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Liberty Energy Inc.(LBRT)与Simpson Manufacturing Co., Inc.(SSD)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Simpson Manufacturing Co., Inc.的1.7倍($1.0B vs $588.0M),Simpson Manufacturing Co., Inc.净利率更高(15.0% vs 2.2%,领先12.8%),Simpson Manufacturing Co., Inc.同比增速更快(9.1% vs 4.5%),过去两年Simpson Manufacturing Co., Inc.的营收复合增速更高(-0.8% 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。
辛普森制造是美国领先的建筑材料生产企业,主营面向新建建筑及改造翻新项目的结构连接件、紧固件、锚固件等专业产品,在建筑配套材料领域具备深厚的技术积累与较高的市场认可度。
LBRT vs SSD — 直观对比
营收规模更大
LBRT
是对方的1.7倍
$588.0M
营收增速更快
SSD
高出4.6%
4.5%
净利率更高
SSD
高出12.8%
2.2%
两年增速更快
SSD
近两年复合增速
-6.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.0B | $588.0M |
| 净利润 | $22.6M | $88.2M |
| 毛利率 | — | 45.2% |
| 营业利润率 | 2.2% | 19.5% |
| 净利率 | 2.2% | 15.0% |
| 营收同比 | 4.5% | 9.1% |
| 净利润同比 | — | 13.3% |
| 每股收益(稀释后) | $0.14 | $2.13 |
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
SSD
| Q1 26 | $1.0B | $588.0M | ||
| Q4 25 | $1.0B | $539.3M | ||
| Q3 25 | $947.4M | $623.5M | ||
| Q2 25 | $1.0B | $631.1M | ||
| Q1 25 | $977.5M | $538.9M | ||
| Q4 24 | $943.6M | $517.4M | ||
| Q3 24 | $1.1B | $587.2M | ||
| Q2 24 | $1.2B | $597.0M |
净利润
LBRT
SSD
| Q1 26 | $22.6M | $88.2M | ||
| Q4 25 | $13.7M | $56.2M | ||
| Q3 25 | $43.1M | $107.4M | ||
| Q2 25 | $71.0M | $103.5M | ||
| Q1 25 | $20.1M | $77.9M | ||
| Q4 24 | $51.9M | $55.4M | ||
| Q3 24 | $73.8M | $93.5M | ||
| Q2 24 | $108.4M | $97.8M |
毛利率
LBRT
SSD
| Q1 26 | — | 45.2% | ||
| Q4 25 | 20.6% | 43.4% | ||
| Q3 25 | 18.7% | 46.4% | ||
| Q2 25 | 22.1% | 46.7% | ||
| Q1 25 | 22.1% | 46.8% | ||
| Q4 24 | 21.4% | 44.0% | ||
| Q3 24 | 26.2% | 46.8% | ||
| Q2 24 | 27.9% | 46.7% |
营业利润率
LBRT
SSD
| Q1 26 | 2.2% | 19.5% | ||
| Q4 25 | 1.9% | 13.9% | ||
| Q3 25 | -0.3% | 22.6% | ||
| Q2 25 | 3.6% | 22.2% | ||
| Q1 25 | 1.9% | 19.0% | ||
| Q4 24 | 2.6% | 14.8% | ||
| Q3 24 | 9.4% | 21.3% | ||
| Q2 24 | 12.2% | 22.1% |
净利率
LBRT
SSD
| Q1 26 | 2.2% | 15.0% | ||
| Q4 25 | 1.3% | 10.4% | ||
| Q3 25 | 4.5% | 17.2% | ||
| Q2 25 | 6.8% | 16.4% | ||
| Q1 25 | 2.1% | 14.5% | ||
| Q4 24 | 5.5% | 10.7% | ||
| Q3 24 | 6.5% | 15.9% | ||
| Q2 24 | 9.3% | 16.4% |
每股收益(稀释后)
LBRT
SSD
| Q1 26 | $0.14 | $2.13 | ||
| Q4 25 | $0.08 | $1.34 | ||
| Q3 25 | $0.26 | $2.58 | ||
| Q2 25 | $0.43 | $2.47 | ||
| Q1 25 | $0.12 | $1.85 | ||
| Q4 24 | $0.31 | $1.31 | ||
| Q3 24 | $0.44 | $2.21 | ||
| Q2 24 | $0.64 | $2.31 |
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 | $341.0M |
| 总债务越低越好 | $7.1M | — |
| 股东权益账面价值 | $1.9B | $2.1B |
| 总资产 | $4.4B | $3.0B |
| 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
SSD
| Q1 26 | $699.1M | $341.0M | ||
| Q4 25 | $27.6M | $384.1M | ||
| Q3 25 | $13.5M | $297.3M | ||
| Q2 25 | $19.6M | $190.4M | ||
| Q1 25 | $24.1M | $150.3M | ||
| Q4 24 | $20.0M | $239.4M | ||
| Q3 24 | $23.0M | $339.4M | ||
| Q2 24 | $30.0M | $354.9M |
总债务
LBRT
SSD
| Q1 26 | $7.1M | — | ||
| Q4 25 | $246.6M | $300.0M | ||
| Q3 25 | — | $371.3M | ||
| Q2 25 | — | $376.9M | ||
| Q1 25 | — | $382.5M | ||
| Q4 24 | $190.5M | $388.1M | ||
| Q3 24 | — | $393.8M | ||
| Q2 24 | — | $399.4M |
股东权益
LBRT
SSD
| Q1 26 | $1.9B | $2.1B | ||
| Q4 25 | $2.1B | $2.0B | ||
| Q3 25 | $2.1B | $2.0B | ||
| Q2 25 | $2.0B | $1.9B | ||
| Q1 25 | $2.0B | $1.9B | ||
| Q4 24 | $2.0B | $1.8B | ||
| Q3 24 | $2.0B | $1.9B | ||
| Q2 24 | $1.9B | $1.8B |
总资产
LBRT
SSD
| Q1 26 | $4.4B | $3.0B | ||
| Q4 25 | $3.6B | $3.1B | ||
| Q3 25 | $3.5B | $3.0B | ||
| Q2 25 | $3.4B | $3.0B | ||
| Q1 25 | $3.4B | $2.8B | ||
| Q4 24 | $3.3B | $2.7B | ||
| Q3 24 | $3.3B | $2.9B | ||
| Q2 24 | $3.2B | $2.8B |
负债/权益比
LBRT
SSD
| Q1 26 | 0.00× | — | ||
| Q4 25 | 0.12× | 0.15× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.20× | ||
| Q1 25 | — | 0.21× | ||
| Q4 24 | 0.10× | 0.21× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.23× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图