氏兄弟拍卖行(股票代码RBA)是全球知名的工业资产拍卖服务商,注册地位于加拿大,属公开上市企业,总部设在美国伊利诺伊州韦斯特切斯特,普通股同时在多伦多证券交易所与纽约证券交易所挂牌交易。
LBRT vs RBA — 直观对比
营收规模更大
RBA
是对方的1.2倍
$1.0B
营收增速更快
RBA
高出0.9%
4.5%
净利率更高
RBA
高出6.9%
2.2%
两年增速更快
RBA
近两年复合增速
-6.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.0B | $1.2B |
| 净利润 | $22.6M | $109.7M |
| 毛利率 | — | — |
| 营业利润率 | 2.2% | 14.7% |
| 净利率 | 2.2% | 9.1% |
| 营收同比 | 4.5% | 5.4% |
| 净利润同比 | — | -7.4% |
| 每股收益(稀释后) | $0.14 | $0.53 |
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
RBA
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.0B | $1.2B | ||
| Q3 25 | $947.4M | $1.1B | ||
| Q2 25 | $1.0B | $1.2B | ||
| Q1 25 | $977.5M | $1.1B | ||
| Q4 24 | $943.6M | $1.1B | ||
| Q3 24 | $1.1B | $981.8M | ||
| Q2 24 | $1.2B | $1.1B |
净利润
LBRT
RBA
| Q1 26 | $22.6M | — | ||
| Q4 25 | $13.7M | $109.7M | ||
| Q3 25 | $43.1M | $95.5M | ||
| Q2 25 | $71.0M | $109.8M | ||
| Q1 25 | $20.1M | $113.4M | ||
| Q4 24 | $51.9M | $118.5M | ||
| Q3 24 | $73.8M | $76.1M | ||
| Q2 24 | $108.4M | $111.1M |
毛利率
LBRT
RBA
| 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% | — | ||
| Q2 24 | 27.9% | — |
营业利润率
LBRT
RBA
| Q1 26 | 2.2% | — | ||
| Q4 25 | 1.9% | 14.7% | ||
| Q3 25 | -0.3% | 14.5% | ||
| Q2 25 | 3.6% | 15.9% | ||
| Q1 25 | 1.9% | 17.1% | ||
| Q4 24 | 2.6% | 18.1% | ||
| Q3 24 | 9.4% | 15.6% | ||
| Q2 24 | 12.2% | 18.4% |
净利率
LBRT
RBA
| Q1 26 | 2.2% | — | ||
| Q4 25 | 1.3% | 9.1% | ||
| Q3 25 | 4.5% | 8.7% | ||
| Q2 25 | 6.8% | 9.3% | ||
| Q1 25 | 2.1% | 10.2% | ||
| Q4 24 | 5.5% | 10.4% | ||
| Q3 24 | 6.5% | 7.8% | ||
| Q2 24 | 9.3% | 10.1% |
每股收益(稀释后)
LBRT
RBA
| Q1 26 | $0.14 | — | ||
| Q4 25 | $0.08 | $0.53 | ||
| Q3 25 | $0.26 | $0.43 | ||
| Q2 25 | $0.43 | $0.53 | ||
| Q1 25 | $0.12 | $0.55 | ||
| Q4 24 | $0.31 | $0.58 | ||
| Q3 24 | $0.44 | $0.36 | ||
| Q2 24 | $0.64 | $0.54 |
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 | $531.5M |
| 总债务越低越好 | $7.1M | $2.3B |
| 股东权益账面价值 | $1.9B | $5.6B |
| 总资产 | $4.4B | $12.1B |
| 负债/权益比越低杠杆越低 | 0.00× | 0.42× |
8季度趋势,按日历期对齐
现金及短期投资
LBRT
RBA
| Q1 26 | $699.1M | — | ||
| Q4 25 | $27.6M | $531.5M | ||
| Q3 25 | $13.5M | $674.7M | ||
| Q2 25 | $19.6M | $710.2M | ||
| Q1 25 | $24.1M | $578.1M | ||
| Q4 24 | $20.0M | $533.9M | ||
| Q3 24 | $23.0M | $650.7M | ||
| Q2 24 | $30.0M | $599.5M |
总债务
LBRT
RBA
| Q1 26 | $7.1M | — | ||
| Q4 25 | $246.6M | $2.3B | ||
| Q3 25 | — | $2.6B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | $2.6B | ||
| Q4 24 | $190.5M | $2.6B | ||
| Q3 24 | — | $2.7B | ||
| Q2 24 | — | $2.8B |
股东权益
LBRT
RBA
| Q1 26 | $1.9B | — | ||
| Q4 25 | $2.1B | $5.6B | ||
| Q3 25 | $2.1B | $5.5B | ||
| Q2 25 | $2.0B | $5.5B | ||
| Q1 25 | $2.0B | $5.3B | ||
| Q4 24 | $2.0B | $5.2B | ||
| Q3 24 | $2.0B | $5.2B | ||
| Q2 24 | $1.9B | $5.2B |
总资产
LBRT
RBA
| Q1 26 | $4.4B | — | ||
| Q4 25 | $3.6B | $12.1B | ||
| Q3 25 | $3.5B | $12.2B | ||
| Q2 25 | $3.4B | $12.2B | ||
| Q1 25 | $3.4B | $11.9B | ||
| Q4 24 | $3.3B | $11.8B | ||
| Q3 24 | $3.3B | $11.9B | ||
| Q2 24 | $3.2B | $12.1B |
负债/权益比
LBRT
RBA
| Q1 26 | 0.00× | — | ||
| Q4 25 | 0.12× | 0.42× | ||
| Q3 25 | — | 0.47× | ||
| Q2 25 | — | 0.47× | ||
| Q1 25 | — | 0.50× | ||
| Q4 24 | 0.10× | 0.50× | ||
| Q3 24 | — | 0.52× | ||
| Q2 24 | — | 0.55× |
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 | — | $255.2M |
| 自由现金流经营现金流 - 资本支出 | — | $186.5M |
| 自由现金流率自由现金流/营收 | — | 15.5% |
| 资本支出强度资本支出/营收 | 13.1% | 5.7% |
| 现金转化率经营现金流/净利润 | — | 2.33× |
| 过去12个月自由现金流最近4个季度 | — | $719.2M |
8季度趋势,按日历期对齐
经营现金流
LBRT
RBA
| Q1 26 | — | — | ||
| Q4 25 | $195.4M | $255.2M | ||
| Q3 25 | $51.5M | $239.7M | ||
| Q2 25 | $170.6M | $326.5M | ||
| Q1 25 | $192.1M | $156.8M | ||
| Q4 24 | $177.3M | $184.5M | ||
| Q3 24 | $244.5M | $285.4M | ||
| Q2 24 | $248.2M | $337.3M |
自由现金流
LBRT
RBA
| Q1 26 | — | — | ||
| Q4 25 | $-10.0M | $186.5M | ||
| Q3 25 | $-67.2M | $188.5M | ||
| Q2 25 | $33.1M | $241.7M | ||
| Q1 25 | $58.2M | $102.5M | ||
| Q4 24 | $-26.2M | $127.9M | ||
| Q3 24 | $77.9M | $248.5M | ||
| Q2 24 | $112.2M | $308.6M |
自由现金流率
LBRT
RBA
| Q1 26 | — | — | ||
| Q4 25 | -1.0% | 15.5% | ||
| Q3 25 | -7.1% | 17.3% | ||
| Q2 25 | 3.2% | 20.4% | ||
| Q1 25 | 6.0% | 9.2% | ||
| Q4 24 | -2.8% | 11.2% | ||
| Q3 24 | 6.8% | 25.3% | ||
| Q2 24 | 9.7% | 28.2% |
资本支出强度
LBRT
RBA
| Q1 26 | 13.1% | — | ||
| Q4 25 | 19.8% | 5.7% | ||
| Q3 25 | 12.5% | 4.7% | ||
| Q2 25 | 13.2% | 7.2% | ||
| Q1 25 | 13.7% | 4.9% | ||
| Q4 24 | 21.6% | 5.0% | ||
| Q3 24 | 14.6% | 3.8% | ||
| Q2 24 | 11.7% | 2.6% |
现金转化率
LBRT
RBA
| Q1 26 | — | — | ||
| Q4 25 | 14.28× | 2.33× | ||
| Q3 25 | 1.20× | 2.51× | ||
| Q2 25 | 2.40× | 2.97× | ||
| Q1 25 | 9.55× | 1.38× | ||
| Q4 24 | 3.42× | 1.56× | ||
| Q3 24 | 3.31× | 3.75× | ||
| Q2 24 | 2.29× | 3.04× |
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
RBA
| Buyer Revenue | $577.2M | 48% |
| Seller Revenue | $255.2M | 21% |
| CA | $199.0M | 17% |
| Other | $124.7M | 10% |
| AU | $47.3M | 4% |