vs
Liberty Energy Inc.（LBRT）与STIFEL FINANCIAL CORP（SF）财务数据对比。点击上方公司名可切换其他公司
STIFEL FINANCIAL CORP的季度营收约是Liberty Energy Inc.的1.1倍（$1.1B vs $1.0B），STIFEL FINANCIAL CORP净利率更高（23.5% vs 2.2%，领先21.2%），STIFEL FINANCIAL CORP同比增速更快（23.0% vs 4.5%），过去两年STIFEL FINANCIAL CORP的营收复合增速更高（21.1% 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。
司迪富金融是美国跨国独立投资银行及金融服务提供商，总部位于密苏里州圣路易斯市中心。其历史可追溯至1890年成立的Altheimer & Rawlings投资公司，1983年正式以Stifel为名成立，1986年11月24日在纽约证券交易所挂牌上市，为全球客户提供多元化金融服务。
LBRT vs SF — 直观对比
营收规模更大
SF
是对方的1.1倍
$1.0B
营收增速更快
SF
高出18.6%
4.5%
净利率更高
SF
高出21.2%
2.2%
两年增速更快
SF
近两年复合增速
-6.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $1.1B |
| 净利润 | $22.6M | $264.4M |
| 毛利率 | — | — |
| 营业利润率 | 2.2% | 27.3% |
| 净利率 | 2.2% | 23.5% |
| 营收同比 | 4.5% | 23.0% |
| 净利润同比 | — | 8.3% |
| 每股收益（稀释后） | $0.14 | $2.30 |
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LBRTSF
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.0B | $1.1B | ||
| Q3 25 | $947.4M | $962.6M | ||
| Q2 25 | $1.0B | $838.9M | ||
| Q1 25 | $977.5M | $842.5M | ||
| Q4 24 | $943.6M | $916.0M | ||
| Q3 24 | $1.1B | $810.9M | ||
| Q2 24 | $1.2B | $798.9M |
净利润LBRTSF
| Q1 26 | $22.6M | — | ||
| Q4 25 | $13.7M | $264.4M | ||
| Q3 25 | $43.1M | $211.4M | ||
| Q2 25 | $71.0M | $155.1M | ||
| Q1 25 | $20.1M | $53.0M | ||
| Q4 24 | $51.9M | $244.0M | ||
| Q3 24 | $73.8M | $158.5M | ||
| Q2 24 | $108.4M | $165.3M |
毛利率LBRTSF
| 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LBRTSF
| Q1 26 | 2.2% | — | ||
| Q4 25 | 1.9% | 27.3% | ||
| Q3 25 | -0.3% | 29.7% | ||
| Q2 25 | 3.6% | 25.5% | ||
| Q1 25 | 1.9% | 7.5% | ||
| Q4 24 | 2.6% | 29.1% | ||
| Q3 24 | 9.4% | 26.7% | ||
| Q2 24 | 12.2% | 28.4% |
净利率LBRTSF
| Q1 26 | 2.2% | — | ||
| Q4 25 | 1.3% | 23.5% | ||
| Q3 25 | 4.5% | 22.0% | ||
| Q2 25 | 6.8% | 18.5% | ||
| Q1 25 | 2.1% | 6.3% | ||
| Q4 24 | 5.5% | 26.6% | ||
| Q3 24 | 6.5% | 19.5% | ||
| Q2 24 | 9.3% | 20.7% |
每股收益（稀释后）LBRTSF
| Q1 26 | $0.14 | — | ||
| Q4 25 | $0.08 | $2.30 | ||
| Q3 25 | $0.26 | $1.84 | ||
| Q2 25 | $0.43 | $1.34 | ||
| Q1 25 | $0.12 | $0.39 | ||
| Q4 24 | $0.31 | $2.10 | ||
| Q3 24 | $0.44 | $1.34 | ||
| 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 | $2.3B |
| 总债务越低越好 | $7.1M | $617.4M |
| 股东权益账面价值 | $1.9B | $6.0B |
| 总资产 | $4.4B | $41.3B |
| 负债/权益比越低杠杆越低 | 0.00× | 0.10× |
8季度趋势，按日历期对齐
现金及短期投资LBRTSF
| Q1 26 | $699.1M | — | ||
| Q4 25 | $27.6M | $2.3B | ||
| Q3 25 | $13.5M | $3.2B | ||
| Q2 25 | $19.6M | $1.9B | ||
| Q1 25 | $24.1M | $2.7B | ||
| Q4 24 | $20.0M | $2.6B | ||
| Q3 24 | $23.0M | $1.9B | ||
| Q2 24 | $30.0M | $2.6B |
总债务LBRTSF
| Q1 26 | $7.1M | — | ||
| Q4 25 | $246.6M | $617.4M | ||
| Q3 25 | — | $617.2M | ||
| Q2 25 | — | $617.0M | ||
| Q1 25 | — | $616.8M | ||
| Q4 24 | $190.5M | $616.6M | ||
| Q3 24 | — | $616.4M | ||
| Q2 24 | — | $1.1B |
股东权益LBRTSF
| Q1 26 | $1.9B | — | ||
| Q4 25 | $2.1B | $6.0B | ||
| Q3 25 | $2.1B | $5.8B | ||
| Q2 25 | $2.0B | $5.6B | ||
| Q1 25 | $2.0B | $5.5B | ||
| Q4 24 | $2.0B | $5.7B | ||
| Q3 24 | $2.0B | $5.6B | ||
| Q2 24 | $1.9B | $5.4B |
总资产LBRTSF
| Q1 26 | $4.4B | — | ||
| Q4 25 | $3.6B | $41.3B | ||
| Q3 25 | $3.5B | $41.7B | ||
| Q2 25 | $3.4B | $39.9B | ||
| Q1 25 | $3.4B | $40.4B | ||
| Q4 24 | $3.3B | $39.9B | ||
| Q3 24 | $3.3B | $38.9B | ||
| Q2 24 | $3.2B | $37.8B |
负债/权益比LBRTSF
| Q1 26 | 0.00× | — | ||
| Q4 25 | 0.12× | 0.10× | ||
| Q3 25 | — | 0.11× | ||
| Q2 25 | — | 0.11× | ||
| Q1 25 | — | 0.11× | ||
| Q4 24 | 0.10× | 0.11× | ||
| Q3 24 | — | 0.11× | ||
| 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 | — | $382.4M |
| 自由现金流经营现金流 - 资本支出 | — | $369.0M |
| 自由现金流率自由现金流/营收 | — | 32.7% |
| 资本支出强度资本支出/营收 | 13.1% | 1.2% |
| 现金转化率经营现金流/净利润 | — | 1.45× |
| 过去12个月自由现金流最近4个季度 | — | $1.1B |
8季度趋势，按日历期对齐
经营现金流LBRTSF
| Q1 26 | — | — | ||
| Q4 25 | $195.4M | $382.4M | ||
| Q3 25 | $51.5M | $338.3M | ||
| Q2 25 | $170.6M | $607.5M | ||
| Q1 25 | $192.1M | $-211.2M | ||
| Q4 24 | $177.3M | $694.6M | ||
| Q3 24 | $244.5M | $198.3M | ||
| Q2 24 | $248.2M | $207.2M |
自由现金流LBRTSF
| Q1 26 | — | — | ||
| Q4 25 | $-10.0M | $369.0M | ||
| Q3 25 | $-67.2M | $321.1M | ||
| Q2 25 | $33.1M | $592.7M | ||
| Q1 25 | $58.2M | $-227.8M | ||
| Q4 24 | $-26.2M | $677.2M | ||
| Q3 24 | $77.9M | $185.6M | ||
| Q2 24 | $112.2M | $173.3M |
自由现金流率LBRTSF
| Q1 26 | — | — | ||
| Q4 25 | -1.0% | 32.7% | ||
| Q3 25 | -7.1% | 33.4% | ||
| Q2 25 | 3.2% | 70.6% | ||
| Q1 25 | 6.0% | -27.0% | ||
| Q4 24 | -2.8% | 73.9% | ||
| Q3 24 | 6.8% | 22.9% | ||
| Q2 24 | 9.7% | 21.7% |
资本支出强度LBRTSF
| Q1 26 | 13.1% | — | ||
| Q4 25 | 19.8% | 1.2% | ||
| Q3 25 | 12.5% | 1.8% | ||
| Q2 25 | 13.2% | 1.8% | ||
| Q1 25 | 13.7% | 2.0% | ||
| Q4 24 | 21.6% | 1.9% | ||
| Q3 24 | 14.6% | 1.6% | ||
| Q2 24 | 11.7% | 4.2% |
现金转化率LBRTSF
| Q1 26 | — | — | ||
| Q4 25 | 14.28× | 1.45× | ||
| Q3 25 | 1.20× | 1.60× | ||
| Q2 25 | 2.40× | 3.92× | ||
| Q1 25 | 9.55× | -3.99× | ||
| Q4 24 | 3.42× | 2.85× | ||
| Q3 24 | 3.31× | 1.25× | ||
| Q2 24 | 2.29× | 1.25× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
